UGI Corporation (UGI)
Company Info
Highlights
$6.03B
$1.23
22.52
2.65
$7.21B
$3.30B
$1.39B
$20.40 - $30.08
$32.75
4.54%
4.52
Share Price Chart
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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 17.78% year-to-date (YTD) and 18.21% in the last 12 months. Over the past 10 years, UGI Corporation had an annualized return of 0.02%, while the S&P 500 had an annualized return of 11.06%, indicating that UGI Corporation did not perform as well as the benchmark.
UGI
17.78%
11.51%
23.34%
18.21%
-5.23%
0.02%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of UGI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -10.00% | 10.57% | 1.74% | 4.16% | -0.39% | -8.53% | 8.21% | 0.52% | 2.03% | -4.44% | 27.02% | 17.78% | |
| 2023 | 7.45% | -6.53% | -5.67% | -2.53% | -17.44% | -2.30% | 0.07% | -6.71% | -7.19% | -9.57% | 5.72% | 13.72% | -29.83% |
| 2022 | -1.22% | -15.24% | -4.78% | -5.30% | 24.61% | -8.85% | 11.78% | -8.48% | -17.38% | 9.28% | 9.40% | -3.20% | -16.13% |
| 2021 | 2.95% | 6.45% | 7.93% | 6.58% | 5.35% | 1.30% | -0.69% | 0.70% | -7.26% | 1.85% | -4.98% | 12.15% | 35.43% |
| 2020 | -7.91% | -13.34% | -25.19% | 13.16% | 5.50% | 0.93% | 4.84% | 3.57% | -3.52% | -1.94% | 9.71% | -0.54% | -19.36% |
| 2019 | 6.90% | -3.73% | 1.43% | -1.64% | -5.32% | 4.08% | -4.34% | -4.08% | 3.29% | -5.17% | -8.64% | 4.47% | -13.24% |
| 2018 | -2.51% | -5.86% | 3.67% | 8.94% | 4.30% | 3.72% | 2.05% | 1.71% | 3.14% | -4.36% | 8.27% | -6.72% | 15.95% |
| 2017 | 0.63% | 4.01% | 2.94% | 1.54% | 2.03% | -4.93% | 4.26% | -2.10% | -4.67% | 2.13% | 2.40% | -3.70% | 3.99% |
| 2016 | 0.71% | 8.71% | 9.66% | -0.12% | 6.66% | 6.01% | 0.02% | 0.49% | -0.01% | 2.32% | -3.22% | 3.41% | 39.52% |
| 2015 | -2.61% | -8.11% | -3.46% | 6.81% | 7.44% | -7.30% | 6.07% | -6.73% | 2.87% | 5.31% | -5.45% | -1.94% | -8.67% |
| 2014 | 4.65% | 3.00% | 2.71% | 2.37% | 4.24% | 4.40% | -3.88% | 9.15% | -2.89% | 10.56% | 0.05% | 1.30% | 40.81% |
| 2013 | 7.73% | 1.65% | 7.96% | 6.75% | -6.81% | 3.16% | 7.36% | -6.64% | 0.56% | 5.72% | -2.68% | 3.72% | 30.50% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of UGI is 74, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for UGI Corporation (UGI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
UGI Corporation provided a 5.50% dividend yield over the last twelve months, with an annual payout of $1.50 per share. The company has been increasing its dividends for 35 consecutive years, earning it the status of a dividend aristocrat.
| 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 | $0.75 |
Dividend yield | 5.50% | 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $1.50 |
| 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 | $1.49 |
| 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 | $1.43 |
| 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 | $1.37 |
| 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 | $1.32 |
| 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 | $1.21 |
| 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 | $1.03 |
| 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 | $0.99 |
| 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 | $0.94 |
| 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 | $0.90 |
| 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 | $0.82 |
| 2013 | $0.18 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.75 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 40.30%.
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 |
| -30.24% | 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 |
| -24.83% | Jul 30, 1993 | 285 | Sep 14, 1994 | 339 | Jan 17, 1996 | 624 |
Volatility
Volatility Chart
The current UGI Corporation volatility is 16.87%, 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
Valuation
The Valuation section provides an assessment of the market value of UGI Corporation compared to its peers in the Utilities - Regulated Gas industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for UGI in comparison to other companies of the Utilities - Regulated Gas industry. Currently, UGI has a PE value of 22.5. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for UGI in comparison to other companies of the Utilities - Regulated Gas industry. Currently, UGI has a PEG value of 2.7. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for UGI Corporation.
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Income Statement
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