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.
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
Key characteristics
UGI:
1.47
WTRG:
0.07
UGI:
2.29
WTRG:
0.25
UGI:
1.30
WTRG:
1.03
UGI:
0.81
WTRG:
0.05
UGI:
7.70
WTRG:
0.22
UGI:
5.59%
WTRG:
6.77%
UGI:
29.32%
WTRG:
21.49%
UGI:
-59.54%
WTRG:
-47.95%
UGI:
-28.41%
WTRG:
-27.17%
Fundamentals
UGI:
$7.02B
WTRG:
$9.75B
UGI:
$2.55
WTRG:
$1.99
UGI:
12.82
WTRG:
17.85
UGI:
2.65
WTRG:
2.55
UGI:
$7.12B
WTRG:
$1.48B
UGI:
$3.49B
WTRG:
$695.00M
UGI:
$1.79B
WTRG:
$816.32M
Returns By Period
In the year-to-date period, UGI achieves a 15.83% return, which is significantly higher than WTRG's -1.29% return. Over the past 10 years, UGI has underperformed WTRG with an annualized return of 2.84%, while WTRG has yielded a comparatively higher 5.77% annualized return.
UGI
15.83%
8.67%
36.78%
41.87%
-0.14%
2.84%
WTRG
-1.29%
2.41%
-7.90%
1.61%
-5.21%
5.77%
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Risk-Adjusted Performance
UGI vs. WTRG — Risk-Adjusted Performance Rank
UGI
WTRG
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 4.59%, more than WTRG's 3.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UGI UGI Corporation | 4.59% | 5.31% | 6.04% | 3.84% | 2.97% | 3.76% | 2.68% | 1.93% | 2.10% | 2.04% | 2.67% | 2.16% |
WTRG Essential Utilities, Inc. | 3.62% | 3.49% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% | 2.37% |
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 6.79%, while Essential Utilities, Inc. (WTRG) has a volatility of 8.14%. 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