Is UGI Stock a Good Investment?

UGI Investment Advice

UGI

To provide specific investment advice or recommendations on UGI Corporation stock, we recommend investors consider the following general factors when evaluating UGI Corporation. This will help you to make an informed decision on whether to include UGI in one of your diversified portfolios:

Examine UGI's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research UGI's leadership team and their track record. Good management can help UGI navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Gas Utilities space and any emerging trends that could impact UGI's business and its evolving consumer preferences.
Compare UGI's performance and market position to its competitors. Analyze how UGI is positioned in terms of product offerings, innovation, and market share.
Check if UGI pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about UGI's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in UGI Corporation stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if UGI Corporation is a good investment.

Sell

Buy

Strong Buy

Our recommendation module can be used to complement UGI Corporation trade recommendation provided by average analyst sentiment. It analyzes the firm's potential to grow using fundamental, technical, data market data available now. To make sure UGI Corporation is not overpriced, please validate all UGI fundamentals, including its current ratio, total asset, and the relationship between the net income and price to earnings to growth . Given that UGI Corporation has a price to earning of 6.32 X, we advise you to double-check UGI Corporation market performance and probability of bankruptcy to ensure the company can sustain itself next year given your current risk tolerance and investing horizon.

Market Performance	Good	Details
Volatility	Very steady	Details
Hype Condition	Under hyped	Details
Current Valuation	Undervalued	Details
Odds Of Distress	Below Average	Details
Economic Sensitivity	Almost mirrors the market	Details
Investor Sentiment	Impartial	Details
Analyst Consensus	Strong Buy	Details
Financial Strenth (F Score)	Strong	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine UGI Stock

Researching UGI's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 87.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.48. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. UGI Corporation has Price/Earnings To Growth (PEG) ratio of 2.65. The entity last dividend was issued on the 16th of December 2024. The firm had 3:2 split on the 8th of September 2014.

To determine if UGI is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding UGI's research are outlined below:

	The company reported the last year's revenue of 8.93 B. Reported Net Loss for the year was (1.5 B) with profit before taxes, overhead, and interest of 1.99 B.
	UGI Corporation has a strong financial position based on the latest SEC filings
	Over 87.0% of the company outstanding shares are owned by institutional investors
	On 1st of October 2024 UGI paid $ 0.375 per share dividend to its current shareholders
	Latest headline from gurufocus.com: What To Expect From UGI Corp Q4 2024 Earnings

UGI uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in UGI Corporation. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to UGI's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	31st of January 2024 Upcoming Quarterly Report	View
	1st of May 2024 Next Financial Report	View
	31st of December 2023 Next Fiscal Quarter End	View
	21st of November 2024 Next Fiscal Year End	View
	30th of September 2023 Last Quarter Report	View
	30th of September 2023 Last Financial Announcement	View

Earnings surprises can significantly impact UGI's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises UGI's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2019-11-11	2019-09-30	-0.04	-0.05	-0.01	25
2018-11-12	2018-09-30	-0.04	-0.05	-0.01	25
2016-11-09	2016-09-30	-0.06	-0.05	0.01	16
2012-08-07	2012-06-30	-0.01	-0.02	-0.01	100
2009-11-11	2009-09-30	-0.08	-0.07	0.01	12
2009-07-29	2009-06-30	0.05	0.04	-0.01	20
2008-07-29	2008-06-30	0.08	0.09	0.01	12
2007-11-14	2007-09-30	-0.02	-0.01	0.01	50

Know UGI's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as UGI is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading UGI Corporation backward and forwards among themselves. UGI's institutional investor refers to the entity that pools money to purchase UGI's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Northern Trust Corp	2024-09-30	3.3 M
Bank Of New York Mellon Corp	2024-06-30	2.8 M
Norges Bank	2024-06-30	2.5 M
Amvescap Plc.	2024-06-30	2.5 M
Charles Schwab Investment Management Inc	2024-09-30	2.5 M
Jupiter Asset Management Limited	2024-09-30	2.3 M
Dimensional Fund Advisors, Inc.	2024-09-30	2.2 M
Aqr Capital Management Llc	2024-06-30	2 M
Bank Of America Corp	2024-06-30	1.6 M
Vanguard Group Inc	2024-09-30	28.3 M
Blackrock Inc	2024-06-30	27.6 M

Note, although UGI's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

UGI's market capitalization trends

The company currently falls under 'Mid-Cap' category with a total capitalization of 6.45 B.

