PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Star Group, L.P. (SGU)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US85512C1053

CUSIP

85512C105

Sector

Energy

IPO Date

Dec 14, 1995

Highlights

Market Cap

$440.73M

EPS (TTM)

$1.37

PE Ratio

9.31

Total Revenue (TTM)

$1.06B

Gross Profit (TTM)

$280.56M

EBITDA (TTM)

$11.63M

Year Range

$9.22 - $13.75

Target Price

$13.00

Short %

0.26%

Short Ratio

1.83

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
SGU vs. SXC SGU vs. UGI SGU vs. BTI
Popular comparisons:
SGU vs. SXC SGU vs. UGI SGU vs. BTI

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%900.00%NovemberDecember2025FebruaryMarchApril
294.52%
757.11%
SGU (Star Group, L.P.)
Benchmark (^GSPC)

Returns By Period

Star Group, L.P. had a return of 12.12% year-to-date (YTD) and 31.46% in the last 12 months. Over the past 10 years, Star Group, L.P. had an annualized return of 11.11%, outperforming the S&P 500 benchmark which had an annualized return of 9.65%.


SGU

YTD

12.12%

1M

-5.20%

6M

11.38%

1Y

31.46%

5Y*

18.26%

10Y*

11.11%

^GSPC (Benchmark)

YTD

-10.18%

1M

-6.71%

6M

-9.92%

1Y

6.35%

5Y*

13.40%

10Y*

9.65%

*Annualized

Monthly Returns

The table below presents the monthly returns of SGU, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.38%9.69%1.23%-3.26%12.12%
2024-0.50%-3.36%-8.33%16.55%-6.70%-0.84%5.55%4.25%1.82%-3.78%13.75%-8.85%6.25%
20230.37%5.19%3.18%5.58%3.47%-2.43%0.50%-13.50%2.56%-0.84%9.69%-10.62%0.66%
2022-1.73%-6.61%13.85%-2.48%-5.90%-8.76%9.02%-6.61%-11.54%10.43%-1.02%38.03%18.88%
20212.98%0.73%9.97%1.29%-1.32%7.18%6.56%-6.87%-7.20%12.81%-13.22%9.34%20.48%
2020-0.59%-3.23%-14.25%2.60%1.71%11.01%8.96%4.03%-0.51%-1.59%1.16%-1.67%5.48%
2019-0.77%7.65%-2.54%0.14%2.11%3.10%-2.45%-4.37%2.94%-0.56%1.08%0.74%6.71%
2018-0.31%-12.35%0.54%5.23%-4.01%5.04%-0.73%-0.52%2.20%-0.94%0.73%-3.01%-8.96%
20171.41%-11.93%-3.36%3.05%6.62%8.51%2.33%-0.55%3.94%-1.46%-6.77%4.17%4.14%
20165.76%2.32%5.66%2.78%0.70%3.38%1.18%0.68%7.94%-0.50%2.63%10.36%51.58%
201511.51%13.41%-2.76%2.66%14.27%3.03%14.18%-4.01%-11.38%-6.63%-1.53%-3.63%27.92%
20149.21%0.00%3.54%10.03%-0.79%-1.59%1.03%-5.34%-2.39%9.28%3.82%-4.53%22.83%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 86, SGU is among the top 14% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SGU is 8686
Overall Rank
The Sharpe Ratio Rank of SGU is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of SGU is 8686
Sortino Ratio Rank
The Omega Ratio Rank of SGU is 8181
Omega Ratio Rank
The Calmar Ratio Rank of SGU is 8787
Calmar Ratio Rank
The Martin Ratio Rank of SGU is 8989
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for SGU, currently valued at 1.16, compared to the broader market-2.00-1.000.001.002.003.00
SGU: 1.16
^GSPC: 0.24
The chart of Sortino ratio for SGU, currently valued at 1.93, compared to the broader market-6.00-4.00-2.000.002.004.00
SGU: 1.93
^GSPC: 0.47
The chart of Omega ratio for SGU, currently valued at 1.23, compared to the broader market0.501.001.502.00
SGU: 1.23
^GSPC: 1.07
The chart of Calmar ratio for SGU, currently valued at 1.13, compared to the broader market0.001.002.003.004.00
SGU: 1.13
^GSPC: 0.24
The chart of Martin ratio for SGU, currently valued at 5.73, compared to the broader market-5.000.005.0010.0015.0020.00
SGU: 5.73
^GSPC: 1.08

The current Star Group, L.P. Sharpe ratio is 1.16. This value is calculated based on the past 1 year 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
1.16
0.24
SGU (Star Group, L.P.)
Benchmark (^GSPC)

Dividends

Dividend History

Star Group, L.P. provided a 5.41% dividend yield over the last twelve months, with an annual payout of $0.69 per share. The company has been increasing its dividends for 15 consecutive years.


4.00%4.50%5.00%5.50%6.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.60$0.7020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.69$0.68$0.64$0.60$0.56$0.52$0.49$0.46$0.43$0.40$0.37$0.35

Dividend yield

5.41%5.89%5.55%4.98%5.20%5.55%5.21%4.95%4.02%3.74%5.01%5.66%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.17$0.00$0.00$0.00$0.17
2024$0.16$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.68
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$0.64
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$0.60
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$0.56
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$0.52
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$0.49
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$0.46
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$0.43
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$0.40
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$0.37
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$0.35

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
SGU: 5.4%
Star Group, L.P. has a dividend yield of 5.41%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
SGU: 54.9%
Star Group, L.P. has a payout ratio of 54.88%, which is quite average when compared to the overall market. This suggests that Star Group, L.P. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-6.58%
-14.02%
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 6.58%.


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 6.19%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
6.19%
13.60%
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

Valuation

The Valuation section provides an overview of how Star Group, L.P. is priced in the market compared to other companies in the Oil & Gas Refining & Marketing industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
SGU: 9.3
The chart displays the Price-to-Earnings (P/E) ratio for SGU, comparing it with other companies in the Oil & Gas Refining & Marketing industry. Currently, SGU has a P/E ratio of 9.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
SGU: 0.0
The chart shows the Price/Earnings to Growth (PEG) ratio for SGU compared to other companies in the Oil & Gas Refining & Marketing industry. SGU currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
SGU: 0.3
This chart shows the Price-to-Sales (P/S) ratio for SGU relative to other companies in the Oil & Gas Refining & Marketing industry. Currently, SGU has a P/S ratio of 0.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
SGU: 1.5
The chart illustrates the Price-to-Book (P/B) ratio for SGU in comparison with other companies in the Oil & Gas Refining & Marketing industry. Currently, SGU has a P/B value of 1.5. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Star Group, L.P..


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab