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MOS vs UGI

Comparison between Mosaic Company (MOS, Company) and UGI Corp (UGI, Company).

MOS is from the Basic Materials sector, while UGI is from the Utilities sector.

5-Year PerformanceUGI has outperformed MOS, delivering a return of -1.0% compared to -5.7%

MOS vs UGI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
MOS
$7.54B
Winner
UGI
$7.56B
Max Drawdown
MOS
95.65%
Winner
UGI
65.64%
Sharpe Ratio
MOS
-0.70
Winner
UGI
0.02
5Y Beta
MOS
0.69
Winner
UGI
0.36
Industry
MOS
Agricultural Inputs
UGI
Utilities - Regulated Gas
P/E Ratio
MOS
165.46
Winner
UGI
6.67
Forward P/E
MOS
21.32
Winner
UGI
7.73
PEG Ratio
MOS
N/A
UGI
0.31
Dividend Yield
MOS
3.91%
Winner
UGI
4.21%
5Y Dividends CAGR
Winner
MOS
40.63%
UGI
7.27%
5Y EPS CAGR
MOS
-44.44%
Winner
UGI
20.61%
Debt to Equity
MOS
0.00%
UGI
0.00%
Free Cash Flow Yield
MOS
-6.49%
Winner
UGI
3.15%

MOS vs UGI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MOS
+4.84%
UGI
-7.05%
3M
MOS
-11.52%
Winner
UGI
-6.07%
6M
Winner
MOS
+0.30%
UGI
-9.92%
1Y
MOS
-30.72%
Winner
UGI
+1.38%
5Y(CAGR)
MOS
-5.66%
Winner
UGI
-0.96%
10Y(CAGR)
MOS
+1.30%
Winner
UGI
+1.40%
Max(CAGR)
MOS
+3.56%
Winner
UGI
+9.61%

MOS vs UGI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMOSUGI
2026-2.71%-6.24%
2025+1.89%+38.09%
2024-30.58%+20.40%
2023-13.96%-31.69%
2022+10.29%-15.71%
2021+67.35%+36.10%
2020+8.62%-18.70%
2019-25.20%-11.45%
2018+9.97%+14.64%
2017-11.00%+4.48%
2016+7.48%+39.13%
2015-38.11%-8.78%
2014-0.81%-4.10%
2013-16.21%+28.17%
2012+9.02%+15.86%
2011-33.67%-4.25%
2010+24.19%+32.80%
2009+66.98%+1.13%
2008-63.42%-7.63%
2007+335.75%+2.56%
2006+42.40%+33.21%
2005-9.69%+5.92%
2004+59.22%+24.73%
2003-7.17%+38.14%
2002-18.30%+26.73%
2001-17.46%+30.01%
2000-7.10%+30.53%
1999+24.18%-12.77%

MOS vs UGI Drawdown Comparison

The maximum drawdown for MOS was -94.70%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

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

The current MOS drawdown is -79.39%. The current UGI drawdown is -19.62%.

RankMOSUGI
#1-94.70%
Jun 17, 2008 - Mar 18, 2020
-59.58%
Dec 7, 2018 - Mar 23, 2020
#2-68.29%
Jan 13, 2000 - Oct 31, 2006
-40.14%
Sep 5, 2014 - May 25, 2017
#3-26.95%
Jan 14, 2008 - Feb 19, 2008
-30.25%
Aug 3, 2005 - Apr 27, 2007
#4-21.40%
Feb 25, 2008 - Apr 7, 2008
-30.08%
Jun 30, 2008 - Apr 22, 2010
#5-17.68%
Apr 22, 2008 - Jun 9, 2008
-23.93%
Apr 4, 2011 - Sep 26, 2012
#6-17.11%
Nov 8, 2007 - Dec 3, 2007
-20.60%
Nov 1, 1999 - Aug 14, 2000
#7-15.15%
Jul 13, 2007 - Aug 24, 2007
-19.10%
Jul 1, 2002 - Aug 8, 2002
#8-12.95%
Dec 12, 2006 - Feb 13, 2007
-18.28%
Jun 4, 2007 - Jun 23, 2008
#9-9.77%
Dec 16, 1999 - Jan 3, 2000
-16.68%
Jun 16, 2017 - May 30, 2018
#10-9.74%
Feb 21, 2007 - Mar 12, 2007
-16.48%
Jun 4, 2003 - Jan 12, 2004
#11-9.57%
Oct 1, 2007 - Oct 9, 2007
-12.23%
Dec 19, 2001 - Mar 21, 2002
#12-9.56%
Jan 3, 2008 - Jan 11, 2008
-12.22%
Jan 14, 2004 - Aug 20, 2004
#13-8.77%
Dec 7, 1999 - Dec 16, 1999
-11.74%
Dec 28, 2000 - Apr 17, 2001
#14-8.18%
Apr 26, 2007 - May 21, 2007
-11.11%
May 21, 2013 - Jul 18, 2013
#15-6.90%
Nov 3, 1999 - Nov 12, 1999
-11.02%
Aug 1, 2013 - Jan 31, 2014

Correlation

Correlation between MOS and UGI is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29
-101

Dividend Comparison (1999 - 2026)

MOS vs UGI dividend yield comparison.

YearMOSUGI
20261.84%1.07%
20253.65%4.01%
20243.42%5.31%
20232.94%6.04%
20221.28%3.84%
20210.70%2.97%
20200.87%3.76%
20190.81%2.68%
20180.34%1.93%
20172.34%2.10%
20163.75%2.04%
20153.90%2.67%
20142.19%2.67%
20132.12%2.70%
20121.19%3.27%
20110.40%3.50%
20100.26%3.01%
20092.51%3.28%
20080.29%3.12%
20070.00%2.68%
20060.00%2.56%
20050.00%3.22%
20040.00%2.99%
20030.60%3.37%
20020.00%4.38%
20010.00%5.26%
20000.00%6.08%
19990.00%1.81%

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