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LUMN vs UGP

Comparison between Lumen Technologies Inc (LUMN, Company) and Ultrapar Participacoes S.A. (UGP, Company).

LUMN is from the Communication Services sector, while UGP is from the Energy sector.

5-Year PerformanceUGP has outperformed LUMN, delivering a return of +14.9% compared to -11.2%

LUMN vs UGP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
LUMN
$6.64B
Winner
UGP
$6.65B
Max Drawdown
LUMN
98.02%
Winner
UGP
85.36%
Sharpe Ratio
LUMN
0.76
Winner
UGP
2.26
5Y Beta
LUMN
2.17
Winner
UGP
0.59
Industry
LUMN
Telecom Services
UGP
Oil & Gas Refining & Marketing
P/E Ratio
Winner
LUMN
-3.81
UGP
11.91
Forward P/E
LUMN
98.04
Winner
UGP
11.81
PEG Ratio
Winner
LUMN
-0.01
UGP
0.27
Dividend Yield
LUMN
N/A
UGP
5.20%
5Y Dividends CAGR
LUMN
-14.27%
Winner
UGP
42.47%
5Y EPS CAGR
LUMN
11.55%
Winner
UGP
33.64%
Debt to Equity
Winner
LUMN
0.00%
UGP
128.24%
Free Cash Flow Yield
Winner
LUMN
74.75%
UGP
5.34%
P/S Ratio
LUMN
0.54
Winner
UGP
0.04
P/B Ratio
LUMN
14.62
Winner
UGP
2.02

LUMN vs UGP - Historical Returns

Returns include dividend reinvestment.

1M
LUMN
-25.15%
Winner
UGP
+33.05%
3M
LUMN
-25.85%
Winner
UGP
+3.48%
6M
LUMN
-25.33%
Winner
UGP
+52.20%
1Y
LUMN
+39.91%
Winner
UGP
+122.33%
5Y(CAGR)
LUMN
-11.24%
Winner
UGP
+14.95%
10Y(CAGR)
LUMN
-9.70%
Winner
UGP
-2.43%
Max(CAGR)
LUMN
-2.23%
Winner
UGP
+11.33%

LUMN vs UGP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLUMNUGP
2026-17.95%+63.35%
2025+38.50%+57.04%
2024+180.95%-50.13%
2023-65.92%+153.98%
2022-56.05%+0.32%
2021+39.27%-40.18%
2020-17.27%-28.06%
2019-7.07%-10.53%
2018-2.38%-41.03%
2017-26.69%+10.42%
2016+2.43%+48.04%
2015-31.81%-16.35%
2014+32.52%-14.36%
2013-15.46%+7.29%
2012+12.83%+27.68%
2011-13.90%+8.79%
2010+36.31%+36.92%
2009+39.54%+116.73%
2008-28.38%-31.33%
2007-4.65%+52.33%
2006+32.72%+70.87%
2005-4.04%-12.32%
2004+9.14%+65.43%
2003+8.37%+93.65%
2002-10.02%-6.65%
2001-8.15%+9.79%
2000-20.51%-26.09%
1999+17.66%+9.53%

LUMN vs UGP Drawdown Comparison

The maximum drawdown for LUMN was -95.27%, occurring on Nov 1, 2023. This drawdown has not yet recovered.

The maximum drawdown for UGP was -83.27%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current LUMN drawdown is -69.53%. The current UGP drawdown is -36.37%.

RankLUMNUGP
#1-95.27%
Nov 3, 2014 - Nov 1, 2023
-83.27%
Jan 25, 2018 - Mar 23, 2020
#2-54.02%
Jul 6, 2007 - Sep 28, 2010
-62.59%
May 13, 2008 - Sep 10, 2009
#3-53.30%
Dec 7, 1999 - Apr 16, 2007
-51.03%
Jan 19, 2000 - Jul 1, 2003
#4-29.65%
Dec 21, 2010 - Aug 1, 2012
-50.23%
Oct 22, 2013 - Jan 24, 2018
#5-28.85%
Sep 13, 2012 - Jul 29, 2014
-33.35%
Jan 12, 2004 - Aug 17, 2004
#6-7.64%
Sep 5, 2014 - Oct 30, 2014
-27.47%
Jun 20, 2005 - Mar 27, 2006
#7-4.37%
Nov 19, 1999 - Dec 6, 1999
-25.02%
Oct 9, 2007 - May 13, 2008
#8-3.32%
Jun 4, 2007 - Jun 14, 2007
-24.94%
May 8, 2006 - Oct 12, 2006
#9-3.24%
Aug 13, 2012 - Sep 6, 2012
-20.96%
May 20, 2013 - Oct 14, 2013
#10-3.16%
Nov 4, 2010 - Dec 1, 2010
-19.83%
Jul 23, 2007 - Sep 13, 2007
#11-2.83%
Jul 29, 2014 - Aug 11, 2014
-19.66%
Apr 8, 2011 - Sep 1, 2011
#12-1.95%
May 8, 2007 - May 23, 2007
-17.67%
Sep 1, 2011 - Oct 24, 2011
#13-1.92%
Jun 14, 2007 - Jul 6, 2007
-16.74%
Mar 1, 2012 - Jul 27, 2012
#14-1.84%
Oct 6, 2010 - Oct 21, 2010
-15.92%
Feb 17, 2005 - Jun 16, 2005
#15-1.72%
Dec 14, 2010 - Dec 20, 2010
-15.86%
Dec 2, 2009 - Jul 9, 2010

Correlation

Correlation between LUMN and UGP is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56
-101

Dividend Comparison (1999 - 2025)

LUMN vs UGP dividend yield comparison.

YearLUMNUGP
20250.00%8.50%
20240.00%4.76%
20230.00%1.30%
202214.37%4.70%
20217.97%4.52%
202010.26%1.21%
20197.57%2.28%
201814.26%3.15%
201712.95%2.39%
20169.08%2.23%
20158.59%2.93%
20145.46%3.20%
20136.78%2.59%
20127.41%2.45%
20117.80%3.33%
20106.28%2.20%
20097.73%1.84%
20087.93%11.66%
20070.63%2.38%
20060.57%4.23%
20050.72%4.44%
20040.65%3.30%
20030.67%2.87%
20020.71%8.56%
20010.61%24.20%
20000.53%3.20%
19990.09%0.00%

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