Ugi Corporation Stock Performance
| UGI Stock | USD 30.04 0.06 0.20% |
On a scale of 0 to 100, UGI holds a performance score of 11. The entity has a beta of 0.98, which indicates possible diversification benefits within a given portfolio. UGI returns are very sensitive to returns on the market. As the market goes up or down, UGI is expected to follow. Please check UGI's semi variance, and the relationship between the treynor ratio and daily balance of power , to make a quick decision on whether UGI's existing price patterns will revert.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in UGI Corporation are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Despite fairly weak technical and fundamental indicators, UGI demonstrated solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 0.2 | Five Day Return 18.92 | Year To Date Return 20.59 | Ten Year Return (20.34) | All Time Return 1.2 K |
Forward Dividend Yield 0.0605 | Payout Ratio 0.4902 | Last Split Factor 3:2 | Forward Dividend Rate 1.5 | Dividend Date 2025-01-01 |
1 | Acquisition by Seage Santiago of 16590 shares of UGI at 23.17 subject to Rule 16b-3 | 09/12/2024 |
2 | Dividends Dont Lie | 09/30/2024 |
| UGI dividend paid on 1st of October 2024 | 10/01/2024 |
3 | Acquisition by Dosch Ted A of 5670 shares of UGI at .81 subject to Rule 16b-3 | 10/08/2024 |
4 | Acquisition by Judy Zagorski of 5210 shares of UGI subject to Rule 16b-3 | 10/11/2024 |
5 | Acquisition by Robert Flexon of 87170 shares of UGI subject to Rule 16b-3 | 11/01/2024 |
6 | Shenandoah Telecommunications Reports Q3 Loss, Lags Revenue Estimates | 11/07/2024 |
7 | UGI upgraded at Mizuho with window open to unlock sum-of-the-parts value | 11/15/2024 |
8 | Thrivent Financial for Lutherans Buys 774,770 Shares of UGI Co. | 11/19/2024 |
9 | Earnings To Watch UGI Corp Reports Q4 2024 Result | 11/20/2024 |
10 | What To Expect From UGI Corp Q4 2024 Earnings | 11/21/2024 |
| Begin Period Cash Flow | 469 M | |
| Total Cashflows From Investing Activities | -1.1 B |
UGI |
UGI Relative Risk vs. Return Landscape
If you would invest 2,452 in UGI Corporation on August 30, 2024 and sell it today you would earn a total of 552.00 from holding UGI Corporation or generate 22.51% return on investment over 90 days. UGI Corporation is generating 0.3476% of daily returns assuming volatility of 2.3171% on return distribution over 90 days investment horizon. In other words, 20% of stocks are less volatile than UGI, and above 94% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
UGI Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for UGI's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as UGI Corporation, and traders can use it to determine the average amount a UGI's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.15
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | UGI | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.32 actual daily | 20 80% of assets are more volatile |
Expected Return
| 0.35 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average UGI is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of UGI by adding it to a well-diversified portfolio.
UGI Fundamentals Growth
UGI Stock prices reflect investors' perceptions of the future prospects and financial health of UGI, and UGI fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on UGI Stock performance.
| Return On Equity | 0.15 | ||||
| Return On Asset | 0.0536 | ||||
| Profit Margin | 0.09 % | ||||
| Operating Margin | 0.11 % | ||||
| Current Valuation | 13.38 B | ||||
| Shares Outstanding | 214.7 M | ||||
| Price To Earning | 6.32 X | ||||
| Price To Book | 1.48 X | ||||
| Price To Sales | 0.87 X | ||||
| Revenue | 8.93 B | ||||
| Gross Profit | 1.99 B | ||||
| EBITDA | (886 M) | ||||
| Net Income | (1.5 B) | ||||
| Cash And Equivalents | 405 M | ||||
| Cash Per Share | 3.20 X | ||||
| Total Debt | 7.25 B | ||||
| Debt To Equity | 1.12 % | ||||
| Current Ratio | 1.70 X | ||||
| Book Value Per Share | 21.80 X | ||||
| Cash Flow From Operations | 1.11 B | ||||
| Earnings Per Share | 1.25 X | ||||
| Market Capitalization | 6.45 B | ||||
| Total Asset | 15.4 B | ||||
| Retained Earnings | 3.03 B | ||||
| Working Capital | (229 M) | ||||
| Current Asset | 1.42 B | ||||
| Current Liabilities | 1.44 B | ||||
About UGI Performance
By evaluating UGI's fundamental ratios, stakeholders can gain valuable insights into UGI's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if UGI has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if UGI has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 26.20 | 41.81 | |
| Return On Tangible Assets | 0.02 | 0.03 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.06 | 0.06 |
Things to note about UGI Corporation performance evaluation
Checking the ongoing alerts about UGI for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for UGI Corporation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 |
- Analyzing UGI's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether UGI's stock is overvalued or undervalued compared to its peers.
- Examining UGI's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating UGI's management team can have a significant impact on its success or failure. Reviewing the track record and experience of UGI's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of UGI's stock. These opinions can provide insight into UGI's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for UGI Stock analysis
When running UGI's price analysis, check to measure UGI's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy UGI is operating at the current time. Most of UGI's value examination focuses on studying past and present price action to predict the probability of UGI's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move UGI's price. Additionally, you may evaluate how the addition of UGI to your portfolios can decrease your overall portfolio volatility.
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |