UGI vs CMSC

Comparison between UGI Corp (UGI, Company) and CMS Energy Corporation (CMSC, Company).

Both UGI and CMSC are from the Utilities sector.

5-Year PerformanceCMSC has outperformed UGI, delivering a return of +2.6% compared to -1.4%

UGI vs CMSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UGI(COMPANY)	CMSC(COMPANY)
Market Cap	$7.14B	$7.12B
Max Drawdown	65.64%	33.40%
Sharpe Ratio	0.06	1.02
5Y Beta	0.36	0.17
Industry	Utilities - Regulated Gas	Multiline Utilities
P/E Ratio	6.31	6.36
Forward P/E	7.73	N/A
PEG Ratio	0.29	1.02
Dividend Yield	4.41%	6.65%
5Y Dividends CAGR	7.27%	4.57%
5Y EPS CAGR	20.61%	3.94%
Debt to Equity	0.00%	199.20%
Free Cash Flow Yield	3.33%	-52.10%
P/S Ratio	0.97	N/A
P/B Ratio	1.28	N/A

Market Cap

Winner

UGI

$7.14B

CMSC

$7.12B

Max Drawdown

UGI

65.64%

Winner

CMSC

33.40%

Sharpe Ratio

UGI

0.06

Winner

CMSC

1.02

5Y Beta

UGI

0.36

Winner

CMSC

0.17

Industry

UGI

Utilities - Regulated Gas

CMSC

Multiline Utilities

P/E Ratio

Winner

UGI

6.31

CMSC

6.36

Forward P/E

UGI

7.73

CMSC

N/A

PEG Ratio

Winner

UGI

0.29

CMSC

1.02

Dividend Yield

UGI

4.41%

Winner

CMSC

6.65%

5Y Dividends CAGR

Winner

UGI

7.27%

CMSC

4.57%

5Y EPS CAGR

Winner

UGI

20.61%

CMSC

3.94%

Debt to Equity

Winner

UGI

0.00%

CMSC

199.20%

Free Cash Flow Yield

Winner

UGI

3.33%

CMSC

-52.10%

P/S Ratio

UGI

0.97

CMSC

N/A

P/B Ratio

UGI

1.28

CMSC

N/A

UGI vs CMSC - Historical Returns

Returns include dividend reinvestment.

Period	UGI	CMSC
1 month	-8.38%	+1.19%
3 months	-11.40%	-1.62%
6 months	-0.46%	-0.32%
1 year	+0.33%	+10.92%
5 years(CAGR)	-1.45%	+2.56%
10 years(CAGR)	+1.26%	N/A
Max(CAGR)	+9.51%	+4.64%

UGI

-8.38%

Winner

CMSC

+1.19%

UGI

-11.40%

Winner

CMSC

-1.62%

UGI

-0.46%

Winner

CMSC

-0.32%

UGI

+0.33%

Winner

CMSC

+10.92%

5Y(CAGR)

UGI

-1.45%

Winner

CMSC

+2.56%

10Y(CAGR)

UGI

+1.26%

CMSC

N/A

Max(CAGR)

Winner

UGI

+9.51%

CMSC

+4.64%

UGI vs CMSC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UGI	CMSC
2026	-8.74%	+2.08%
2025	+38.09%	+3.88%
2024	+20.40%	-0.89%
2023	-31.69%	+17.46%
2022	-15.71%	-11.50%
2021	+36.10%	-0.02%
2020	-18.70%	+10.47%
2019	-11.45%	+16.28%
2018	+14.64%	-3.45%
2017	+4.48%	N/A
2016	+39.13%	N/A
2015	-8.78%	N/A
2014	-4.10%	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	+30.53%	N/A
1999	-12.77%	N/A

UGI vs CMSC 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 CMSC was -32.28%, occurring on Mar 18, 2020. Recovery took 208 trading sessions.

The current UGI drawdown is -21.76%. The current CMSC drawdown is -2.48%.

Rank	UGI	CMSC
#1	-59.58% Dec 7, 2018 - Mar 23, 2020	-32.28% Sep 27, 2019 - Jul 27, 2020
#2	-40.14% Sep 5, 2014 - May 25, 2017	-17.19% Jun 22, 2021 - Nov 30, 2023
#3	-30.25% Aug 3, 2005 - Apr 27, 2007	-10.25% Sep 10, 2024 - Aug 25, 2025
#4	-30.08% Jun 30, 2008 - Apr 22, 2010	-7.07% Feb 20, 2026 - Mar 31, 2026
#5	-23.93% Apr 4, 2011 - Sep 26, 2012	-6.62% Dec 31, 2020 - Jun 17, 2021
#6	-20.60% Nov 1, 1999 - Aug 14, 2000	-5.54% Jan 31, 2019 - Apr 1, 2019
#7	-19.10% Jul 1, 2002 - Aug 8, 2002	-5.37% Oct 27, 2025 - Feb 18, 2026
#8	-18.28% Jun 4, 2007 - Jun 23, 2008	-5.03% Nov 8, 2018 - Jan 28, 2019
#9	-16.68% Jun 16, 2017 - May 30, 2018	-4.25% Mar 21, 2024 - Aug 14, 2024
#10	-16.48% Jun 4, 2003 - Jan 12, 2004	-3.95% Sep 4, 2019 - Sep 23, 2019
#11	-12.23% Dec 19, 2001 - Mar 21, 2002	-3.59% Aug 14, 2020 - Oct 30, 2020
#12	-12.22% Jan 14, 2004 - Aug 20, 2004	-2.35% Jul 30, 2019 - Aug 20, 2019
#13	-11.74% Dec 28, 2000 - Apr 17, 2001	-1.70% Sep 17, 2025 - Oct 17, 2025
#14	-11.11% May 21, 2013 - Jul 18, 2013	-1.57% Nov 16, 2020 - Dec 9, 2020
#15	-11.02% Aug 1, 2013 - Jan 31, 2014	-1.40% Dec 14, 2023 - Dec 27, 2023

Correlation

Correlation between UGI and CMSC is -0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.22

-101

Dividend Comparison (1999 - 2026)

UGI vs CMSC dividend yield comparison.

Year	UGI	CMSC
2026	1.10%	1.60%
2025	4.01%	6.48%
2024	5.31%	6.41%
2023	6.04%	5.93%
2022	3.84%	6.62%
2021	2.97%	5.49%
2020	3.76%	5.17%
2019	2.68%	5.48%
2018	1.93%	0.00%
2017	2.10%	0.00%
2016	2.04%	0.00%
2015	2.67%	0.00%
2014	2.67%	0.00%
2013	2.70%	0.00%
2012	3.27%	0.00%
2011	3.50%	0.00%
2010	3.01%	0.00%
2009	3.28%	0.00%
2008	3.12%	0.00%
2007	2.68%	0.00%
2006	2.56%	0.00%
2005	3.22%	0.00%
2004	2.99%	0.00%
2003	3.37%	0.00%
2002	4.38%	0.00%
2001	5.26%	0.00%
2000	6.08%	0.00%
1999	1.81%	0.00%