SGU vs. UGI
SGU (Star Group, L.P.) and UGI (UGI Corporation) are both stocks. SGU operates in Oil & Gas Refining & Marketing (Energy), while UGI operates in Utilities - Regulated Gas (Utilities). Over the past 10 years, SGU returned 9.63%/yr vs 1.29%/yr for UGI. At a 0.14 correlation, their price movements are largely independent.
Performance
SGU vs. UGI - Performance Comparison
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Returns By Period
In the year-to-date period, SGU achieves a 10.01% return, which is significantly higher than UGI's -5.28% return. Over the past 10 years, SGU has outperformed UGI with an annualized return of 9.63%, while UGI has yielded a comparatively lower 1.29% 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%
UGI
- 1D
- 2.75%
- 1M
- -1.55%
- YTD
- -5.28%
- 6M
- -7.43%
- 1Y
- -0.56%
- 3Y*
- 15.35%
- 5Y*
- -1.31%
- 10Y*
- 1.29%
SGU vs. UGI - 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% |
UGI UGI Corporation | -5.28% | 38.35% | 21.93% | -29.83% | -16.13% | 35.43% | -19.36% | -13.24% | 15.95% | 3.99% |
Correlation
The correlation between SGU and UGI is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 1995 | 0.14 |
Fundamentals
SGU:
$415.67M
UGI:
$7.73B
SGU:
$3.14
UGI:
$2.91
SGU:
4.02
UGI:
11.92
SGU:
0.29
UGI:
0.22
SGU:
0.23
UGI:
1.04
SGU:
0.95
UGI:
1.43
SGU:
$1.86B
UGI:
$7.36B
SGU:
$308.29M
UGI:
$2.23B
SGU:
$182.15M
UGI:
$1.19B
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Return for Risk
SGU vs. UGI — Risk / Return Rank
SGU
UGI
SGU vs. UGI - Risk-Adjusted Trends 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.
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 | UGI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.76 | ||
| Sortino ratioReturn per unit of downside risk | +1.04 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.02 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.55 | -0.03 | +1.58 |
| Martin ratioReturn relative to average drawdown | 3.66 | -0.07 | +3.72 |
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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.
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Drawdown Indicators
| SGU | UGI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.68% | -59.54% | -36.14% |
Max Drawdown (1Y)Largest decline over 1 year | -8.23% | -19.64% | +11.41% |
Max Drawdown (3Y)Largest decline over 3 years | -27.14% | -25.41% | -1.73% |
Max Drawdown (5Y)Largest decline over 5 years | -30.87% | -53.78% | +22.91% |
Max Drawdown (10Y)Largest decline over 10 years | -35.57% | -59.54% | +23.97% |
Current DrawdownCurrent decline from peak | -6.02% | -19.01% | +12.99% |
Average DrawdownAverage peak-to-trough decline | -38.00% | -12.76% | -25.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 8.45% | -4.95% |
Volatility
SGU vs. UGI - Volatility Comparison
The current volatility for Star Group, L.P. (SGU) is 4.30%, while UGI Corporation (UGI) has a volatility of 6.74%. This indicates that SGU 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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Volatility by Period
| SGU | UGI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 6.74% | -2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 12.72% | 17.83% | -5.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.31% | 22.63% | -5.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.94% | 28.09% | +1.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.73% | 28.51% | -0.78% |
Dividends
SGU vs. UGI - Dividend Comparison
SGU's dividend yield for the trailing twelve months is around 5.95%, more than UGI's 4.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UGI UGI Corporation | 4.32% | 4.01% | 5.31% | 6.04% | 3.84% | 2.97% | 3.76% | 2.68% | 1.93% | 2.10% | 2.04% | 2.67% |
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 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%.
UGI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UGI Corporation reported a gross profit of 0.00 and revenue of 2.69B. Therefore, the gross margin over that period was 0.0%.
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%.
UGI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UGI Corporation reported an operating income of 758.00M and revenue of 2.69B, resulting in an operating margin of 28.2%.
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%.
UGI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UGI Corporation reported a net income of 520.00M and revenue of 2.69B, resulting in a net margin of 19.4%.
Frequently Asked Questions
SGU and UGI have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UGI has higher volatility (6.74%) compared to SGU (4.30%). In terms of maximum drawdown, SGU dropped -95.68% vs UGI's -59.54%.
SGU currently has the higher Sharpe Ratio (0.74 vs -0.02), 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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