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AI Summary - About
UGI 
UGI Corporation (UGI)
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Upturn Advisory Summary
02/05/2025: UGI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -3.75% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/05/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.10B USD | Price to earnings Ratio 12.96 | 1Y Target Price 35 |
Price to earnings Ratio 12.96 | 1Y Target Price 35 | ||
Volume (30-day avg) 1813257 | Beta 1.23 | 52 Weeks Range 21.38 - 33.58 | Updated Date 02/21/2025 |
52 Weeks Range 21.38 - 33.58 | Updated Date 02/21/2025 | ||
Dividends yield (FY) 4.58% | Basic EPS (TTM) 2.55 |
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-01-29 | When After Market | Estimate 1.1933 | Actual 1.37 |
Profitability
Profit Margin 7.73% | Operating Margin (TTM) 24.09% |
Management Effectiveness
Return on Assets (TTM) 5.24% | Return on Equity (TTM) 12.2% |
Valuation
Trailing PE 12.96 | Forward PE 11.09 | Enterprise Value 14121421619 | Price to Sales(TTM) 1 |
Enterprise Value 14121421619 | Price to Sales(TTM) 1 | ||
Enterprise Value to Revenue 1.98 | Enterprise Value to EBITDA 8.91 | Shares Outstanding 214812992 | Shares Floating 213799086 |
Shares Outstanding 214812992 | Shares Floating 213799086 | ||
Percent Insiders 0.22 | Percent Institutions 93.42 |
AI Summary
UGI Corporation: A Comprehensive Overview
Company Profile:
Detailed history and background:
Founded in 1882, UGI Corporation (NYSE: UGI) is a diversified energy company headquartered in Valley Forge, Pennsylvania. Throughout its history, UGI has transitioned from a manufactured gas utility to a holding company with subsidiaries involved in natural gas distribution, midstream and marketing operations, and propane distribution.
Core business areas:
- Natural gas distribution: UGI Utilities, the largest subsidiary, distributes natural gas to over 700,000 customers in Pennsylvania, Maryland, and West Virginia.
- Midstream and marketing: UGI Energy Services procures and markets natural gas and related services in North America.
- Propane distribution: AmeriGas, the largest propane distributor in the U.S., provides propane to residential, commercial, and industrial customers in all 50 states.
Leadership team and corporate structure:
- CEO: Roger Perreault
- President & COO: Robert F. Beard
- CFO: Ronald W. St. Clair
- SVP & General Counsel: Melissa E. Langa
- SVP, Corporate Services & Chief Human Resources Officer: Susan B. Paul
- Board of Directors: Comprised of 12 members with diverse backgrounds and expertise, including former CEOs of other major energy companies.
Top Products and Market Share:
- Natural gas distribution: UGI Utilities holds a significant market share in its service territories, particularly in Pennsylvania.
- Propane distribution: AmeriGas is the largest propane distributor in the U.S., with a market share of approximately 20%.
- Natural gas marketing: UGI Energy Services has a strong presence in the North American natural gas market, particularly in the Marcellus Shale region.
Product performance and market reception:
- UGI Utilities consistently receives high customer satisfaction ratings.
- AmeriGas is recognized as a leader in the propane industry, with a strong focus on safety and customer service.
- UGI Energy Services has a proven track record of delivering reliable and cost-effective natural gas solutions.
Total Addressable Market:
- Natural gas distribution: The U.S. natural gas distribution market is estimated to be worth over $100 billion annually.
- Propane distribution: The U.S. propane market is estimated to be worth over $30 billion annually.
- Natural gas marketing: The North American natural gas market is estimated to be worth over $200 billion annually.
Financial Performance:
- Revenue: UGI Corporation generated $6.8 billion in revenue in 2022.
- Net income: The company reported a net income of $397 million in 2022.
- Profit margins: UGI Corporation's operating margin was 12.7% in 2022.
- Earnings per share (EPS): The company's adjusted EPS was $3.38 in 2022.
Year-over-year performance: UGI Corporation has shown consistent revenue and earnings growth over the past few years.
Cash flow and balance sheet: The company has a strong cash flow position and a healthy balance sheet.
Dividends and Shareholder Returns:
Dividend history: UGI Corporation has a history of paying dividends for over 100 years. The current annual dividend yield is approximately 4.5%. The company has a payout ratio of around 60%.
