UGI Stock Analysis: UGI | NYSE

Utilities - Regulated Gas | NYSE, USA | Market Cap: 7.349m USD | 12M Return: 1.4% | US9026811052 | Charts, Fundamentals & Technical Analysis

Propane, Natural Gas, Electricity, LPG
Total Rating 47
Safety 75
Buy Signal -0.86
Utilities - Regulated Gas
Industry Rotation: -0.1
Market Cap: 7.35B
Avg Turnover: 43.7M
Risk 3d forecast
Volatility21.6%
VaR 5th Pctl3.60%
VaR vs Median0.89%
Reward TTM
Sharpe Ratio-0.05
Rel. Str. IBD28.8
Rel. Str. Peer Group46.4
Character TTM
Beta0.160
Beta Downside0.019
Hurst Exponent0.511
Drawdowns 3y
Max DD19.64%
CAGR/Max DD0.94
CAGR/Mean DD3.08
EPS (Earnings per Share) EPS (Earnings per Share) of UGI over the last years for every Quarter: "2021-06": 0.13, "2021-09": -0.34, "2021-12": 0.93, "2022-03": 1.91, "2022-06": 0.06, "2022-09": 0.06, "2022-12": 1.14, "2023-03": 1.68, "2023-06": -3.7624, "2023-09": 0.02, "2023-12": 1.2, "2024-03": 1.97, "2024-06": 0.06, "2024-09": -0.17, "2024-12": 1.37, "2025-03": 2.21, "2025-06": -0.01, "2025-09": -0.25, "2025-12": 1.26, "2026-03": 2.09, "2026-06": -0.2,
Last SUE: 1.16
Qual. Beats: 1
Revenue Revenue of UGI over the last years for every Quarter: 2021-06: 1496, 2021-09: 1438, 2021-12: 2673, 2022-03: 3466, 2022-06: 2033, 2022-09: 1934, 2022-12: 2759, 2023-03: 3106, 2023-06: 1659, 2023-09: 1404, 2023-12: 2121, 2024-03: 2467, 2024-06: 1380, 2024-09: 1242, 2024-12: 2030, 2025-03: 2666, 2025-06: 1394, 2025-09: 1197, 2025-12: 2083, 2026-03: 2685, 2026-06: 1331,
Rev. CAGR: -4.86%
Rev. Trend: -67.5%
Last SUE: -0.60
Qual. Beats: 0

Warnings

Below Avwap Earnings
Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 11.6 years of data

Jan +1.0% 8
Feb -2.6% 8
Mar -0.9% 10
Apr -0.1% 7
May +1.1% 15
Jun +0.6% 18
Jul +2.4% 11
Aug -1.4% 52
Sep -2.2% 30
Oct -1.0% 15
Nov +6.4% 30
Dec +0.1% 2

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: UGI UGI

UGI Corporation is a King of Prussia, Pennsylvania-based energy company that operates through four segments: Utilities, Midstream & Marketing, UGI International, and AmeriGas Propane. The company is incorporated since 1882 and is classified within the Gas Utilities sub-industry under the GICS Utilities sector.

Its business spans the full energy value chain, including the distribution of propane and liquefied petroleum gases (LPG) to residential, commercial, industrial, agricultural, wholesale, and motor fuel customers. UGIs AmeriGas Propane segment is a major player in the U.S. retail propane market, an industry characterized by a small number of large national distributors serving a fragmented customer base across both heating and non-heating applications.

On the regulated utility side, the company distributes natural gas to customers in eastern and central Pennsylvania through a pipeline and gas main network, and supplies electricity to customers in northeastern Pennsylvania. UGI also operates electric generation, natural gas liquefaction and storage, and rail transshipment infrastructure, blending rate-regulated utility operations with midstream logistics and marketing activities.

Headlines to Watch Out For
  • AmeriGas margins track winter heating degree days
  • Pennsylvania PUC rate order supports utility earnings
  • European LPG demand recovery drives UGI International volumes
Piotroski VR-10 (Strict) 6.0
Net Income: 671.0m TTM > 0 and > 6% of Revenue
FCF/TA: 0.05 > 0.02 and ΔFCF/TA 2.26 > 1.0
NWC/Revenue: 9.51% < 20% (prev -10.27%; Δ 19.78% < -1%)
CFO/TA 0.07 > 3% & CFO 1.06b > Net Income 671.0m
Net Debt (6.24b) to EBITDA (1.38b): 4.53 < 3
Current Ratio: 1.44 > 1.5 & < 3
Outstanding Shares: last quarter (214.7m) vs 12m ago -0.06% < -2%
Gross Margin: 49.92% > 18% (prev 49.28%; Δ 0.64% > 0.5%)
Asset Turnover: 47.08% > 50% (prev 47.73%; Δ -0.65% > 0%)
Interest Coverage Ratio: 15.40 > 6 (EBIT TTM 816.0m / Interest Expense TTM 53.0m)
Altman Z'' 1.96
A: 0.04 (Total Current Assets 2.27b - Total Current Liabilities 1.58b) / Total Assets 15.6b
B: 0.24 (Retained Earnings 3.78b / Total Assets 15.6b)
C: 0.05 (EBIT TTM 816.0m / Avg Total Assets 15.5b)
D: 0.50 (Book Value of Equity 5.21b / Total Liabilities 10.4b)
Altman-Z'' = 1.96 = BBB
Beneish M -3.19
DSRI: 0.85 (Receivables 768.0m/908.0m, Revenue 7.30b/7.33b)
GMI: 0.99 (GM 49.28% / 49.92%)
AQI: 0.95 (AQ_t 0.29 / AQ_t-1 0.30)
SGI: 1.00 (Revenue 7.30b / 7.33b)
TATA: -0.03 (NI 671.0m - CFO 1.06b) / TA 15.6b)
Beneish M = -3.19 (Cap -4..+1) = AA
What is the price of UGI shares?

