UGI Corporation (UGI)
Company Info
ISIN | US9026811052 |
---|---|
CUSIP | 902681105 |
Sector | Utilities |
Industry | Utilities—Regulated Gas |
Highlights
Market Cap | $5.03B |
---|---|
EPS | -$2.18 |
PE Ratio | 8.35 |
PEG Ratio | 2.65 |
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 Ratio | 1.79 |
Share Price Chart
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Compare to other instruments
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.
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.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | -0.32% | 10.04% |
1 month | 3.99% | 3.53% |
6 months | 6.30% | 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
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
UGI Corporation | -0.70 | ||||
S&P 500 | 2.76 |
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.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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, 2018 | 323 | Mar 23, 2020 | — | — | — |
-42.37% | Dec 31, 1997 | 292 | Mar 1, 1999 | 461 | Dec 22, 2000 | 753 |
-30.25% | Aug 4, 2005 | 103 | Dec 29, 2005 | 332 | Apr 27, 2007 | 435 |
-30.08% | Jul 1, 2008 | 72 | Oct 10, 2008 | 384 | Apr 22, 2010 | 456 |
-27.31% | Feb 23, 1987 | 167 | Oct 19, 1987 | 179 | Jul 5, 1988 | 346 |
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.
Financials
Financial Performance
Income Statement
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 |