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VAL vs UGI

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

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

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

VAL vs UGI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

VAL vs UGI - Historical Returns

Returns include dividend reinvestment.

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

VAL vs UGI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

VAL vs UGI Drawdown Comparison

The maximum drawdown for VAL was -81.72%, occurring on May 25, 2021. Recovery took 1297 trading sessions.

The maximum drawdown for UGI was -59.58%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

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

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

Correlation

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

0.77
-101

Dividend Comparison (1999 - 2026)

VAL vs UGI dividend yield comparison.

YearVALUGI
20260.00%1.05%
20250.00%4.01%
20240.00%5.31%
20230.00%6.04%
20220.00%3.84%
20210.00%2.97%
20200.00%3.76%
20190.00%2.68%
20180.00%1.93%
20170.65%2.10%
20161.31%2.04%
20151.48%2.67%
20141.25%2.67%
20131.33%2.70%
20121.33%3.27%
20111.90%3.50%
20101.91%3.01%
20092.25%3.28%
20083.15%3.12%
20072.35%2.68%
20061.27%2.56%
20051.66%3.22%
20041.48%2.99%
20031.27%3.37%
20021.29%4.38%
20011.73%5.26%
20001.24%6.08%
19990.31%1.81%

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