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AVA vs. UGI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AVA and UGI is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.4

Performance

AVA vs. UGI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avista Corporation (AVA) and UGI Corporation (UGI). The values are adjusted to include any dividend payments, if applicable.

1,000.00%2,000.00%3,000.00%4,000.00%5,000.00%JulyAugustSeptemberOctoberNovemberDecember
1,409.36%
4,988.64%
AVA
UGI

Key characteristics

Sharpe Ratio

AVA:

0.47

UGI:

0.82

Sortino Ratio

AVA:

0.78

UGI:

1.54

Omega Ratio

AVA:

1.10

UGI:

1.19

Calmar Ratio

AVA:

0.34

UGI:

0.50

Martin Ratio

AVA:

1.83

UGI:

4.58

Ulcer Index

AVA:

5.20%

UGI:

5.96%

Daily Std Dev

AVA:

20.31%

UGI:

33.30%

Max Drawdown

AVA:

-82.57%

UGI:

-59.54%

Current Drawdown

AVA:

-14.66%

UGI:

-40.30%

Fundamentals

Market Cap

AVA:

$2.91B

UGI:

$6.03B

EPS

AVA:

$2.53

UGI:

$1.23

PE Ratio

AVA:

14.52

UGI:

22.52

PEG Ratio

AVA:

2.89

UGI:

2.65

Total Revenue (TTM)

AVA:

$1.92B

UGI:

$7.21B

Gross Profit (TTM)

AVA:

$406.91M

UGI:

$3.30B

EBITDA (TTM)

AVA:

$596.91M

UGI:

$1.39B

Returns By Period

In the year-to-date period, AVA achieves a 6.54% return, which is significantly lower than UGI's 17.78% return. Over the past 10 years, AVA has outperformed UGI with an annualized return of 4.32%, while UGI has yielded a comparatively lower 0.02% annualized return.


AVA

YTD

6.54%

1M

-4.90%

6M

10.05%

1Y

7.08%

5Y*

-1.35%

10Y*

4.32%

UGI

YTD

17.78%

1M

11.51%

6M

23.34%

1Y

18.21%

5Y*

-5.23%

10Y*

0.02%

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Risk-Adjusted Performance

AVA vs. UGI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Avista Corporation (AVA) and UGI Corporation (UGI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for AVA, currently valued at 0.47, compared to the broader market-4.00-2.000.002.000.470.82
The chart of Sortino ratio for AVA, currently valued at 0.78, compared to the broader market-4.00-2.000.002.004.000.781.54
The chart of Omega ratio for AVA, currently valued at 1.10, compared to the broader market0.501.001.502.001.101.19
The chart of Calmar ratio for AVA, currently valued at 0.34, compared to the broader market0.002.004.006.000.340.50
The chart of Martin ratio for AVA, currently valued at 1.83, compared to the broader market-5.000.005.0010.0015.0020.0025.001.834.58
AVA
UGI

The current AVA Sharpe Ratio is 0.47, which is lower than the UGI Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of AVA and UGI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.50JulyAugustSeptemberOctoberNovemberDecember
0.47
0.82
AVA
UGI

Dividends

AVA vs. UGI - Dividend Comparison

AVA's dividend yield for the trailing twelve months is around 5.25%, less than UGI's 5.50% yield.


TTM20232022202120202019201820172016201520142013
AVA
Avista Corporation
5.25%5.15%3.97%3.98%4.04%3.22%3.51%2.78%3.43%3.73%3.59%4.33%
UGI
UGI Corporation
5.50%6.04%3.84%2.97%3.76%2.68%1.93%2.10%2.04%2.67%2.16%2.70%

Drawdowns

AVA vs. UGI - Drawdown Comparison

The maximum AVA drawdown since its inception was -82.57%, which is greater than UGI's maximum drawdown of -59.54%. Use the drawdown chart below to compare losses from any high point for AVA and UGI. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%JulyAugustSeptemberOctoberNovemberDecember
-14.66%
-40.30%
AVA
UGI

Volatility

AVA vs. UGI - Volatility Comparison

The current volatility for Avista Corporation (AVA) is 5.07%, while UGI Corporation (UGI) has a volatility of 16.87%. This indicates that AVA experiences smaller price fluctuations and is considered to be less risky than UGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%JulyAugustSeptemberOctoberNovemberDecember
5.07%
16.87%
AVA
UGI

Financials

AVA vs. UGI - Financials Comparison

This section allows you to compare key financial metrics between Avista Corporation and UGI Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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