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CBSH vs UGI

Comparison between Commerce Bancshares Inc (CBSH, Company) and UGI Corp (UGI, Company).

CBSH is from the Financial Services sector, while UGI is from the Utilities sector.

5-Year PerformanceUGI has outperformed CBSH, delivering a return of -1.0% compared to -1.3%

CBSH vs UGI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
CBSH
$7.58B
UGI
$7.56B
Max Drawdown
Winner
CBSH
45.45%
UGI
65.64%
Sharpe Ratio
CBSH
-0.64
Winner
UGI
0.02
5Y Beta
CBSH
0.75
Winner
UGI
0.36
Industry
CBSH
Banks - Regional
UGI
Utilities - Regulated Gas
P/E Ratio
CBSH
12.33
Winner
UGI
6.67
Forward P/E
CBSH
12.84
Winner
UGI
7.73
PEG Ratio
CBSH
3.27
Winner
UGI
0.31
Dividend Yield
CBSH
2.03%
Winner
UGI
4.21%
5Y Dividends CAGR
Winner
CBSH
10.09%
UGI
7.27%
5Y EPS CAGR
CBSH
5.38%
Winner
UGI
20.61%
Debt to Equity
CBSH
60.09%
Winner
UGI
0.00%
Free Cash Flow Yield
Winner
CBSH
14.82%
UGI
3.15%

CBSH vs UGI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CBSH
+1.93%
UGI
-7.05%
3M
Winner
CBSH
+1.48%
UGI
-6.07%
6M
Winner
CBSH
+2.82%
UGI
-9.92%
1Y
CBSH
-11.60%
Winner
UGI
+1.38%
5Y(CAGR)
CBSH
-1.32%
Winner
UGI
-0.96%
10Y(CAGR)
Winner
CBSH
+7.67%
UGI
+1.40%
Max(CAGR)
CBSH
+8.21%
Winner
UGI
+9.61%

CBSH vs UGI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCBSHUGI
2026+0.51%-6.24%
2025-9.32%+38.09%
2024+22.87%+20.40%
2023-15.35%-31.69%
2022+4.50%-15.71%
2021+10.82%+36.10%
2020+3.68%-18.70%
2019+28.71%-11.45%
2018+7.33%+14.64%
2017+3.37%+4.48%
2016+50.76%+39.13%
2015+5.40%-8.78%
2014+5.74%-4.10%
2013+32.56%+28.17%
2012+1.71%+15.86%
2011+1.13%-4.25%
2010+5.93%+32.80%
2009-4.00%+1.13%
2008+7.16%-7.63%
2007-5.15%+2.56%
2006+0.47%+33.21%
2005+13.97%+5.92%
2004+11.61%+24.73%
2003+31.38%+38.14%
2002+9.37%+26.73%
2001+3.26%+30.01%
2000+38.21%+30.53%
1999-9.94%-12.77%

CBSH vs UGI Drawdown Comparison

The maximum drawdown for CBSH was -44.65%, occurring on Mar 9, 2009. Recovery took 996 trading sessions.

The maximum drawdown for UGI was -59.58%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current CBSH drawdown is -20.37%. The current UGI drawdown is -19.62%.

RankCBSHUGI
#1-44.65%
Oct 1, 2008 - Sep 13, 2012
-59.58%
Dec 7, 2018 - Mar 23, 2020
#2-38.21%
May 6, 2021 - Nov 6, 2024
-40.14%
Sep 5, 2014 - May 25, 2017
#3-34.85%
Feb 11, 2020 - Nov 16, 2020
-30.25%
Aug 3, 2005 - Apr 27, 2007
#4-31.20%
Nov 9, 1999 - Nov 30, 2000
-30.08%
Jun 30, 2008 - Apr 22, 2010
#5-27.59%
Nov 25, 2024 - Mar 12, 2026
-23.93%
Apr 4, 2011 - Sep 26, 2012
#6-24.70%
Apr 17, 2002 - Jul 31, 2003
-20.60%
Nov 1, 1999 - Aug 14, 2000
#7-22.92%
Feb 22, 2007 - Sep 18, 2008
-19.10%
Jul 1, 2002 - Aug 8, 2002
#8-22.73%
Feb 12, 2001 - Feb 11, 2002
-18.28%
Jun 4, 2007 - Jun 23, 2008
#9-21.55%
Aug 21, 2018 - Nov 27, 2019
-16.68%
Jun 16, 2017 - May 30, 2018
#10-17.95%
Dec 1, 2015 - Apr 14, 2016
-16.48%
Jun 4, 2003 - Jan 12, 2004
#11-12.37%
Jul 3, 2014 - May 19, 2015
-12.23%
Dec 19, 2001 - Mar 21, 2002
#12-12.34%
Sep 14, 2012 - Feb 13, 2013
-12.22%
Jan 14, 2004 - Aug 20, 2004
#13-12.33%
Sep 19, 2008 - Oct 1, 2008
-11.74%
Dec 28, 2000 - Apr 17, 2001
#14-12.31%
Mar 1, 2017 - Nov 29, 2017
-11.11%
May 21, 2013 - Jul 18, 2013
#15-11.72%
Jul 20, 2015 - Nov 6, 2015
-11.02%
Aug 1, 2013 - Jan 31, 2014

Correlation

Correlation between CBSH and UGI is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (1999 - 2026)

CBSH vs UGI dividend yield comparison.

YearCBSHUGI
20260.53%1.07%
20252.03%4.01%
20241.67%5.31%
20231.95%6.04%
20221.50%3.84%
20211.47%2.97%
20202.00%3.76%
20191.48%2.68%
20181.61%1.93%
20171.55%2.10%
20162.93%2.04%
20152.04%2.67%
20142.00%2.67%
20131.93%2.70%
20126.81%3.27%
20112.33%3.50%
20104.42%3.01%
20092.39%3.28%
20082.19%3.12%
20072.23%2.68%
20061.95%2.56%
20051.77%3.22%
20041.76%2.99%
20031.54%3.37%
20021.59%4.38%
20011.19%5.26%
20005.33%6.08%
19995.52%1.81%

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