WTRG vs. UGI
Compare and contrast key facts about Essential Utilities, Inc. (WTRG) and UGI Corporation (UGI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WTRG or UGI.
Correlation
The correlation between WTRG and UGI 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
WTRG vs. UGI - Performance Comparison
Key characteristics
WTRG:
-0.12
UGI:
1.31
WTRG:
-0.03
UGI:
2.21
WTRG:
1.00
UGI:
1.28
WTRG:
-0.08
UGI:
0.78
WTRG:
-0.45
UGI:
7.47
WTRG:
5.77%
UGI:
5.74%
WTRG:
21.20%
UGI:
32.69%
WTRG:
-47.95%
UGI:
-59.54%
WTRG:
-28.88%
UGI:
-34.12%
Fundamentals
WTRG:
$9.47B
UGI:
$6.46B
WTRG:
$1.99
UGI:
$1.25
WTRG:
17.33
UGI:
24.07
WTRG:
2.34
UGI:
2.65
WTRG:
$1.48B
UGI:
$5.09B
WTRG:
$695.00M
UGI:
$2.38B
WTRG:
$816.32M
UGI:
$977.00M
Returns By Period
In the year-to-date period, WTRG achieves a -3.61% return, which is significantly lower than UGI's 6.59% return. Over the past 10 years, WTRG has outperformed UGI with an annualized return of 5.08%, while UGI has yielded a comparatively lower 1.12% annualized return.
WTRG
-3.61%
-3.71%
-12.44%
-1.74%
-4.99%
5.08%
UGI
6.59%
10.34%
27.83%
44.66%
-2.99%
1.12%
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Risk-Adjusted Performance
WTRG vs. UGI — Risk-Adjusted Performance Rank
WTRG
UGI
WTRG vs. UGI - Risk-Adjusted Performance 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.
Dividends
WTRG vs. UGI - Dividend Comparison
WTRG's dividend yield for the trailing twelve months is around 3.61%, less than UGI's 4.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTRG Essential Utilities, Inc. | 3.61% | 3.48% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% | 2.37% |
UGI UGI Corporation | 4.99% | 5.31% | 6.04% | 3.84% | 2.97% | 3.76% | 2.68% | 1.93% | 2.10% | 2.04% | 2.67% | 2.16% |
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. For additional features, visit the drawdowns tool.
Volatility
WTRG vs. UGI - Volatility Comparison
Essential Utilities, Inc. (WTRG) and UGI Corporation (UGI) have volatilities of 6.52% and 6.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WTRG vs. UGI - Financials Comparison
This section allows you to compare key financial metrics between Essential Utilities, Inc. and UGI Corporation. 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