UGP vs LOAR

Comparison between Ultrapar Participacoes S.A. (UGP, Company) and Loar Holdings Inc (LOAR, Company).

UGP is from the Energy sector, while LOAR is from the Industrials sector.

UGP vs LOAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UGP(COMPANY)	LOAR(COMPANY)
Market Cap	$6.65B	$6.61B
Max Drawdown	85.36%	45.97%
Sharpe Ratio	2.26	-0.12
5Y Beta	0.59	1.38
Industry	Oil & Gas Refining & Marketing	Aerospace & Defense
P/E Ratio	11.91	97.20
Forward P/E	11.81	63.29
PEG Ratio	0.27	1.10
Dividend Yield	5.20%	N/A
5Y Dividends CAGR	42.47%	N/A
5Y EPS CAGR	33.64%	N/A
Debt to Equity	128.24%	80.52%
Free Cash Flow Yield	5.34%	1.74%
P/S Ratio	0.04	12.29
P/B Ratio	2.02	5.67

Market Cap

Winner

UGP

$6.65B

LOAR

$6.61B

Max Drawdown

UGP

85.36%

Winner

LOAR

45.97%

Sharpe Ratio

Winner

UGP

2.26

LOAR

-0.12

5Y Beta

Winner

UGP

0.59

LOAR

1.38

Industry

UGP

Oil & Gas Refining & Marketing

LOAR

Aerospace & Defense

P/E Ratio

Winner

UGP

11.91

LOAR

97.20

Forward P/E

Winner

UGP

11.81

LOAR

63.29

PEG Ratio

Winner

UGP

0.27

LOAR

1.10

Dividend Yield

UGP

5.20%

LOAR

N/A

5Y Dividends CAGR

UGP

42.47%

LOAR

N/A

5Y EPS CAGR

UGP

33.64%

LOAR

N/A

Debt to Equity

UGP

128.24%

Winner

LOAR

80.52%

Free Cash Flow Yield

Winner

UGP

5.34%

LOAR

1.74%

P/S Ratio

Winner

UGP

0.04

LOAR

12.29

P/B Ratio

Winner

UGP

2.02

LOAR

5.67

UGP vs LOAR - Historical Returns

Returns include dividend reinvestment.

Period	UGP	LOAR
1 month	+33.05%	+2.48%
3 months	+3.48%	+12.38%
6 months	+52.20%	-7.21%
1 year	+122.33%	-8.41%
5 years(CAGR)	+14.95%	N/A
10 years(CAGR)	-2.43%	N/A
Max(CAGR)	+11.33%	+17.21%

Winner

UGP

+33.05%

LOAR

+2.48%

UGP

+3.48%

Winner

LOAR

+12.38%

Winner

UGP

+52.20%

LOAR

-7.21%

Winner

UGP

+122.33%

LOAR

-8.41%

5Y(CAGR)

UGP

+14.95%

LOAR

N/A

10Y(CAGR)

UGP

-2.43%

LOAR

N/A

Max(CAGR)

UGP

+11.33%

Winner

LOAR

+17.21%

UGP vs LOAR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UGP	LOAR
2026	+63.35%	-1.10%
2025	+57.04%	-8.08%
2024	-50.13%	+51.45%
2023	+153.98%	N/A
2022	+0.32%	N/A
2021	-40.18%	N/A
2020	-28.06%	N/A
2019	-10.53%	N/A
2018	-41.03%	N/A
2017	+10.42%	N/A
2016	+48.04%	N/A
2015	-16.35%	N/A
2014	-14.36%	N/A
2013	+7.29%	N/A
2012	+27.68%	N/A
2011	+8.79%	N/A
2010	+36.92%	N/A
2009	+116.73%	N/A
2008	-31.33%	N/A
2007	+52.33%	N/A
2006	+70.87%	N/A
2005	-12.32%	N/A
2004	+65.43%	N/A
2003	+93.65%	N/A
2002	-6.65%	N/A
2001	+9.79%	N/A
2000	-26.09%	N/A
1999	+9.53%	N/A

UGP vs LOAR Drawdown Comparison

The maximum drawdown for UGP was -83.27%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The maximum drawdown for LOAR was -45.97%, occurring on Apr 29, 2026. This drawdown has not yet recovered.

The current UGP drawdown is -36.37%. The current LOAR drawdown is -30.18%.

Rank	UGP	LOAR
#1	-83.27% Jan 25, 2018 - Mar 23, 2020	-45.97% May 12, 2025 - Apr 29, 2026
#2	-62.59% May 13, 2008 - Sep 10, 2009	-32.74% Nov 22, 2024 - Apr 25, 2025
#3	-51.03% Jan 19, 2000 - Jul 1, 2003	-17.03% Jun 12, 2024 - Aug 13, 2024
#4	-50.23% Oct 22, 2013 - Jan 24, 2018	-13.75% May 22, 2024 - Jun 10, 2024
#5	-33.35% Jan 12, 2004 - Aug 17, 2004	-12.08% Apr 30, 2024 - May 21, 2024
#6	-27.47% Jun 20, 2005 - Mar 27, 2006	-11.82% Aug 15, 2024 - Sep 12, 2024
#7	-25.02% Oct 9, 2007 - May 13, 2008	-11.07% Sep 13, 2024 - Oct 22, 2024
#8	-24.94% May 8, 2006 - Oct 12, 2006	-9.53% Nov 11, 2024 - Nov 21, 2024
#9	-20.96% May 20, 2013 - Oct 14, 2013	-6.70% Oct 29, 2024 - Nov 11, 2024
#10	-19.83% Jul 23, 2007 - Sep 13, 2007	-2.38% Apr 25, 2025 - May 6, 2025
#11	-19.66% Apr 8, 2011 - Sep 1, 2011	-1.67% May 7, 2025 - May 12, 2025
#12	-17.67% Sep 1, 2011 - Oct 24, 2011	-1.20% Oct 22, 2024 - Oct 25, 2024
#13	-16.74% Mar 1, 2012 - Jul 27, 2012	N/A
#14	-15.92% Feb 17, 2005 - Jun 16, 2005	N/A
#15	-15.86% Dec 2, 2009 - Jul 9, 2010	N/A

Correlation

Correlation between UGP and LOAR is -0.52 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.52

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