Ugi Corporation Stock Performance
| UGI Stock | USD 26.00 0.47 1.84% |
On a scale of 0 to 100, UGI holds a performance score of 7. The entity has a beta of 1.89, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, UGI will likely underperform. 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
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Compared to the overall equity markets, risk-adjusted returns on investments in UGI Corporation are ranked lower than 7 (%) 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 (1.31) | Five Day Return 8.13 | Year To Date Return 3.01 | Ten Year Return (16.74) | All Time Return 1 K |
Forward Dividend Yield 0.0577 | Last Split Factor 3:2 | Forward Dividend Rate 1.5 | Dividend Date 2024-04-01 | Ex Dividend Date 2024-03-14 |
1 | United Services Automobile Association Acquires 983 Shares of UGI Co. | 03/04/2024 |
2 | Schonfeld Strategic Advisors LLC Grows Holdings in UGI Co. | 03/07/2024 |
3 | UGI Downgraded by Wells Fargo Company - MarketBeat | 03/14/2024 |
4 | Why UGI is a Top Momentum Stock for the Long-Term | 03/22/2024 |
5 | Cindy Miller Resigns from UGI Corps Board of Directors - TipRanks.com - TipRanks | 03/28/2024 |
| UGI dividend paid on 1st of April 2024 | 04/01/2024 |
6 | Unusual Options Activity Call Buying on U.G.I. Corp - InvestorsObserver | 04/17/2024 |
7 | UGI Stock Jumps 8.2 percent Will It Continue to Soar | 04/22/2024 |
| 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 2,283 in UGI Corporation on January 26, 2024 and sell it today you would earn a total of 317.00 from holding UGI Corporation or generate 13.89% return on investment over 90 days. UGI Corporation is generating 0.2413% of daily returns assuming volatility of 2.5766% on return distribution over 90 days investment horizon. In other words, 22% of stocks are less volatile than UGI, and above 96% 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 = 0.0936
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| Small Returns | UGI | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.58 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average UGI is performing at about 7% 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 | -0.0944 | ||||
| Return On Asset | 0.0229 | ||||
| Profit Margin | (0.05) % | ||||
| Operating Margin | 0.13 % | ||||
| Current Valuation | 12.8 B | ||||
| Shares Outstanding | 209.55 M | ||||
| Price To Earning | 6.32 X | ||||
| Price To Book | 1.16 X | ||||
| Price To Sales | 0.59 X | ||||
| Revenue | 8.93 B | ||||
| Gross Profit | 1.99 B | ||||
| EBITDA | (92 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 | 20.32 X | ||||
| Cash Flow From Operations | 1.11 B | ||||
| Earnings Per Share | (2.18) X | ||||
| Market Capitalization | 5.45 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
To evaluate UGI Corporation Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when UGI generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare UGI Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand UGI Corporation market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents UGI's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
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 | (0.13) | (0.11) | |
| Return On Capital Employed | (0.13) | (0.12) | |
| Return On Assets | (0.09) | (0.08) | |
| Return On Equity | (0.39) | (0.37) |
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 84.0% of the company outstanding shares are owned by institutional investors | |
| On 1st of April 2024 UGI paid $ 0.375 per share dividend to its current shareholders | |
| Latest headline from zacks.com: UGI Stock Jumps 8.2 percent Will It Continue to Soar |
- 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.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in UGI Corporation. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the UGI Corporation information on this page should be used as a complementary analysis to other UGI's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
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.
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Is UGI's industry 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 (0.47) | Dividend Share 1.485 | Earnings Share (2.18) | Revenue Per Share 39.52 | Quarterly Revenue Growth (0.23) |
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.