Regulated Gas
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UGI vs SR
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Gas
UGI vs SR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Regulated Gas | Regulated Gas |
| Market Cap | $7.52B | $5.09B |
| Revenue (TTM) | $7.34B | $2.47B |
| Net Income (TTM) | $600M | $358M |
| Gross Margin | 49.0% | 73.3% |
| Operating Margin | 14.6% | 22.1% |
| Forward P/E | 11.5x | 16.6x |
| Total Debt | $7.56B | $5.24B |
| Cash & Equiv. | $355M | $6M |
UGI vs SR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| UGI Corporation (UGI) | 100 | 110.0 | +10.0% |
| Spire Inc. (SR) | 100 | 118.2 | +18.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: UGI vs SR
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 growth exposure and defensive.
- Rev growth 1.1%, EPS growth 147.2%, 3Y rev CAGR -10.3%
- Beta 0.27, yield 4.2%, current ratio 0.89x
- 1.1% revenue growth vs SR's -4.5%
SR is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 12 yrs, beta 0.06, yield 3.6%
- 73.8% 10Y total return vs UGI's 17.2%
- Lower volatility, beta 0.06, current ratio 0.32x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 1.1% revenue growth vs SR's -4.5% | |
| Value | Lower P/E (11.5x vs 16.6x) | |
| Quality / Margins | 14.5% margin vs UGI's 8.2% | |
| Stability / Safety | Beta 0.06 vs UGI's 0.27, lower leverage | |
| Dividends | 4.2% yield, vs SR's 3.6% | |
| Momentum (1Y) | +16.7% vs UGI's +8.9% | |
| Efficiency (ROA) | 3.8% ROA vs SR's 2.9%, ROIC 7.1% vs 4.7% |
UGI vs SR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
UGI vs SR — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
SR leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
UGI is the larger business by revenue, generating $7.3B annually — 3.0x SR's $2.5B. SR is the more profitable business, keeping 14.5% of every revenue dollar as net income compared to UGI's 8.2%. On growth, UGI holds the edge at +2.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $7.3B | $2.5B |
| EBITDAEarnings before interest/tax | $1.6B | $864M |
| Net IncomeAfter-tax profit | $600M | $358M |
| Free Cash FlowCash after capex | $282M | -$2.7B |
| Gross MarginGross profit ÷ Revenue | +49.0% | +73.3% |
| Operating MarginEBIT ÷ Revenue | +14.6% | +22.1% |
| Net MarginNet income ÷ Revenue | +8.2% | +14.5% |
| FCF MarginFCF ÷ Revenue | +3.8% | -108.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | +2.6% | -9.0% |
| EPS Growth (YoY)Latest quarter vs prior year | -23.0% | +31.1% |
Valuation Metrics
UGI leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 11.3x trailing earnings, UGI trades at a 43% valuation discount to SR's 19.7x P/E. Adjusting for growth (PEG ratio), SR offers better value at 0.79x vs UGI's 2.78x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $7.5B | $5.1B |
| Enterprise ValueMkt cap + debt − cash | $14.7B | $10.3B |
| Trailing P/EPrice ÷ TTM EPS | 11.33x | 19.73x |
| Forward P/EPrice ÷ next-FY EPS est. | 11.51x | 16.60x |
| PEG RatioP/E ÷ EPS growth rate | 2.78x | 0.79x |
| EV / EBITDAEnterprise value multiple | 8.83x | 12.56x |
| Price / SalesMarket cap ÷ Revenue | 1.03x | 2.06x |
| Price / BookPrice ÷ Book value/share | 1.60x | 1.49x |
| Price / FCFMarket cap ÷ FCF | 19.29x | — |
Profitability & Efficiency
UGI leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
UGI delivers a 12.2% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $10 for SR. SR carries lower financial leverage with a 1.54x debt-to-equity ratio, signaling a more conservative balance sheet compared to UGI's 1.58x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +12.2% | +10.4% |
| ROA (TTM)Return on assets | +3.8% | +2.9% |
| ROICReturn on invested capital | +7.1% | +4.7% |
| ROCEReturn on capital employed | +8.3% | +5.8% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 1.58x | 1.54x |
| Net DebtTotal debt minus cash | $7.2B | $5.2B |
| Cash & Equiv.Liquid assets | $355M | $6M |
| Total DebtShort + long-term debt | $7.6B | $5.2B |
| Interest CoverageEBIT ÷ Interest expense | 2.69x | 2.62x |
Total Returns (Dividends Reinvested)
SR leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SR five years ago would be worth $13,210 today (with dividends reinvested), compared to $9,428 for UGI. Over the past 12 months, SR leads with a +16.7% total return vs UGI's +8.9%. The 3-year compound annual growth rate (CAGR) favors SR at 11.8% vs UGI's 9.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -5.9% | +4.6% |
| 1-Year ReturnPast 12 months | +8.9% | +16.7% |
| 3-Year ReturnCumulative with dividends | +31.3% | +39.7% |
