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UGI vs VAL

Comparison between UGI Corp (UGI, Company) and Valaris Ltd (VAL, Company).

UGI is from the Utilities sector, while VAL is from the Energy sector.

5-Year PerformanceVAL has outperformed UGI, delivering a return of +37.0% compared to +0.1%

UGI vs VAL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
UGI
$7.54B
Winner
VAL
$7.59B
Max Drawdown
Winner
UGI
65.64%
VAL
81.72%
Sharpe Ratio
UGI
0.14
Winner
VAL
1.93
5Y Beta
Winner
UGI
0.36
VAL
1.29
Industry
UGI
Utilities - Regulated Gas
VAL
Oil & Gas Drilling
P/E Ratio
Winner
UGI
6.66
VAL
7.58
Forward P/E
Winner
UGI
7.73
VAL
35.84
PEG Ratio
UGI
0.31
Winner
VAL
0.03
Dividend Yield
UGI
4.27%
VAL
N/A
5Y Dividends CAGR
UGI
7.27%
Winner
VAL
13.63%
5Y EPS CAGR
Winner
UGI
20.61%
VAL
10.57%
Debt to Equity
Winner
UGI
0.00%
VAL
34.38%
Free Cash Flow Yield
Winner
UGI
3.16%
VAL
1.59%
P/S Ratio
Winner
UGI
1.02
VAL
3.34
P/B Ratio
Winner
UGI
1.38
VAL
2.40

UGI vs VAL - Historical Returns

Returns include dividend reinvestment.

1M
UGI
-1.38%
Winner
VAL
+11.84%
3M
UGI
-3.82%
Winner
VAL
+8.20%
6M
UGI
-3.29%
Winner
VAL
+86.80%
1Y
UGI
+4.40%
Winner
VAL
+180.56%
5Y(CAGR)
UGI
+0.11%
Winner
VAL
+37.01%
10Y(CAGR)
Winner
UGI
+1.81%
VAL
-0.38%
Max(CAGR)
Winner
UGI
+9.70%
VAL
+8.71%

UGI vs VAL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUGIVAL
2026-4.28%+94.00%
2025+38.09%+12.05%
2024+20.40%-35.03%
2023-31.69%+7.22%
2022-15.71%+77.71%
2021+36.10%+51.90%
2020-18.70%N/A
2019-11.45%N/A
2018+14.64%N/A
2017+4.48%+9.62%
2016+39.13%+26.93%
2015-8.78%-2.25%
2014-4.10%+24.43%
2013+28.17%+11.31%
2012+15.86%+61.53%
2011-4.25%+13.92%
2010+32.80%+24.33%
2009+1.13%+50.28%
2008-7.63%-17.17%
2007+2.56%-19.36%
2006+33.21%+11.90%
2005+5.92%+1.79%
2004+24.73%+2.70%
2003+38.14%+11.75%
2002+26.73%+15.12%
2001+30.01%+33.18%
2000+30.53%-19.02%
1999-12.77%+40.31%

UGI vs VAL 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 VAL was -81.72%, occurring on May 25, 2021. Recovery took 1297 trading sessions.

The current UGI drawdown is -17.94%. The current VAL drawdown is -10.80%.

RankUGIVAL
#1-59.58%
Dec 7, 2018 - Mar 23, 2020
-81.72%
May 30, 2017 - May 18, 2026
#2-40.14%
Sep 5, 2014 - May 25, 2017
-51.99%
Jan 12, 2000 - Dec 6, 2001
#3-30.25%
Aug 3, 2005 - Apr 27, 2007
-48.28%
Jun 1, 2007 - Sep 16, 2009
#4-30.08%
Jun 30, 2008 - Apr 22, 2010
-30.99%
Apr 7, 2011 - Jan 4, 2012
#5-23.93%
Apr 4, 2011 - Sep 26, 2012
-28.55%
May 17, 2002 - Nov 12, 2003
#6-20.60%
Nov 1, 1999 - Aug 14, 2000
-19.00%
Mar 2, 2015 - Mar 21, 2016
#7-19.10%
Jul 1, 2002 - Aug 8, 2002
-18.59%
Apr 27, 2004 - Nov 29, 2005
#8-18.28%
Jun 4, 2007 - Jun 23, 2008
-18.09%
May 10, 2006 - Mar 22, 2007
#9-16.68%
Jun 16, 2017 - May 30, 2018
-15.65%
May 20, 2013 - Jan 14, 2014
#10-16.48%
Jun 4, 2003 - Jan 12, 2004
-12.98%
Jan 25, 2013 - May 14, 2013
#11-12.23%
Dec 19, 2001 - Mar 21, 2002
-12.76%
May 10, 2012 - Jun 29, 2012
#12-12.22%
Jan 14, 2004 - Aug 20, 2004
-11.59%
Jan 5, 2010 - Mar 4, 2010
#13-11.74%
Dec 28, 2000 - Apr 17, 2001
-10.80%
May 18, 2026 - May 22, 2026
#14-11.11%
May 21, 2013 - Jul 18, 2013
-10.03%
Sep 18, 2009 - Nov 17, 2009
#15-11.02%
Aug 1, 2013 - Jan 31, 2014
-9.89%
Jun 15, 2010 - Nov 22, 2010

Correlation

Correlation between UGI and VAL is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (1999 - 2026)

UGI vs VAL dividend yield comparison.

YearUGIVAL
20261.05%0.00%
20254.01%0.00%
20245.31%0.00%
20236.04%0.00%
20223.84%0.00%
20212.97%0.00%
20203.76%0.00%
20192.68%0.00%
20181.93%0.00%
20172.10%0.65%
20162.04%1.31%
20152.67%1.48%
20142.67%1.25%
20132.70%1.33%
20123.27%1.33%
20113.50%1.90%
20103.01%1.91%
20093.28%2.25%
20083.12%3.15%
20072.68%2.35%
20062.56%1.27%
20053.22%1.66%
20042.99%1.48%
20033.37%1.27%
20024.38%1.29%
20015.26%1.73%
20006.08%1.24%
19991.81%0.31%

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