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VOYA vs UGI

Comparison between Voya Financial Inc (VOYA, Company) and UGI Corp (UGI, Company).

VOYA is from the Financial Services sector, while UGI is from the Utilities sector.

5-Year PerformanceVOYA has outperformed UGI, delivering a return of +6.4% compared to +0.1%

VOYA vs UGI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
VOYA
$7.61B
UGI
$7.54B
Max Drawdown
Winner
VOYA
52.28%
UGI
65.64%
Sharpe Ratio
Winner
VOYA
0.85
UGI
0.14
5Y Beta
VOYA
1.13
Winner
UGI
0.36
Industry
VOYA
Financial Conglomerates
UGI
Utilities - Regulated Gas
P/E Ratio
VOYA
11.44
Winner
UGI
6.66
Forward P/E
VOYA
8.89
Winner
UGI
7.73
PEG Ratio
VOYA
0.51
Winner
UGI
0.31
Dividend Yield
VOYA
2.23%
Winner
UGI
4.27%
5Y Dividends CAGR
Winner
VOYA
24.52%
UGI
7.27%
5Y EPS CAGR
VOYA
-2.47%
Winner
UGI
20.61%
Debt to Equity
VOYA
53.67%
Winner
UGI
0.00%
Free Cash Flow Yield
Winner
VOYA
18.80%
UGI
3.16%
P/S Ratio
Winner
VOYA
0.91
UGI
1.02
P/B Ratio
VOYA
1.60
Winner
UGI
1.38

VOYA vs UGI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VOYA
+8.77%
UGI
-1.38%
3M
Winner
VOYA
+19.83%
UGI
-3.82%
6M
Winner
VOYA
+20.94%
UGI
-3.29%
1Y
Winner
VOYA
+26.73%
UGI
+4.40%
5Y(CAGR)
Winner
VOYA
+6.37%
UGI
+0.11%
10Y(CAGR)
Winner
VOYA
+11.14%
UGI
+1.81%
Max(CAGR)
Winner
VOYA
+12.18%
UGI
+9.70%

VOYA vs UGI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVOYAUGI
2026+9.71%-4.28%
2025+11.35%+38.09%
2024-3.99%+20.40%
2023+20.41%-31.69%
2022-8.17%-15.71%
2021+15.52%+36.10%
2020-2.80%-18.70%
2019+54.13%-11.45%
2018-19.24%+14.64%
2017+24.71%+4.48%
2016+7.53%+39.13%
2015-12.72%-8.78%
2014+20.29%-4.10%
2013+68.77%+28.17%
2012N/A+15.86%
2011N/A-4.25%
2010N/A+32.80%
2009N/A+1.13%
2008N/A-7.63%
2007N/A+2.56%
2006N/A+33.21%
2005N/A+5.92%
2004N/A+24.73%
2003N/A+38.14%
2002N/A+26.73%
2001N/A+30.01%
2000N/A+30.53%
1999N/A-12.77%

VOYA vs UGI Drawdown Comparison

The maximum drawdown for VOYA was -52.15%, occurring on Mar 23, 2020. Recovery took 260 trading sessions.

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

The current VOYA drawdown is -0.87%. The current UGI drawdown is -17.94%.

RankVOYAUGI
#1-52.15%
Feb 20, 2020 - Mar 3, 2021
-59.58%
Dec 7, 2018 - Mar 23, 2020
#2-51.38%
Jun 23, 2015 - Dec 21, 2017
-40.14%
Sep 5, 2014 - May 25, 2017
#3-34.55%
Oct 17, 2024 - Apr 27, 2026
-30.25%
Aug 3, 2005 - Apr 27, 2007
#4-32.76%
May 17, 2018 - Apr 16, 2019
-30.08%
Jun 30, 2008 - Apr 22, 2010
#5-23.29%
Jan 14, 2022 - Feb 8, 2023
-23.93%
Apr 4, 2011 - Sep 26, 2012
#6-17.88%
Feb 16, 2023 - Apr 18, 2023
-20.60%
Nov 1, 1999 - Aug 14, 2000
#7-16.21%
Apr 19, 2023 - May 31, 2024
-19.10%
Jul 1, 2002 - Aug 8, 2002
#8-16.01%
Jul 26, 2019 - Nov 6, 2019
-18.28%
Jun 4, 2007 - Jun 23, 2008
#9-15.26%
Jun 3, 2024 - Sep 16, 2024
-16.68%
Jun 16, 2017 - May 30, 2018
#10-14.92%
May 5, 2021 - Oct 29, 2021
-16.48%
Jun 4, 2003 - Jan 12, 2004
#11-14.11%
Jan 19, 2018 - May 17, 2018
-12.23%
Dec 19, 2001 - Mar 21, 2002
#12-11.89%
Nov 1, 2021 - Jan 4, 2022
-12.22%
Jan 14, 2004 - Aug 20, 2004
#13-11.26%
Sep 19, 2014 - Nov 7, 2014
-11.74%
Dec 28, 2000 - Apr 17, 2001
#14-10.59%
Jan 8, 2014 - Apr 2, 2014
-11.11%
May 21, 2013 - Jul 18, 2013
#15-10.58%
Aug 2, 2013 - Nov 6, 2013
-11.02%
Aug 1, 2013 - Jan 31, 2014

Correlation

Correlation between VOYA and UGI is 0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

0.01
-101

Dividend Comparison (1999 - 2026)

VOYA vs UGI dividend yield comparison.

YearVOYAUGI
20260.57%1.05%
20252.44%4.01%
20242.47%5.31%
20231.64%6.04%
20221.37%3.84%
20211.11%2.97%
20201.02%3.76%
20191.00%2.68%
20180.10%1.93%
20170.08%2.10%
20160.10%2.04%
20150.11%2.67%
20140.09%2.67%
20130.06%2.70%
20120.00%3.27%
20110.00%3.50%
20100.00%3.01%
20090.00%3.28%
20080.00%3.12%
20070.00%2.68%
20060.00%2.56%
20050.00%3.22%
20040.00%2.99%
20030.00%3.37%
20020.00%4.38%
20010.00%5.26%
20000.00%6.08%
19990.00%1.81%

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