UGI Stock Performance

UGI
 Stock
  

USD 38.72  0.12  0.31%   

UGI has a performance score of 1 on a scale of 0 to 100. The entity has a beta of 1.0174, which indicates a somewhat significant risk relative to the market. Let's try to break down what UGI's beta means in this case. UGI returns are very sensitive to returns on the market. As the market goes up or down, UGI is expected to follow. Although it is important to respect UGI Corporation current price movements, it is better to be realistic regarding the information on the equity's historical returns. The approach towards measuring future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By examining UGI Corporation technical indicators, you can now evaluate if the expected return of 0.0443% will be sustainable into the future. UGI Corporation currently has a risk of 2.19%. Please validate UGI semi variance, and the relationship between the treynor ratio and daily balance of power to decide if UGI will be following its existing price patterns.
  
UGI Performance
1 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in UGI Corporation are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable technical and fundamental indicators, UGI is not utilizing all of its potentials. The recent stock price disturbance, may contribute to mid-run losses for the stockholders. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.0375
Payout Ratio
0.35
Last Split Factor
3:2
Forward Annual Dividend Rate
1.44
Dividend Date
2023-01-01
Ex Dividend Date
2022-12-14

UGI Price Channel

Begin Period Cash Flow877000000.00
DescriptionUGI Corporation, through its subsidiaries, distributes, stores, transports, and markets energy products and related services in the United States and internationally. The com
Total Cashflows From Investing Activities-1012000000.00

UGI Relative Risk vs. Return Landscape

If you would invest  3,821  in UGI Corporation on September 5, 2022 and sell it today you would earn a total of  51.00  from holding UGI Corporation or generate 1.33% return on investment over 90 days. UGI Corporation is generating 0.0443% of daily returns assuming volatility of 2.1928% on return distribution over 90 days investment horizon. In other words, 19% of stocks are less volatile than UGI, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Considering the 90-day investment horizon UGI is expected to generate 0.18 times more return on investment than the market. However, the company is 5.7 times less risky than the market. It trades about 0.02 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.11 per unit of 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 = 0.0202

Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsUGI
Estimated Market Risk
 2.19
  actual daily
 
 19 %
of total potential
 
1919
Expected Return
 0.04
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.02
  actual daily
 
 1 %
of total potential
 
11
Based on monthly moving average UGI is performing at about 1% 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.

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 ReportedProjected for 2022
Effect of Exchange Rate Changes on Cash-3.3 M-3.6 M
Return on Investment 12.85  14.50 
Return on Average Assets 6.26  5.05 
Return on Average Equity 18.52  15.90 
Return on Invested Capital 0.10  0.1 
Return on Sales 0.13  0.11 

Things to note about UGI Corporation

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.

UGI Alerts

Equity Alerts and Improvement Suggestions

Over 85.0% of the company outstanding shares are owned by institutional investors
Latest headline from news.google.com: UGI Appoints Robert F. Beard as Chief Operations Officer - Marketscreener.com
Also, please take a look at World Market Map. 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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

Complementary Tools for UGI Stock analysis

When running UGI Corporation 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 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.
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Go
Global Correlations
Find global opportunities by holding instruments from different markets
Go
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Go
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Go
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Go
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Go
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 YOY
(0.54) 
Market Capitalization
8.1 B
Quarterly Revenue Growth YOY
0.35
Return On Assets
0.0608
Return On Equity
19.14
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 UGI value 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.