VLY vs UGI
Comparison between Valley National Bancorp (VLY, Company) and UGI Corp (UGI, Company).
VLY is from the Financial Services sector, while UGI is from the Utilities sector.
5-Year PerformanceVLY has outperformed UGI, delivering a return of +3.6% compared to -1.0%
VLY vs UGI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VLY vs UGI - Historical Returns
Returns include dividend reinvestment.
VLY vs UGI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VLY | UGI |
|---|---|---|
| 2026 | +18.89% | -6.24% |
| 2025 | +36.77% | +38.09% |
| 2024 | -11.39% | +20.40% |
| 2023 | +0.87% | -31.69% |
| 2022 | -15.77% | -15.71% |
| 2021 | +45.93% | +36.10% |
| 2020 | -9.35% | -18.70% |
| 2019 | +31.74% | -11.45% |
| 2018 | -18.01% | +14.64% |
| 2017 | -0.26% | +4.48% |
| 2016 | +27.30% | +39.13% |
| 2015 | +7.00% | -8.78% |
| 2014 | +1.81% | -4.10% |
| 2013 | +11.08% | +28.17% |
| 2012 | -10.45% | +15.86% |
| 2011 | +1.74% | -4.25% |
| 2010 | +18.96% | +32.80% |
| 2009 | -15.04% | +1.13% |
| 2008 | +23.18% | -7.63% |
| 2007 | -22.11% | +2.56% |
| 2006 | +17.03% | +33.21% |
| 2005 | -1.74% | +5.92% |
| 2004 | +3.41% | +24.73% |
| 2003 | +21.96% | +38.14% |
| 2002 | +3.63% | +26.73% |
| 2001 | +15.65% | +30.01% |
| 2000 | +32.74% | +30.53% |
| 1999 | +5.73% | -12.77% |
VLY vs UGI Drawdown Comparison
The maximum drawdown for VLY was -62.18%, occurring on Mar 9, 2009. Recovery took 1700 trading sessions.
The maximum drawdown for UGI was -59.58%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current UGI drawdown is -19.62%.
| Rank | VLY | UGI |
|---|---|---|
| #1 | -62.18% Sep 19, 2008 - Jun 23, 2015 | -59.58% Dec 7, 2018 - Mar 23, 2020 |
| #2 | -53.93% Jan 14, 2022 - Jan 29, 2026 | -40.14% Sep 5, 2014 - May 25, 2017 |
| #3 | -48.36% Jun 8, 2018 - Feb 10, 2021 | -30.25% Aug 3, 2005 - Apr 27, 2007 |
| #4 | -33.56% Dec 28, 2006 - Aug 11, 2008 | -30.08% Jun 30, 2008 - Apr 22, 2010 |
| #5 | -24.57% Nov 30, 2015 - Nov 10, 2016 | -23.93% Apr 4, 2011 - Sep 26, 2012 |
| #6 | -22.77% Dec 27, 2000 - Sep 28, 2001 | -20.60% Nov 1, 1999 - Aug 14, 2000 |
| #7 | -22.27% Dec 31, 1999 - Apr 11, 2000 | -19.10% Jul 1, 2002 - Aug 8, 2002 |
| #8 | -17.94% May 17, 2021 - Nov 5, 2021 | -18.28% Jun 4, 2007 - Jun 23, 2008 |
| #9 | -14.54% Mar 1, 2017 - Jan 19, 2018 | -16.68% Jun 16, 2017 - May 30, 2018 |
| #10 | -14.30% May 3, 2002 - Apr 30, 2003 | -16.48% Jun 4, 2003 - Jan 12, 2004 |
| #11 | -14.22% Dec 1, 2003 - Oct 26, 2004 | -12.23% Dec 19, 2001 - Mar 21, 2002 |
| #12 | -13.65% Jul 1, 2015 - Oct 28, 2015 | -12.22% Jan 14, 2004 - Aug 20, 2004 |
| #13 | -13.64% Feb 6, 2026 - Apr 20, 2026 | -11.74% Dec 28, 2000 - Apr 17, 2001 |
| #14 | -13.18% Aug 11, 2008 - Sep 18, 2008 | -11.11% May 21, 2013 - Jul 18, 2013 |
| #15 | -12.73% Nov 4, 2004 - Dec 1, 2005 | -11.02% Aug 1, 2013 - Jan 31, 2014 |
Correlation
Correlation between VLY and UGI is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
VLY vs UGI dividend yield comparison.
| Year | VLY | UGI |
|---|---|---|
| 2026 | 0.80% | 1.07% |
| 2025 | 3.77% | 4.01% |
| 2024 | 4.86% | 5.31% |
| 2023 | 4.05% | 6.04% |
| 2022 | 3.89% | 3.84% |
| 2021 | 3.20% | 2.97% |
| 2020 | 4.51% | 3.76% |
| 2019 | 3.84% | 2.68% |
| 2018 | 4.95% | 1.93% |
| 2017 | 3.92% | 2.10% |
| 2016 | 3.78% | 2.04% |
| 2015 | 4.47% | 2.67% |
| 2014 | 4.53% | 2.67% |
| 2013 | 5.90% | 2.70% |
| 2012 | 17.76% | 3.27% |
| 2011 | 13.65% | 3.50% |
| 2010 | 12.04% | 3.01% |
| 2009 | 12.25% | 3.28% |
| 2008 | 8.89% | 3.12% |
| 2007 | 9.68% | 2.68% |
| 2006 | 7.04% | 2.56% |
| 2005 | 7.78% | 3.22% |
| 2004 | 6.87% | 2.99% |
| 2003 | 6.47% | 3.37% |
| 2002 | 3.36% | 4.38% |
| 2001 | 6.96% | 5.26% |
| 2000 | 5.52% | 6.08% |
| 1999 | 0.50% | 1.81% |
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