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UGI vs NEE vs DUK vs NWN
Revenue, margins, valuation, and 5-year total return — side by side.
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Regulated Gas
UGI vs NEE vs DUK vs NWN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Regulated Gas | Regulated Electric | Regulated Electric | Regulated Gas |
| Market Cap | $6.94B | $194.60B | $97.33B | $2.11B |
| Revenue (TTM) | $7.36B | $27.93B | $33.29B | $1.29B |
| Net Income (TTM) | $641M | $8.18B | $5.14B | $123M |
| Gross Margin | 30.3% | 47.8% | 58.4% | 22.4% |
| Operating Margin | 15.4% | 29.5% | 27.0% | 26.9% |
| Forward P/E | 10.6x | 23.1x | 18.6x | 16.4x |
| Total Debt | $7.56B | $95.62B | $90.87B | $2.76B |
| Cash & Equiv. | $355M | $2.81B | $245M | $41M |
UGI vs NEE vs DUK vs NWN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| UGI Corporation (UGI) | 100 | 101.5 | +1.5% |
| NextEra Energy, Inc. (NEE) | 100 | 146.1 | +46.1% |
| Duke Energy Corpora… (DUK) | 100 | 145.8 | +45.8% |
| Northwest Natural H… (NWN) | 100 | 78.1 | -21.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: UGI vs NEE vs DUK vs NWN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
UGI carries the broadest edge in this set and is the clearest fit for defensive.
- Beta 0.27, yield 4.5%, current ratio 0.89x
- Lower P/E (10.6x vs 16.4x), PEG 2.60 vs 4.55
- 4.5% yield, vs NEE's 2.4%
- 4.1% ROA vs NWN's 2.0%, ROIC 7.1% vs 8.1%
NEE is the #2 pick in this set and the best alternative if income & stability and long-term compounding is your priority.
- Dividend streak 30 yrs, beta 0.21, yield 2.4%
- 266.0% 10Y total return vs DUK's 104.1%
- Lower volatility, beta 0.21, current ratio 0.60x
- 29.3% margin vs UGI's 8.7%
DUK is the clearest fit if your priority is valuation efficiency.
- PEG 0.63 vs NWN's 4.55
NWN is the clearest fit if your priority is growth exposure.
- Rev growth 11.8%, EPS growth 36.5%, 3Y rev CAGR 7.5%
- 11.8% revenue growth vs UGI's 1.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 11.8% revenue growth vs UGI's 1.1% | |
| Value | Lower P/E (10.6x vs 16.4x), PEG 2.60 vs 4.55 | |
| Quality / Margins | 29.3% margin vs UGI's 8.7% | |
| Stability / Safety | Beta 0.21 vs UGI's 0.27, lower leverage | |
| Dividends | 4.5% yield, vs NEE's 2.4% | |
| Momentum (1Y) | +42.0% vs UGI's +0.7% | |
| Efficiency (ROA) | 4.1% ROA vs NWN's 2.0%, ROIC 7.1% vs 8.1% |
UGI vs NEE vs DUK vs NWN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
UGI vs NEE vs DUK vs NWN — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
UGI leads in 2 of 6 categories
NEE leads 0 • DUK leads 0 • NWN leads 0 • 4 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — NEE and DUK each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
DUK is the larger business by revenue, generating $33.3B annually — 25.9x NWN's $1.3B. NEE is the more profitable business, keeping 29.3% of every revenue dollar as net income compared to UGI's 8.7%. On growth, DUK holds the edge at +11.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $7.4B | $27.9B | $33.3B | $1.3B |
| EBITDAEarnings before interest/tax | $1.7B | $15.5B | $15.3B | $496M |
| Net IncomeAfter-tax profit | $641M | $8.2B | $5.1B | $123M |
| Free Cash FlowCash after capex | $629M | -$3.8B | $6.6B | -$333M |
| Gross MarginGross profit ÷ Revenue | +30.3% | +47.8% | +58.4% | +22.4% |
| Operating MarginEBIT ÷ Revenue | +15.4% | +29.5% | +27.0% | +26.9% |
| Net MarginNet income ÷ Revenue | +8.7% | +29.3% | +15.4% | +9.6% |
| FCF MarginFCF ÷ Revenue | +8.5% | -13.6% | +19.8% | -25.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +0.7% | +7.3% | +11.3% | -0.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +6.4% | +160.0% | +11.9% | -100.0% |
Valuation Metrics
UGI leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 10.5x trailing earnings, UGI trades at a 63% valuation discount to NEE's 28.4x P/E. Adjusting for growth (PEG ratio), DUK offers better value at 0.67x vs NWN's 5.01x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $6.9B | $194.6B | $97.3B | $2.1B |
| Enterprise ValueMkt cap + debt − cash | $14.1B | $287.4B | $188.0B | $4.8B |
| Trailing P/EPrice ÷ TTM EPS | 10.46x | 28.36x | 19.79x | 18.07x |
| Forward P/EPrice ÷ next-FY EPS est. | 10.62x | 23.07x | 18.64x | 16.43x |
| PEG RatioP/E ÷ EPS growth rate | 2.56x | 1.64x | 0.67x | 5.01x |
| EV / EBITDAEnterprise value multiple | 8.48x | 18.73x | 12.61x | 7.92x |
| Price / SalesMarket cap ÷ Revenue | 0.95x | 7.08x | 3.02x | 1.63x |
| Price / BookPrice ÷ Book value/share | 1.48x | 2.93x | 1.83x | 1.39x |
| Price / FCFMarket cap ÷ FCF | 17.80x | — | — | — |
Profitability & Efficiency
UGI leads this category, winning 4 of 8 comparable metrics.
