SGU vs. ET
SGU (Star Group, L.P.) and ET (Energy Transfer LP) are both stocks. Both are in the Energy sector — SGU in Oil & Gas Refining & Marketing, ET in Oil & Gas Midstream. Over the past 10 years, SGU returned 9.63%/yr vs 12.26%/yr for ET. At a 0.18 correlation, their price movements are largely independent.
Performance
SGU vs. ET - Performance Comparison
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Returns By Period
In the year-to-date period, SGU achieves a 10.01% return, which is significantly lower than ET's 20.79% return. Over the past 10 years, SGU has underperformed ET with an annualized return of 9.63%, while ET has yielded a comparatively higher 12.26% annualized return.
SGU
- 1D
- 0.16%
- 1M
- 0.40%
- YTD
- 10.01%
- 6M
- 9.92%
- 1Y
- 12.71%
- 3Y*
- 3.29%
- 5Y*
- 8.32%
- 10Y*
- 9.63%
ET
- 1D
- 1.75%
- 1M
- -4.24%
- YTD
- 20.79%
- 6M
- 21.75%
- 1Y
- 17.38%
- 3Y*
- 24.93%
- 5Y*
- 21.15%
- 10Y*
- 12.26%
SGU vs. ET - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGU Star Group, L.P. | 10.01% | 9.00% | 6.25% | 0.66% | 18.88% | 20.48% | 5.48% | 6.71% | -8.96% | 4.15% |
ET Energy Transfer LP | 20.79% | -9.37% | 53.87% | 27.87% | 55.74% | 42.96% | -44.92% | 5.88% | -17.74% | -4.66% |
Correlation
The correlation between SGU and ET is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Feb 3, 2006 | 0.18 |
The correlation between SGU and ET shifts across timeframes, from 0.01 (1 year) to 0.20 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SGU:
$415.67M
ET:
$66.45B
SGU:
$3.14
ET:
$1.36
SGU:
4.02
ET:
14.12
SGU:
0.23
ET:
0.76
SGU:
0.95
ET:
1.34
SGU:
$1.86B
ET:
$89.38B
SGU:
$308.29M
ET:
$20.48B
SGU:
$182.15M
ET:
$13.02B
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Return for Risk
SGU vs. ET — Risk / Return Rank
SGU
ET
SGU vs. ET - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Star Group, L.P. (SGU) and Energy Transfer LP (ET). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SGU | ET | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.99 | -0.44 |
| Martin ratioReturn relative to average drawdown | 3.66 | 4.38 | -0.72 |
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Drawdowns
SGU vs. ET - Drawdown Comparison
The maximum SGU drawdown since its inception was -95.68%, which is greater than ET's maximum drawdown of -87.81%. Use the drawdown chart below to compare losses from any high point for SGU and ET.
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Drawdown Indicators
| SGU | ET | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.68% | -87.81% | -7.87% |
Max Drawdown (1Y)Largest decline over 1 year | -8.23% | -8.79% | +0.56% |
Max Drawdown (3Y)Largest decline over 3 years | -27.14% | -24.56% | -2.58% |
Max Drawdown (5Y)Largest decline over 5 years | -30.87% | -24.56% | -6.31% |
Max Drawdown (10Y)Largest decline over 10 years | -35.57% | -72.82% | +37.25% |
Current DrawdownCurrent decline from peak | -6.02% | -5.74% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -38.00% | -25.70% | -12.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 3.98% | -0.48% |
Volatility
SGU vs. ET - Volatility Comparison
The current volatility for Star Group, L.P. (SGU) is 4.30%, while Energy Transfer LP (ET) has a volatility of 5.08%. This indicates that SGU experiences smaller price fluctuations and is considered to be less risky than ET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGU | ET | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 5.08% | -0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 12.72% | 12.09% | +0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.31% | 16.15% | +1.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.94% | 24.66% | +5.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.73% | 34.50% | -6.77% |
Dividends
SGU vs. ET - Dividend Comparison
SGU's dividend yield for the trailing twelve months is around 5.95%, less than ET's 6.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ET Energy Transfer LP | 6.95% | 7.97% | 6.51% | 8.95% | 7.33% | 7.41% | 17.27% | 9.51% | 9.24% | 6.66% | 5.90% | 7.42% |
SGU Star Group, L.P. | 5.95% | 6.14% | 5.89% | 5.55% | 4.98% | 5.20% | 5.55% | 5.21% | 4.95% | 4.02% | 3.74% | 5.01% |
Financials
SGU vs. ET - Financials Comparison
This section allows you to compare key financial metrics between Star Group, L.P. and Energy Transfer LP. 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
SGU vs. ET - Profitability Comparison
SGU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Star Group, L.P. reported a gross profit of 0.00 and revenue of 766.72M. Therefore, the gross margin over that period was 0.0%.
ET - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Energy Transfer LP reported a gross profit of 6.62B and revenue of 27.77B. Therefore, the gross margin over that period was 23.9%.
SGU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Star Group, L.P. reported an operating income of 157.18M and revenue of 766.72M, resulting in an operating margin of 20.5%.
ET - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Energy Transfer LP reported an operating income of 2.98B and revenue of 27.77B, resulting in an operating margin of 10.7%.
SGU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Star Group, L.P. reported a net income of 108.28M and revenue of 766.72M, resulting in a net margin of 14.1%.
ET - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Energy Transfer LP reported a net income of 1.25B and revenue of 27.77B, resulting in a net margin of 4.5%.
Frequently Asked Questions
SGU and ET have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ET has higher volatility (5.08%) compared to SGU (4.30%). In terms of maximum drawdown, SGU dropped -95.68% vs ET's -87.81%.
ET currently has the higher Sharpe Ratio (1.08 vs 0.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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