UGI Corp (NYSE:UGI)

CAPS Rating: 5 out of 5

A holding company that distributes and markets energy products and related services. A domestic and international retail distributor of propane and butane; a provider of natural gas and electric service; and a provider of heating and cooling services.

UGI News and Commentary

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Wall Street

4 Outperform
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Top UGI Bull/Bear Pitches

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williamkirtley (< 20)
Submitted April 19, 2013

i see natural gas being the main energy sourse for the trucking ind. in the future..... also like this companys numbers

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UGI VS S&P 500 (SPY)

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Recent Community Commentary

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Recs

0
Member Avatar TMFBigFrog (98.11) Submitted: 12/27/2014 3:10:49 AM : Outperform Start Price: $36.34 UGI Score: +8.86

The iPIG portfolio is making another trek into the utilities business with an intent to purchase shares of UGI Corp (NYSE: UGI). Outside of Pennsylvania (and a small sliver or Maryland), UGI is probably best known as the company that owns the general partner of AmeriGas (NYSE: APU), America's largest retail propane marketer.

It's also fairly large in LPG (liquefied propane gas) internationally, particularly in France, Belgium, the Netherlands, and Luxembourg, and the company also boasts Chinese, Eastern/Central Europe, and UK-based LPG operations.

Domestically, it also has utility operations, including distribution, utility, and power generation in Pennsylvania -- mostly natural gas. It also has a small ownership stake in a coal fired power plant and is into some solar and landfill gas recovery power generation, as well.

Valuation: I estimate fair value for the company of around $7.0 billion, making its recent market price of around $6.7 billion in the neighborhood of fairly priced, but still in the area where I'd be willing to buy. Risks to that model include sustained low energy prices, which could trigger a price war in those parts of its business that are subject to competition, somewhat offset by the company's prime position to be transporting some of that energy in the form of gas from the Marcellus shale.

Balance Sheet: It looks reasonable, with about a 1:1 debt to equity ratio, $400 million+ in cash and equivalents, and a current ratio of around 1.2. It doesn't look like the company should have any substantial troubles rolling over its debt in the near future, though it does have a decent chunk due in 2016.

Dividend: Sufficiently covered with a 40% payout ratio and a 27 year history of dividend growth.

Diversification: UGI looks like something of a mix between the old NV Energy shares that the iPIG portfolio lost when Warren Buffett's Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) bought it out and Kinder Morgan (NYSE: KMI), the pipeline giant currently held in the iPIG portfolio. UGI looks a little less complicated than Kinder Morgan, though, and it's a little easier to peg UGI as decently priced compared to its intrinsic value. From a diversification perspective, the overlap with Kinder Morgan from a energy transport perspective means it's not ideal, but when put in perspective in the balancing act of investing ( http://www.fool.com/investing/general/2012/12/31/the-great-i... ), it looks like it can still fit.

Next Steps: Once the Fool's disclosure policy allows (the window opens Wednesday), I intend to buy about $2,500 worth of UGI's shares for the iPIG portfolio, as long as they're trading below $40 each. If they're not trading below that price, I expect to make it a limit order good through about the end of January and then re-evaluate once the next round of earnings come through.

Best regards,
-Chuck
Inside Value Home Fool
Disclosure: I own shares of Kinder Morgan

Recs

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Member Avatar antelopehunt (< 20) Submitted: 9/6/2014 5:03:28 PM : Outperform Start Price: $33.21 UGI Score: +16.84

Continued growth and increasing dividend. Expanding international markets in NG.

Recs

0
Member Avatar asilverp (65.70) Submitted: 8/29/2014 11:35:26 AM : Outperform Start Price: $32.72 UGI Score: +18.85

Everything having to do with natural gas seems to be soaring right now. Also: Good momentum + P/S. Glad the other fools agree with me.

Leaderboard

Find the members with the highest scoring picks in UGI.

Score Leader

SwissBanker

SwissBanker (82.17) Score: +203.80

The Score Leader is the player with the highest score across all their picks in UGI.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
SwissBanker 82.17 7/30/2007 Outperform NS $12.35 +289.26% +85.46% +203.80 0 Comment
stevenrthompson < 20 7/30/2007 Outperform 5Y $12.35 +289.26% +85.46% +203.80 0 Comment
coney55 65.70 11/26/2007 Outperform 5Y $12.51 +284.28% +86.51% +197.77 0 Comment
cfreddyretire < 20 10/16/2007 Outperform 1Y $12.93 +271.83% +74.45% +197.38 0 Comment
dwh101 74.98 10/16/2007 Outperform 3M $12.93 +271.83% +74.45% +197.38 0 Comment
cocchetto 62.63 9/13/2006 Outperform 3M $11.89 +304.39% +107.68% +196.71 0 Comment
buypass < 20 11/23/2007 Outperform 3Y $12.53 +283.81% +88.28% +195.54 0 Comment
iwozthere 98.94 10/16/2006 Outperform 1Y $12.18 +294.67% +99.91% +194.76 0 Comment
kbatl < 20 10/8/2007 Outperform NS $13.08 +267.58% +73.81% +193.77 0 Comment
TimeClocks 89.63 11/28/2007 Outperform NS $12.66 +279.74% +86.82% +192.92 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackJanney 83.00 11/14/2016 Outperform NS $41.66 +15.44% +18.47% -3.03 0 Comment
TrackBMOCapital < 20 4/27/2012 Outperform NS $16.86 +185.18% +82.89% +102.28 0 Comment
TrackJimCramer 84.96 7/19/2011 Outperform 3W $17.64 +172.55% +93.71% +78.84 0 Comment
TrackCitigroup 93.29 3/4/2010 Outperform NS $13.28 +262.06% +128.64% +133.42 0 Comment

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