Profitability & Efficiency
UGI delivers a 12.8% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $8 for NWN. NEE carries lower financial leverage with a 1.44x debt-to-equity ratio, signaling a more conservative balance sheet compared to NWN's 1.87x.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +12.8% | +12.7% | +9.6% | +8.3% |
| ROA (TTM)Return on assets | +4.1% | +3.9% | +2.6% | +2.0% |
| ROICReturn on invested capital | +7.1% | +4.1% | +4.6% | +8.1% |
| ROCEReturn on capital employed | +8.3% | +4.7% | +5.0% | +8.1% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 5 | 5 |
| Debt / EquityFinancial leverage | 1.58x | 1.44x | 1.71x | 1.87x |
| Net DebtTotal debt minus cash | $7.2B | $92.8B | $90.6B | $2.7B |
| Cash & Equiv.Liquid assets | $355M | $2.8B | $245M | $41M |
| Total DebtShort + long-term debt | $7.6B | $95.6B | $90.9B | $2.8B |
| Interest CoverageEBIT ÷ Interest expense | 2.69x | 1.99x | 2.57x | 2.39x |
Total Returns (Dividends Reinvested)
Evenly matched — NEE and DUK each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in DUK five years ago would be worth $14,401 today (with dividends reinvested), compared to $8,689 for UGI. Over the past 12 months, NEE leads with a +42.0% total return vs UGI's +0.7%. The 3-year compound annual growth rate (CAGR) favors DUK at 11.6% vs NWN's 6.2% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -13.1% | +16.1% | +7.2% | +9.2% |
| 1-Year ReturnPast 12 months | +0.7% | +42.0% | +5.3% | +18.4% |
| 3-Year ReturnCumulative with dividends | +22.3% | +31.0% | +38.9% | +19.6% |
| 5-Year ReturnCumulative with dividends | -13.1% | +38.2% | +44.0% | +8.5% |
| 10-Year ReturnCumulative with dividends | +9.6% | +266.0% | +104.1% | +22.0% |
| CAGR (3Y)Annualised 3-year return | +6.9% | +9.4% | +11.6% | +6.2% |
Risk & Volatility
Evenly matched — NEE and DUK each lead in 1 of 2 comparable metrics.
Risk & Volatility
DUK is the less volatile stock with a -0.24 beta — it tends to amplify market swings less than UGI's 0.27 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NEE currently trades 94.5% from its 52-week high vs UGI's 78.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.27x | 0.21x | -0.24x | -0.05x |
| 52-Week HighHighest price in past year | $41.34 | $98.75 | $134.49 | $55.99 |
| 52-Week LowLowest price in past year | $31.62 | $63.88 | $111.22 | $39.10 |
| % of 52W HighCurrent price vs 52-week peak | +78.2% | +94.5% | +92.8% | +89.4% |
| RSI (14)Momentum oscillator 0–100 | 37.1 | 54.3 | 40.7 | 23.4 |
| Avg Volume (50D)Average daily shares traded | 1.5M | 8.7M | 3.5M | 258K |
Analyst Outlook
Evenly matched — UGI and NEE each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: UGI as "Buy", NEE as "Buy", DUK as "Hold", NWN as "Hold". Consensus price targets imply 30.0% upside for UGI (target: $42) vs 5.2% for NEE (target: $98). For income investors, UGI offers the higher dividend yield at 4.55% vs NEE's 2.40%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | $42.00 | $98.13 | $135.44 | $57.00 |
| # AnalystsCovering analysts | 10 | 36 | 31 | 8 |
| Dividend YieldAnnual dividend ÷ price | +4.5% | +2.4% | +3.4% | +3.8% |
| Dividend StreakConsecutive years of raises | 0 | 30 | 1 | 7 |
| Dividend / ShareAnnual DPS | $1.47 | $2.24 | $4.25 | $1.89 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.5% | 0.0% | 0.0% | 0.0% |
UGI leads in 2 of 6 categories — strongest in Valuation Metrics and Profitability & Efficiency. 4 categories are tied.
