Ugi Corporation Stock Performance
| UGI Stock | USD 30.99 1.18 3.96% |
On a scale of 0 to 100, UGI holds a performance score of 16. The entity has a beta of 0.64, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, UGI's returns are expected to increase less than the market. However, during the bear market, the loss of holding UGI is expected to be smaller as well. 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
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in UGI Corporation are ranked lower than 16 (%) 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
| Begin Period Cash Flow | 340 M |
UGI |
UGI Relative Risk vs. Return Landscape
If you would invest 2,304 in UGI Corporation on November 2, 2024 and sell it today you would earn a total of 795.00 from holding UGI Corporation or generate 34.51% return on investment over 90 days. UGI Corporation is generating 0.5244% of daily returns assuming volatility of 2.4982% on return distribution over 90 days investment horizon. In other words, 22% of stocks are less volatile than UGI, and above 90% 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 = 0.2099
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.5 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.52 actual daily | 10 90% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average UGI is performing at about 16% 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 | 13.33 B | ||||
| Shares Outstanding | 214.71 M | ||||
| Price To Earning | 6.32 X | ||||
| Price To Book | 1.47 X | ||||
| Price To Sales | 0.90 X | ||||
| Revenue | 7.21 B | ||||
| EBITDA | 1.28 B | ||||
| Cash And Equivalents | 405 M | ||||
| Cash Per Share | 3.20 X | ||||
| Total Debt | 6.68 B | ||||
| Debt To Equity | 1.12 % | ||||
| Book Value Per Share | 21.80 X | ||||
| Cash Flow From Operations | 1.18 B | ||||
| Earnings Per Share | 1.25 X | ||||
| Total Asset | 15.1 B | ||||
| Retained Earnings | 2.98 B | ||||
| 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.
UGI Corporation distributes, stores, transports, and markets energy products and related services in the United States and internationally. UGI Corporation was incorporated in 1991 and is based in King of Prussia, Pennsylvania. Ugi Corp operates under Diversified Utilities classification in the United States and is traded on New York Stock Exchange.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.| Over 87.0% of the company outstanding shares are owned by institutional investors |
- 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.
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