SGU vs. UGI
Compare and contrast key facts about Star Group, L.P. (SGU) and UGI Corporation (UGI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGU or UGI.
Correlation
The correlation between SGU and UGI is 0.14, 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
SGU vs. UGI - Performance Comparison
Key characteristics
SGU:
0.44
UGI:
1.20
SGU:
0.93
UGI:
1.92
SGU:
1.11
UGI:
1.25
SGU:
0.48
UGI:
0.68
SGU:
2.17
UGI:
6.40
SGU:
6.84%
UGI:
5.60%
SGU:
33.22%
UGI:
29.77%
SGU:
-95.68%
UGI:
-59.54%
SGU:
-9.12%
UGI:
-31.30%
Fundamentals
SGU:
$426.68M
UGI:
$6.74B
SGU:
$1.24
UGI:
$1.26
SGU:
9.93
UGI:
24.90
SGU:
0.00
UGI:
2.65
SGU:
$1.73B
UGI:
$5.09B
SGU:
$830.46M
UGI:
$2.38B
SGU:
$113.20M
UGI:
$977.00M
Returns By Period
In the year-to-date period, SGU achieves a 9.05% return, which is significantly lower than UGI's 11.16% return. Over the past 10 years, SGU has outperformed UGI with an annualized return of 12.28%, while UGI has yielded a comparatively lower 2.20% annualized return.
SGU
9.05%
10.10%
14.55%
22.18%
12.59%
12.28%
UGI
11.16%
12.07%
32.60%
40.38%
-1.45%
2.20%
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Risk-Adjusted Performance
SGU vs. UGI — Risk-Adjusted Performance Rank
SGU
UGI
SGU vs. UGI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Star Group, L.P. (SGU) 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.
Dividends
SGU vs. UGI - Dividend Comparison
SGU's dividend yield for the trailing twelve months is around 5.58%, more than UGI's 4.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGU Star Group, L.P. | 5.58% | 5.91% | 5.57% | 5.00% | 5.22% | 5.57% | 5.21% | 4.97% | 4.03% | 3.75% | 5.00% | 5.69% |
UGI UGI Corporation | 4.78% | 5.31% | 6.04% | 3.84% | 2.97% | 3.76% | 2.68% | 1.93% | 2.10% | 2.04% | 2.67% | 2.16% |
Drawdowns
SGU vs. UGI - Drawdown Comparison
The maximum SGU drawdown since its inception was -95.68%, which is greater than UGI's maximum drawdown of -59.54%. Use the drawdown chart below to compare losses from any high point for SGU and UGI. For additional features, visit the drawdowns tool.
Volatility
SGU vs. UGI - Volatility Comparison
Star Group, L.P. (SGU) has a higher volatility of 9.69% compared to UGI Corporation (UGI) at 6.95%. This indicates that SGU's price experiences larger fluctuations and is considered to be riskier than UGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SGU vs. UGI - Financials Comparison
This section allows you to compare key financial metrics between Star Group, L.P. 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