UGI vs. CVX
Compare and contrast key facts about UGI Corporation (UGI) and Chevron Corporation (CVX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UGI or CVX.
Correlation
The correlation between UGI and CVX is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UGI vs. CVX - Performance Comparison
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Key characteristics
UGI:
1.93
CVX:
-0.44
UGI:
2.85
CVX:
-0.39
UGI:
1.38
CVX:
0.95
UGI:
1.00
CVX:
-0.47
UGI:
11.04
CVX:
-1.18
UGI:
4.80%
CVX:
8.77%
UGI:
27.98%
CVX:
25.20%
UGI:
-59.54%
CVX:
-55.77%
UGI:
-20.44%
CVX:
-18.18%
Fundamentals
UGI:
$7.61B
CVX:
$246.15B
UGI:
$2.43
CVX:
$8.75
UGI:
14.60
CVX:
16.24
UGI:
2.65
CVX:
3.86
UGI:
1.04
CVX:
1.26
UGI:
1.52
CVX:
1.65
UGI:
$7.32B
CVX:
$194.44B
UGI:
$3.58B
CVX:
$53.54B
UGI:
$1.73B
CVX:
$43.57B
Returns By Period
In the year-to-date period, UGI achieves a 28.73% return, which is significantly higher than CVX's -2.15% return. Over the past 10 years, UGI has underperformed CVX with an annualized return of 3.23%, while CVX has yielded a comparatively higher 7.34% annualized return.
UGI
28.73%
8.39%
50.68%
53.59%
1.21%
7.64%
3.23%
CVX
-2.15%
1.67%
-11.84%
-11.00%
-2.35%
13.14%
7.34%
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Risk-Adjusted Performance
UGI vs. CVX — Risk-Adjusted Performance Rank
UGI
CVX
UGI vs. CVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UGI Corporation (UGI) and Chevron Corporation (CVX). 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. CVX - Dividend Comparison
UGI's dividend yield for the trailing twelve months is around 4.17%, less than CVX's 4.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UGI UGI Corporation | 4.17% | 5.31% | 6.04% | 3.84% | 2.97% | 3.76% | 2.68% | 1.93% | 2.10% | 2.04% | 2.67% | 2.16% |
CVX Chevron Corporation | 4.82% | 4.50% | 4.05% | 3.16% | 4.52% | 6.11% | 3.95% | 4.12% | 3.45% | 3.64% | 4.76% | 3.75% |
Drawdowns
UGI vs. CVX - Drawdown Comparison
The maximum UGI drawdown since its inception was -59.54%, which is greater than CVX's maximum drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for UGI and CVX. For additional features, visit the drawdowns tool.
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Volatility
UGI vs. CVX - Volatility Comparison
The current volatility for UGI Corporation (UGI) is 5.72%, while Chevron Corporation (CVX) has a volatility of 6.73%. This indicates that UGI experiences smaller price fluctuations and is considered to be less risky than CVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
UGI vs. CVX - Financials Comparison
This section allows you to compare key financial metrics between UGI Corporation and Chevron 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. CVX - 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%.
CVX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Chevron Corporation reported a gross profit of 11.36B and revenue of 47.61B. Therefore, the gross margin over that period was 23.9%.
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%.
CVX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Chevron Corporation reported an operating income of -1.85B and revenue of 47.61B, resulting in an operating margin of -3.9%.
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%.
CVX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Chevron Corporation reported a net income of 3.51B and revenue of 47.61B, resulting in a net margin of 7.4%.