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Star Group, L.P. (SGU)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS85512C1053
CUSIP85512C105
SectorEnergy
IndustryOil & Gas Refining & Marketing

Highlights

Market Cap$394.88M
EPS$0.80
PE Ratio13.88
Revenue (TTM)$1.83B
Gross Profit (TTM)$470.75M
EBITDA (TTM)$88.49M
Year Range$9.75 - $14.39
Target Price$13.00
Short %0.29%
Short Ratio2.07

Share Price Chart


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Star Group, L.P.

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Star Group, L.P., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


200.00%300.00%400.00%500.00%600.00%700.00%800.00%December2024FebruaryMarchApril
240.26%
717.03%
SGU (Star Group, L.P.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Star Group, L.P. had a return of 2.75% year-to-date (YTD) and -10.80% in the last 12 months. Over the past 10 years, Star Group, L.P. had an annualized return of 11.49%, outperforming the S&P 500 benchmark which had an annualized return of 10.37%.


PeriodReturnBenchmark
Year-To-Date2.75%5.57%
1 month16.55%-4.16%
6 months0.74%20.07%
1 year-10.80%20.82%
5 years (annualized)10.27%11.56%
10 years (annualized)11.49%10.37%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-0.50%-3.36%-8.33%
2023-0.84%9.69%-10.62%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SGU is 35, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of SGU is 3535
Star Group, L.P.(SGU)
The Sharpe Ratio Rank of SGU is 3737Sharpe Ratio Rank
The Sortino Ratio Rank of SGU is 3434Sortino Ratio Rank
The Omega Ratio Rank of SGU is 3434Omega Ratio Rank
The Calmar Ratio Rank of SGU is 2929Calmar Ratio Rank
The Martin Ratio Rank of SGU is 3838Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Star Group, L.P. (SGU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


SGU
Sharpe ratio
The chart of Sharpe ratio for SGU, currently valued at -0.24, compared to the broader market-2.00-1.000.001.002.003.00-0.24
Sortino ratio
The chart of Sortino ratio for SGU, currently valued at -0.07, compared to the broader market-4.00-2.000.002.004.006.00-0.07
Omega ratio
The chart of Omega ratio for SGU, currently valued at 0.99, compared to the broader market0.501.001.500.99
Calmar ratio
The chart of Calmar ratio for SGU, currently valued at -0.33, compared to the broader market0.002.004.006.00-0.33
Martin ratio
The chart of Martin ratio for SGU, currently valued at -0.53, compared to the broader market-10.000.0010.0020.0030.00-0.53
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.78, compared to the broader market-2.00-1.000.001.002.003.001.78
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.58, compared to the broader market-4.00-2.000.002.004.006.002.58
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.002.004.006.001.36
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.92, compared to the broader market-10.000.0010.0020.0030.006.92

Sharpe Ratio

The current Star Group, L.P. Sharpe ratio is -0.24. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Star Group, L.P. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00December2024FebruaryMarchApril
-0.24
1.78
SGU (Star Group, L.P.)
Benchmark (^GSPC)

Dividends

Dividend History

Star Group, L.P. granted a 5.74% dividend yield in the last twelve months. The annual payout for that period amounted to $0.66 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.66$0.64$0.60$0.56$0.52$0.49$0.46$0.43$0.40$0.37$0.35$0.33

Dividend yield

5.74%5.55%4.98%5.20%5.55%5.21%4.95%4.02%3.74%5.01%5.66%6.19%

Monthly Dividends

The table displays the monthly dividend distributions for Star Group, L.P.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.16$0.00$0.00
2023$0.15$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00
2022$0.14$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00
2021$0.13$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00
2020$0.13$0.00$0.00$0.00$0.13$0.00$0.13$0.00$0.00$0.13$0.00$0.00
2019$0.12$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00
2018$0.11$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00
2017$0.10$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00
2016$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00
2015$0.09$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00
2014$0.08$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.00$0.09$0.00
2013$0.08$0.00$0.00$0.08$0.00$0.00$0.00$0.08$0.00$0.00$0.08$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%5.7%
Star Group, L.P. has a dividend yield of 5.74%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%80.0%
Star Group, L.P. has a payout ratio of 80.00%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchApril
-19.43%
-4.16%
SGU (Star Group, L.P.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Star Group, L.P.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Star Group, L.P. was 95.68%, occurring on Nov 17, 2005. Recovery took 3945 trading sessions.

The current Star Group, L.P. drawdown is 19.43%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-95.68%Mar 19, 2004422Nov 17, 20053945Jul 23, 20214367
-36.34%Feb 5, 1998284Mar 23, 1999368Sep 5, 2000652
-30.87%Jun 12, 2023201Mar 28, 2024
-28.42%Nov 27, 2001164Jul 23, 2002122Jan 15, 2003286
-27.67%Jul 29, 2021294Sep 27, 202254Dec 13, 2022348

Volatility

Volatility Chart

The current Star Group, L.P. volatility is 10.24%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%December2024FebruaryMarchApril
10.24%
3.95%
SGU (Star Group, L.P.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Star Group, L.P. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items