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UGI vs VLY

Comparison between UGI Corp (UGI, Company) and Valley National Bancorp (VLY, Company).

UGI is from the Utilities sector, while VLY is from the Financial Services sector.

5-Year PerformanceVLY has outperformed UGI, delivering a return of +3.6% compared to -1.0%

UGI vs VLY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
UGI
$7.56B
Winner
VLY
$7.58B
Max Drawdown
Winner
UGI
65.64%
VLY
71.87%
Sharpe Ratio
UGI
0.02
Winner
VLY
1.76
5Y Beta
Winner
UGI
0.36
VLY
1.08
Industry
UGI
Utilities - Regulated Gas
VLY
Banks - Regional
P/E Ratio
Winner
UGI
6.67
VLY
13.46
Forward P/E
Winner
UGI
7.73
VLY
10.75
PEG Ratio
Winner
UGI
0.31
VLY
0.40
Dividend Yield
Winner
UGI
4.21%
VLY
3.25%
5Y Dividends CAGR
Winner
UGI
7.27%
VLY
4.56%
5Y EPS CAGR
Winner
UGI
20.61%
VLY
1.21%
Debt to Equity
Winner
UGI
0.00%
VLY
0.82%
Free Cash Flow Yield
UGI
3.15%
Winner
VLY
7.31%

UGI vs VLY - Historical Returns

Returns include dividend reinvestment.

1M
UGI
-7.05%
Winner
VLY
+3.46%
3M
UGI
-6.07%
Winner
VLY
+8.50%
6M
UGI
-9.92%
Winner
VLY
+23.91%
1Y
UGI
+1.38%
Winner
VLY
+62.38%
5Y(CAGR)
UGI
-0.96%
Winner
VLY
+3.64%
10Y(CAGR)
UGI
+1.40%
Winner
VLY
+8.29%
Max(CAGR)
Winner
UGI
+9.61%
VLY
+6.69%

UGI vs VLY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUGIVLY
2026-6.24%+18.89%
2025+38.09%+36.77%
2024+20.40%-11.39%
2023-31.69%+0.87%
2022-15.71%-15.77%
2021+36.10%+45.93%
2020-18.70%-9.35%
2019-11.45%+31.74%
2018+14.64%-18.01%
2017+4.48%-0.26%
2016+39.13%+27.30%
2015-8.78%+7.00%
2014-4.10%+1.81%
2013+28.17%+11.08%
2012+15.86%-10.45%
2011-4.25%+1.74%
2010+32.80%+18.96%
2009+1.13%-15.04%
2008-7.63%+23.18%
2007+2.56%-22.11%
2006+33.21%+17.03%
2005+5.92%-1.74%
2004+24.73%+3.41%
2003+38.14%+21.96%
2002+26.73%+3.63%
2001+30.01%+15.65%
2000+30.53%+32.74%
1999-12.77%+5.73%

UGI vs VLY 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 VLY was -62.18%, occurring on Mar 9, 2009. Recovery took 1700 trading sessions.

The current UGI drawdown is -19.62%.

RankUGIVLY
#1-59.58%
Dec 7, 2018 - Mar 23, 2020
-62.18%
Sep 19, 2008 - Jun 23, 2015
#2-40.14%
Sep 5, 2014 - May 25, 2017
-53.93%
Jan 14, 2022 - Jan 29, 2026
#3-30.25%
Aug 3, 2005 - Apr 27, 2007
-48.36%
Jun 8, 2018 - Feb 10, 2021
#4-30.08%
Jun 30, 2008 - Apr 22, 2010
-33.56%
Dec 28, 2006 - Aug 11, 2008
#5-23.93%
Apr 4, 2011 - Sep 26, 2012
-24.57%
Nov 30, 2015 - Nov 10, 2016
#6-20.60%
Nov 1, 1999 - Aug 14, 2000
-22.77%
Dec 27, 2000 - Sep 28, 2001
#7-19.10%
Jul 1, 2002 - Aug 8, 2002
-22.27%
Dec 31, 1999 - Apr 11, 2000
#8-18.28%
Jun 4, 2007 - Jun 23, 2008
-17.94%
May 17, 2021 - Nov 5, 2021
#9-16.68%
Jun 16, 2017 - May 30, 2018
-14.54%
Mar 1, 2017 - Jan 19, 2018
#10-16.48%
Jun 4, 2003 - Jan 12, 2004
-14.30%
May 3, 2002 - Apr 30, 2003
#11-12.23%
Dec 19, 2001 - Mar 21, 2002
-14.22%
Dec 1, 2003 - Oct 26, 2004
#12-12.22%
Jan 14, 2004 - Aug 20, 2004
-13.65%
Jul 1, 2015 - Oct 28, 2015
#13-11.74%
Dec 28, 2000 - Apr 17, 2001
-13.64%
Feb 6, 2026 - Apr 20, 2026
#14-11.11%
May 21, 2013 - Jul 18, 2013
-13.18%
Aug 11, 2008 - Sep 18, 2008
#15-11.02%
Aug 1, 2013 - Jan 31, 2014
-12.73%
Nov 4, 2004 - Dec 1, 2005

Correlation

Correlation between UGI and VLY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (1999 - 2026)

UGI vs VLY dividend yield comparison.

YearUGIVLY
20261.07%0.80%
20254.01%3.77%
20245.31%4.86%
20236.04%4.05%
20223.84%3.89%
20212.97%3.20%
20203.76%4.51%
20192.68%3.84%
20181.93%4.95%
20172.10%3.92%
20162.04%3.78%
20152.67%4.47%
20142.67%4.53%
20132.70%5.90%
20123.27%17.76%
20113.50%13.65%
20103.01%12.04%
20093.28%12.25%
20083.12%8.89%
20072.68%9.68%
20062.56%7.04%
20053.22%7.78%
20042.99%6.87%
20033.37%6.47%
20024.38%3.36%
20015.26%6.96%
20006.08%5.52%
19991.81%0.50%

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