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

Correlation

The correlation between UGI and DVN is 0.40, 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. 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.

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Key characteristics

Sharpe Ratio

UGI:

1.93

DVN:

-0.80

Sortino Ratio

UGI:

2.85

DVN:

-1.01

Omega Ratio

UGI:

1.38

DVN:

0.87

Calmar Ratio

UGI:

1.00

DVN:

-0.48

Martin Ratio

UGI:

11.04

DVN:

-1.38

Ulcer Index

UGI:

4.80%

DVN:

23.25%

Daily Std Dev

UGI:

27.98%

DVN:

40.37%

Max Drawdown

UGI:

-59.54%

DVN:

-94.93%

Current Drawdown

UGI:

-20.44%

DVN:

-59.11%

Fundamentals

Market Cap

UGI:

$7.61B

DVN:

$21.36B

EPS

UGI:

$2.43

DVN:

$4.39

PE Ratio

UGI:

14.60

DVN:

7.58

PEG Ratio

UGI:

2.65

DVN:

14.90

PS Ratio

UGI:

1.04

DVN:

1.34

PB Ratio

UGI:

1.52

DVN:

1.47

Total Revenue (TTM)

UGI:

$7.32B

DVN:

$16.65B

Gross Profit (TTM)

UGI:

$3.58B

DVN:

$9.57B

EBITDA (TTM)

UGI:

$1.73B

DVN:

$7.49B

Returns By Period

In the year-to-date period, UGI achieves a 28.73% return, which is significantly higher than DVN's 0.59% return. Over the past 10 years, UGI has outperformed DVN with an annualized return of 3.23%, while DVN has yielded a comparatively lower -3.58% annualized return.


UGI

YTD

28.73%

1M

8.39%

6M

50.68%

1Y

53.59%

3Y*

1.21%

5Y*

7.64%

10Y*

3.23%

DVN

YTD

0.59%

1M

7.85%

6M

-14.53%

1Y

-31.95%

3Y*

-18.08%

5Y*

28.56%

10Y*

-3.58%

*Annualized

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UGI Corporation

Devon Energy Corporation

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 9292
Overall Rank
The Sharpe Ratio Rank of UGI is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of UGI is 9494
Sortino Ratio Rank
The Omega Ratio Rank of UGI is 9393
Omega Ratio Rank
The Calmar Ratio Rank of UGI is 8383
Calmar Ratio Rank
The Martin Ratio Rank of UGI is 9696
Martin Ratio Rank

DVN
The Risk-Adjusted Performance Rank of DVN is 1212
Overall Rank
The Sharpe Ratio Rank of DVN is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of DVN is 1212
Sortino Ratio Rank
The Omega Ratio Rank of DVN is 1212
Omega Ratio Rank
The Calmar Ratio Rank of DVN is 2020
Calmar Ratio Rank
The Martin Ratio Rank of DVN is 99
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 current UGI Sharpe Ratio is 1.93, which is higher than the DVN Sharpe Ratio of -0.80. 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.


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Dividends

UGI vs. DVN - Dividend Comparison

UGI's dividend yield for the trailing twelve months is around 4.17%, more than DVN's 3.82% yield.


TTM20242023202220212020201920182017201620152014
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%
DVN
Devon Energy Corporation
3.82%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.


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Volatility

UGI vs. DVN - Volatility Comparison

The current volatility for UGI Corporation (UGI) is 5.72%, while Devon Energy Corporation (DVN) has a volatility of 11.01%. 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.


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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


0.001.00B2.00B3.00B4.00B5.00B6.00B20212022202320242025
2.67B
4.45B
(UGI) Total Revenue
(DVN) Total Revenue
Values in USD except per share items

UGI vs. DVN - Profitability Comparison

The chart below illustrates the profitability comparison between UGI Corporation and Devon Energy 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%20212022202320242025
51.2%
26.8%
(UGI) Gross Margin
(DVN) 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 1.37B and revenue of 2.67B. Therefore, the gross margin over that period was 51.2%.

DVN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Devon Energy Corporation reported a gross profit of 1.19B and revenue of 4.45B. Therefore, the gross margin over that period was 26.8%.

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%.

DVN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Devon Energy Corporation reported an operating income of 1.05B and revenue of 4.45B, resulting in an operating margin of 23.6%.

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%.

DVN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Devon Energy Corporation reported a net income of 494.00M and revenue of 4.45B, resulting in a net margin of 11.1%.