UGI vs NEE vs DUK vs NWN: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is UGI or NEE or DUK or NWN a better buy right now?
For growth investors, Northwest Natural Holding Company (NWN) is the stronger pick with 11.
8% revenue growth year-over-year, versus 1. 1% for UGI Corporation (UGI). UGI Corporation (UGI) offers the better valuation at 10. 5x trailing P/E (10. 6x forward), making it the more compelling value choice. Analysts rate UGI Corporation (UGI) a "Buy" — based on 10 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — UGI or NEE or DUK or NWN?
On trailing P/E, UGI Corporation (UGI) is the cheapest at 10.
5x versus NextEra Energy, Inc. at 28. 4x. On forward P/E, UGI Corporation is actually cheaper at 10. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Duke Energy Corporation wins at 0. 63x versus Northwest Natural Holding Company's 4. 55x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — UGI or NEE or DUK or NWN?
Over the past 5 years, Duke Energy Corporation (DUK) delivered a total return of +44.
0%, compared to -13. 1% for UGI Corporation (UGI). Over 10 years, the gap is even starker: NEE returned +266. 0% versus UGI's +9. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — UGI or NEE or DUK or NWN?
By beta (market sensitivity over 5 years), Duke Energy Corporation (DUK) is the lower-risk stock at -0.
24β versus UGI Corporation's 0. 27β — meaning UGI is approximately -209% more volatile than DUK relative to the S&P 500. On balance sheet safety, NextEra Energy, Inc. (NEE) carries a lower debt/equity ratio of 144% versus 187% for Northwest Natural Holding Company — giving it more financial flexibility in a downturn.
05Which is growing faster — UGI or NEE or DUK or NWN?
By revenue growth (latest reported year), Northwest Natural Holding Company (NWN) is pulling ahead at 11.
8% versus 1. 1% for UGI Corporation (UGI). On earnings-per-share growth, the picture is similar: UGI Corporation grew EPS 147. 2% year-over-year, compared to -2. 4% for NextEra Energy, Inc.. Over a 3-year CAGR, NEE leads at 9. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — UGI or NEE or DUK or NWN?
NextEra Energy, Inc.
(NEE) is the more profitable company, earning 24. 9% net margin versus 8. 8% for Northwest Natural Holding Company — meaning it keeps 24. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NWN leads at 31. 4% versus 15. 2% for UGI. At the gross margin level — before operating expenses — NEE leads at 62. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is UGI or NEE or DUK or NWN more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Duke Energy Corporation (DUK) is the more undervalued stock at a PEG of 0. 63x versus Northwest Natural Holding Company's 4. 55x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, UGI Corporation (UGI) trades at 10. 6x forward P/E versus 23. 1x for NextEra Energy, Inc. — 12. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for UGI: 30. 0% to $42. 00.
08Which pays a better dividend — UGI or NEE or DUK or NWN?
All stocks in this comparison pay dividends.
UGI Corporation (UGI) offers the highest yield at 4. 5%, versus 2. 4% for NextEra Energy, Inc. (NEE).
09Is UGI or NEE or DUK or NWN better for a retirement portfolio?
For long-horizon retirement investors, Duke Energy Corporation (DUK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
24), 3. 4% yield, +104. 1% 10Y return). Both have compounded well over 10 years (DUK: +104. 1%, UGI: +9. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between UGI and NEE and DUK and NWN?
Both stocks operate in the Utilities sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: UGI is a small-cap deep-value stock; NEE is a mid-cap quality compounder stock; DUK is a mid-cap income-oriented stock; NWN is a small-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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