AVA vs. UGI
Compare and contrast key facts about Avista Corporation (AVA) and UGI Corporation (UGI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVA or UGI.
Correlation
The correlation between AVA and UGI is 0.36, 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.
Performance
AVA vs. UGI - Performance Comparison
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Key characteristics
AVA:
0.50
UGI:
1.76
AVA:
0.91
UGI:
2.77
AVA:
1.11
UGI:
1.37
AVA:
0.50
UGI:
0.96
AVA:
2.45
UGI:
10.61
AVA:
4.63%
UGI:
4.80%
AVA:
20.31%
UGI:
27.82%
AVA:
-82.57%
UGI:
-59.54%
AVA:
-5.73%
UGI:
-22.50%
Fundamentals
AVA:
$3.22B
UGI:
$7.51B
AVA:
$2.36
UGI:
$2.43
AVA:
16.95
UGI:
14.40
AVA:
2.87
UGI:
2.65
AVA:
1.66
UGI:
1.03
AVA:
1.24
UGI:
1.50
AVA:
$1.95B
UGI:
$7.32B
AVA:
$647.91M
UGI:
$3.58B
AVA:
$424.33M
UGI:
$890.00M
Returns By Period
In the year-to-date period, AVA achieves a 10.60% return, which is significantly lower than UGI's 25.40% return. Over the past 10 years, AVA has outperformed UGI with an annualized return of 6.36%, while UGI has yielded a comparatively lower 3.10% annualized return.
AVA
10.60%
-1.19%
9.89%
9.42%
5.77%
6.36%
UGI
25.40%
11.04%
50.66%
48.77%
8.09%
3.10%
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Risk-Adjusted Performance
AVA vs. UGI — Risk-Adjusted Performance Rank
AVA
UGI
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.
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Dividends
AVA vs. UGI - Dividend Comparison
AVA's dividend yield for the trailing twelve months is around 4.79%, more than UGI's 4.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVA Avista Corporation | 4.79% | 5.19% | 5.15% | 3.97% | 3.98% | 4.04% | 3.22% | 3.51% | 2.78% | 3.43% | 3.73% | 3.59% |
UGI UGI Corporation | 4.29% | 5.31% | 6.04% | 3.84% | 2.97% | 3.76% | 2.68% | 1.93% | 2.10% | 2.04% | 2.67% | 2.16% |
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.
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Volatility
AVA vs. UGI - Volatility Comparison
The current volatility for Avista Corporation (AVA) is 4.89%, while UGI Corporation (UGI) has a volatility of 5.75%. 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.
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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.
Total Revenue: Total amount of money received from sales and other business activities
AVA vs. UGI - Profitability Comparison
AVA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Avista Corporation reported a gross profit of 361.00M and revenue of 617.00M. Therefore, the gross margin over that period was 58.5%.
UGI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, UGI Corporation reported a gross profit of 1.37B and revenue of 2.67B. Therefore, the gross margin over that period was 51.2%.
AVA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Avista Corporation reported an operating income of 125.00M and revenue of 617.00M, resulting in an operating margin of 20.3%.
UGI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, UGI Corporation reported an operating income of 700.00M and revenue of 2.67B, resulting in an operating margin of 26.3%.
AVA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Avista Corporation reported a net income of 79.00M and revenue of 617.00M, resulting in a net margin of 12.8%.
UGI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, UGI Corporation reported a net income of 479.00M and revenue of 2.67B, resulting in a net margin of 18.0%.