SM vs UGI
Comparison between SM Energy Company (SM, Company) and UGI Corp (UGI, Company).
SM is from the Energy sector, while UGI is from the Utilities sector.
5-Year PerformanceSM has outperformed UGI, delivering a return of +14.6% compared to +0.2%
SM vs UGI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SM vs UGI - Historical Returns
Returns include dividend reinvestment.
SM vs UGI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SM | UGI |
|---|---|---|
| 2026 | +77.85% | +0.29% |
| 2025 | -51.47% | +38.09% |
| 2024 | +1.24% | +20.40% |
| 2023 | +23.24% | -31.69% |
| 2022 | +10.45% | -15.71% |
| 2021 | +363.97% | +36.10% |
| 2020 | -44.67% | -18.70% |
| 2019 | -26.03% | -11.45% |
| 2018 | -33.18% | +14.64% |
| 2017 | -35.30% | +4.48% |
| 2016 | +73.27% | +39.13% |
| 2015 | -48.64% | -8.78% |
| 2014 | -53.20% | +43.85% |
| 2013 | +52.35% | +28.17% |
| 2012 | -31.45% | +15.86% |
| 2011 | +21.34% | -4.25% |
| 2010 | +63.50% | +32.80% |
| 2009 | +56.80% | +1.13% |
| 2008 | -48.20% | -7.63% |
| 2007 | +10.56% | +2.56% |
| 2006 | -4.22% | +33.21% |
| 2005 | +82.35% | +5.92% |
| 2004 | +44.17% | +24.73% |
| 2003 | +11.53% | +38.14% |
| 2002 | +16.86% | +26.73% |
| 2001 | -30.19% | +30.01% |
| 2000 | +185.26% | +30.54% |
| 1999 | -0.33% | -12.77% |
SM vs UGI Drawdown Comparison
The maximum drawdown for SM was -98.85%, occurring on Apr 1, 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 SM drawdown is -58.38%. The current UGI drawdown is -14.02%.
| Rank | SM | UGI |
|---|---|---|
| #1 | -98.85% Nov 26, 2013 - Apr 1, 2020 | -59.58% Dec 7, 2018 - Mar 23, 2020 |
| #2 | -82.05% Jun 30, 2008 - Feb 15, 2011 | -30.25% Aug 3, 2005 - Apr 27, 2007 |
| #3 | -57.19% Jan 16, 2001 - Apr 12, 2004 | -30.08% Jun 30, 2008 - Apr 22, 2010 |
| #4 | -51.83% Oct 27, 2011 - Oct 18, 2013 | -23.93% Apr 4, 2011 - Sep 26, 2012 |
| #5 | -31.07% Aug 3, 2011 - Oct 26, 2011 | -20.60% Nov 1, 1999 - Aug 14, 2000 |
| #6 | -30.27% Jul 7, 2000 - Sep 6, 2000 | -19.55% Dec 29, 2014 - Mar 4, 2016 |
| #7 | -29.50% Apr 21, 2006 - May 2, 2008 | -19.10% Jul 1, 2002 - Aug 8, 2002 |
| #8 | -24.07% Nov 9, 1999 - Feb 1, 2000 | -18.28% Jun 4, 2007 - Jun 23, 2008 |
| #9 | -22.46% Oct 13, 2000 - Nov 21, 2000 | -16.68% Jun 16, 2017 - May 30, 2018 |
| #10 | -21.62% Dec 28, 2000 - Jan 16, 2001 | -16.48% Jun 4, 2003 - Jan 12, 2004 |
| #11 | -19.66% Apr 5, 2011 - Jul 15, 2011 | -12.45% Sep 22, 2016 - Feb 10, 2017 |
| #12 | -18.80% Mar 4, 2005 - Jun 1, 2005 | -12.23% Dec 19, 2001 - Mar 21, 2002 |
| #13 | -18.52% Jan 30, 2006 - Apr 18, 2006 | -12.22% Jan 14, 2004 - Aug 20, 2004 |
| #14 | -16.88% Oct 3, 2005 - Dec 5, 2005 | -11.74% Dec 28, 2000 - Apr 17, 2001 |
| #15 | -16.26% Mar 10, 2000 - Apr 4, 2000 | -11.11% May 21, 2013 - Jul 18, 2013 |
Correlation
Correlation between SM and UGI is 0.03 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
SM vs UGI dividend yield comparison.
| Year | SM | UGI |
|---|---|---|
| 2026 | 1.31% | 2.03% |
| 2025 | 5.35% | 4.01% |
| 2024 | 1.91% | 5.31% |
| 2023 | 1.55% | 6.04% |
| 2022 | 0.46% | 3.84% |
| 2021 | 0.07% | 2.97% |
| 2020 | 0.33% | 3.76% |
| 2019 | 0.89% | 2.68% |
| 2018 | 0.65% | 1.93% |
| 2017 | 0.45% | 2.10% |
| 2016 | 0.29% | 2.04% |
| 2015 | 0.51% | 2.67% |
| 2014 | 0.26% | 2.16% |
| 2013 | 0.12% | 2.70% |
| 2012 | 0.19% | 3.27% |
| 2011 | 0.14% | 3.50% |
| 2010 | 0.17% | 3.01% |
| 2009 | 0.29% | 3.28% |
| 2008 | 0.49% | 3.12% |
| 2007 | 0.26% | 2.68% |
| 2006 | 0.27% | 2.56% |
| 2005 | 0.27% | 3.22% |
| 2004 | 0.24% | 2.99% |
| 2003 | 0.35% | 3.37% |
| 2002 | 0.40% | 4.38% |
| 2001 | 0.47% | 5.25% |
| 2000 | 0.32% | 6.08% |
| 1999 | 0.20% | 1.81% |
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