As of August 10, 2026, the stock is trading at USD 34.18 with a total of 1,046,940 shares traded. Over the past week, the price has changed by -5.37%, over one month by -5.24%, over three months by +6.47% and over the past year by +1.40%.

Current recommended Stop Loss: 33.20 (which is 2.9% or 1.3 ATR below the current price).

Is UGI a buy, sell or hold?

UGI has received a consensus analysts rating of 4.50. Therefore, it is recommended to buy UGI.

  • StrongBuy: 3
  • Buy: 0
  • Hold: 1
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the UGI price?
Analysts Target Price 42.3 23.8%
UGI (UGI) - Fundamental Data Overview as of 08 August 2026
Market Cap USD = 7.35b (7.35b USD * 1.0 USD.USD)
P/E Trailing = 12.5109
P/E Forward = 11.0132
P/S = 1.0906
P/B = 1.4334
P/EG = 48.818
Revenue TTM = 7.30b USD
EBIT TTM = 816.0m USD
EBITDA TTM = 1.38b USD
Long Term Debt = 6.53b USD (from longTermDebt, last fiscal year)
Short Term Debt = 18.0m USD (from shortTermDebt, last quarter)
Debt = 6.71b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 6.24b USD (calculated: Debt 6.71b - CCE 476.0m)
Enterprise Value = 13.6b USD (7.35b + Debt 6.71b - CCE 476.0m)
Interest Coverage Ratio = 15.40 (Ebit TTM 816.0m / Interest Expense TTM 53.0m)
EV/FCF = 16.90x (Enterprise Value 13.6b / FCF TTM 804.0m)
FCF Yield = 5.92% (FCF TTM 804.0m / Enterprise Value 13.6b)
FCF Margin = 11.02% (FCF TTM 804.0m / Revenue TTM 7.30b)
Net Margin = 9.20% (Net Income TTM 671.0m / Revenue TTM 7.30b)
Gross Margin = 49.92% ((Revenue TTM 7.30b - Cost of Revenue TTM 3.65b) / Revenue TTM)
Gross Margin QoQ = none% (prev 43.24%)
Tobins Q-Ratio = 0.87 (Enterprise Value 13.6b / Total Assets 15.6b)
Interest Expense / Debt = 0.79% (Interest Expense 53.0m / Debt 6.71b)
Taxrate = 19.40% (148.0m / 763.0m)
NOPAT = 657.7m (EBIT 816.0m * (1 - 19.40%))
Current Ratio = 1.44 (Total Current Assets 2.27b / Total Current Liabilities 1.58b)
Debt / Equity = 1.29 (Debt 6.71b / totalStockholderEquity, last quarter 5.21b)
Debt / EBITDA = 4.53 (Net Debt 6.24b / EBITDA 1.38b)
Debt / FCF = 7.76 (Net Debt 6.24b / FCF TTM 804.0m)
Total Stockholder Equity = 5.10b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.33% (Net Income 671.0m / Total Assets 15.6b)
RoE = 13.15% (Net Income TTM 671.0m / Total Stockholder Equity 5.10b)
RoCE = 7.01% (EBIT 816.0m / Capital Employed (Equity 5.10b + L.T.Debt 6.53b))
RoIC = 4.80% (NOPAT 657.7m / Invested Capital 13.7b)
WACC = 3.72% (E(7.35b)/V(14.1b) * Re(6.54%) + D(6.71b)/V(14.1b) * Rd(0.79%) * (1-Tc(0.19)))
Discount Rate = 6.54% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 58.34 | Cagr: -0.11%
[DCF] Terminal Value 77.97% ; FCFF base≈659.6m ; Y1≈756.1m ; Y5≈1.11b
[DCF] Fair Price = 49.02 (EV 16.7b - Net Debt 6.24b = Equity 10.5b / Shares 214.4m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: 1.16 | # QB: 1
Revenue Correlation: -67.47 | Revenue CAGR: -4.86% | SUE: -0.60 | # QB: 0
EPS current Quarter (2026-12-31): EPS=1.35 | Chg30d=-4.26% | Revisions=+0% | Analysts=2
EPS current Year (2026-09-30): EPS=2.83 | Chg30d=+0.95% | Revisions=+0% | GrowthEPS=-14.9% | GrowthRev=+1.0%
EPS next Year (2027-09-30): EPS=3.29 | Chg30d=-1.60% | Revisions=-25% | GrowthEPS=+16.3% | GrowthRev=+5.0%
[Analyst] Revisions Ratio: -25% (up=0, down=1)