| 5-Year ReturnCumulative with dividends | -5.7% | +32.1% |
| 10-Year ReturnCumulative with dividends | +17.2% | +73.8% |
| CAGR (3Y)Annualised 3-year return | +9.5% | +11.8% |
Risk & Volatility
SR leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
SR is the less volatile stock with a 0.06 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. SR currently trades 90.5% from its 52-week high vs UGI's 84.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.27x | 0.06x |
| 52-Week HighHighest price in past year | $41.34 | $95.31 |
| 52-Week LowLowest price in past year | $31.62 | $69.94 |
| % of 52W HighCurrent price vs 52-week peak | +84.7% | +90.5% |
| RSI (14)Momentum oscillator 0–100 | 38.1 | 44.7 |
| Avg Volume (50D)Average daily shares traded | 1.4M | 338K |
Analyst Outlook
Evenly matched — UGI and SR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates UGI as "Buy" and SR as "Buy". Consensus price targets imply 19.9% upside for UGI (target: $42) vs 12.5% for SR (target: $97). For income investors, UGI offers the higher dividend yield at 4.20% vs SR's 3.60%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $42.00 | $97.00 |
| # AnalystsCovering analysts | 10 | 15 |
| Dividend YieldAnnual dividend ÷ price | +4.2% | +3.6% |
| Dividend StreakConsecutive years of raises | 0 | 12 |
| Dividend / ShareAnnual DPS | $1.47 | $3.10 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.4% | 0.0% |
SR leads in 3 of 6 categories (Income & Cash Flow, Total Returns). UGI leads in 2 (Valuation Metrics, Profitability & Efficiency). 1 tied.
UGI vs SR: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is UGI or SR a better buy right now?
For growth investors, UGI Corporation (UGI) is the stronger pick with 1.
1% revenue growth year-over-year, versus -4. 5% for Spire Inc. (SR). UGI Corporation (UGI) offers the better valuation at 11. 3x trailing P/E (11. 5x 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 SR?
On trailing P/E, UGI Corporation (UGI) is the cheapest at 11.
3x versus Spire Inc. at 19. 7x. On forward P/E, UGI Corporation is actually cheaper at 11. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Spire Inc. wins at 0. 67x versus UGI Corporation's 2. 82x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — UGI or SR?
Over the past 5 years, Spire Inc.
(SR) delivered a total return of +32. 1%, compared to -5. 7% for UGI Corporation (UGI). Over 10 years, the gap is even starker: SR returned +73. 8% versus UGI's +17. 2%. 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 SR?
By beta (market sensitivity over 5 years), Spire Inc.
(SR) is the lower-risk stock at 0. 06β versus UGI Corporation's 0. 27β — meaning UGI is approximately 314% more volatile than SR relative to the S&P 500. On balance sheet safety, Spire Inc. (SR) carries a lower debt/equity ratio of 154% versus 158% for UGI Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — UGI or SR?
By revenue growth (latest reported year), UGI Corporation (UGI) is pulling ahead at 1.
1% versus -4. 5% for Spire Inc. (SR). On earnings-per-share growth, the picture is similar: UGI Corporation grew EPS 147. 2% year-over-year, compared to 4. 3% for Spire Inc.. Over a 3-year CAGR, SR leads at 4. 0% 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 SR?
Spire Inc.
(SR) is the more profitable company, earning 11. 0% net margin versus 9. 3% for UGI Corporation — meaning it keeps 11. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SR leads at 21. 2% versus 15. 2% for UGI. At the gross margin level — before operating expenses — SR leads at 78. 1%, 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 SR 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, Spire Inc. (SR) is the more undervalued stock at a PEG of 0. 67x versus UGI Corporation's 2. 82x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, UGI Corporation (UGI) trades at 11. 5x forward P/E versus 16. 6x for Spire Inc. — 5. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for UGI: 19. 9% to $42. 00.
08Which pays a better dividend — UGI or SR?
All stocks in this comparison pay dividends.
UGI Corporation (UGI) offers the highest yield at 4. 2%, versus 3. 6% for Spire Inc. (SR).
09Is UGI or SR better for a retirement portfolio?
For long-horizon retirement investors, Spire Inc.
(SR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 06), 3. 6% yield). Both have compounded well over 10 years (SR: +73. 8%, UGI: +17. 2%), 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 SR?
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; SR 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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