NI vs UGI
NI: A regulated utility provider transitioning its power generation fleet toward renewables to support the growing energy needs of data centers and hyperscalers. UGI: UGI is a diversified energy distributor operating regulated utilities and national/international propane and midstream energy businesses.
Side-by-side fundamentals
| Metric | NI | UGI | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $40.53 | $36.94 | |
| Market cap | $19.4B | $7.9B | |
| P/E as of 2026-10-08 | 21.48 | 13.63 | UGI lower |
| PEG as of 2026-10-08, 3-year EPS CAGR to FY2025 | 4.59 | n/a | |
| Net margin FY2025, SEC XBRL | +14.3% | +9.3% | NI higher |
| Operating margin FY2025, SEC XBRL | +28.1% | +15.2% | NI higher |
| ROE FY2025, SEC XBRL | +9.8% | +14.2% | UGI higher |
| ROA FY2025, SEC XBRL | +2.6% | +4.4% | UGI higher |
| Debt / equity as of 2026-09-03 | 1.82 | 1.35 | UGI lower |
| Revenue growth (YoY) as of 2026-09-03 | +12.7% | +0.2% | NI higher |
| Revenue CAGR (3y) SEC XBRL | +4.4% | -10.3% | NI higher |
| Dividend yield as of 2026-09-03 | +3.0% | +4.0% | UGI higher |
| Dividend streak (yrs) SEC XBRL | 10 | 11 | UGI higher |
| Beta as of 2026-09-03 | 0.33 | 0.31 | |
| 1-year return as of 2026-10-08 close | -7.7% | +14.2% | UGI higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.