Market Cap

1.11 Billion

UGI's profitablity analysis

	Last Reported	Projected for Next Year
Return On Tangible Assets	0.02	0.03
Return On Assets	0.02	0.02
Return On Equity	0.06	0.06

The company has Net Profit Margin of 0.09 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.11 %, which entails that for every 100 dollars of revenue, it generated $0.11 of operating income.

Determining UGI's profitability involves analyzing its financial statements and using various financial metrics to determine if UGI is a good buy. For example, gross profit margin measures UGI's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of UGI's profitability and make more informed investment decisions.

Evaluate UGI's management efficiency

UGI Corporation has Return on Asset of 0.0536 % which means that on every $100 spent on assets, it made $0.0536 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1485 %, implying that it generated $0.1485 on every 100 dollars invested. UGI's management efficiency ratios could be used to measure how well UGI manages its routine affairs as well as how well it operates its assets and liabilities. As of now, UGI's Return On Tangible Assets are decreasing as compared to previous years. The UGI's current Return On Assets is estimated to increase to 0.02, while Return On Capital Employed is forecasted to increase to (0). As of now, UGI's Other Current Assets are increasing as compared to previous years. The UGI's current Other Assets is estimated to increase to about 1.1 B, while Total Current Assets are projected to decrease to under 1.3 B.

	Last Reported	Projected for Next Year
Book Value Per Share	20.60	10.53
Tangible Book Value Per Share	5.17	5.43
Enterprise Value Over EBITDA	33.10	34.76
Price Book Value Ratio	1.22	2.26
Enterprise Value Multiple	33.10	34.76
Price Fair Value	1.22	2.26
Enterprise Value	2.1 B	1.4 B

At UGI Corporation, effective management practices are pivotal to sustaining long-term profitability. We delve into financial metrics and market conditions to provide a comprehensive analysis of the stock's prospects.

Dividend Yield

0.0605

Forward Dividend Yield

0.0605

Forward Dividend Rate

1.5

Beta

1.148

Basic technical analysis of UGI Stock

As of the 28th of November, UGI has the coefficient of variation of 632.86, and Risk Adjusted Performance of 0.1277. In connection with fundamental indicators, the technical analysis model makes it possible for you to check practical technical drivers of UGI Corporation, as well as the relationship between them.

UGI's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific UGI insiders, such as employees or executives, is commonly permitted as long as it does not rely on UGI's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases UGI insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Robert Flexon over three weeks ago Acquisition by Robert Flexon of 87170 shares of UGI subject to Rule 16b-3
		Judy Zagorski over a month ago Acquisition by Judy Zagorski of 5210 shares of UGI subject to Rule 16b-3
		Dosch Ted A over a month ago Acquisition by Dosch Ted A of 5670 shares of UGI at .81 subject to Rule 16b-3
		Seage Santiago over two months ago Acquisition by Seage Santiago of 16590 shares of UGI at 23.17 subject to Rule 16b-3
		Tematio Jean Felix over three months ago Disposition of 4020 shares by Tematio Jean Felix of UGI subject to Rule 16b-3
		William Marrazzo over six months ago Acquisition by William Marrazzo of 12890 shares of UGI at 23.17 subject to Rule 16b-3
		Judy Zagorski over six months ago Exercise or conversion by Judy Zagorski of 5720 shares of UGI subject to Rule 16b-3
		Judy Zagorski over a year ago Payment of 858 shares by Judy Zagorski of UGI subject to Rule 16b-3

