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UGI vs MOS

Comparison between UGI Corp (UGI, Company) and Mosaic Company (MOS, Company).

UGI is from the Utilities sector, while MOS is from the Basic Materials sector.

5-Year PerformanceUGI has outperformed MOS, delivering a return of -1.0% compared to -5.7%

UGI vs MOS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
UGI
$7.56B
MOS
$7.54B
Max Drawdown
Winner
UGI
65.64%
MOS
95.65%
Sharpe Ratio
Winner
UGI
0.02
MOS
-0.70
5Y Beta
Winner
UGI
0.36
MOS
0.69
Industry
UGI
Utilities - Regulated Gas
MOS
Agricultural Inputs
P/E Ratio
Winner
UGI
6.67
MOS
165.46
Forward P/E
Winner
UGI
7.73
MOS
21.32
PEG Ratio
UGI
0.31
MOS
N/A
Dividend Yield
Winner
UGI
4.21%
MOS
3.91%
5Y Dividends CAGR
UGI
7.27%
Winner
MOS
40.63%
5Y EPS CAGR
Winner
UGI
20.61%
MOS
-44.44%
Debt to Equity
UGI
0.00%
MOS
0.00%
Free Cash Flow Yield
Winner
UGI
3.15%
MOS
-6.49%

UGI vs MOS - Historical Returns

Returns include dividend reinvestment.

1M
UGI
-7.05%
Winner
MOS
+4.84%
3M
Winner
UGI
-6.07%
MOS
-11.52%
6M
UGI
-9.92%
Winner
MOS
+0.30%
1Y
Winner
UGI
+1.38%
MOS
-30.72%
5Y(CAGR)
Winner
UGI
-0.96%
MOS
-5.66%
10Y(CAGR)
Winner
UGI
+1.40%
MOS
+1.30%
Max(CAGR)
Winner
UGI
+9.61%
MOS
+3.56%

UGI vs MOS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUGIMOS
2026-6.24%-2.71%
2025+38.09%+1.89%
2024+20.40%-30.58%
2023-31.69%-13.96%
2022-15.71%+10.29%
2021+36.10%+67.35%
2020-18.70%+8.62%
2019-11.45%-25.20%
2018+14.64%+9.97%
2017+4.48%-11.00%
2016+39.13%+7.48%
2015-8.78%-38.11%
2014-4.10%-0.81%
2013+28.17%-16.21%
2012+15.86%+9.02%
2011-4.25%-33.67%
2010+32.80%+24.19%
2009+1.13%+66.98%
2008-7.63%-63.42%
2007+2.56%+335.75%
2006+33.21%+42.40%
2005+5.92%-9.69%
2004+24.73%+59.22%
2003+38.14%-7.17%
2002+26.73%-18.30%
2001+30.01%-17.46%
2000+30.53%-7.10%
1999-12.77%+24.18%

UGI vs MOS 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 MOS was -94.70%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current UGI drawdown is -19.62%. The current MOS drawdown is -79.39%.

RankUGIMOS
#1-59.58%
Dec 7, 2018 - Mar 23, 2020
-94.70%
Jun 17, 2008 - Mar 18, 2020
#2-40.14%
Sep 5, 2014 - May 25, 2017
-68.29%
Jan 13, 2000 - Oct 31, 2006
#3-30.25%
Aug 3, 2005 - Apr 27, 2007
-26.95%
Jan 14, 2008 - Feb 19, 2008
#4-30.08%
Jun 30, 2008 - Apr 22, 2010
-21.40%
Feb 25, 2008 - Apr 7, 2008
#5-23.93%
Apr 4, 2011 - Sep 26, 2012
-17.68%
Apr 22, 2008 - Jun 9, 2008
#6-20.60%
Nov 1, 1999 - Aug 14, 2000
-17.11%
Nov 8, 2007 - Dec 3, 2007
#7-19.10%
Jul 1, 2002 - Aug 8, 2002
-15.15%
Jul 13, 2007 - Aug 24, 2007
#8-18.28%
Jun 4, 2007 - Jun 23, 2008
-12.95%
Dec 12, 2006 - Feb 13, 2007
#9-16.68%
Jun 16, 2017 - May 30, 2018
-9.77%
Dec 16, 1999 - Jan 3, 2000
#10-16.48%
Jun 4, 2003 - Jan 12, 2004
-9.74%
Feb 21, 2007 - Mar 12, 2007
#11-12.23%
Dec 19, 2001 - Mar 21, 2002
-9.57%
Oct 1, 2007 - Oct 9, 2007
#12-12.22%
Jan 14, 2004 - Aug 20, 2004
-9.56%
Jan 3, 2008 - Jan 11, 2008
#13-11.74%
Dec 28, 2000 - Apr 17, 2001
-8.77%
Dec 7, 1999 - Dec 16, 1999
#14-11.11%
May 21, 2013 - Jul 18, 2013
-8.18%
Apr 26, 2007 - May 21, 2007
#15-11.02%
Aug 1, 2013 - Jan 31, 2014
-6.90%
Nov 3, 1999 - Nov 12, 1999

Correlation

Correlation between UGI and MOS is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29
-101

Dividend Comparison (1999 - 2026)

UGI vs MOS dividend yield comparison.

YearUGIMOS
20261.07%1.84%
20254.01%3.65%
20245.31%3.42%
20236.04%2.94%
20223.84%1.28%
20212.97%0.70%
20203.76%0.87%
20192.68%0.81%
20181.93%0.34%
20172.10%2.34%
20162.04%3.75%
20152.67%3.90%
20142.67%2.19%
20132.70%2.12%
20123.27%1.19%
20113.50%0.40%
20103.01%0.26%
20093.28%2.51%
20083.12%0.29%
20072.68%0.00%
20062.56%0.00%
20053.22%0.00%
20042.99%0.00%
20033.37%0.60%
20024.38%0.00%
20015.26%0.00%
20006.08%0.00%
19991.81%0.00%

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