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 0.16, 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
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Key characteristics
SGU:
0.78
UGI:
1.77
SGU:
1.02
UGI:
2.61
SGU:
1.12
UGI:
1.34
SGU:
0.50
UGI:
0.89
SGU:
2.90
UGI:
9.83
SGU:
5.21%
UGI:
4.80%
SGU:
27.72%
UGI:
27.87%
SGU:
-95.68%
UGI:
-59.54%
SGU:
-9.28%
UGI:
-23.27%
Fundamentals
SGU:
$420.32M
UGI:
$7.39B
SGU:
$1.37
UGI:
$2.43
SGU:
8.88
UGI:
14.19
SGU:
0.00
UGI:
2.65
SGU:
0.24
UGI:
1.01
SGU:
1.13
UGI:
1.50
SGU:
$1.80B
UGI:
$7.32B
SGU:
$531.54M
UGI:
$3.58B
SGU:
$11.93M
UGI:
$1.73B
Returns By Period
In the year-to-date period, SGU achieves a 8.88% return, which is significantly lower than UGI's 24.15% return. Over the past 10 years, SGU has outperformed UGI with an annualized return of 10.00%, while UGI has yielded a comparatively lower 2.79% annualized return.
SGU
8.88%
-2.89%
6.12%
21.58%
16.96%
10.00%
UGI
24.15%
9.93%
49.72%
48.78%
8.82%
2.79%
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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.
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Dividends
SGU vs. UGI - Dividend Comparison
SGU's dividend yield for the trailing twelve months is around 5.76%, more than UGI's 4.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGU Star Group, L.P. | 5.76% | 5.89% | 5.55% | 4.98% | 5.20% | 5.55% | 5.21% | 4.95% | 4.02% | 3.74% | 5.01% | 5.66% |
UGI UGI Corporation | 4.33% | 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.
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Volatility
SGU vs. UGI - Volatility Comparison
Star Group, L.P. (SGU) and UGI Corporation (UGI) have volatilities of 6.03% and 5.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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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
SGU vs. UGI - Profitability Comparison
SGU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Star Group, L.P. reported a gross profit of 250.97M and revenue of 743.05M. Therefore, the gross margin over that period was 33.8%.
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%.
SGU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Star Group, L.P. reported an operating income of 117.86M and revenue of 743.05M, resulting in an operating margin of 15.9%.
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%.
SGU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Star Group, L.P. reported a net income of 70.43M and revenue of 743.05M, resulting in a net margin of 9.5%.
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%.