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 0.32, 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
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Key characteristics
UGI:
1.93
WTRG:
0.09
UGI:
2.85
WTRG:
0.35
UGI:
1.38
WTRG:
1.04
UGI:
1.00
WTRG:
0.09
UGI:
11.04
WTRG:
0.40
UGI:
4.80%
WTRG:
6.99%
UGI:
27.98%
WTRG:
22.83%
UGI:
-59.54%
WTRG:
-47.95%
UGI:
-20.44%
WTRG:
-19.06%
Fundamentals
UGI:
$7.61B
WTRG:
$10.89B
UGI:
$2.43
WTRG:
$2.23
UGI:
14.60
WTRG:
17.43
UGI:
2.65
WTRG:
4.64
UGI:
1.04
WTRG:
4.83
UGI:
1.52
WTRG:
1.69
UGI:
$7.32B
WTRG:
$2.26B
UGI:
$3.58B
WTRG:
$1.34B
UGI:
$1.73B
WTRG:
$1.27B
Returns By Period
In the year-to-date period, UGI achieves a 28.73% return, which is significantly higher than WTRG's 9.71% return. Over the past 10 years, UGI has underperformed WTRG with an annualized return of 3.23%, while WTRG has yielded a comparatively higher 6.65% annualized return.
UGI
28.73%
8.39%
50.68%
53.59%
1.21%
7.64%
3.23%
WTRG
9.71%
-2.59%
2.67%
2.12%
-2.34%
2.08%
6.65%
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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.
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Dividends
UGI vs. WTRG - Dividend Comparison
UGI's dividend yield for the trailing twelve months is around 4.17%, more than WTRG's 3.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
WTRG Essential Utilities, Inc. | 3.33% | 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.
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Volatility
UGI vs. WTRG - Volatility Comparison
The current volatility for UGI Corporation (UGI) is 5.72%, while Essential Utilities, Inc. (WTRG) has a volatility of 8.05%. 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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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 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%.
WTRG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Essential Utilities, Inc. reported a gross profit of 461.16M and revenue of 783.63M. Therefore, the gross margin over that period was 58.9%.
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%.
WTRG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Essential Utilities, Inc. reported an operating income of 338.91M and revenue of 783.63M, resulting in an operating margin of 43.3%.
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%.
WTRG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Essential Utilities, Inc. reported a net income of 283.79M and revenue of 783.63M, resulting in a net margin of 36.2%.