UGI vs. AVA
Compare and contrast key facts about UGI Corporation (UGI) and Avista Corporation (AVA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UGI or AVA.
Correlation
The correlation between UGI and AVA 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
UGI vs. AVA - Performance Comparison
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Key characteristics
UGI:
1.76
AVA:
0.50
UGI:
2.77
AVA:
0.91
UGI:
1.37
AVA:
1.11
UGI:
0.96
AVA:
0.50
UGI:
10.61
AVA:
2.45
UGI:
4.80%
AVA:
4.63%
UGI:
27.82%
AVA:
20.31%
UGI:
-59.54%
AVA:
-82.57%
UGI:
-22.50%
AVA:
-5.73%
Fundamentals
UGI:
$7.51B
AVA:
$3.22B
UGI:
$2.43
AVA:
$2.36
UGI:
14.40
AVA:
16.95
UGI:
2.65
AVA:
2.83
UGI:
1.05
AVA:
1.66
UGI:
1.64
AVA:
1.23
UGI:
$7.32B
AVA:
$1.95B
UGI:
$3.58B
AVA:
$647.91M
UGI:
$890.00M
AVA:
$424.33M
Returns By Period
In the year-to-date period, UGI achieves a 25.40% return, which is significantly higher than AVA's 10.60% return. Over the past 10 years, UGI has underperformed AVA with an annualized return of 3.43%, while AVA has yielded a comparatively higher 6.51% annualized return.
UGI
25.40%
13.05%
50.66%
48.77%
7.66%
3.43%
AVA
10.60%
-0.35%
9.89%
9.42%
4.95%
6.51%
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Risk-Adjusted Performance
UGI vs. AVA — Risk-Adjusted Performance Rank
UGI
AVA
UGI vs. AVA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UGI Corporation (UGI) and Avista Corporation (AVA). 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
UGI vs. AVA - Dividend Comparison
UGI's dividend yield for the trailing twelve months is around 4.29%, less than AVA's 4.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
UGI vs. AVA - Drawdown Comparison
The maximum UGI drawdown since its inception was -59.54%, smaller than the maximum AVA drawdown of -82.57%. Use the drawdown chart below to compare losses from any high point for UGI and AVA. For additional features, visit the drawdowns tool.
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Volatility
UGI vs. AVA - Volatility Comparison
UGI Corporation (UGI) has a higher volatility of 5.75% compared to Avista Corporation (AVA) at 4.89%. This indicates that UGI's price experiences larger fluctuations and is considered to be riskier than AVA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
UGI vs. AVA - Financials Comparison
This section allows you to compare key financial metrics between UGI Corporation and Avista 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
UGI vs. AVA - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.