Highlights
- Market Cap
- $12.79B
- Enterprise Value
- $20.12B
- EPS (TTM)
- $2.45
- PE Ratio
- 23.55
- PEG Ratio
- 1.47
- Total Revenue (TTM)
- $7.34B
- Gross Profit (TTM)
- -$1.11B
- EBITDA (TTM)
- $455.00M
- ROA (TTM)
- 3.39%
- ROE (TTM)
- 10.72%
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.
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Returns By Period
UGI Corporation
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -8.36% | 9.25% | 1.71% | 3.78% | -1.22% | 4.39% | |||||||
| 2023 | 5.84% | -4.42% | -7.07% | -0.06% | -13.15% | -1.23% | 0.77% | -5.75% | -6.53% | -11.13% | 6.63% | 12.61% | -23.65% |
| 2022 | -1.52% | -8.71% | -2.70% | -1.90% | 15.99% | -9.40% | 9.89% | -7.31% | -12.36% | 6.43% | 6.13% | -2.07% | -10.96% |
| 2021 | 2.46% | 2.50% | 0.00% | -0.50% | -3.50% | 1.02% | -3.11% | 8.62% | 7.21% |
Benchmark Metrics
UGI Corporation has an annualized alpha of -10.17%, beta of 0.52, and R² of 0.12 versus S&P 500 Index. Calculated based on daily prices since May 19, 2021.
- This stock participated in 109.24% of S&P 500 Index downside but only 47.73% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.52 may look defensive, but with R² of 0.12 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 0.12 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.
- Alpha
- -10.17%
- Beta
- 0.52
- R²
- 0.12
- Upside Capture
- 47.73%
- Downside Capture
- 109.24%
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for UGI Corporation (UGIC) and compare them to a chosen benchmark (S&P 500 Index).
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Dividends
Dividend History
UGI Corporation provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 |
|---|---|---|---|---|
| Dividend | $0.00 | $7.25 | $7.25 | $3.75 |
Dividend yield | 0.00% | 12.30% | 8.39% | 3.57% |
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 | $1.81 | $0.00 | $0.00 | $1.81 | $3.63 | |||||||
| 2023 | $0.00 | $1.81 | $0.00 | $0.00 | $1.81 | $0.00 | $0.00 | $1.81 | $0.00 | $0.00 | $1.81 | $0.00 | $7.25 |
| 2022 | $0.00 | $1.81 | $0.00 | $0.00 | $1.81 | $0.00 | $0.00 | $1.81 | $0.00 | $0.00 | $1.81 | $0.00 | $7.25 |
| 2021 | $1.93 | $0.00 | $0.00 | $1.81 | $0.00 | $3.75 |
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 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 44.08%, occurring on Oct 23, 2023. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.08% | Aug 16, 2021 | 551 | Oct 23, 2023 | — | — | — |
| -3.24% | Jun 10, 2021 | 9 | Jun 22, 2021 | 33 | Aug 9, 2021 | 42 |
| -0.75% | May 21, 2021 | 1 | May 21, 2021 | 1 | May 24, 2021 | 2 |
| -0.72% | May 26, 2021 | 1 | May 26, 2021 | 1 | May 27, 2021 | 2 |
| -0.67% | May 28, 2021 | 1 | May 28, 2021 | 1 | Jun 1, 2021 | 2 |
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 UGI Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
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.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for UGIC, comparing it with other companies in the Utilities - Regulated Gas industry. Currently, UGIC has a P/E ratio of 23.6. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for UGIC compared to other companies in the Utilities - Regulated Gas industry. UGIC currently has a PEG ratio of 1.5. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for UGIC relative to other companies in the Utilities - Regulated Gas industry. Currently, UGIC has a P/S ratio of 1.7. 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 UGIC in comparison with other companies in the Utilities - Regulated Gas industry. Currently, UGIC has a P/B value of 2.6. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
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 | — |