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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

$420.32M

EPS (TTM)

$1.37

PE Ratio

8.88

Total Revenue (TTM)

$1.80B

Gross Profit (TTM)

$531.54M

EBITDA (TTM)

$11.93M

Year Range

$9.08 - $13.55

Target Price

$13.00

Short %

0.27%

Short Ratio

1.88

Share Price Chart


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Compare to other instruments

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


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Performance

Performance Chart


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Returns By Period

Star Group, L.P. (SGU) returned 8.53% year-to-date (YTD) and 20.28% over the past 12 months. Over the past 10 years, SGU returned 9.96% annually, underperforming the S&P 500 benchmark at 10.69%.


SGU

YTD

8.53%

1M

-3.20%

6M

3.08%

1Y

20.28%

5Y*

16.54%

10Y*

9.96%

^GSPC (Benchmark)

YTD

-0.64%

1M

8.97%

6M

-2.62%

1Y

11.90%

5Y*

15.76%

10Y*

10.69%

*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%-4.13%-2.33%8.53%
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%-11.53%10.42%-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%-1.60%1.16%-1.67%5.48%
2019-0.77%7.65%-2.54%0.14%2.11%3.10%-2.45%-4.37%2.93%-0.56%1.08%0.75%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%-6.78%4.17%4.15%
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%
20149.22%-0.00%3.54%10.03%-0.79%-1.59%1.04%-5.34%-2.39%9.28%3.82%-4.54%22.83%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SGU is 69, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SGU is 6969
Overall Rank
The Sharpe Ratio Rank of SGU is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of SGU is 6363
Sortino Ratio Rank
The Omega Ratio Rank of SGU is 5959
Omega Ratio Rank
The Calmar Ratio Rank of SGU is 6969
Calmar Ratio Rank
The Martin Ratio Rank of SGU is 7575
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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Star Group, L.P. Sharpe ratios as of May 13, 2025 (values are recalculated daily):

  • 1-Year: 0.74
  • 5-Year: 0.54
  • 10-Year: 0.34
  • All Time: 0.11

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Star Group, L.P. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Star Group, L.P. provided a 5.78% dividend yield over the last twelve months, with an annual payout of $0.70 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$0.70$0.68$0.64$0.60$0.56$0.52$0.49$0.46$0.43$0.40$0.37$0.35

Dividend yield

5.78%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$0.19$0.00$0.36
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

Star Group, L.P. has a dividend yield of 5.78%, which means its dividend payment is significantly above the market average.

Payout Ratio

Star Group, L.P. has a payout ratio of 49.64%, 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.


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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 9.58%.


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 chart below shows the rolling one-month volatility.


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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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Star Group, L.P., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 3,200.0% positive surprise.


-1.00-0.500.000.501.001.50AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
0.79
0.01
Actual
Estimate

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

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 8.9. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PEG Ratio

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

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 0.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

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 1.1. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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