UGI:NYE-UGI Corporation (USD)

COMMON STOCK | Utilities - Regulated Gas |

Last Closing

USD 29.81

Change

-0.60 (-1.97)%

Market Cap

N/A

Volume

2.28M

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: 2025-01-29 )

Largest Industry Peers for Utilities - Regulated Gas

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

-0.43 (-0.30%)

USD 22.59B
BIPC Brookfield Infrastructure Cor..

-0.61 (-1.49%)

USD 5.31B
NJR NewJersey Resources Corporatio..

-0.38 (-0.80%)

USD 4.73B
OGS One Gas Inc

-0.83 (-1.19%)

USD 4.12B
SR-PA Spire Inc

-0.10 (-0.40%)

USD 4.09B
BKH Black Hills Corporation

-0.58 (-0.99%)

USD 3.99B
CPK Chesapeake Utilities Corporati..

-1.76 (-1.43%)

USD 2.81B
SPH Suburban Propane Partners LP

-0.10 (-0.50%)

USD 1.17B
NI NiSource Inc

+0.22 (+0.60%)

N/A
SR Spire Inc

-1.14 (-1.61%)

N/A

ETFs Containing UGI

PEY Invesco High Yield Equity.. 2.38 % 0.53 %

-0.06 (-0.24%)

USD 1.22B
UEDV:LSE SPDR® S&P® U.S. Dividen.. 2.24 % 0.00 %

-0.08 (-0.24%)

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

-0.05 (-0.24%)

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

-0.45 (-0.24%)

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

-0.35 (-0.24%)

USD 0.45B
FHU:CA 0.00 % 0.78 %

N/A

N/A
FOVL iShares Focused Value Fac.. 0.00 % 0.25 %

-0.08 (-0.24%)

USD 0.02B
FCUV:CA Fidelity U.S. Value ETF 0.00 % 0.00 %

+0.04 (+-0.24%)

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 5.60% 86% B+ 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.60% 86% B+ 81% B-
Trailing 12 Months  
Capital Gain 34.64% 92% A 87% B+
Dividend Return 5.08% 77% C+ 67% D+
Total Return 39.72% 92% A 88% B+
Trailing 5 Years  
Capital Gain -28.32% 25% F 19% F
Dividend Return 16.15% 67% D+ 53% F
Total Return -12.18% 33% F 19% F
Average Annual (5 Year Horizon)  
Capital Gain -5.97% 15% F 10% F
Dividend Return -2.63% 15% F 12% F
Total Return 3.34% 38% F 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 31.31% 8% B- 34% F
Risk Adjusted Return -8.40% 15% F 16% 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