Company Analysis UGI Corporation
1. Summary
Advantages
- Dividends (6.07%) are higher than the sector average (3.25%).
- The stock's return over the last year (19.41%) is higher than the sector average (-33.03%).
- Current debt level 44.23% is below 100% and has decreased over 5 years from 49.44%.
Disadvantages
- Price (28.3 $) is higher than fair price (12.53 $)
- The company's current efficiency (ROE=6.16%) is lower than the sector average (ROE=11.7%)
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| UGI Corporation | Utilities | Index | |
|---|---|---|---|
| 7 days | 1.1% | -1.9% | -2.5% |
| 90 days | 14.3% | -36.2% | -0.5% |
| 1 year | 19.4% | -33% | 22.5% |
UGI vs Sector: UGI Corporation has outperformed the "Utilities" sector by 52.44% over the past year.
UGI vs Market: UGI Corporation has underperformed the market marginally by -3.12% over the past year.
Stable price: UGI is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: UGI with weekly volatility of 0.3733% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (28.3 $) is higher than the fair price (12.53 $).
Price is higher than fair: The current price (28.3 $) is 55.7% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (19.78) is lower than that of the sector as a whole (25.01).
P/E vs Market: The company's P/E (19.78) is lower than that of the market as a whole (47.37).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.22) is lower than that of the sector as a whole (2.28).
P/BV vs Market: The company's P/BV (1.22) is lower than that of the market as a whole (22.69).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.7381) is lower than that of the sector as a whole (2.61).
P/S vs Market: The company's P/S indicator (0.7381) is lower than that of the market as a whole (15.16).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (9.17) is higher than that of the sector as a whole (6.5).
EV/Ebitda vs Market: The company's EV/Ebitda (9.17) is lower than that of the market as a whole (17.77).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -9.89% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-9.89%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-38.3%).
5.4. ROE
ROE vs Sector: The company's ROE (6.16%) is lower than that of the sector as a whole (11.7%).
ROE vs Market: The company's ROE (6.16%) is lower than that of the market as a whole (17.14%).
5.5. ROA
ROA vs Sector: The company's ROA (1.76%) is lower than that of the sector as a whole (3.22%).
ROA vs Market: The company's ROA (1.76%) is lower than that of the market as a whole (6.51%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (14.41%) is higher than that of the sector as a whole (6.26%).
ROIC vs Market: The company's ROIC (14.41%) is higher than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 6.07% is higher than the average for the sector '3.25%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 6.07% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 6.07% has been growing over the last 5 years. Growth over 37 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (118.22%) are at an uncomfortable level.
8. Insider trades
8.1. Insider trading
Insider Buying Exceeds insider sales by 100% over the last 3 months.
8.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 24.11.2021 | Gaudiosi Monica M VP, Gen. Counsel & Secretary |
Sale | 45.01 | 874 859 | 19 437 |
| 24.11.2021 | Gaudiosi Monica M VP, Gen. Counsel & Secretary |
Purchase | 17.75 | 345 007 | 19 437 |
| 23.11.2021 | Gaudiosi Monica M VP, Gen. Counsel & Secretary |
Sale | 45.02 | 67 530 | 1 500 |
| 23.11.2021 | Gaudiosi Monica M VP, Gen. Counsel & Secretary |
Purchase | 17.75 | 26 625 | 1 500 |
| 23.11.2021 | HERMANCE FRANK S Director |
Sale | 44.91 | 572 603 | 12 750 |
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