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Stock Comparison

UGI vs SR

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
UGI
UGI Corporation

Regulated Gas

UtilitiesNYSE • US
Market Cap$7.52B
5Y Perf.+10.0%
SR
Spire Inc.

Regulated Gas

UtilitiesNYSE • US
Market Cap$5.09B
5Y Perf.+18.2%

UGI vs SR — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
UGI logoUGI
SR logoSR
IndustryRegulated GasRegulated Gas
Market Cap$7.52B$5.09B
Revenue (TTM)$7.34B$2.47B
Net Income (TTM)$600M$358M
Gross Margin49.0%73.3%
Operating Margin14.6%22.1%
Forward P/E11.5x16.6x
Total Debt$7.56B$5.24B
Cash & Equiv.$355M$6M

UGI vs SRLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

UGI
SR
StockMay 20May 26Return
UGI Corporation (UGI)100110.0+10.0%
Spire Inc. (SR)100118.2+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.

Bottom line: UGI leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Spire Inc. is the stronger pick specifically for profitability and margin quality and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
UGI
UGI Corporation
The Growth Play

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%
Best for: growth exposure and defensive
SR
Spire Inc.
The Income Pick

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
Best for: income & stability and long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthUGI logoUGI1.1% revenue growth vs SR's -4.5%
ValueUGI logoUGILower P/E (11.5x vs 16.6x)
Quality / MarginsSR logoSR14.5% margin vs UGI's 8.2%
Stability / SafetySR logoSRBeta 0.06 vs UGI's 0.27, lower leverage
DividendsUGI logoUGI4.2% yield, vs SR's 3.6%
Momentum (1Y)SR logoSR+16.7% vs UGI's +8.9%
Efficiency (ROA)UGI logoUGI3.8% 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

UGIUGI Corporation
FY 2025
Non-utility
80.8%$5.5B
Utility
24.4%$1.7B
Utility, Other
-0.0%$-1,000,000
Off System Sales and Capacity Releases
-1.2%$-79,000,000
Peaking
-1.6%$-111,000,000
Energy Marketing
-2.3%$-159,000,000
SRSpire Inc.
FY 2025
Gas Utility
87.6%$2.2B
Gas Marketing
6.2%$157M
Midstream
6.2%$156M

UGI vs SR — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLSRLAGGINGUGI

Income & Cash Flow (Last 12 Months)

SR leads this category, winning 4 of 6 comparable metrics.

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.

MetricUGI logoUGIUGI CorporationSR logoSRSpire Inc.
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%
SR leads this category, winning 4 of 6 comparable metrics.

Valuation Metrics

UGI leads this category, winning 4 of 6 comparable 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.

MetricUGI logoUGIUGI CorporationSR logoSRSpire Inc.
Market CapShares × price$7.5B$5.1B
Enterprise ValueMkt cap + debt − cash$14.7B$10.3B
Trailing P/EPrice ÷ TTM EPS11.33x19.73x
Forward P/EPrice ÷ next-FY EPS est.11.51x16.60x
PEG RatioP/E ÷ EPS growth rate2.78x0.79x
EV / EBITDAEnterprise value multiple8.83x12.56x
Price / SalesMarket cap ÷ Revenue1.03x2.06x
Price / BookPrice ÷ Book value/share1.60x1.49x
Price / FCFMarket cap ÷ FCF19.29x
UGI leads this category, winning 4 of 6 comparable metrics.

Profitability & Efficiency

UGI leads this category, winning 5 of 8 comparable metrics.

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.

MetricUGI logoUGIUGI CorporationSR logoSRSpire Inc.
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 0–955
Debt / EquityFinancial leverage1.58x1.54x
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 expense2.69x2.62x
UGI leads this category, winning 5 of 8 comparable metrics.

Total Returns (Dividends Reinvested)

SR leads this category, winning 6 of 6 comparable metrics.

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.

MetricUGI logoUGIUGI CorporationSR logoSRSpire Inc.
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%
SR leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

SR leads this category, winning 2 of 2 comparable metrics.

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.

MetricUGI logoUGIUGI CorporationSR logoSRSpire Inc.
Beta (5Y)Sensitivity to S&P 5000.27x0.06x
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 0–10038.144.7
Avg Volume (50D)Average daily shares traded1.4M338K
SR leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

Evenly matched — UGI and SR each lead in 1 of 2 comparable metrics.

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%.

MetricUGI logoUGIUGI CorporationSR logoSRSpire Inc.
Analyst RatingConsensus buy/hold/sellBuyBuy
Price TargetConsensus 12-month target$42.00$97.00
# AnalystsCovering analysts1015
Dividend YieldAnnual dividend ÷ price+4.2%+3.6%
Dividend StreakConsecutive years of raises012
Dividend / ShareAnnual DPS$1.47$3.10
Buyback YieldShare repurchases ÷ mkt cap+0.4%0.0%
Evenly matched — UGI and SR each lead in 1 of 2 comparable metrics.
Key Takeaway

SR leads in 3 of 6 categories (Income & Cash Flow, Total Returns). UGI leads in 2 (Valuation Metrics, Profitability & Efficiency). 1 tied.

Best OverallSpire Inc. (SR)Leads 3 of 6 categories
Loading custom metrics...

UGI vs SR: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is 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.

02

Which 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.

03

Which 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.

04

Which 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.

05

Which 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.

06

Which 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.

07

Is 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.

08

Which 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).

09

Is 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.

10

What 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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UGI

Income & Dividend Stock

  • Sector: Utilities
  • Market Cap > $100B
  • Net Margin > 5%
  • Dividend Yield > 1.6%
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SR

Income & Dividend Stock

  • Sector: Utilities
  • Market Cap > $100B
  • Net Margin > 8%
  • Dividend Yield > 1.4%
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Beat Both

Find stocks that outperform UGI and SR on the metrics below

Revenue Growth>
%
(UGI: 2.6% · SR: -9.0%)
Net Margin>
%
(UGI: 8.2% · SR: 14.5%)
P/E Ratio<
x
(UGI: 11.3x · SR: 19.7x)

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