UGI's Outstanding Corporate Bonds

UGI issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. UGI Corporation uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most UGI bonds can be classified according to their maturity, which is the date when UGI Corporation has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	US90265EAR18 Corp Bond US90265EAR18	View
	US90265EAQ35 Corp Bond US90265EAQ35	View
	US90265EAT73 Corp Bond US90265EAT73	View
	US90265EAS90 Corp Bond US90265EAS90	View
	UDR INC MEDIUM Corp Bond US90265EAN04	View
	UDR INC MEDIUM Corp Bond US90265EAM21	View
	UDR INC MEDIUM Corp Bond US90265EAP51	View
	UDR 21 15 JUN 33 Corp Bond US90265EAV20	View

View All UGI Corporate Bonds

Understand UGI's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing UGI's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	0.1277
	Market Risk Adjusted Performance	0.3651
	Mean Deviation	1.33
	Semi Deviation	0.8253
	Downside Deviation	1.11
	Coefficient Of Variation	632.86
	Standard Deviation	2.27
	Variance	5.14
	Information Ratio	0.1027
	Jensen Alpha	0.235
	Total Risk Alpha	0.0069
	Sortino Ratio	0.2093
	Treynor Ratio	0.3551
	Maximum Drawdown	12.8
	Value At Risk	(1.88)
	Potential Upside	2.84
	Downside Variance	1.24
	Semi Variance	0.6812
	Expected Short fall	(1.79)
	Skewness	4.27
	Kurtosis	26.68

	Risk Adjusted Performance	0.1277
	Market Risk Adjusted Performance	0.3651
	Mean Deviation	1.33
	Semi Deviation	0.8253
	Downside Deviation	1.11
	Coefficient Of Variation	632.86
	Standard Deviation	2.27
	Variance	5.14
	Information Ratio	0.1027
	Jensen Alpha	0.235
	Total Risk Alpha	0.0069
	Sortino Ratio	0.2093
	Treynor Ratio	0.3551
	Maximum Drawdown	12.8
	Value At Risk	(1.88)
	Potential Upside	2.84
	Downside Variance	1.24
	Semi Variance	0.6812
	Expected Short fall	(1.79)
	Skewness	4.27
	Kurtosis	26.68

Consider UGI's intraday indicators

UGI intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of UGI stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	0.0174
	Daily Balance Of Power	0.1132
	Rate Of Daily Change	1.0
	Day Median Price	30.22
	Day Typical Price	30.16
	Market Facilitation Index	0.53
	Price Action Indicator	(0.15)
	Period Momentum Indicator	0.06

UGI Corporate Filings

10K	26th of November 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance	View Verify
8K	22nd of November 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify
F4	5th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify
13A	18th of October 2024 An amended filing to the original Schedule 13G	View Verify

UGI time-series forecasting models is one of many UGI's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary UGI's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

UGI Stock media impact

Far too much social signal, news, headlines, and media speculation about UGI that are available to investors today. That information is available publicly through UGI media outlets and privately through word of mouth or via UGI internal channels. However, regardless of the origin, that massive amount of UGI data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of UGI news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of UGI relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to UGI's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive UGI alpha.

UGI Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards UGI can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

UGI Corporation Historical Investor Sentiment

Investor biases related to UGI's public news can be used to forecast risks associated with an investment in UGI. The trend in average sentiment can be used to explain how an investor holding UGI can time the market purely based on public headlines and social activities around UGI Corporation. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

UGI's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for UGI and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average UGI news discussions. The higher the estimate score, the more favorable the investor's outlook on UGI.

UGI Corporate Directors

K Turner	Independent Director	Profile
Alan Harris	Independent Director	Profile
Cindy Miller	Independent Director	Profile
William Marrazzo	Independent Director	Profile

When determining whether UGI Corporation offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of UGI's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ugi Corporation Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Ugi Corporation Stock: