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UGI vs STAG

Comparison between UGI Corp (UGI, Company) and STAG Industrial Inc (STAG, Company).

UGI is from the Utilities sector, while STAG is from the Real Estate sector.

5-Year PerformanceSTAG has outperformed UGI, delivering a return of +4.3% compared to +0.2%

UGI vs STAG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
UGI
$7.91B
STAG
$7.90B
Max Drawdown
UGI
65.64%
Winner
STAG
45.29%
Sharpe Ratio
UGI
0.11
Winner
STAG
0.69
5Y Beta
Winner
UGI
0.34
STAG
0.61
Industry
UGI
Utilities - Regulated Gas
STAG
Reit - Industrial
P/E Ratio
Winner
UGI
6.99
STAG
32.03
Forward P/E
Winner
UGI
7.73
STAG
144.93
PEG Ratio
Winner
UGI
0.32
STAG
19.49
Dividend Yield
Winner
UGI
4.11%
STAG
3.61%
5Y Dividends CAGR
Winner
UGI
7.03%
STAG
2.62%
5Y EPS CAGR
Winner
UGI
20.61%
STAG
4.21%
Debt to Equity
Winner
UGI
0.00%
STAG
89.36%
Free Cash Flow Yield
UGI
3.01%
Winner
STAG
6.04%
P/S Ratio
Winner
UGI
1.07
STAG
9.33
P/B Ratio
Winner
UGI
1.44
STAG
2.23

UGI vs STAG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UGI
+6.42%
STAG
+5.23%
3M
UGI
+0.41%
Winner
STAG
+4.16%
6M
UGI
-2.86%
Winner
STAG
+12.89%
1Y
UGI
+5.50%
Winner
STAG
+16.18%
5Y(CAGR)
UGI
+0.19%
Winner
STAG
+4.32%
10Y(CAGR)
UGI
+1.58%
Winner
STAG
+9.85%
Max(CAGR)
UGI
+11.50%
Winner
STAG
+14.01%

UGI vs STAG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUGISTAG
2026+0.29%+12.00%
2025+38.09%+16.10%
2024+20.40%-11.11%
2023-31.69%+26.54%
2022-15.71%-28.26%
2021+36.10%+64.10%
2020-18.70%+5.35%
2019-11.45%+36.75%
2018+14.64%-3.01%
2017+4.48%+21.51%
2016+39.13%+39.68%
2015-8.78%-20.05%
2014+43.85%+28.62%
2013+28.17%+18.29%
2012+15.86%+62.04%
2011-4.25%-0.16%
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 STAG 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 STAG was -45.07%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.

The current UGI drawdown is -14.02%. The current STAG drawdown is -3.66%.

RankUGISTAG
#1-59.58%
Dec 7, 2018 - Mar 23, 2020
-45.07%
Feb 12, 2020 - Jul 29, 2020
#2-30.25%
Aug 3, 2005 - Apr 27, 2007
-42.23%
Dec 31, 2021 - Jul 15, 2026
#3-30.08%
Jun 30, 2008 - Apr 22, 2010
-40.47%
Jan 27, 2015 - Jul 19, 2016
#4-23.93%
Apr 4, 2011 - Sep 26, 2012
-23.70%
Jul 7, 2011 - Jan 26, 2012
#5-20.60%
Nov 1, 1999 - Aug 14, 2000
-20.62%
Nov 21, 2017 - Jul 6, 2018
#6-19.55%
Dec 29, 2014 - Mar 4, 2016
-20.05%
May 16, 2013 - Feb 13, 2014
#7-19.10%
Jul 1, 2002 - Aug 8, 2002
-18.33%
Aug 20, 2018 - Feb 11, 2019
#8-18.28%
Jun 4, 2007 - Jun 23, 2008
-15.85%
Jun 6, 2014 - Nov 3, 2014
#9-16.68%
Jun 16, 2017 - May 30, 2018
-13.90%
Jul 29, 2016 - Feb 21, 2017
#10-16.48%
Jun 4, 2003 - Jan 12, 2004
-12.03%
Aug 7, 2020 - Mar 12, 2021
#11-12.45%
Sep 22, 2016 - Feb 10, 2017
-10.99%
May 10, 2012 - Jun 19, 2012
#12-12.23%
Dec 19, 2001 - Mar 21, 2002
-10.42%
Jun 20, 2019 - Oct 30, 2019
#13-12.22%
Jan 14, 2004 - Aug 20, 2004
-9.02%
Sep 3, 2021 - Oct 18, 2021
#14-11.74%
Dec 28, 2000 - Apr 17, 2001
-7.94%
Apr 2, 2012 - May 8, 2012
#15-11.11%
May 21, 2013 - Jul 18, 2013
-7.40%
Mar 2, 2017 - Apr 11, 2017

Correlation

Correlation between UGI and STAG is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55
-101

Dividend Comparison (1999 - 2026)

UGI vs STAG dividend yield comparison.

YearUGISTAG
20262.03%1.91%
20254.01%4.05%
20245.31%4.37%
20236.04%3.74%
20223.84%4.52%
20212.97%3.02%
20203.76%4.60%
20192.68%4.53%
20181.93%5.71%
20172.10%5.14%
20162.04%5.82%
20152.67%7.40%
20142.16%5.27%
20132.70%5.89%
20123.27%5.95%
20113.50%6.36%
20103.01%0.00%
20093.28%0.00%
20083.12%0.00%
20072.68%0.00%
20062.56%0.00%
20053.22%0.00%
20042.99%0.00%
20033.37%0.00%
20024.38%0.00%
20015.25%0.00%
20006.08%0.00%
19991.81%0.00%

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