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UGI vs BIRK

Comparison between UGI Corp (UGI, Company) and Birkenstock Holding Plc (BIRK, Company).

UGI is from the Utilities sector, while BIRK is from the Consumer Cyclical sector.

UGI vs BIRK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
UGI
$7.91B
BIRK
$7.91B
Max Drawdown
UGI
65.64%
Winner
BIRK
50.94%
Sharpe Ratio
Winner
UGI
0.11
BIRK
-0.25
5Y Beta
Winner
UGI
0.34
BIRK
1.17
Industry
UGI
Utilities - Regulated Gas
BIRK
Footwear & Accessories
P/E Ratio
Winner
UGI
6.99
BIRK
19.06
Forward P/E
Winner
UGI
7.73
BIRK
15.29
PEG Ratio
Winner
UGI
0.32
BIRK
0.35
Dividend Yield
UGI
4.11%
BIRK
N/A
5Y Dividends CAGR
UGI
7.03%
BIRK
N/A
5Y EPS CAGR
UGI
20.61%
BIRK
N/A
Debt to Equity
Winner
UGI
0.00%
BIRK
47.45%
Free Cash Flow Yield
UGI
3.01%
Winner
BIRK
4.77%
P/S Ratio
Winner
UGI
1.07
BIRK
3.62
P/B Ratio
Winner
UGI
1.44
BIRK
2.36

UGI vs BIRK - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UGI
+6.42%
BIRK
-4.16%
3M
Winner
UGI
+0.41%
BIRK
-0.17%
6M
UGI
-2.86%
Winner
BIRK
+2.63%
1Y
Winner
UGI
+5.50%
BIRK
-20.51%
5Y(CAGR)
UGI
+0.19%
BIRK
N/A
10Y(CAGR)
UGI
+1.58%
BIRK
N/A
Max(CAGR)
Winner
UGI
+11.50%
BIRK
+0.35%

UGI vs BIRK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUGIBIRK
2026+0.29%-2.82%
2025+38.09%-28.61%
2024+20.40%+19.59%
2023-31.69%+21.22%
2022-15.71%N/A
2021+36.10%N/A
2020-18.70%N/A
2019-11.45%N/A
2018+14.64%N/A
2017+4.48%N/A
2016+39.13%N/A
2015-8.78%N/A
2014+43.85%N/A
2013+28.17%N/A
2012+15.86%N/A
2011-4.25%N/A
2010+32.80%N/A
2009+1.13%N/A
2008-7.63%N/A
2007+2.56%N/A
2006+33.21%N/A
2005+5.92%N/A
2004+24.73%N/A
2003+38.14%N/A
2002+26.73%N/A
2001+30.01%N/A
2000+30.54%N/A
1999-12.77%N/A

UGI vs BIRK Drawdown Comparison

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

The maximum drawdown for BIRK was -50.94%, occurring on May 15, 2026. This drawdown has not yet recovered.

The current UGI drawdown is -14.02%. The current BIRK drawdown is -36.15%.

RankUGIBIRK
#1-59.58%
Dec 7, 2018 - Mar 23, 2020
-50.94%
Aug 23, 2024 - May 15, 2026
#2-30.25%
Aug 3, 2005 - Apr 27, 2007
-19.25%
Feb 23, 2024 - May 30, 2024
#3-30.08%
Jun 30, 2008 - Apr 22, 2010
-12.75%
Jun 21, 2024 - Aug 15, 2024
#4-23.93%
Apr 4, 2011 - Sep 26, 2012
-10.51%
Dec 27, 2023 - Feb 12, 2024
#5-20.60%
Nov 1, 1999 - Aug 14, 2000
-9.50%
Oct 11, 2023 - Nov 3, 2023
#6-19.55%
Dec 29, 2014 - Mar 4, 2016
-7.34%
Dec 14, 2023 - Dec 27, 2023
#7-19.10%
Jul 1, 2002 - Aug 8, 2002
-5.92%
Nov 7, 2023 - Nov 21, 2023
#8-18.28%
Jun 4, 2007 - Jun 23, 2008
-5.07%
Feb 12, 2024 - Feb 21, 2024
#9-16.68%
Jun 16, 2017 - May 30, 2018
-4.40%
Nov 21, 2023 - Nov 28, 2023
#10-16.48%
Jun 4, 2003 - Jan 12, 2004
-3.79%
Dec 5, 2023 - Dec 14, 2023
#11-12.45%
Sep 22, 2016 - Feb 10, 2017
-2.38%
Jun 5, 2024 - Jun 13, 2024
#12-12.23%
Dec 19, 2001 - Mar 21, 2002
-2.05%
Aug 16, 2024 - Aug 21, 2024
#13-12.22%
Jan 14, 2004 - Aug 20, 2004
-1.31%
Feb 21, 2024 - Feb 23, 2024
#14-11.74%
Dec 28, 2000 - Apr 17, 2001
-1.29%
Aug 21, 2024 - Aug 23, 2024
#15-11.11%
May 21, 2013 - Jul 18, 2013
-1.21%
Jun 3, 2024 - Jun 5, 2024

Correlation

Correlation between UGI and BIRK is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40
-101

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