UGI:NYE-UGI Corporation (USD)

COMMON STOCK | Utilities - Regulated Gas |

Last Closing

USD 30.55

Change

+0.46 (+1.53)%

Market Cap

N/A

Volume

1.59M

Analyst Target

USD 45.25
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-21 )

Largest Industry Peers for Utilities - Regulated Gas

Symbol Name Price(Change) Market Cap
ATO Atmos Energy Corporation

+0.09 (+0.06%)

USD 22.59B
SNMRF Snam S.p.A

N/A

USD 16.06B
BIPC Brookfield Infrastructure Cor..

+1.43 (+3.61%)

USD 5.31B
NJR NewJersey Resources Corporatio..

+0.46 (+0.97%)

USD 4.73B
OGS One Gas Inc

-0.59 (-0.81%)

USD 4.12B
SR-PA Spire Inc

+0.14 (+0.57%)

USD 4.09B
BKH Black Hills Corporation

+0.20 (+0.34%)

USD 3.99B
CPK Chesapeake Utilities Corporati..

+1.39 (+1.12%)

USD 2.81B
SPH Suburban Propane Partners LP

+0.23 (+1.17%)

USD 1.17B
NI NiSource Inc

+0.45 (+1.18%)

N/A

ETFs Containing UGI

FOVL iShares Focused Value Fac.. 2.79 % 0.25 %

+0.66 (+0.67%)

USD 0.02B
PEY Invesco High Yield Equity.. 2.38 % 0.53 %

+0.04 (+0.67%)

USD 1.22B
UEDV:LSE SPDR® S&P® U.S. Dividen.. 2.23 % 0.00 %

+0.16 (+0.67%)

USD 0.03B
ZPD6:XETRA SPDR® S&P® U.S. Dividen.. 2.23 % 0.00 %

+0.14 (+0.67%)

USD 0.03B
JPME JPMorgan Diversified Retu.. 0.45 % 0.24 %

+1.44 (+0.67%)

USD 0.42B
JPUS JPMorgan Diversified Retu.. 0.44 % 0.19 %

+1.23 (+0.67%)

USD 0.45B
FHU:CA 0.00 % 0.78 %

N/A

N/A
FCUV:CA Fidelity U.S. Value ETF 0.00 % 0.00 %

+0.04 (+0.67%)

CAD 0.96B

Market Performance

  Market Performance vs. Industry/Classification (Utilities - Regulated Gas) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.22% 87% B+ 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.22% 87% B+ 87% B+
Trailing 12 Months  
Capital Gain 33.29% 92% A 86% B+
Dividend Return 4.91% 57% F 65% D
Total Return 38.20% 93% A 87% B+
Trailing 5 Years  
Capital Gain -30.57% 15% F 18% F
Dividend Return 15.26% 54% F 51% F
Total Return -15.31% 15% F 18% F
Average Annual (5 Year Horizon)  
Capital Gain -6.20% 15% F 10% F
Dividend Return -2.87% 15% F 11% F
Total Return 3.33% 38% F 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 31.19% 8% B- 34% F
Risk Adjusted Return -9.21% 15% F 15% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector