Chesapeake Utilities Corporation (CPK) vs OPAL Fuels Inc. (OPAL)

Chesapeake Utilities Corporation and OPAL Fuels Inc. are both Utilities Regulated Gas companies. Chesapeake Utilities Corporation is the larger, with a market value of $3.1B against $321.4M — 9.6× the size. OPAL Fuels Inc. has negative trailing earnings, so its P/E is not meaningful; Chesapeake Utilities Corporation trades at 20.4×. Chesapeake Utilities Corporation grew revenue faster over the last twelve months: 14.6% against 3.02%. Chesapeake Utilities Corporation has the higher net margin (15.1% vs −0.13%) and the higher return on invested capital (5.04% vs 0.39%). Across the 18 metrics below, Chesapeake Utilities Corporation leads on 12 and OPAL Fuels Inc. on 6.

Valuation

Metric CPK OPAL Utilities Regulated Gas median
P/E 20.44 n/m 15.65
P/S 3.12 0.16 2.04
P/B 1.85 1.45 1.50
Price to free cash flow n/m n/m —
EV/EBITDA 12.62 14.56 11.49
EV/Sales 4.82 1.16 3.54
Earnings yield 4.89% (0.54%) 6.39%
Free cash flow yield (5.81%) (87.42%) (5.71%)

Profitability

Metric CPK OPAL Utilities Regulated Gas median
Gross margin 67.41% 29.42% 63.14%
Operating margin 27.29% 0.69% 21.47%
Net margin 15.12% (0.13%) 13.00%
Free cash flow margin (18.13%) (14.10%) (13.27%)
Return on equity 9.47% (5.45%) 9.47%
Return on assets 3.80% (0.04%) 3.80%
Return on invested capital 5.04% 0.39% 4.29%

Growth

Metric CPK OPAL Utilities Regulated Gas median
Revenue growth (TTM) 14.63% 3.02% 6.36%
EPS growth (last fiscal year) 13.50% 650.00% —
Revenue growth, 5-year CAGR 13.76% — 6.36%
Net income growth, 5-year CAGR 14.43% — 8.10%

Health

Metric CPK OPAL Utilities Regulated Gas median
Debt to equity 1.01 11.39 1.22
Current ratio 0.32 1.82 0.78
Net debt to EBITDA 4.45 10.02 4.68

Dividend

Metric CPK OPAL Utilities Regulated Gas median
Dividend yield 2.25% — 4.31%
Payout ratio 0.44 0.00 0.62

Size

Metric CPK OPAL Utilities Regulated Gas median
Market cap 3.09b 321.43m 4.52b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack