UGI vs HQY

Comparison between UGI Corp (UGI, Company) and Healthequity Inc (HQY, Company).

UGI is from the Utilities sector, while HQY is from the Healthcare sector.

5-Year PerformanceHQY has outperformed UGI, delivering a return of +2.4% compared to +0.1%

UGI vs HQY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UGI(COMPANY)	HQY(COMPANY)
Market Cap	$7.54B	$7.44B
Max Drawdown	65.64%	60.65%
Sharpe Ratio	0.14	-0.24
5Y Beta	0.36	1.02
Industry	Utilities - Regulated Gas	Health Information Services
P/E Ratio	6.66	34.97
Forward P/E	7.73	17.42
PEG Ratio	0.31	0.28
Dividend Yield	4.27%	N/A
5Y Dividends CAGR	7.27%	N/A
5Y EPS CAGR	20.61%	84.70%
Debt to Equity	0.00%	45.43%
Free Cash Flow Yield	3.16%	6.12%
P/S Ratio	1.02	5.59
P/B Ratio	1.38	3.48

Market Cap

Winner

UGI

$7.54B

HQY

$7.44B

Max Drawdown

UGI

65.64%

Winner

HQY

60.65%

Sharpe Ratio

Winner

UGI

0.14

HQY

-0.24

5Y Beta

Winner

UGI

0.36

HQY

1.02

Industry

UGI

Utilities - Regulated Gas

HQY

Health Information Services

P/E Ratio

Winner

UGI

6.66

HQY

34.97

Forward P/E

Winner

UGI

7.73

HQY

17.42

PEG Ratio

UGI

0.31

Winner

HQY

0.28

Dividend Yield

UGI

4.27%

HQY

N/A

5Y Dividends CAGR

UGI

7.27%

HQY

N/A

5Y EPS CAGR

UGI

20.61%

Winner

HQY

84.70%

Debt to Equity

Winner

UGI

0.00%

HQY

45.43%

Free Cash Flow Yield

UGI

3.16%

Winner

HQY

6.12%

P/S Ratio

Winner

UGI

1.02

HQY

5.59

P/B Ratio

Winner

UGI

1.38

HQY

3.48

UGI vs HQY - Historical Returns

Returns include dividend reinvestment.

Period	UGI	HQY
1 month	-1.38%	+6.31%
3 months	-3.82%	+16.13%
6 months	-3.29%	-13.54%
1 year	+4.40%	-11.96%
5 years(CAGR)	+0.11%	+2.43%
10 years(CAGR)	+1.81%	+14.01%
Max(CAGR)	+9.70%	+14.61%

UGI

-1.38%

Winner

HQY

+6.31%

UGI

-3.82%

Winner

HQY

+16.13%

Winner

UGI

-3.29%

HQY

-13.54%

Winner

UGI

+4.40%

HQY

-11.96%

5Y(CAGR)

UGI

+0.11%

Winner

HQY

+2.43%

10Y(CAGR)

UGI

+1.81%

Winner

HQY

+14.01%

Max(CAGR)

UGI

+9.70%

Winner

HQY

+14.61%

UGI vs HQY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UGI	HQY
2026	-4.28%	-3.25%
2025	+38.09%	-5.37%
2024	+20.40%	+45.01%
2023	-31.69%	+9.23%
2022	-15.71%	+31.60%
2021	+36.10%	-35.80%
2020	-18.70%	-3.52%
2019	-11.45%	+25.31%
2018	+14.64%	+28.36%
2017	+4.48%	+16.10%
2016	+39.13%	+62.27%
2015	-8.78%	+1.50%
2014	-4.10%	+44.60%
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 HQY 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 HQY was -60.65%, occurring on Dec 20, 2021. Recovery took 1516 trading sessions.

The current UGI drawdown is -17.94%. The current HQY drawdown is -23.05%.

Rank	UGI	HQY
#1	-59.58% Dec 7, 2018 - Mar 23, 2020	-60.65% Nov 7, 2018 - Nov 18, 2024
#2	-40.14% Sep 5, 2014 - May 25, 2017	-54.61% Nov 11, 2015 - Sep 8, 2016
#3	-30.25% Aug 3, 2005 - Apr 27, 2007	-36.07% Feb 12, 2025 - Feb 12, 2026
#4	-30.08% Jun 30, 2008 - Apr 22, 2010	-26.64% Dec 26, 2014 - Mar 24, 2015
#5	-23.93% Apr 4, 2011 - Sep 26, 2012	-25.46% Jun 8, 2017 - Feb 14, 2018
#6	-20.60% Nov 1, 1999 - Aug 14, 2000	-20.14% Oct 10, 2016 - Nov 11, 2016
#7	-19.10% Jul 1, 2002 - Aug 8, 2002	-19.61% Sep 10, 2014 - Nov 18, 2014
#8	-18.28% Jun 4, 2007 - Jun 23, 2008	-19.35% Aug 5, 2015 - Nov 10, 2015
#9	-16.68% Jun 16, 2017 - May 30, 2018	-18.68% Jan 18, 2017 - Jun 7, 2017
#10	-16.48% Jun 4, 2003 - Jan 12, 2004	-17.11% Sep 11, 2018 - Nov 7, 2018
#11	-12.23% Dec 19, 2001 - Mar 21, 2002	-12.96% Nov 21, 2024 - Jan 21, 2025
#12	-12.22% Jan 14, 2004 - Aug 20, 2004	-10.53% Feb 21, 2018 - Feb 28, 2018
#13	-11.74% Dec 28, 2000 - Apr 17, 2001	-10.23% Nov 28, 2014 - Dec 22, 2014
#14	-11.11% May 21, 2013 - Jul 18, 2013	-10.22% Jul 26, 2018 - Aug 14, 2018
#15	-11.02% Aug 1, 2013 - Jan 31, 2014	-10.21% Aug 14, 2014 - Sep 10, 2014