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TEX vs UGP

Comparison between Terex Corp (TEX, Company) and Ultrapar Participacoes S.A. (UGP, Company).

TEX is from the Industrials sector, while UGP is from the Energy sector.

5-Year PerformanceUGP has outperformed TEX, delivering a return of +13.2% compared to +8.7%

TEX vs UGP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
TEX
$6.18B
Winner
UGP
$6.20B
Max Drawdown
TEX
91.96%
Winner
UGP
85.36%
Sharpe Ratio
TEX
0.61
Winner
UGP
1.97
5Y Beta
TEX
1.63
Winner
UGP
0.59
Industry
TEX
Farm & Heavy Construction Machinery
UGP
Oil & Gas Refining & Marketing
P/E Ratio
TEX
43.45
Winner
UGP
11.11
Forward P/E
TEX
14.79
Winner
UGP
11.81
PEG Ratio
TEX
1.89
Winner
UGP
0.25
Dividend Yield
TEX
1.05%
Winner
UGP
5.44%
5Y Dividends CAGR
TEX
23.16%
Winner
UGP
42.47%
5Y EPS CAGR
TEX
1.09%
Winner
UGP
33.64%
Debt to Equity
Winner
TEX
57.01%
UGP
128.24%
Free Cash Flow Yield
Winner
TEX
6.96%
UGP
5.73%
P/S Ratio
TEX
1.28
Winner
UGP
0.04
P/B Ratio
Winner
TEX
1.65
UGP
1.82

TEX vs UGP - Historical Returns

Returns include dividend reinvestment.

1M
TEX
-0.12%
Winner
UGP
+24.53%
3M
Winner
TEX
+2.60%
UGP
-0.83%
6M
TEX
+8.00%
Winner
UGP
+46.31%
1Y
TEX
+29.65%
Winner
UGP
+110.23%
5Y(CAGR)
TEX
+8.74%
Winner
UGP
+13.16%
10Y(CAGR)
Winner
TEX
+13.03%
UGP
-2.91%
Max(CAGR)
TEX
+6.71%
Winner
UGP
+11.12%

TEX vs UGP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTEXUGP
2026+19.15%+55.50%
2025+21.72%+57.04%
2024-19.15%-50.13%
2023+38.57%+153.98%
2022-2.19%+0.32%
2021+28.93%-40.18%
2020+16.35%-28.06%
2019+10.20%-10.53%
2018-42.65%-41.03%
2017+52.29%+10.42%
2016+71.91%+48.04%
2015-34.37%-16.35%
2014-31.81%-14.36%
2013+41.81%+7.29%
2012+94.80%+27.68%
2011-57.04%+8.79%
2010+48.02%+36.92%
2009+5.71%+116.73%
2008-72.36%-31.33%
2007+11.02%+52.33%
2006+112.29%+70.87%
2005+29.75%-12.32%
2004+64.71%+65.43%
2003+152.48%+93.65%
2002-36.42%-6.65%
2001+12.29%+9.79%
2000-38.91%-26.09%
1999+4.95%+9.53%

TEX vs UGP Drawdown Comparison

The maximum drawdown for TEX was -91.96%, occurring on Feb 23, 2009. 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 TEX drawdown is -20.46%. The current UGP drawdown is -39.43%.

RankTEXUGP
#1-91.96%
Jul 16, 2007 - Feb 23, 2009
-83.27%
Jan 25, 2018 - Mar 23, 2020
#2-66.55%
Nov 18, 1999 - Dec 19, 2003
-62.59%
May 13, 2008 - Sep 10, 2009
#3-27.50%
Apr 5, 2004 - Jul 29, 2004
-51.03%
Jan 19, 2000 - Jul 1, 2003
#4-25.40%
Mar 4, 2005 - Aug 1, 2005
-50.23%
Oct 22, 2013 - Jan 24, 2018
#5-23.94%
May 5, 2006 - Oct 10, 2006
-33.35%
Jan 12, 2004 - Aug 17, 2004
#6-16.39%
Dec 31, 2004 - Mar 4, 2005
-27.47%
Jun 20, 2005 - Mar 27, 2006
#7-15.67%
Oct 6, 2004 - Nov 22, 2004
-25.02%
Oct 9, 2007 - May 13, 2008
#8-14.60%
Dec 27, 2006 - Feb 16, 2007
-24.94%
May 8, 2006 - Oct 12, 2006
#9-13.59%
Mar 1, 2006 - Apr 3, 2006
-20.96%
May 20, 2013 - Oct 14, 2013
#10-12.74%
Feb 21, 2007 - Mar 21, 2007
-19.83%
Jul 23, 2007 - Sep 13, 2007
#11-12.56%
Jan 14, 2004 - Feb 5, 2004
-19.66%
Apr 8, 2011 - Sep 1, 2011
#12-11.11%
Aug 10, 2005 - Oct 3, 2005
-17.67%
Sep 1, 2011 - Oct 24, 2011
#13-10.06%
Mar 4, 2004 - Apr 2, 2004
-16.74%
Mar 1, 2012 - Jul 27, 2012
#14-9.24%
Oct 16, 2006 - Nov 15, 2006
-15.92%
Feb 17, 2005 - Jun 16, 2005
#15-8.79%
Aug 2, 2004 - Sep 10, 2004
-15.86%
Dec 2, 2009 - Jul 9, 2010

Correlation

Correlation between TEX and UGP is 0.21 which considered as a very weak or no correlation - the stocks move independently of each other.

0.21
-101

Dividend Comparison (2000 - 2026)

TEX vs UGP dividend yield comparison.

YearTEXUGP
20260.52%0.00%
20251.27%8.50%
20241.47%4.76%
20231.11%1.30%
20221.22%4.70%
20211.09%4.52%
20200.34%1.21%
20191.48%2.28%
20181.45%3.15%
20170.66%2.39%
20160.89%2.23%
20151.30%2.93%
20140.72%3.20%
20130.12%2.59%
20120.00%2.45%
20110.00%3.33%
20100.00%2.20%
20090.00%1.84%
20080.00%11.66%
20070.00%2.38%
20060.00%4.23%
20050.00%4.44%
20040.00%3.30%
20030.00%2.87%
20020.00%8.56%
20010.00%24.20%
20000.00%3.20%

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