UGI Corp (UGI)
NYSEUtilitiesRegulated GasSnapshot 2026-11-04
$38.11-0.13%
Close 2026-11-04 · 1-day change
NYSEUtilitiesRegulated GasSnapshot 2026-11-04
QuarterlyIQ Insights · UGI
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -16.2% |
| Our one-year growth estimate | diamond | 5.6% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 21.8 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 2 industry peers
UGI — credit agreement
Dated 2026-11-02
Entry into a Material Definitive Agreement. On October 28, 2026, UGI Corporation (the “Company”) entered into that certain Second Amendment to Credit Agreement (the “Amendment”) by and among the Company, the lenders party thereto from time to time and JPMorgan Chase Bank, N.A., as administrative agent (the “Agent”), which amended the Credit Agreement, dated as of October 11, 2024 by and among the Company, the lenders party thereto from time to time and the Agent (as amended, the “Credit Agree…
Why it matters: UGI reported about $30 million in yearly savings from recent debt deals. Future reports can show if lower borrowing costs hold.
Supportive ifA later UGI report confirms the completed debt deals save about $30 million or more in borrowing costs each year.
Worry ifA later UGI report shows savings below $30 million a year or higher borrowing costs that offset them.
Why it matters: Management says AmeriGas is showing better volume retention. Winter demand will test whether those gains last.
Supportive ifThe next report shows AmeriGas kept more propane volume than in the prior-year winter period.
Worry ifThe next report shows AmeriGas kept less propane volume than in the prior-year winter period.
Why it matters: The settlement would lift gas rates in two steps. The first $40 million step is set for October 2026.
Supportive ifThe PA PUC approves the settlement with no changes. The $40 million rate increase starts in October 2026.
Worry ifThe PA PUC rejects the settlement, changes its terms, or delays the first rate increase past October 2026.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$74 on $10,000 · ±0.7% | How much price usually moves either way. |
| Bad day | $190 loss on $10,000 · 1.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,963 loss on $10,000 · 19.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.