JXN vs UGI

Comparison between Jackson Financial Inc - Class A (JXN, Company) and UGI Corp (UGI, Company).

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

5-Year PerformanceJXN has outperformed UGI, delivering a return of +36.1% compared to -1.6%

JXN vs UGI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JXN(COMPANY)	UGI(COMPANY)
Market Cap	$7.49B	$7.47B
Max Drawdown	49.12%	65.64%
Sharpe Ratio	1.00	0.00
5Y Beta	1.49	0.35
Industry	Insurance - Life	Utilities - Regulated Gas
P/E Ratio	-19.69	6.60
Forward P/E	N/A	7.73
PEG Ratio	N/A	0.30
Dividend Yield	3.05%	4.31%
5Y Dividends CAGR	N/A	7.27%
5Y EPS CAGR	N/A	20.61%
Debt to Equity	21.35%	0.00%
Free Cash Flow Yield	69.51%	3.18%
P/S Ratio	1.26	1.01
P/B Ratio	0.83	1.37

Market Cap

Winner

JXN

$7.49B

UGI

$7.47B

Max Drawdown

Winner

JXN

49.12%

UGI

65.64%

Sharpe Ratio

Winner

JXN

1.00

UGI

0.00

5Y Beta

JXN

1.49

Winner

UGI

0.35

Industry

JXN

Insurance - Life

UGI

Utilities - Regulated Gas

P/E Ratio

Winner

JXN

-19.69

UGI

6.60

Forward P/E

JXN

N/A

UGI

7.73

PEG Ratio

JXN

N/A

UGI

0.30

Dividend Yield

JXN

3.05%

Winner

UGI

4.31%

5Y Dividends CAGR

JXN

N/A

UGI

7.27%

5Y EPS CAGR

JXN

N/A

UGI

20.61%

Debt to Equity

JXN

21.35%

Winner

UGI

0.00%

Free Cash Flow Yield

Winner

JXN

69.51%

UGI

3.18%

P/S Ratio

JXN

1.26

Winner

UGI

1.01

P/B Ratio

Winner

JXN

0.83

UGI

1.37

JXN vs UGI - Historical Returns

Returns include dividend reinvestment.

Period	JXN	UGI
1 month	+0.47%	+6.15%
3 months	+5.57%	-3.91%
6 months	+4.47%	-6.47%
1 year	+35.73%	-0.22%
5 years(CAGR)	+36.12%	-1.61%
10 years(CAGR)	N/A	+1.38%
Max(CAGR)	+36.12%	+9.60%

JXN

+0.47%

Winner

UGI

+6.15%

Winner

JXN

+5.57%

UGI

-3.91%

Winner

JXN

+4.47%

UGI

-6.47%

Winner

JXN

+35.73%

UGI

-0.22%

5Y(CAGR)

Winner

JXN

+36.12%

UGI

-1.61%

10Y(CAGR)

JXN

N/A

UGI

+1.38%

Max(CAGR)

Winner

JXN

+36.12%

UGI

+9.60%

JXN vs UGI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JXN	UGI
2026	+2.87%	-5.95%
2025	+25.94%	+38.09%
2024	+79.11%	+20.40%
2023	+58.27%	-31.69%
2022	-12.59%	-15.71%
2021	+34.92%	+36.10%
2020	N/A	-18.70%
2019	N/A	-11.45%
2018	N/A	+14.64%
2017	N/A	+4.48%
2016	N/A	+39.13%
2015	N/A	-8.78%
2014	N/A	-4.10%
2013	N/A	+28.17%
2012	N/A	+15.86%
2011	N/A	-4.25%
2010	N/A	+32.80%
2009	N/A	+1.13%
2008	N/A	-7.63%
2007	N/A	+2.56%
2006	N/A	+33.21%
2005	N/A	+5.92%
2004	N/A	+24.73%
2003	N/A	+38.14%
2002	N/A	+26.73%
2001	N/A	+30.01%
2000	N/A	+30.53%
1999	N/A	-12.77%

JXN vs UGI Drawdown Comparison

The maximum drawdown for JXN was -48.33%, occurring on Jul 14, 2022. Recovery took 214 trading sessions.

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

The current JXN drawdown is -9.54%. The current UGI drawdown is -19.37%.

Rank	JXN	UGI
#1	-48.33% Mar 25, 2022 - Feb 1, 2023	-59.58% Dec 7, 2018 - Mar 23, 2020
#2	-41.41% Feb 17, 2023 - Nov 27, 2023	-40.14% Sep 5, 2014 - May 25, 2017
#3	-37.09% Nov 6, 2024 - Jan 5, 2026	-30.25% Aug 3, 2005 - Apr 27, 2007
#4	-23.00% Jan 10, 2022 - Mar 25, 2022	-30.08% Jun 30, 2008 - Apr 22, 2010
#5	-21.53% Jul 31, 2024 - Aug 16, 2024	-23.93% Apr 4, 2011 - Sep 26, 2012
#6	-21.46% Sep 1, 2021 - Nov 11, 2021	-20.60% Nov 1, 1999 - Aug 14, 2000
#7	-16.31% Feb 2, 2026 - Mar 27, 2026	-19.10% Jul 1, 2002 - Aug 8, 2002
#8	-11.67% Nov 17, 2021 - Dec 6, 2021	-18.28% Jun 4, 2007 - Jun 23, 2008
#9	-11.27% Aug 30, 2024 - Sep 19, 2024	-16.68% Jun 16, 2017 - May 30, 2018
#10	-11.17% May 9, 2024 - Jul 12, 2024	-16.48% Jun 4, 2003 - Jan 12, 2004
#11	-7.46% Dec 19, 2023 - Feb 12, 2024	-12.23% Dec 19, 2001 - Mar 21, 2002
#12	-6.93% Aug 16, 2024 - Aug 30, 2024	-12.22% Jan 14, 2004 - Aug 20, 2004
#13	-6.10% Apr 3, 2024 - Apr 23, 2024	-11.74% Dec 28, 2000 - Apr 17, 2001
#14	-5.92% Jan 9, 2026 - Jan 29, 2026	-11.11% May 21, 2013 - Jul 18, 2013
#15	-5.26% Dec 10, 2021 - Dec 15, 2021	-11.02% Aug 1, 2013 - Jan 31, 2014

Correlation

Correlation between JXN and UGI is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

Dividend Comparison (1999 - 2026)

JXN vs UGI dividend yield comparison.

Year	JXN	UGI
2026	1.66%	1.07%
2025	3.00%	4.01%
2024	3.22%	5.31%
2023	4.84%	6.04%
2022	6.32%	3.84%
2021	1.20%	2.97%
2020	0.00%	3.76%
2019	0.00%	2.68%
2018	0.00%	1.93%
2017	0.00%	2.10%
2016	0.00%	2.04%
2015	0.00%	2.67%
2014	0.00%	2.67%
2013	0.00%	2.70%
2012	0.00%	3.27%
2011	0.00%	3.50%
2010	0.00%	3.01%
2009	0.00%	3.28%
2008	0.00%	3.12%
2007	0.00%	2.68%
2006	0.00%	2.56%
2005	0.00%	3.22%
2004	0.00%	2.99%
2003	0.00%	3.37%
2002	0.00%	4.38%
2001	0.00%	5.26%
2000	0.00%	6.08%
1999	0.00%	1.81%