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UGI vs. AVA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

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.


-0.50.00.51.0
Correlation: 0.4

Performance

UGI vs. AVA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UGI Corporation (UGI) and Avista Corporation (AVA). The values are adjusted to include any dividend payments, if applicable.

1,000.00%2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%December2025FebruaryMarchAprilMay
6,144.34%
1,641.65%
UGI
AVA

Key characteristics

Sharpe Ratio

UGI:

1.28

AVA:

1.05

Sortino Ratio

UGI:

1.99

AVA:

1.54

Omega Ratio

UGI:

1.27

AVA:

1.20

Calmar Ratio

UGI:

0.68

AVA:

0.94

Martin Ratio

UGI:

6.55

AVA:

4.63

Ulcer Index

UGI:

5.52%

AVA:

4.60%

Daily Std Dev

UGI:

28.35%

AVA:

20.24%

Max Drawdown

UGI:

-59.54%

AVA:

-82.57%

Current Drawdown

UGI:

-26.77%

AVA:

-2.83%

Fundamentals

Market Cap

UGI:

$7.04B

AVA:

$3.33B

EPS

UGI:

$2.55

AVA:

$2.29

PE Ratio

UGI:

12.84

AVA:

18.11

PEG Ratio

UGI:

2.65

AVA:

2.91

PS Ratio

UGI:

0.99

AVA:

1.72

PB Ratio

UGI:

1.53

AVA:

1.29

Total Revenue (TTM)

UGI:

$4.65B

AVA:

$1.33B

Gross Profit (TTM)

UGI:

$2.22B

AVA:

$286.91M

EBITDA (TTM)

UGI:

$888.00M

AVA:

$424.33M

Returns By Period

In the year-to-date period, UGI achieves a 18.49% return, which is significantly higher than AVA's 14.00% return. Over the past 10 years, UGI has underperformed AVA with an annualized return of 2.81%, while AVA has yielded a comparatively higher 6.42% annualized return.


UGI

YTD

18.49%

1M

-1.28%

6M

41.76%

1Y

35.25%

5Y*

7.22%

10Y*

2.81%

AVA

YTD

14.00%

1M

-2.44%

6M

12.78%

1Y

18.26%

5Y*

4.85%

10Y*

6.42%

*Annualized

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Risk-Adjusted Performance

UGI vs. AVA — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UGI
The Risk-Adjusted Performance Rank of UGI is 8686
Overall Rank
The Sharpe Ratio Rank of UGI is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of UGI is 8686
Sortino Ratio Rank
The Omega Ratio Rank of UGI is 8585
Omega Ratio Rank
The Calmar Ratio Rank of UGI is 7878
Calmar Ratio Rank
The Martin Ratio Rank of UGI is 9090
Martin Ratio Rank

AVA
The Risk-Adjusted Performance Rank of AVA is 8181
Overall Rank
The Sharpe Ratio Rank of AVA is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of AVA is 7878
Sortino Ratio Rank
The Omega Ratio Rank of AVA is 7676
Omega Ratio Rank
The Calmar Ratio Rank of AVA is 8383
Calmar Ratio Rank
The Martin Ratio Rank of AVA is 8686
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for UGI, currently valued at 1.28, compared to the broader market-2.00-1.000.001.002.003.00
UGI: 1.28
AVA: 1.05
The chart of Sortino ratio for UGI, currently valued at 1.99, compared to the broader market-6.00-4.00-2.000.002.004.00
UGI: 1.99
AVA: 1.54
The chart of Omega ratio for UGI, currently valued at 1.27, compared to the broader market0.501.001.502.00
UGI: 1.27
AVA: 1.20
The chart of Calmar ratio for UGI, currently valued at 0.68, compared to the broader market0.001.002.003.004.005.00
UGI: 0.68
AVA: 0.94
The chart of Martin ratio for UGI, currently valued at 6.55, compared to the broader market-10.000.0010.0020.00
UGI: 6.55
AVA: 4.63

The current UGI Sharpe Ratio is 1.28, which is comparable to the AVA Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of UGI and AVA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.50December2025FebruaryMarchAprilMay
1.28
1.05
UGI
AVA

Dividends

UGI vs. AVA - Dividend Comparison

UGI's dividend yield for the trailing twelve months is around 4.54%, less than AVA's 4.64% yield.


TTM20242023202220212020201920182017201620152014
UGI
UGI Corporation
4.54%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
4.64%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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-26.77%
-2.83%
UGI
AVA

Volatility

UGI vs. AVA - Volatility Comparison

UGI Corporation (UGI) has a higher volatility of 8.68% compared to Avista Corporation (AVA) at 6.36%. 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.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
8.68%
6.36%
UGI
AVA

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00B2.50B3.00B3.50BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
2.03B
532.77M
(UGI) Total Revenue
(AVA) Total Revenue
Values in USD except per share items

UGI vs. AVA - Profitability Comparison

The chart below illustrates the profitability comparison between UGI Corporation and Avista Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
54.5%
59.0%
(UGI) Gross Margin
(AVA) Gross Margin
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 1.11B and revenue of 2.03B. Therefore, the gross margin over that period was 54.5%.
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 314.25M and revenue of 532.77M. Therefore, the gross margin over that period was 59.0%.
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 487.00M and revenue of 2.03B, resulting in an operating margin of 24.0%.
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 101.86M and revenue of 532.77M, resulting in an operating margin of 19.1%.
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 375.00M and revenue of 2.03B, resulting in a net margin of 18.5%.
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 67.16M and revenue of 532.77M, resulting in a net margin of 12.6%.