UGI Corporation (UGI)

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UGI Corporation (UGI) is down 7.8% since the beginning of the year. At $34 per share, UGI is trading 18.3% below its 52-week high of $41. Investors who bought $1,000 worth of UGI shares 5 years ago would now be looking at an investment worth $918.

UGI Corporation (UGI) has returned -7.82% so far this year and -3.01% over the past 12 months. Over the last ten years, UGI has returned 1.01% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jan 5, 1988, UGI's average daily return is +0.05%, while the average monthly return is +1.03%. At this rate, an investment would double in approximately 5.6 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2024 with a return of +27.0%, while the worst month was Sep 2014 at -35.3%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.

On a daily basis, UGI closed higher 49% of trading days. The best single day was Nov 22, 2024 with a return of +15.0%, while the worst single day was Sep 9, 2014 at -33.2%.

UGI Corporation has an annualized alpha of 7.05%, beta of 0.60, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since January 05, 1988.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (75.20%) than losses (64.76%) - typical of diversified or defensive assets.
• Beta of 0.60 may look defensive, but with R2 of 0.18 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.18 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

UGI ranks 34 for risk / return — below 34% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

UGI Corporation provided a 4.44% dividend yield over the last twelve months, with an annual payout of $1.50 per share. The company has been increasing its dividends for 10 consecutive years.

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.

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.

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 21.18%.

The chart below shows the rolling one-month volatility.

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.

The Valuation section provides an overview of how UGI Corporation is priced in the market compared to other companies in the Utilities - Regulated Gas industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.