WTRG vs. UGI

Last updated Jun 3, 2026

WTRG (Essential Utilities, Inc.) and UGI (UGI Corporation) are both stocks. Both are in the Utilities sector — WTRG in Utilities - Regulated Water, UGI in Utilities - Regulated Gas. Over the past 10 years, WTRG returned 3.79%/yr vs 1.12%/yr for UGI. At a 0.35 correlation, their price movements are largely independent.

Performance

WTRG vs. UGI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Essential Utilities, Inc. (WTRG) and UGI Corporation (UGI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WTRG achieves a -1.65% return, which is significantly higher than UGI's -7.67% return. Over the past 10 years, WTRG has outperformed UGI with an annualized return of 3.79%, while UGI has yielded a comparatively lower 1.12% annualized return.

WTRG

• 1D: 2.18%
• 1M: -1.71%
• YTD: -1.65%
• 6M: -2.89%
• 1Y: -0.41%
• 3Y*: 0.11%
• 5Y*: -1.79%
• 10Y*: 3.79%

UGI

• 1D: 1.94%
• 1M: -3.36%
• YTD: -7.67%
• 6M: -8.47%
• 1Y: -2.30%
• 3Y*: 12.64%
• 5Y*: -1.61%
• 10Y*: 1.12%

*Multi-year figures are annualized to reflect compound growth (CAGR)

WTRG vs. UGI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
WTRG Essential Utilities, Inc.	-1.65%	9.40%	0.52%	-19.40%	-8.94%	16.05%	2.92%	40.43%	-10.66%	33.77%
UGI UGI Corporation	-7.67%	38.35%	21.93%	-29.83%	-16.13%	35.43%	-19.36%	-13.24%	15.95%	3.99%

Correlation

The correlation between WTRG and UGI is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.33
Correlation (3Y) Calculated over the trailing 3-year period	0.44
Correlation (5Y) Calculated over the trailing 5-year period	0.50
Correlation (10Y) Calculated over the trailing 10-year period	0.51
Correlation (All Time) Calculated using the full available price history since Jan 6, 1988	0.35

The correlation between WTRG and UGI shifts across timeframes, from 0.33 (1 year) to 0.51 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap WTRG : $10.51B UGI : $7.62B
EPS WTRG : $1.97 UGI : $2.91
PE Ratio WTRG : 18.79 UGI : 11.75
PEG Ratio WTRG : 2.64 UGI : 0.21
PS Ratio WTRG : 4.10 UGI : 1.02
PB Ratio WTRG : 1.52 UGI : 1.41
Total Revenue (TTM) WTRG : $2.55B UGI : $7.36B
Gross Profit (TTM) WTRG : $862.18M UGI : $2.23B
EBITDA (TTM) WTRG : $1.23B UGI : $1.19B

Return for Risk

WTRG vs. UGI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WTRG

WTRG Risk / Return Rank: 36
WTRG Sharpe Ratio Rank: 39
WTRG Sortino Ratio Rank: 33
WTRG Omega Ratio Rank: 32
WTRG Calmar Ratio Rank: 38
WTRG Martin Ratio Rank: 39

UGI

UGI Risk / Return Rank: 34
UGI Sharpe Ratio Rank: 36
UGI Sortino Ratio Rank: 30
UGI Omega Ratio Rank: 30
UGI Calmar Ratio Rank: 38
UGI Martin Ratio Rank: 37

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WTRG vs. UGI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Essential Utilities, Inc. (WTRG) and UGI Corporation (UGI). 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.

	WTRG	UGI	Difference
Sharpe ratio Return per unit of total volatility	-0.02	-0.10	+0.08
Sortino ratio Return per unit of downside risk	0.12	0.01	+0.11
Omega ratio Gain probability vs. loss probability	1.01	1.00	+0.01
Calmar ratio Return relative to maximum drawdown	-0.03	-0.06	+0.03
Martin ratio Return relative to average drawdown	-0.06	-0.15	+0.08
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WTRG vs. UGI - Sharpe Ratio Comparison

The current WTRG Sharpe Ratio is -0.02, which is higher than the UGI Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of WTRG and UGI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	WTRG	UGI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.02	-0.10	+0.08
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.08	-0.06	-0.02
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.15	0.04	+0.11
Sharpe Ratio (All Time) Calculated using the full available price history	0.46	0.42	+0.05

Drawdowns

WTRG vs. UGI - Drawdown Comparison

The maximum WTRG drawdown since its inception was -47.95%, smaller than the maximum UGI drawdown of -59.54%. Use the drawdown chart below to compare losses from any high point for WTRG and UGI.

Drawdown Indicators

	WTRG	UGI	Difference
Max Drawdown Largest peak-to-trough decline	-47.95%	-59.54%	+11.59%
Max Drawdown (1Y) Largest decline over 1 year	-12.16%	-19.64%	+7.48%
Max Drawdown (3Y) Largest decline over 3 years	-23.80%	-29.65%	+5.85%
Max Drawdown (5Y) Largest decline over 5 years	-36.53%	-53.78%	+17.25%
Max Drawdown (10Y) Largest decline over 10 years	-39.62%	-59.54%	+19.92%
Current Drawdown Current decline from peak	-20.62%	-21.05%	+0.43%
Average Drawdown Average peak-to-trough decline	-12.14%	-12.75%	+0.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.55%	7.78%	-2.23%

Volatility

WTRG vs. UGI - Volatility Comparison

The current volatility for Essential Utilities, Inc. (WTRG) is 5.08%, while UGI Corporation (UGI) has a volatility of 10.90%. This indicates that WTRG experiences smaller price fluctuations and is considered to be less risky than UGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WTRG	UGI	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.08%	10.90%	-5.82%
Volatility (6M) Calculated over the trailing 6-month period	15.26%	17.81%	-2.55%
Volatility (1Y) Calculated over the trailing 1-year period	20.94%	22.57%	-1.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.38%	28.12%	-5.74%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.86%	28.49%	-3.63%

Dividends

WTRG vs. UGI - Dividend Comparison

WTRG's dividend yield for the trailing twelve months is around 3.70%, less than UGI's 4.38% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
UGI UGI Corporation	4.38%	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.	3.70%	3.48%	3.48%	3.18%	2.33%	1.93%	2.05%	1.93%	2.48%	2.02%	2.46%	2.30%

Financials

WTRG vs. UGI - Profitability Comparison

The chart below illustrates the profitability comparison between Essential Utilities, Inc. and UGI Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

WTRG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UGI Corporation reported an operating income of 758.00M and revenue of 2.69B, resulting in an operating margin of 28.2%.

WTRG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Essential Utilities, Inc. reported a net income of 224.39M and revenue of 861.76M, resulting in a net margin of 26.0%.

UGI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UGI Corporation reported a net income of 520.00M and revenue of 2.69B, resulting in a net margin of 19.4%.

Frequently Asked Questions

Can I hold both WTRG and UGI in my portfolio?

WTRG and UGI have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WTRG or UGI?

UGI has higher volatility (10.90%) compared to WTRG (5.08%). In terms of maximum drawdown, WTRG dropped -47.95% vs UGI's -59.54%.

Which has better risk-adjusted returns?

WTRG currently has the higher Sharpe Ratio (-0.02 vs -0.10), 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.