PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
UGI Corporation (UGI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS9026811052
CUSIP902681105
SectorUtilities
IndustryUtilities—Regulated Gas

Highlights

Market Cap$5.03B
EPS-$2.18
PE Ratio8.35
PEG Ratio2.65
Revenue (TTM)$8.29B
Gross Profit (TTM)$1.99B
EBITDA (TTM)$1.14B
Year Range$19.57 - $33.39
Target Price$28.50
Short %2.45%
Short Ratio1.79

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds to compare with UGI

UGI Corporation

Popular comparisons: UGI vs. AQN.TO, UGI vs. WTRG, UGI vs. NEP, UGI vs. SPY, UGI vs. DVN, UGI vs. SRE, UGI vs. ^GSPC, UGI vs. NEE, UGI vs. CVX, UGI vs. VOO

Performance

Performance Chart

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


2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%OctoberNovemberDecember2024FebruaryMarch
6,377.21%
3,013.35%
UGI (UGI Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

UGI Corporation had a return of -0.32% year-to-date (YTD) and -23.39% in the last 12 months. Over the past 10 years, UGI Corporation had an annualized return of 1.01%, while the S&P 500 had an annualized return of 10.96%, indicating that UGI Corporation did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-0.32%10.04%
1 month3.99%3.53%
6 months6.30%22.79%
1 year-23.39%32.16%
5 years (annualized)-11.86%13.15%
10 years (annualized)1.01%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-10.00%10.57%
2023-6.71%-7.19%-9.57%5.72%13.72%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for UGI Corporation (UGI) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
UGI
UGI Corporation
-0.70
^GSPC
S&P 500
2.76

Sharpe Ratio

The current UGI Corporation Sharpe ratio is -0.70. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
-0.70
2.76
UGI (UGI Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

UGI Corporation granted a 6.21% dividend yield in the last twelve months. The annual payout for that period amounted to $1.50 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.50$1.49$1.43$1.37$1.32$1.21$1.03$0.99$0.94$0.90$0.82$0.74

Dividend yield

6.21%6.04%3.84%2.97%3.76%2.68%1.93%2.10%2.04%2.67%2.16%2.70%

Monthly Dividends

The table displays the monthly dividend distributions for UGI Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.36$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.38
2022$0.00$0.00$0.35$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36
2021$0.00$0.00$0.33$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35
2020$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33
2019$0.00$0.00$0.26$0.00$0.00$0.30$0.00$0.33$0.00$0.00$0.00$0.33
2018$0.00$0.00$0.25$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26
2017$0.00$0.00$0.24$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25
2016$0.00$0.00$0.23$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24
2015$0.00$0.00$0.22$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23
2014$0.00$0.00$0.19$0.00$0.00$0.20$0.00$0.00$0.22$0.00$0.00$0.22
2013$0.18$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%6.2%
UGI Corporation has a dividend yield of 6.21%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%160.1%
UGI Corporation has a payout ratio of 160.11%, 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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-49.47%
0
UGI (UGI Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the UGI Corporation. 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 UGI Corporation was 59.54%, occurring on Mar 23, 2020. The portfolio has not yet recovered.

The current UGI Corporation drawdown is 49.47%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-59.54%Dec 10, 2018323Mar 23, 2020
-42.37%Dec 31, 1997292Mar 1, 1999461Dec 22, 2000753
-30.25%Aug 4, 2005103Dec 29, 2005332Apr 27, 2007435
-30.08%Jul 1, 200872Oct 10, 2008384Apr 22, 2010456
-27.31%Feb 23, 1987167Oct 19, 1987179Jul 5, 1988346

Volatility

Volatility Chart

The current UGI Corporation volatility is 6.47%, 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%OctoberNovemberDecember2024FebruaryMarch
6.47%
2.82%
UGI (UGI Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of UGI Corporation 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