UGI vs. NEE
Compare and contrast key facts about UGI Corporation (UGI) and NextEra Energy, Inc. (NEE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UGI or NEE.
Key characteristics
| UGI | NEE | |
|---|---|---|
| YTD Return | -0.94% | 26.70% |
| 1Y Return | 12.55% | 36.11% |
| 3Y Return (Ann) | -15.95% | -2.42% |
| 5Y Return (Ann) | -7.70% | 7.91% |
| 10Y Return (Ann) | -1.37% | 14.22% |
| Sharpe Ratio | 0.45 | 1.35 |
| Sortino Ratio | 0.90 | 1.80 |
| Omega Ratio | 1.11 | 1.24 |
| Calmar Ratio | 0.23 | 0.92 |
| Martin Ratio | 2.31 | 6.05 |
| Ulcer Index | 5.70% | 5.75% |
| Daily Std Dev | 29.42% | 25.77% |
| Max Drawdown | -59.54% | -47.81% |
| Current Drawdown | -49.79% | -13.44% |
Fundamentals
| UGI | NEE | |
|---|---|---|
| Market Cap | $5.14B | $152.71B |
| EPS | $3.11 | $3.37 |
| PE Ratio | 7.63 | 22.04 |
| PEG Ratio | 2.65 | 3.10 |
| Total Revenue (TTM) | $5.97B | $26.29B |
| Gross Profit (TTM) | $2.72B | $14.94B |
| EBITDA (TTM) | $2.15B | $15.63B |
Correlation
The correlation between UGI and NEE is 0.47, 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. NEE - Performance Comparison
In the year-to-date period, UGI achieves a -0.94% return, which is significantly lower than NEE's 26.70% return. Over the past 10 years, UGI has underperformed NEE with an annualized return of -1.37%, while NEE has yielded a comparatively higher 14.22% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
UGI vs. NEE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UGI Corporation (UGI) and NextEra Energy, Inc. (NEE). 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.
Dividends
UGI vs. NEE - Dividend Comparison
UGI's dividend yield for the trailing twelve months is around 6.45%, more than NEE's 2.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UGI UGI Corporation | 6.45% | 6.04% | 3.84% | 2.97% | 3.76% | 2.68% | 1.93% | 2.10% | 2.04% | 2.67% | 2.16% | 2.70% |
NEE NextEra Energy, Inc. | 2.67% | 3.08% | 2.03% | 1.65% | 1.81% | 2.06% | 2.55% | 2.52% | 2.91% | 2.96% | 2.73% | 3.08% |
Drawdowns
UGI vs. NEE - Drawdown Comparison
The maximum UGI drawdown since its inception was -59.54%, which is greater than NEE's maximum drawdown of -47.81%. Use the drawdown chart below to compare losses from any high point for UGI and NEE. For additional features, visit the drawdowns tool.
Volatility
UGI vs. NEE - Volatility Comparison
The current volatility for UGI Corporation (UGI) is 4.86%, while NextEra Energy, Inc. (NEE) has a volatility of 9.28%. This indicates that UGI experiences smaller price fluctuations and is considered to be less risky than NEE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UGI vs. NEE - Financials Comparison
This section allows you to compare key financial metrics between UGI Corporation and NextEra Energy, Inc.. 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