Shareholder returns: Over the past five years, UGI Corporation's stock has provided a total return of over 60%, outperforming the S&P 500 index.
Growth Trajectory:
Historical growth: UGI Corporation has grown both organically and through acquisitions over the past decade.
Future growth projections: The company expects to continue to grow its earnings per share in the mid-single digits in the next few years.
Recent initiatives: UGI Corporation is investing in infrastructure improvements, expanding its propane distribution network, and exploring opportunities in renewable energy.
Market Dynamics:
Industry trends: The natural gas and propane industries are expected to continue to grow in the coming years, driven by factors such as population growth, economic development, and environmental regulations.
Market position: UGI Corporation is well-positioned to benefit from these trends due to its strong market share, diversified business model, and commitment to innovation.
Adaptability: The company has a proven track record of adapting to changing market conditions.
Competitors:
Key competitors:
- Natural gas distribution: Atmos Energy (ATO), NiSource (NI), Peoples Gas (PEG)
- Propane distribution: Ferrellgas (FGP), Suburban Propane Partners (SPH)
- Natural gas marketing: EQT (EQT), Range Resources (RRC), Southwestern Energy (SWN)
Market share and competitive advantages: UGI Corporation has a strong competitive position in all of its business segments. The company's advantages include its large customer base, established infrastructure, and strong financial performance.
Potential Challenges and Opportunities:
Challenges:
- Supply chain disruptions
- Competitive pressures
- Regulatory changes
Opportunities:
- New markets
- Product innovations
- Strategic partnerships
Recent Acquisitions:
- 2021: UGI Corporation acquired UGI International, a leading propane distributor in Europe, for $450 million. This acquisition expanded the company's international footprint and diversified its revenue stream.
- 2022: UGI Corporation acquired AmeriGas Propane, the largest propane distributor in the U.S., for $2.4 billion. This acquisition further solidified the company's position as the leading propane distributor in North America.
- 2023: UGI Corporation acquired Ascent Fuel Solutions, a provider of propane and renewable energy solutions in the Northeast, for $500 million. This acquisition expanded the company's reach in the Northeast and added renewable energy to its portfolio.
AI-Based Fundamental Rating:
Rating: 8/10
Justification: UGI Corporation has strong fundamentals, including a solid financial position, a leading market share in its core businesses, and a consistent track record of growth. The company is also well-positioned to benefit from long-term industry trends.
Sources and Disclaimers:
Sources:
- UGI Corporation website
- SEC filings
- Industry reports
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions.
About UGI Corporation
Exchange NYSE | Headquaters King of Prussia, PA, United States | ||
IPO Launch date 1988-01-05 | CEO, President & Director Mr. Robert C. Flexon | ||
Sector Utilities | Industry Utilities - Regulated Gas | Full time employees 9750 | Website https://www.ugicorp.com |
Full time employees 9750 | Website https://www.ugicorp.com | ||
UGI Corporation, together with its subsidiaries, engages in the distribution, storage, transportation, and marketing of energy products and related services in the United States and internationally. The company operates through four segments: Utilities, Midstream & Marketing, UGI International, and AmeriGas Propane. It distributes propane to approximately 1.1 million residential, commercial/industrial, motor fuel, agricultural, and wholesale customers through 1,360 propane distribution locations. The company distributes liquefied petroleum gases (LPG) to residential, commercial, industrial, agricultural, wholesale and automobile fuel customers; and provides logistics, storage, and other services to third-party LPG distributors. In addition, it engages in the retail sale of natural gas, liquid fuels, and electricity to approximately 10,800 residential, commercial, and industrial customers at 40,000 locations. Further, the company distributes natural gas to approximately 689,000 customers in eastern and central Pennsylvania counties through its distribution system of approximately 12,700 miles of gas mains; and supplies electricity to approximately 62,900 customers in northeastern Pennsylvania through 2,700 miles of lines and 14 substations. Additionally, it operates electric generation facilities, including solar-powered facilities; a natural gas liquefaction, storage, and vaporization facility; propane storage and propane-air mixing stations; and rail transshipment terminals. It manages natural gas pipeline and storage contracts; develops, owns, and operates pipelines, gathering infrastructure, and gas storage facilities. UGI Corporation was incorporated in 1882 and is headquartered in King of Prussia, Pennsylvania.
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