NiSource vs UGI
NI and UGI side by side, both in combination electric and gas, and other utility. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How NI and UGI compare
NiSource is the larger company, worth 2.7 times as much as UGI ($22.1B against $8.1B).
On earnings, UGI is cheaper: it trades at 12.6× trailing earnings, against 23.5× for NiSource.
NiSource grew revenue faster over the last twelve months (15.3% versus −0.49% for UGI).
UGI keeps more of each dollar of sales as profit, with a net margin of 9.2% compared with 8.2% at NiSource.
Both pay dividends: NiSource yields 2.0% and UGI 4.0%.
UGI scores higher on the StockData Score (16 against 6 for NiSource), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | NI | UGI |
|---|---|---|
| Size and price | ||
| Market cap | $22.1B | $8.1B |
| Share price | $46.05 | $37.72 |
| Change, 1 year | 5.5% | 9.1% |
| Change, 5 years | 82.6% | −14.1% |
| Beta (5Y) | 0.45 | 0.57 |
| Employees | 7,738 | 360 |
| StockData Score | ||
| Total score | 6 | 16 (better) |
| Valuation score | 0 | 5 (better) |
| Growth score | 2 | 2 |
| Performance score | 1 | 3 (better) |
| Health score | 0 | 2 (better) |
| Dividend score | 3 | 4 (better) |
| Valuation | ||
| P/E | 23.5× | 12.6× (better) |
| P/S | 1.9× | 1.1× (better) |
| P/B | 2.3× | 1.6× (better) |
| EV/EBITDA | 13.3× | 8.2× (better) |
| P/FCF | – | 43.3× |
| PEG | 5.02 | – |
| FCF yield | −7.1% | 2.3% (better) |
| Fair value | $41.12 | $50.22 |
| Margin of safety | −12.0% | 24.9% (better) |
| Growth | ||
| Revenue growth (TTM) | 15.3% (better) | −0.49% |
| Revenue growth, 5Y average | 7.8% (better) | 2.1% |
| Net income growth (TTM) | 4.9% | 60.5% (better) |
| EPS growth (TTM) | 3.2% | 57.4% (better) |
| EPS growth, 5Y average | – | 4.0% |
| Profitability | ||
| Gross margin | 86.4% (better) | 51.3% |
| Operating margin | 16.6% (better) | 16.2% |
| Net margin | 8.2% | 9.2% (better) |
| FCF margin | −13.7% | 2.6% (better) |
| Return on equity | 10.1% | 13.3% (better) |
| Return on invested capital | 5.7% | 9.2% (better) |
| Financial health | ||
| Debt / equity | 1.91 | 1.29 (better) |
| Net debt / EBITDA | 5.68 | 3.58 (better) |
| Interest coverage | 2.4× | 2.7× (better) |
| Current ratio | 0.50 | 1.44 (better) |
| Altman Z-score | 0.87 | 1.57 (better) |
| Piotroski F-score | 6 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | 2.0% | 4.0% (better) |
| Payout ratio | 60.8% | 48.0% |
| Years of dividend growth | 9 (better) | 0 |
| Dividend growth, 5Y average | 5.9% (better) | 2.7% |
| Buyback yield | −0.29% | 0.26% (better) |
| Shareholder yield | 1.7% | 4.2% (better) |
| Ownership | ||
| Held by institutions | 96.4% | 94.9% |
| Held by insiders | 0.37% | 0.20% |
| Insider net buying, 12 months | −$6.9M | −$2.6M (better) |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 4.2% | 5.9% |
Go deeper
- NI stock overview
- NI income statement
- NI valuation and score
- UGI stock overview
- UGI income statement
- UGI valuation and score
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- NI vs PCG
- NI vs PEG
- NI vs SRE
- NI vs WEC
For information only, not investment advice. Check the source filings before relying on any figure.