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UGP vs LUMN

Comparison between Ultrapar Participacoes S.A. (UGP, Company) and Lumen Technologies Inc (LUMN, Company).

UGP is from the Energy sector, while LUMN is from the Communication Services sector.

5-Year PerformanceUGP has outperformed LUMN, delivering a return of +14.9% compared to -11.2%

UGP vs LUMN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
UGP
$6.65B
LUMN
$6.64B
Max Drawdown
Winner
UGP
85.36%
LUMN
98.02%
Sharpe Ratio
Winner
UGP
2.26
LUMN
0.76
5Y Beta
Winner
UGP
0.59
LUMN
2.17
Industry
UGP
Oil & Gas Refining & Marketing
LUMN
Telecom Services
P/E Ratio
UGP
11.91
Winner
LUMN
-3.81
Forward P/E
Winner
UGP
11.81
LUMN
98.04
PEG Ratio
UGP
0.27
Winner
LUMN
-0.01
Dividend Yield
UGP
5.20%
LUMN
N/A
5Y Dividends CAGR
Winner
UGP
42.47%
LUMN
-14.27%
5Y EPS CAGR
Winner
UGP
33.64%
LUMN
11.55%
Debt to Equity
UGP
128.24%
Winner
LUMN
0.00%
Free Cash Flow Yield
UGP
5.34%
Winner
LUMN
74.75%
P/S Ratio
Winner
UGP
0.04
LUMN
0.54
P/B Ratio
Winner
UGP
2.02
LUMN
14.62

UGP vs LUMN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UGP
+33.05%
LUMN
-25.15%
3M
Winner
UGP
+3.48%
LUMN
-25.85%
6M
Winner
UGP
+52.20%
LUMN
-25.33%
1Y
Winner
UGP
+122.33%
LUMN
+39.91%
5Y(CAGR)
Winner
UGP
+14.95%
LUMN
-11.24%
10Y(CAGR)
Winner
UGP
-2.43%
LUMN
-9.70%
Max(CAGR)
Winner
UGP
+11.33%
LUMN
-2.23%

UGP vs LUMN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUGPLUMN
2026+63.35%-17.95%
2025+57.04%+38.50%
2024-50.13%+180.95%
2023+153.98%-65.92%
2022+0.32%-56.05%
2021-40.18%+39.27%
2020-28.06%-17.27%
2019-10.53%-7.07%
2018-41.03%-2.38%
2017+10.42%-26.69%
2016+48.04%+2.43%
2015-16.35%-31.81%
2014-14.36%+32.52%
2013+7.29%-15.46%
2012+27.68%+12.83%
2011+8.79%-13.90%
2010+36.92%+36.31%
2009+116.73%+39.54%
2008-31.33%-28.38%
2007+52.33%-4.65%
2006+70.87%+32.72%
2005-12.32%-4.04%
2004+65.43%+9.14%
2003+93.65%+8.37%
2002-6.65%-10.02%
2001+9.79%-8.15%
2000-26.09%-20.51%
1999+9.53%+17.66%

UGP vs LUMN 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 LUMN was -95.27%, occurring on Nov 1, 2023. This drawdown has not yet recovered.

The current UGP drawdown is -36.37%. The current LUMN drawdown is -69.53%.

RankUGPLUMN
#1-83.27%
Jan 25, 2018 - Mar 23, 2020
-95.27%
Nov 3, 2014 - Nov 1, 2023
#2-62.59%
May 13, 2008 - Sep 10, 2009
-54.02%
Jul 6, 2007 - Sep 28, 2010
#3-51.03%
Jan 19, 2000 - Jul 1, 2003
-53.30%
Dec 7, 1999 - Apr 16, 2007
#4-50.23%
Oct 22, 2013 - Jan 24, 2018
-29.65%
Dec 21, 2010 - Aug 1, 2012
#5-33.35%
Jan 12, 2004 - Aug 17, 2004
-28.85%
Sep 13, 2012 - Jul 29, 2014
#6-27.47%
Jun 20, 2005 - Mar 27, 2006
-7.64%
Sep 5, 2014 - Oct 30, 2014
#7-25.02%
Oct 9, 2007 - May 13, 2008
-4.37%
Nov 19, 1999 - Dec 6, 1999
#8-24.94%
May 8, 2006 - Oct 12, 2006
-3.32%
Jun 4, 2007 - Jun 14, 2007
#9-20.96%
May 20, 2013 - Oct 14, 2013
-3.24%
Aug 13, 2012 - Sep 6, 2012
#10-19.83%
Jul 23, 2007 - Sep 13, 2007
-3.16%
Nov 4, 2010 - Dec 1, 2010
#11-19.66%
Apr 8, 2011 - Sep 1, 2011
-2.83%
Jul 29, 2014 - Aug 11, 2014
#12-17.67%
Sep 1, 2011 - Oct 24, 2011
-1.95%
May 8, 2007 - May 23, 2007
#13-16.74%
Mar 1, 2012 - Jul 27, 2012
-1.92%
Jun 14, 2007 - Jul 6, 2007
#14-15.92%
Feb 17, 2005 - Jun 16, 2005
-1.84%
Oct 6, 2010 - Oct 21, 2010
#15-15.86%
Dec 2, 2009 - Jul 9, 2010
-1.72%
Dec 14, 2010 - Dec 20, 2010

Correlation

Correlation between UGP and LUMN is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56
-101

Dividend Comparison (1999 - 2025)

UGP vs LUMN dividend yield comparison.

YearUGPLUMN
20258.50%0.00%
20244.76%0.00%
20231.30%0.00%
20224.70%14.37%
20214.52%7.97%
20201.21%10.26%
20192.28%7.57%
20183.15%14.26%
20172.39%12.95%
20162.23%9.08%
20152.93%8.59%
20143.20%5.46%
20132.59%6.78%
20122.45%7.41%
20113.33%7.80%
20102.20%6.28%
20091.84%7.73%
200811.66%7.93%
20072.38%0.63%
20064.23%0.57%
20054.44%0.72%
20043.30%0.65%
20032.87%0.67%
20028.56%0.71%
200124.20%0.61%
20003.20%0.53%
19990.00%0.09%

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