UGI vs INFA

Comparison between UGI Corp (UGI, Company) and Informatica Inc. (INFA, Company).

UGI is from the Utilities sector, while INFA is from the Technology sector.

5-Year PerformanceUGI has outperformed INFA, delivering a return of +0.2% compared to -3.3%

UGI vs INFA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UGI(COMPANY)	INFA(COMPANY)
Market Cap	$7.78B	$7.80B
Max Drawdown	65.64%	63.71%
Sharpe Ratio	0.25	-0.10
5Y Beta	0.34	0.59
Industry	Utilities - Regulated Gas	Software - Infrastructure
P/E Ratio	6.87	755.27
Forward P/E	7.73	19.16
PEG Ratio	0.32	N/A
Dividend Yield	4.14%	N/A
5Y Dividends CAGR	7.03%	N/A
5Y EPS CAGR	20.61%	N/A
Debt to Equity	0.00%	73.42%
Free Cash Flow Yield	3.06%	5.98%
P/S Ratio	1.06	4.64
P/B Ratio	1.44	3.18

Market Cap

UGI

$7.78B

Winner

INFA

$7.80B

Max Drawdown

UGI

65.64%

Winner

INFA

63.71%

Sharpe Ratio

Winner

UGI

0.25

INFA

-0.10

5Y Beta

Winner

UGI

0.34

INFA

0.59

Industry

UGI

Utilities - Regulated Gas

INFA

Software - Infrastructure

P/E Ratio

Winner

UGI

6.87

INFA

755.27

Forward P/E

Winner

UGI

7.73

INFA

19.16

PEG Ratio

UGI

0.32

INFA

N/A

Dividend Yield

UGI

4.14%

INFA

N/A

5Y Dividends CAGR

UGI

7.03%

INFA

N/A

5Y EPS CAGR

UGI

20.61%

INFA

N/A

Debt to Equity

Winner

UGI

0.00%

INFA

73.42%

Free Cash Flow Yield

UGI

3.06%

Winner

INFA

5.98%

P/S Ratio

Winner

UGI

1.06

INFA

4.64

P/B Ratio

Winner

UGI

1.44

INFA

3.18

UGI vs INFA - Historical Returns

Returns include dividend reinvestment.

Period	UGI	INFA
1 month	+7.56%	+0.00%
3 months	+0.28%	N/A
6 months	+0.31%	+0.00%
1 year	+6.88%	+1.27%
5 years(CAGR)	+0.16%	-3.27%
10 years(CAGR)	+1.64%	N/A
Max(CAGR)	+9.82%	-3.27%

Winner

UGI

+7.56%

INFA

+0.00%

UGI

+0.28%

INFA

N/A

Winner

UGI

+0.31%

INFA

+0.00%

Winner

UGI

+6.88%

INFA

+1.27%

5Y(CAGR)

Winner

UGI

+0.16%

INFA

-3.27%

10Y(CAGR)

UGI

+1.64%

INFA

N/A

Max(CAGR)

Winner

UGI

+9.82%

INFA

-3.27%

UGI vs INFA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UGI	INFA
2026	+0.02%	+0.00%
2025	+38.09%	-2.63%
2024	+20.40%	-3.78%
2023	-31.69%	+83.99%
2022	-15.71%	-54.69%
2021	+36.10%	+27.52%
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	-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	+30.54%	N/A
1999	-12.77%	N/A

UGI vs INFA 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 INFA was -63.71%, occurring on May 4, 2023. This drawdown has not yet recovered.

The current UGI drawdown is -14.25%. The current INFA drawdown is -36.16%.

Rank	UGI	INFA
#1	-59.58% Dec 7, 2018 - Mar 23, 2020	-63.71% Dec 15, 2021 - May 4, 2023
#2	-40.14% Sep 5, 2014 - May 25, 2017	-6.42% Nov 29, 2021 - Dec 7, 2021
#3	-30.25% Aug 3, 2005 - Apr 27, 2007	-5.63% Dec 10, 2021 - Dec 15, 2021
#4	-30.08% Jun 30, 2008 - Apr 22, 2010	-4.63% Nov 18, 2021 - Nov 29, 2021
#5	-23.93% Apr 4, 2011 - Sep 26, 2012	-3.82% Dec 8, 2021 - Dec 10, 2021
#6	-20.59% Nov 1, 1999 - Aug 14, 2000	-2.56% Nov 15, 2021 - Nov 18, 2021
#7	-19.10% Jul 1, 2002 - Aug 8, 2002	-1.67% Nov 9, 2021 - Nov 15, 2021
#8	-18.28% Jun 4, 2007 - Jun 23, 2008	-0.64% Nov 4, 2021 - Nov 8, 2021
#9	-16.68% Jun 16, 2017 - May 30, 2018	-0.03% Oct 29, 2021 - Nov 2, 2021
#10	-16.48% Jun 4, 2003 - Jan 12, 2004	N/A
#11	-12.23% Dec 19, 2001 - Mar 21, 2002	N/A
#12	-12.22% Jan 14, 2004 - Aug 20, 2004	N/A
#13	-11.74% Dec 28, 2000 - Apr 17, 2001	N/A
#14	-11.11% May 21, 2013 - Jul 18, 2013	N/A
#15	-11.02% Aug 1, 2013 - Jan 31, 2014	N/A