UGP vs MORN
Comparison between Ultrapar Participacoes S.A. (UGP, Company) and Morningstar Inc (MORN, Company).
UGP is from the Energy sector, while MORN is from the Financial Services sector.
5-Year PerformanceUGP has outperformed MORN, delivering a return of +12.9% compared to -4.9%
UGP vs MORN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UGP vs MORN - Historical Returns
Returns include dividend reinvestment.
UGP vs MORN - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UGP | MORN |
|---|---|---|
| 2026 | +52.62% | -15.61% |
| 2025 | +57.04% | -34.19% |
| 2024 | -50.13% | +21.97% |
| 2023 | +153.98% | +32.17% |
| 2022 | +0.32% | -35.18% |
| 2021 | -40.18% | +48.27% |
| 2020 | -28.06% | +54.23% |
| 2019 | -10.53% | +40.51% |
| 2018 | -41.03% | +14.36% |
| 2017 | +10.42% | +32.26% |
| 2016 | +48.04% | -6.83% |
| 2015 | -16.35% | +24.65% |
| 2014 | -14.36% | -16.52% |
| 2013 | +7.29% | +23.36% |
| 2012 | +27.68% | +6.51% |
| 2011 | +8.79% | +11.00% |
| 2010 | +36.92% | +9.95% |
| 2009 | +116.73% | +30.79% |
| 2008 | -31.33% | -53.19% |
| 2007 | +52.33% | +72.97% |
| 2006 | +70.87% | +30.96% |
| 2005 | -12.32% | +72.77% |
| 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 MORN 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 MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.
The current UGP drawdown is -40.55%. The current MORN drawdown is -50.06%.
| Rank | UGP | MORN |
|---|---|---|
| #1 | -83.27% Jan 25, 2018 - Mar 23, 2020 | -67.92% Dec 11, 2007 - Oct 25, 2013 |
| #2 | -62.59% May 13, 2008 - Sep 10, 2009 | -56.69% Dec 12, 2024 - Feb 12, 2026 |
| #3 | -51.03% Jan 19, 2000 - Jul 1, 2003 | -49.91% Dec 27, 2021 - Oct 14, 2024 |
| #4 | -50.23% Oct 22, 2013 - Jan 24, 2018 | -35.42% Feb 19, 2020 - Jul 30, 2020 |
| #5 | -33.35% Jan 12, 2004 - Aug 17, 2004 | -28.34% May 19, 2006 - Nov 20, 2006 |
| #6 | -27.47% Jun 20, 2005 - Mar 27, 2006 | -26.97% Nov 22, 2013 - Jul 24, 2015 |
| #7 | -25.02% Oct 9, 2007 - May 13, 2008 | -25.71% Aug 31, 2018 - Apr 24, 2019 |
| #8 | -24.94% May 8, 2006 - Oct 12, 2006 | -24.04% Aug 11, 2005 - Nov 3, 2005 |
| #9 | -20.96% May 20, 2013 - Oct 14, 2013 | -23.03% Apr 1, 2016 - Oct 26, 2017 |
| #10 | -19.83% Jul 23, 2007 - Sep 13, 2007 | -20.92% Nov 11, 2005 - Jan 10, 2006 |
| #11 | -19.66% Apr 8, 2011 - Sep 1, 2011 | -13.66% Apr 23, 2007 - Aug 2, 2007 |
| #12 | -17.67% Sep 1, 2011 - Oct 24, 2011 | -12.90% Apr 29, 2021 - Aug 4, 2021 |
| #13 | -16.74% Mar 1, 2012 - Jul 27, 2012 | -12.53% Aug 5, 2015 - Mar 28, 2016 |
| #14 | -15.92% Feb 17, 2005 - Jun 16, 2005 | -11.85% Feb 16, 2021 - Apr 26, 2021 |
| #15 | -15.86% Dec 2, 2009 - Jul 9, 2010 | -11.46% Aug 8, 2007 - Oct 2, 2007 |
Correlation
Correlation between UGP and MORN is -0.25 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2000 - 2026)
UGP vs MORN dividend yield comparison.
| Year | UGP | MORN |
|---|---|---|
| 2026 | 0.00% | 0.56% |
| 2025 | 8.50% | 0.84% |
| 2024 | 4.76% | 0.48% |
| 2023 | 1.30% | 0.52% |
| 2022 | 4.70% | 0.66% |
| 2021 | 4.52% | 0.28% |
| 2020 | 1.21% | 0.65% |
| 2019 | 2.28% | 0.74% |
| 2018 | 3.15% | 0.91% |
| 2017 | 2.39% | 0.95% |
| 2016 | 2.23% | 1.20% |
| 2015 | 2.93% | 0.95% |
| 2014 | 3.20% | 1.05% |
| 2013 | 2.59% | 0.48% |
| 2012 | 2.45% | 0.84% |
| 2011 | 3.33% | 0.25% |
| 2010 | 2.20% | 0.09% |
| 2009 | 1.84% | 0.00% |
| 2008 | 11.66% | 0.00% |
| 2007 | 2.38% | 0.00% |
| 2006 | 4.23% | 0.00% |
| 2005 | 4.44% | 0.00% |
| 2004 | 3.30% | 0.00% |
| 2003 | 2.87% | 0.00% |
| 2002 | 8.56% | 0.00% |
| 2001 | 24.20% | 0.00% |
| 2000 | 3.20% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks