UGI vs. WTRG
UGI (UGI Corporation) and WTRG (Essential Utilities, Inc.) are both stocks. Both are in the Utilities sector — UGI in Utilities - Regulated Gas, WTRG in Utilities - Regulated Water. Over the past 10 years, UGI returned 1.30%/yr vs 4.34%/yr for WTRG. Their 0.35 correlation means their historical movements had little consistent relationship.
Performance
UGI vs. WTRG - Performance Comparison
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Returns By Period
In the year-to-date period, UGI achieves a -0.94% return, which is significantly lower than WTRG's 2.97% return. Over the past 10 years, UGI has underperformed WTRG with an annualized return of 1.30%, while WTRG has yielded a comparatively higher 4.34% annualized return.
UGI
- 1D
- 0.53%
- 1M
- 3.30%
- 6M
- -7.68%
- YTD
- -0.94%
- 1Y
- 5.00%
- 3Y*
- 20.23%
- 5Y*
- -0.12%
- 10Y*
- 1.30%
- ALL TIME*
- 11.70%
WTRG
- 1D
- -2.69%
- 1M
- -1.52%
- 6M
- 3.26%
- YTD
- 2.97%
- 1Y
- 5.28%
- 3Y*
- 1.88%
- 5Y*
- -1.96%
- 10Y*
- 4.34%
- ALL TIME*
- 11.79%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $46.49M | $44.28M | $60.84M | |
| $83.49M | $77.83M | $75.18M |
UGI vs. WTRG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UGI UGI Corporation | -0.94% | 38.35% | 21.93% | -29.83% | -16.13% | 35.43% | -19.36% | -13.24% | 15.95% | 3.99% |
WTRG Essential Utilities, Inc. | 2.97% | 9.40% | 0.52% | -19.40% | -8.94% | 16.05% | 2.92% | 40.43% | -10.66% | 33.77% |
Correlation
The correlation between UGI and WTRG is 0.35, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.35 |
Correlation (3Y) Balances recent behavior with more history. | 0.43 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.50 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.51 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 1988 | 0.35 |
The correlation between UGI and WTRG shifts across timeframes, from 0.35 (1 year) to 0.51 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
UGI:
$7.78B
WTRG:
$11.00B
UGI:
$2.89
WTRG:
$1.97
UGI:
12.57
WTRG:
19.72
UGI:
0.23
WTRG:
2.77
UGI:
1.09
WTRG:
4.30
UGI:
1.49
WTRG:
1.60
UGI:
$7.36B
WTRG:
$2.55B
UGI:
$2.23B
WTRG:
$862.18M
UGI:
$1.19B
WTRG:
$1.23B
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Return for Risk
UGI vs. WTRG — Risk / Return Rank
UGI
WTRG
UGI vs. WTRG - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UGI | WTRG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.06 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.26 | 0.44 | -0.18 |
| Martin ratioReturn relative to average drawdown | 0.57 | 0.86 | -0.29 |
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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.
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Drawdown Indicators
| UGI | WTRG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.54% | -47.95% | -11.59% |
Max Drawdown (1Y)Largest decline over 1 year | -19.64% | -12.16% | -7.48% |
Max Drawdown (3Y)Largest decline over 3 years | -19.64% | -19.80% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -53.78% | -36.53% | -17.25% |
Max Drawdown (10Y)Largest decline over 10 years | -59.54% | -39.62% | -19.92% |
Current DrawdownCurrent decline from peak | -15.30% | -16.89% | +1.59% |
Average DrawdownAverage peak-to-trough decline | -11.55% | -12.16% | +0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.83% | 6.19% | +2.64% |
Volatility
UGI vs. WTRG - Volatility Comparison
The current volatility for UGI Corporation (UGI) is 4.08%, while Essential Utilities, Inc. (WTRG) has a volatility of 7.00%. 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.
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Volatility by Period
| UGI | WTRG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.08% | 7.00% | -2.92% |
Volatility (6M)Calculated over the trailing 6-month period | 17.72% | 16.21% | +1.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.34% | 21.79% | +0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.05% | 22.44% | +5.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.52% | 24.97% | +3.55% |
Dividends
UGI vs. WTRG - Dividend Comparison
UGI's dividend yield for the trailing twelve months is around 4.13%, more than WTRG's 3.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UGI UGI Corporation | 4.13% | 4.01% | 5.31% | 6.04% | 3.84% | 2.97% | 3.76% | 2.68% | 1.93% | 2.10% | 2.04% | 2.67% |
WTRG Essential Utilities, Inc. | 3.53% | 3.48% | 3.48% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% |
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
UGI vs. WTRG - Profitability Comparison
UGI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, UGI Corporation reported a gross profit of 0.00 and revenue of 2.69B. Therefore, the gross margin over that period was 0.0%.
WTRG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Essential Utilities, Inc. reported a gross profit of 0.00 and revenue of 861.76M. Therefore, the gross margin over that period was 0.0%.
UGI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, UGI Corporation reported an operating income of 758.00M and revenue of 2.69B, resulting in an operating margin of 28.2%.
WTRG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Essential Utilities, Inc. reported an operating income of 310.64M and revenue of 861.76M, resulting in an operating margin of 36.1%.
UGI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, UGI Corporation reported a net income of 520.00M and revenue of 2.69B, resulting in a net margin of 19.4%.
WTRG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Essential Utilities, Inc. reported a net income of 224.39M and revenue of 861.76M, resulting in a net margin of 26.0%.
Frequently Asked Questions
UGI and WTRG have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WTRG has higher volatility (7.00%) compared to UGI (4.08%). In terms of maximum drawdown, UGI dropped -59.54% vs WTRG's -47.95%.
WTRG currently has the higher Sharpe Ratio (0.24 vs 0.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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