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

Correlation

The correlation between UGI and DVN is 0.27, 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.


-0.50.00.51.00.3

Performance

UGI vs. DVN - Performance Comparison

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

-40.00%-20.00%0.00%20.00%40.00%AugustSeptemberOctoberNovemberDecember2025
29.94%
-22.08%
UGI
DVN

Key characteristics

Sharpe Ratio

UGI:

0.67

DVN:

-0.79

Sortino Ratio

UGI:

1.31

DVN:

-0.99

Omega Ratio

UGI:

1.16

DVN:

0.88

Calmar Ratio

UGI:

0.40

DVN:

-0.32

Martin Ratio

UGI:

3.68

DVN:

-1.03

Ulcer Index

UGI:

5.96%

DVN:

19.44%

Daily Std Dev

UGI:

32.98%

DVN:

25.31%

Max Drawdown

UGI:

-59.54%

DVN:

-94.93%

Current Drawdown

UGI:

-37.63%

DVN:

-56.34%

Fundamentals

Market Cap

UGI:

$6.06B

DVN:

$23.09B

EPS

UGI:

$1.25

DVN:

$5.40

PE Ratio

UGI:

22.58

DVN:

6.51

PEG Ratio

UGI:

2.65

DVN:

14.90

Total Revenue (TTM)

UGI:

$5.09B

DVN:

$11.32B

Gross Profit (TTM)

UGI:

$2.38B

DVN:

$3.33B

EBITDA (TTM)

UGI:

$977.00M

DVN:

$5.43B

Returns By Period

In the year-to-date period, UGI achieves a 0.92% return, which is significantly lower than DVN's 7.39% return. Over the past 10 years, UGI has outperformed DVN with an annualized return of 0.81%, while DVN has yielded a comparatively lower -1.83% annualized return.


UGI

YTD

0.92%

1M

1.90%

6M

29.94%

1Y

23.91%

5Y*

-4.14%

10Y*

0.81%

DVN

YTD

7.39%

1M

-0.37%

6M

-22.08%

1Y

-18.73%

5Y*

13.44%

10Y*

-1.83%

*Annualized

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Risk-Adjusted Performance

UGI vs. DVN — 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 7171
Overall Rank
The Sharpe Ratio Rank of UGI is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of UGI is 6969
Sortino Ratio Rank
The Omega Ratio Rank of UGI is 6767
Omega Ratio Rank
The Calmar Ratio Rank of UGI is 6767
Calmar Ratio Rank
The Martin Ratio Rank of UGI is 7878
Martin Ratio Rank

DVN
The Risk-Adjusted Performance Rank of DVN is 1717
Overall Rank
The Sharpe Ratio Rank of DVN is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of DVN is 1212
Sortino Ratio Rank
The Omega Ratio Rank of DVN is 1313
Omega Ratio Rank
The Calmar Ratio Rank of DVN is 2828
Calmar Ratio Rank
The Martin Ratio Rank of DVN is 2323
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. DVN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for UGI Corporation (UGI) and Devon Energy Corporation (DVN). 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 0.67, compared to the broader market-4.00-2.000.002.000.67-0.79
The chart of Sortino ratio for UGI, currently valued at 1.31, compared to the broader market-4.00-2.000.002.004.001.31-0.99
The chart of Omega ratio for UGI, currently valued at 1.16, compared to the broader market0.501.001.502.001.160.88
The chart of Calmar ratio for UGI, currently valued at 0.40, compared to the broader market0.002.004.006.000.40-0.32
The chart of Martin ratio for UGI, currently valued at 3.68, compared to the broader market-10.000.0010.0020.003.68-1.03
UGI
DVN

The current UGI Sharpe Ratio is 0.67, which is higher than the DVN Sharpe Ratio of -0.79. The chart below compares the historical Sharpe Ratios of UGI and DVN, 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 Ratio-1.00-0.500.000.501.001.50AugustSeptemberOctoberNovemberDecember2025
0.67
-0.79
UGI
DVN

Dividends

UGI vs. DVN - Dividend Comparison

UGI's dividend yield for the trailing twelve months is around 5.27%, more than DVN's 4.13% yield.


TTM20242023202220212020201920182017201620152014
UGI
UGI Corporation
5.27%5.31%6.04%3.84%2.97%3.76%2.68%1.93%2.10%2.04%2.67%2.16%
DVN
Devon Energy Corporation
4.13%4.43%6.34%8.41%4.47%4.30%1.35%1.33%0.58%0.92%3.00%1.54%

Drawdowns

UGI vs. DVN - Drawdown Comparison

The maximum UGI drawdown since its inception was -59.54%, smaller than the maximum DVN drawdown of -94.93%. Use the drawdown chart below to compare losses from any high point for UGI and DVN. For additional features, visit the drawdowns tool.


-60.00%-55.00%-50.00%-45.00%-40.00%-35.00%AugustSeptemberOctoberNovemberDecember2025
-37.63%
-56.34%
UGI
DVN

Volatility

UGI vs. DVN - Volatility Comparison

The current volatility for UGI Corporation (UGI) is 5.97%, while Devon Energy Corporation (DVN) has a volatility of 8.69%. This indicates that UGI experiences smaller price fluctuations and is considered to be less risky than DVN 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%AugustSeptemberOctoberNovemberDecember2025
5.97%
8.69%
UGI
DVN

Financials

UGI vs. DVN - Financials Comparison

This section allows you to compare key financial metrics between UGI Corporation and Devon Energy 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


Values in USD except per share items