UGI vs. WTRG
Compare and contrast key facts about UGI Corporation (UGI) and Essential Utilities, Inc. (WTRG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UGI or WTRG.
Key characteristics
| UGI | WTRG | |
|---|---|---|
| YTD Return | -0.94% | 5.89% |
| 1Y Return | 12.55% | 11.66% |
| 3Y Return (Ann) | -15.95% | -4.27% |
| 5Y Return (Ann) | -7.70% | -0.05% |
| 10Y Return (Ann) | -1.37% | 6.52% |
| Sharpe Ratio | 0.45 | 0.54 |
| Sortino Ratio | 0.90 | 0.90 |
| Omega Ratio | 1.11 | 1.11 |
| Calmar Ratio | 0.23 | 0.35 |
| Martin Ratio | 2.31 | 2.23 |
| Ulcer Index | 5.70% | 5.18% |
| Daily Std Dev | 29.42% | 21.25% |
| Max Drawdown | -59.54% | -47.95% |
| Current Drawdown | -49.79% | -22.28% |
Fundamentals
| UGI | WTRG | |
|---|---|---|
| Market Cap | $5.14B | $10.92B |
| EPS | $3.11 | $1.95 |
| PE Ratio | 7.63 | 20.03 |
| PEG Ratio | 2.65 | 2.79 |
| Total Revenue (TTM) | $5.97B | $1.96B |
| Gross Profit (TTM) | $2.72B | $799.15M |
| EBITDA (TTM) | $2.15B | $1.07B |
Correlation
The correlation between UGI and WTRG is 0.35, 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.
Performance
UGI vs. WTRG - Performance Comparison
In the year-to-date period, UGI achieves a -0.94% return, which is significantly lower than WTRG's 5.89% return. Over the past 10 years, UGI has underperformed WTRG with an annualized return of -1.37%, while WTRG has yielded a comparatively higher 6.52% 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. WTRG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UGI Corporation (UGI) and Essential Utilities, Inc. (WTRG). 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. WTRG - Dividend Comparison
UGI's dividend yield for the trailing twelve months is around 6.45%, more than WTRG's 3.31% 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% |
WTRG Essential Utilities, Inc. | 3.31% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% | 2.37% | 2.48% |
Drawdowns
UGI vs. WTRG - Drawdown Comparison
The maximum UGI drawdown since its inception was -59.54%, which is greater than WTRG's maximum drawdown of -47.95%. Use the drawdown chart below to compare losses from any high point for UGI and WTRG. For additional features, visit the drawdowns tool.
Volatility
UGI vs. WTRG - Volatility Comparison
The current volatility for UGI Corporation (UGI) is 4.86%, while Essential Utilities, Inc. (WTRG) has a volatility of 6.85%. This indicates that UGI experiences smaller price fluctuations and is considered to be less risky than WTRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UGI vs. WTRG - Financials Comparison
This section allows you to compare key financial metrics between UGI Corporation and Essential Utilities, 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