Ultrapar Participações S.A. (UGP)

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Ultrapar Participações S.A. (UGP) is up 29.7% since the beginning of the year. At $5 per share, UGP is trading 21.1% below its 52-week high of $6. Investors who bought $1,000 worth of UGP shares 5 years ago would now be looking at an investment worth $1,514.

Ultrapar Participações S.A. (UGP) has returned 29.71% so far this year and 67.21% over the past 12 months. Over the last ten years, UGP has returned -4.35% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Oct 7, 1999, UGP's average daily return is +0.07%, while the average monthly return is +1.35%. At this rate, an investment would double in approximately 4.3 years.

Historically, 56% of months were positive and 44% were negative. The best month was Nov 2020 with a return of +33.1%, while the worst month was Mar 2020 at -41.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 8 months.

On a daily basis, UGP closed higher 49% of trading days. The best single day was Oct 13, 2008 with a return of +46.8%, while the worst single day was Mar 16, 2020 at -23.1%.

Ultrapar Participações S.A. has an annualized alpha of 10.33%, beta of 0.98, and R2 of 0.20 versus S&P 500 Index. Calculated based on daily prices since October 07, 1999.

• This stock captured 107.28% of S&P 500 Index gains but only 95.25% of its losses - a favorable profile for investors.
• R2 of 0.20 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.

UGP ranks 84 for risk / return — in the top 84% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Ultrapar Participações S.A. provided a 4.97% dividend yield over the last twelve months, with an annual payout of $0.24 per share. The company has been increasing its dividends for 2 consecutive years.

The table displays the monthly dividend distributions for Ultrapar Participações S.A.. 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 Ultrapar Participações S.A.. 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 Ultrapar Participações S.A. was 83.31%, occurring on Mar 23, 2020. The portfolio has not yet recovered.

The current Ultrapar Participações S.A. drawdown is 50.16%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Ultrapar Participações S.A. 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 Ultrapar Participações S.A. is priced in the market compared to other companies in the Oil & Gas Refining & Marketing industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.