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Upturn AI SWOT - About
UGI 
UGI Corporation (UGI)
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Upturn Advisory Summary
04/01/2025: UGI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration 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 3.91% | Avg. Invested days 54 | 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 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.20B USD | Price to earnings Ratio 13.14 | 1Y Target Price 35.75 |
Price to earnings Ratio 13.14 | 1Y Target Price 35.75 | ||
Volume (30-day avg) 2139236 | Beta 1.2 | 52 Weeks Range 21.14 - 34.16 | Updated Date 04/1/2025 |
52 Weeks Range 21.14 - 34.16 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 4.54% | Basic EPS (TTM) 2.55 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
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 13.14 | Forward PE 7.73 | Enterprise Value 14228235264 | Price to Sales(TTM) 1 |
Enterprise Value 14228235264 | Price to Sales(TTM) 1 | ||
Enterprise Value to Revenue 1.98 | Enterprise Value to EBITDA 8.88 | Shares Outstanding 214812992 | Shares Floating 213792641 |
Shares Outstanding 214812992 | Shares Floating 213792641 | ||
Percent Insiders 0.11 | Percent Institutions 93.88 |
Analyst Ratings
Rating 4.5 | Target Price 33.5 | Buy - | Strong Buy 3 |
Buy - | Strong Buy 3 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
UGI Corporation
Company Overview
History and Background
UGI Corporation was founded in 1882 as the United Gas Improvement Company. Initially focused on manufacturing and supplying gas, it evolved into a diversified energy company through strategic acquisitions and expansion into new markets.
Core Business Areas
- UGI Utilities: Distributes natural gas and electricity to approximately 700,000 customers in Pennsylvania.
- AmeriGas Propane: The nation's largest propane distributor, serving approximately 1.7 million residential, commercial, industrial, agricultural, and motor fuel propane customers in all 50 states.
- UGI International: Distributes propane and other energy products and services in Europe.
- Energy Services: Energy Services includes the marketing of natural gas, electricity, and liquid fuels to commercial, industrial, institutional and residential customers. It also includes midstream assets such as gathering, processing, storage and transportation of natural gas.
Leadership and Structure
Roger Perreault is the President and CEO. UGI Corporation operates under a decentralized organizational structure with each business segment having its own leadership team.
Top Products and Market Share
Key Offerings
- Propane Distribution (AmeriGas): Propane distribution to residential, commercial, and industrial customers across the US. AmeriGas holds a significant market share in the US propane market, estimated at approximately 10%. Competitors include Suburban Propane, Ferrellgas, and numerous regional players. While specific revenue figures are proprietary, AmeriGas contributes significantly to UGI's overall revenue.
- Natural Gas Distribution (UGI Utilities): Distribution of natural gas to residential, commercial, and industrial customers in Pennsylvania. UGI Utilities holds a regional market share within its service territory. Competitors are other local utility companies in Pennsylvania, such as PECO Energy and PPL Electric Utilities. This is a regulated utility, which impacts financial performance.
- Energy Marketing and Midstream Services: Markets natural gas, electricity, and liquid fuels to commercial, industrial, institutional and residential customers. The Company also has investments in midstream assets such as gathering, processing, storage and transportation of natural gas. Competitors in this area include Direct Energy and Constellation.
Market Dynamics
Industry Overview
The energy distribution industry is evolving with increasing focus on renewable energy sources and energy efficiency. Demand for natural gas and propane fluctuates based on weather patterns and economic conditions.
Positioning
UGI Corporation is a diversified energy company with a strong presence in propane distribution and regulated natural gas utilities. Its competitive advantage lies in its scale in propane distribution and its established utility infrastructure.
Total Addressable Market (TAM)
The combined TAM for UGI's segments (propane, natural gas, and energy marketing) is estimated in the hundreds of billions of USD. UGI holds a significant portion of the Propane market through AmeriGas and it is strongly positioned in its regional utilities market.
Upturn SWOT Analysis
Strengths
- Leading market position in propane distribution
- Established utility infrastructure
- Diversified business segments
- Strong brand recognition (AmeriGas)
- Reliable dividend payout history
Weaknesses
- Exposure to commodity price fluctuations
- Dependence on weather conditions
- High debt levels
- Regulatory risks
- Potential environmental liabilities
Opportunities
- Expansion into renewable energy sources (e.g., renewable natural gas, propane)
- Growth in international markets
- Acquisitions of smaller energy distribution companies
- Infrastructure upgrades and modernization
- Increased demand for propane in emerging markets
Threats
- Increasing competition from alternative energy sources
- Stringent environmental regulations
- Economic downturns affecting energy demand
- Cybersecurity threats
- Climate change impacting energy consumption patterns
Competitors and Market Share
Key Competitors
- SHPG
- FER
- AMLP
Competitive Landscape
UGI (through AmeriGas) has a scale advantage in the propane market. Competition is fragmented with numerous regional players. The regulated utility business provides stable earnings but limited growth potential.
Major Acquisitions
Mountaineer Gas Company
- Year: 2021
- Acquisition Price (USD millions): 540
- Strategic Rationale: Expanded regulated utility footprint into West Virginia.
Growth Trajectory and Initiatives
Historical Growth: UGI's growth has been driven by acquisitions and organic expansion within its existing markets.
Future Projections: Analyst estimates project moderate revenue growth in the coming years, driven by infrastructure investments and expansion into new markets. EPS growth is expected to be in the mid-single digits.
Recent Initiatives: Recent strategic initiatives include investments in renewable energy projects, infrastructure upgrades, and acquisitions of smaller propane distribution companies.
Summary
UGI is a diversified energy company with a leading position in the propane market and a stable utility business. Its size and experience in the propane market provides a significant advantage. The company has exposure to commodity price fluctuations and regulatory risks, requiring active monitoring of the energy market and evolving regulations. While the recent financials are trending down, the dividend looks fairly secure.
Similar Companies
- SHPG
- FER
- OKE
- ET
Sources and Disclaimers
Data Sources:
- UGI Corporation Annual Reports
- SEC Filings
- Industry Analyst Reports
- Company Website
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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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