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UGI · NYSE · STOCK

UGI (UGI) Stock Analysis

Utilities Updated September 05, 2026
$37.97
52W $31.62 – $41.34
57/100
$8.10B
12.1
0.95
AI Committee Verdict
Buy
57/100
Conviction: Contested · 67% agreement · 6 analysts
+1.3%
-0.7%
1.91:1
Contested

Is UGI Bullish or Bearish?

Bullish. Innellis AI committee rates UGI Corp (UGI) Buy with a composite score of 57/100 , based on 6 analysts with 67% agreement. Last updated September 05, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +17.77 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -2.23 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Value Analyst sees a compelling case — p/e of 13.6 is inexpensive for the broad market. Growth Analyst remains cautious — 3 consecutive earnings misses -- execution concerns. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • P/E of 13.6 is inexpensive for the broad market — Value
  • Price-to-book of 1.5x is a discount to asset value — Value
  • Dividend yield of 6.8% pays you to wait — Value
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
  • 3 consecutive earnings misses -- execution concerns — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Current ratio of 0.89 is tight -- limited short-term liquidity cushion — Risk
  • Bollinger bandwidth of 17.9% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 05, 2026
Overall Committee Score
57/100
Agreement
67%
Analysts
6
Conviction
Contested
Sector Rank
Top 28%
of 56 Utilities peers
Value Analyst bullish
80 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 13.6 is inexpensive for the broad market
Growth Analyst bearish
32 / 100 · High confidence
Growth story is weak, decelerating, or inconsistent
− 3 consecutive earnings misses -- execution concerns
Technical Analyst bullish
69 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Risk Analyst bearish
35 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.89 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
63 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.17 across 6 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3059.07)
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Investment Thesis Evolution

Committee score moved marginally from 57.2 to 57.2.

Comparing 2026-09-04 to 2026-09-05 (1 day apart).

Technical Analysis

RSI (14)
51.9
Neutral
MACD Histogram
0.028
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$37.53
Resistance
$38.30
Bollinger %B
0.62
Inside Bands
Price vs Moving Averages
EMA 9
$37.96 Above
EMA 21
$37.39 Above
EMA 50
$36.62 Above
EMA 200
$35.91 Above

Fundamental Analysis

Valuation
100
Growth
23
Profitability
57
Financial Health
57
Cash Flow
70
Valuation
P/E Ratio 12.1×
P/B Ratio 1.56×
PEG Ratio 0.20
Dividend Yield 3.97%
52W High $41.34
52W Low $31.62
Quality & Growth
ROE 1419.3%
ROA 438.5%
Gross Margin 4672.4%
Operating Margin 1404.9%
Revenue Growth YoY
Debt / Equity 1.29
AI Fundamental Assessment
P/E ratio of 12.1 (inexpensive relative to a 15-40x range); Price-to-book of 1.6x; PEG ratio of 0.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 14.2%; Return on assets of 4.4%; Net margin of 9.2%; Gross margin of 46.7%; Current ratio of 1.44 (tight short-term liquidity); Debt-to-equity of 1.29; Free cash flow per share is positive (0.87); Most recent quarter missed estimates by 83.3%; 3 consecutive earnings misses; EPS growth decelerating (+65.9% -> -109.6% QoQ); Average YoY EPS growth of -1900.0%; Analyst estimates falling over recent quarters
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