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

Correlation

The correlation between UGI and NEP is 0.43, 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. NEP - Performance Comparison

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

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Key characteristics

Fundamentals

Market Cap

UGI:

$7.61B

NEP:

$985.85M

EPS

UGI:

$2.43

NEP:

-$0.10

PEG Ratio

UGI:

2.65

NEP:

3.64

PS Ratio

UGI:

1.04

NEP:

0.84

PB Ratio

UGI:

1.52

NEP:

0.26

Total Revenue (TTM)

UGI:

$7.32B

NEP:

$959.00M

Gross Profit (TTM)

UGI:

$3.58B

NEP:

$439.00M

EBITDA (TTM)

UGI:

$1.73B

NEP:

$407.00M

Returns By Period


UGI

YTD

28.73%

1M

8.39%

6M

50.68%

1Y

53.59%

3Y*

1.21%

5Y*

7.64%

10Y*

3.23%

NEP

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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UGI Corporation

NextEra Energy Partners, LP

Risk-Adjusted Performance

UGI vs. NEP — 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

NEP
The Risk-Adjusted Performance Rank of NEP is 44
Overall Rank
The Sharpe Ratio Rank of NEP is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of NEP is 33
Sortino Ratio Rank
The Omega Ratio Rank of NEP is 44
Omega Ratio Rank
The Calmar Ratio Rank of NEP is 88
Calmar Ratio Rank
The Martin Ratio Rank of NEP is 11
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. NEP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for UGI Corporation (UGI) and NextEra Energy Partners, LP (NEP). 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. NEP - Dividend Comparison

UGI's dividend yield for the trailing twelve months is around 4.17%, while NEP has not paid dividends to shareholders.


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%
NEP
NextEra Energy Partners, LP
17.29%20.20%11.10%4.27%3.08%3.37%3.74%3.98%3.46%5.08%3.03%0.56%

Drawdowns

UGI vs. NEP - Drawdown Comparison


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Volatility

UGI vs. NEP - Volatility Comparison


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Financials

UGI vs. NEP - Financials Comparison

This section allows you to compare key financial metrics between UGI Corporation and NextEra Energy Partners, LP. 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


0.00500.00M1.00B1.50B2.00B2.50B3.00B3.50B20212022202320242025
2.67B
294.00M
(UGI) Total Revenue
(NEP) Total Revenue
Values in USD except per share items

UGI vs. NEP - Profitability Comparison

The chart below illustrates the profitability comparison between UGI Corporation and NextEra Energy Partners, LP 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%
60.9%
(UGI) Gross Margin
(NEP) 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%.

NEP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, NextEra Energy Partners, LP reported a gross profit of 179.00M and revenue of 294.00M. Therefore, the gross margin over that period was 60.9%.

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%.

NEP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, NextEra Energy Partners, LP reported an operating income of 23.00M and revenue of 294.00M, resulting in an operating margin of 7.8%.

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%.

NEP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, NextEra Energy Partners, LP reported a net income of -114.00M and revenue of 294.00M, resulting in a net margin of -38.8%.