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LNC vs UGI

Comparison between Lincoln National Corp (LNC, Company) and UGI Corp (UGI, Company).

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

5-Year PerformanceUGI has outperformed LNC, delivering a return of -0.2% compared to -0.7%

LNC vs UGI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
LNC
$7.92B
UGI
$7.89B
Max Drawdown
LNC
93.27%
Winner
UGI
65.64%
Sharpe Ratio
Winner
LNC
0.96
UGI
0.19
5Y Beta
LNC
1.34
Winner
UGI
0.34
Industry
LNC
Insurance - Life
UGI
Utilities - Regulated Gas
P/E Ratio
Winner
LNC
4.55
UGI
6.96
Forward P/E
Winner
LNC
4.08
UGI
7.73
PEG Ratio
Winner
LNC
0.28
UGI
0.32
Dividend Yield
Winner
LNC
4.20%
UGI
4.06%
5Y Dividends CAGR
LNC
6.27%
Winner
UGI
7.03%
5Y EPS CAGR
Winner
LNC
40.84%
UGI
20.61%
Debt to Equity
LNC
62.37%
Winner
UGI
0.00%
Free Cash Flow Yield
Winner
LNC
3.07%
UGI
3.02%
P/S Ratio
Winner
LNC
0.42
UGI
1.11
P/B Ratio
Winner
LNC
0.89
UGI
1.46

LNC vs UGI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LNC
+31.60%
UGI
+4.75%
3M
Winner
LNC
+23.04%
UGI
+1.34%
6M
Winner
LNC
+13.27%
UGI
-7.87%
1Y
Winner
LNC
+40.94%
UGI
+5.56%
5Y(CAGR)
LNC
-0.65%
Winner
UGI
-0.16%
10Y(CAGR)
Winner
LNC
+4.50%
UGI
+1.40%
Max(CAGR)
LNC
+2.90%
Winner
UGI
+11.41%

LNC vs UGI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLNCUGI
2026+5.84%-1.80%
2025+47.71%+38.09%
2024+23.19%+20.40%
2023-5.90%-31.69%
2022-54.50%-15.71%
2021+43.70%+36.10%
2020-12.22%-18.70%
2019+17.43%-11.45%
2018-32.91%+14.64%
2017+16.82%+4.48%
2016+38.23%+39.13%
2015-11.17%-8.78%
2014+15.57%+43.85%
2013+91.02%+28.17%
2012+29.92%+15.86%
2011-33.13%-4.25%
2010+7.62%+32.80%
2009+26.26%+1.13%
2008-65.18%-7.63%
2007-10.39%+2.56%
2006+27.38%+33.21%
2005+18.59%+5.92%
2004+19.80%+24.73%
2003+27.58%+38.14%
2002-32.44%+26.73%
2001+9.83%+30.01%
2000+24.88%+30.54%
1999-12.93%-12.77%

LNC vs UGI Drawdown Comparison

The maximum drawdown for LNC was -92.86%, occurring on Mar 9, 2009. Recovery took 2401 trading sessions.

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

The current LNC drawdown is -23.06%. The current UGI drawdown is -15.81%.

RankLNCUGI
#1-92.86%
May 15, 2007 - Nov 23, 2016
-59.58%
Dec 7, 2018 - Mar 23, 2020
#2-79.20%
Feb 1, 2018 - Mar 20, 2020
-30.25%
Aug 3, 2005 - Apr 27, 2007
#3-52.11%
Sep 11, 2000 - Apr 12, 2004
-30.08%
Jun 30, 2008 - Apr 22, 2010
#4-51.05%
Nov 16, 1999 - Aug 11, 2000
-23.93%
Apr 4, 2011 - Sep 26, 2012
#5-15.22%
Apr 12, 2004 - Feb 11, 2005
-20.60%
Nov 1, 1999 - Aug 14, 2000
#6-14.22%
Feb 11, 2005 - Aug 2, 2005
-19.55%
Dec 29, 2014 - Mar 4, 2016
#7-13.33%
Feb 15, 2017 - Jul 28, 2017
-19.10%
Jul 1, 2002 - Aug 8, 2002
#8-12.27%
Aug 8, 2017 - Oct 5, 2017
-18.28%
Jun 4, 2007 - Jun 23, 2008
#9-8.86%
Sep 16, 2005 - Nov 22, 2005
-16.68%
Jun 16, 2017 - May 30, 2018
#10-7.23%
Feb 14, 2007 - Apr 25, 2007
-16.48%
Jun 4, 2003 - Jan 12, 2004
#11-7.16%
May 8, 2006 - Aug 16, 2006
-12.45%
Sep 22, 2016 - Feb 10, 2017
#12-6.97%
Feb 27, 2006 - Apr 27, 2006
-12.23%
Dec 19, 2001 - Mar 21, 2002
#13-5.59%
Aug 31, 2000 - Sep 8, 2000
-12.22%
Jan 14, 2004 - Aug 20, 2004
#14-5.47%
Aug 22, 2000 - Aug 30, 2000
-11.74%
Dec 28, 2000 - Apr 17, 2001
#15-5.42%
Oct 27, 2017 - Dec 4, 2017
-11.11%
May 21, 2013 - Jul 18, 2013

Correlation

Correlation between LNC and UGI is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (1999 - 2026)

LNC vs UGI dividend yield comparison.

YearLNCUGI
20262.93%2.07%
20254.04%4.01%
20245.68%5.31%
20236.67%6.04%
20225.86%3.84%
20212.46%2.97%
20203.18%3.76%
20192.51%2.68%
20182.57%1.93%
20171.51%2.10%
20161.51%2.04%
20151.59%2.67%
20141.11%2.16%
20130.93%2.70%
20121.24%3.27%
20111.03%3.50%
20100.14%3.01%
20090.96%3.28%
20088.81%3.12%
20072.71%2.68%
20062.29%2.56%
20052.75%3.22%
20043.00%2.99%
20033.32%3.37%
20024.05%4.38%
20012.51%5.25%
20002.45%6.08%
19990.00%1.81%

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