Ugi Corporation Stock Buy Hold or Sell Recommendation
| UGI Stock | USD 30.04 0.06 0.20% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding UGI Corporation is 'Strong Buy'. The recommendation algorithm takes into account all of UGI's available fundamental, technical, and predictive indicators you will find on this site.
Check out UGI Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as UGI and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards UGI Corporation. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in price.
UGI |
Execute UGI Buy or Sell Advice
The UGI recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on UGI Corporation. Macroaxis does not own or have any residual interests in UGI Corporation or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute UGI's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
UGI Trading Alerts and Improvement Suggestions
| The company reported the last year's revenue of 8.93 B. Reported Net Loss for the year was (1.5 B) with profit before taxes, overhead, and interest of 1.99 B. | |
| UGI Corporation has a strong financial position based on the latest SEC filings | |
| Over 87.0% of the company outstanding shares are owned by institutional investors | |
| On 1st of October 2024 UGI paid $ 0.375 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: What To Expect From UGI Corp Q4 2024 Earnings |
UGI Returns Distribution Density
The distribution of UGI's historical returns is an attempt to chart the uncertainty of UGI's future price movements. The chart of the probability distribution of UGI daily returns describes the distribution of returns around its average expected value. We use UGI Corporation price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of UGI returns is essential to provide solid investment advice for UGI.
| Mean Return | 0.36 | Value At Risk | -1.88 | Potential Upside | 2.84 | Standard Deviation | 2.27 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of UGI historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
UGI Stock Institutional Investors
| Shares | Northern Trust Corp | 2024-09-30 | 3.3 M | Bank Of New York Mellon Corp | 2024-06-30 | 2.8 M | Norges Bank | 2024-06-30 | 2.5 M | Amvescap Plc. | 2024-06-30 | 2.5 M | Charles Schwab Investment Management Inc | 2024-09-30 | 2.5 M | Jupiter Asset Management Limited | 2024-09-30 | 2.3 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 2.2 M | Aqr Capital Management Llc | 2024-06-30 | 2 M | Bank Of America Corp | 2024-06-30 | 1.6 M | Vanguard Group Inc | 2024-09-30 | 28.3 M | Blackrock Inc | 2024-06-30 | 27.6 M |
UGI Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (5M) | (231M) | (224M) | 247M | 222.3M | 233.4M | |
| Change In Cash | (154M) | 520M | (408M) | (129M) | (116.1M) | (110.3M) | |
| Free Cash Flow | 447M | 791M | (88M) | 1.1B | 1.3B | 1.3B | |
| Other Non Cash Items | 21M | (796M) | (568M) | 2.3B | 2.7B | 2.8B | |
| Dividends Paid | 273M | 282M | 296M | 308M | 354.2M | 226.4M | |
| Capital Expenditures | 655M | 690M | 804M | 974M | 1.1B | 1.2B | |
| Net Income | 532M | 1.5B | 1.1B | (1.5B) | (1.7B) | (1.6B) | |
| End Period Cash Flow | 357M | 877M | 469M | 340M | 391M | 310.6M | |
| Depreciation | 484M | 502M | 518M | 532M | 611.8M | 320.4M | |
| Net Borrowings | (326M) | 216M | 280M | 166M | 190.9M | 344.4M | |
| Change To Netincome | 160M | (769M) | (322M) | 2.2B | 2.6B | 2.7B | |
| Investments | (649M) | (65M) | (1.0B) | (146M) | (131.4M) | (138.0M) |
UGI Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to UGI or Gas Utilities sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that UGI's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a UGI stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.24 | |
β | Beta against Dow Jones | 0.98 | |
σ | Overall volatility | 2.32 | |
Ir | Information ratio | 0.10 |
UGI Volatility Alert
UGI Corporation has relatively low volatility with skewness of 4.27 and kurtosis of 26.68. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure UGI's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact UGI's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.UGI Fundamentals Vs Peers
Comparing UGI's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze UGI's direct or indirect competition across all of the common fundamentals between UGI and the related equities. This way, we can detect undervalued stocks with similar characteristics as UGI or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of UGI's fundamental indicators could also be used in its relative valuation, which is a method of valuing UGI by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare UGI to competition |
| Fundamentals | UGI | Peer Average |
| Return On Equity | 0.15 | -0.31 |
| Return On Asset | 0.0536 | -0.14 |
| Profit Margin | 0.09 % | (1.27) % |
| Operating Margin | 0.11 % | (5.51) % |
| Current Valuation | 13.38 B | 16.62 B |
| Shares Outstanding | 214.7 M | 571.82 M |
| Shares Owned By Insiders | 0.41 % | 10.09 % |
| Shares Owned By Institutions | 86.65 % | 39.21 % |
| Number Of Shares Shorted | 7.3 M | 4.71 M |
| Price To Earning | 6.32 X | 28.72 X |
| Price To Book | 1.48 X | 9.51 X |
| Price To Sales | 0.87 X | 11.42 X |
| Revenue | 8.93 B | 9.43 B |
| Gross Profit | 1.99 B | 27.38 B |
| EBITDA | (886 M) | 3.9 B |
| Net Income | (1.5 B) | 570.98 M |
| Cash And Equivalents | 405 M | 2.7 B |
| Cash Per Share | 3.20 X | 5.01 X |
| Total Debt | 7.25 B | 5.32 B |
| Debt To Equity | 1.12 % | 48.70 % |
| Current Ratio | 1.70 X | 2.16 X |
| Book Value Per Share | 21.80 X | 1.93 K |
| Cash Flow From Operations | 1.11 B | 971.22 M |
| Short Ratio | 4.52 X | 4.00 X |
| Earnings Per Share | 1.25 X | 3.12 X |
| Price To Earnings To Growth | 2.65 X | 4.89 X |
| Target Price | 31.5 | |
| Number Of Employees | 5.16 K | 18.84 K |
| Beta | 1.15 | -0.15 |
| Market Capitalization | 6.45 B | 19.03 B |
| Total Asset | 15.4 B | 29.47 B |
| Retained Earnings | 3.03 B | 9.33 B |
| Working Capital | (229 M) | 1.48 B |
Note: Acquisition by Robert Flexon of 87170 shares of UGI subject to Rule 16b-3 [view details]
UGI Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as UGI . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About UGI Buy or Sell Advice
When is the right time to buy or sell UGI Corporation? Buying financial instruments such as UGI Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
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Run ESG Investing Thematic Idea Now
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Check out UGI Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
Is Gas Utilities space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of UGI. If investors know UGI will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about UGI listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 3.51 | Earnings Share 1.25 | Revenue Per Share 35.102 | Quarterly Revenue Growth (0.17) | Return On Assets 0.0536 |
The market value of UGI Corporation is measured differently than its book value, which is the value of UGI that is recorded on the company's balance sheet. Investors also form their own opinion of UGI's value that differs from its market value or its book value, called intrinsic value, which is UGI's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because UGI's market value can be influenced by many factors that don't directly affect UGI's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between UGI's value and its price as these two are different measures arrived at by different means. Investors typically determine if UGI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, UGI's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.