WallStSmart

Southwest Gas Holdings Inc (SWX)vsUGI Corporation (UGI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

UGI Corporation generates 278% more annual revenue ($7.34B vs $1.94B). SWX leads profitability with a 22.7% profit margin vs 8.2%. SWX appears more attractively valued with a PEG of 2.08. SWX earns a higher WallStSmart Score of 57/100 (C).

SWX

Buy

57

out of 100

Grade: C

Growth: 2.0Profit: 6.5Value: 7.3Quality: 4.8
Piotroski: 4/9Altman Z: 0.63

UGI

Buy

54

out of 100

Grade: C-

Growth: 2.7Profit: 6.5Value: 4.7Quality: 3.8
Piotroski: 3/9Altman Z: 1.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SWXSignificantly Overvalued (-289.0%)

Margin of Safety

-289.0%

Fair Value

$22.10

Current Price

$86.35

$64.25 premium

UndervaluedFair: $22.10Overvalued
UGISignificantly Overvalued (-108.4%)

Margin of Safety

-108.4%

Fair Value

$18.29

Current Price

$36.54

$18.25 premium

UndervaluedFair: $18.29Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SWX3 strengths · Avg: 9.0/10
Operating MarginProfitability
33.9%10/10

Strong operational efficiency at 33.9%

Profit MarginProfitability
22.7%9/10

Keeps 23 of every $100 in revenue as profit

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

UGI3 strengths · Avg: 8.0/10
P/E RatioValuation
13.1x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

Areas to Watch

SWX4 concerns · Avg: 3.3/10
PEG RatioValuation
2.084/10

Expensive relative to growth rate

P/E RatioValuation
25.7x4/10

Moderate valuation

Return on EquityProfitability
6.1%3/10

ROE of 6.1% — below average capital efficiency

Revenue GrowthGrowth
-13.1%2/10

Revenue declined 13.1%

UGI4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
2.6%4/10

2.6% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
48.822/10

Expensive relative to growth rate

EPS GrowthGrowth
-23.0%2/10

Earnings declined 23.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : SWX

The strongest argument for SWX centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 22.7% and operating margin at 33.9%.

Bull Case : UGI

The strongest argument for UGI centers on P/E Ratio, Price/Book, Operating Margin.

Bear Case : SWX

The primary concerns for SWX are PEG Ratio, P/E Ratio, Return on Equity.

Bear Case : UGI

The primary concerns for UGI are Revenue Growth, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

SWX profiles as a declining stock while UGI is a value play — different risk/reward profiles.

UGI carries more volatility with a beta of 1.09 — expect wider price swings.

UGI is growing revenue faster at 2.6% — sustainability is the question.

UGI generates stronger free cash flow (-155M), providing more financial flexibility.

Bottom Line

SWX scores higher overall (57/100 vs 54/100), backed by strong 22.7% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Southwest Gas Holdings Inc

UTILITIES · UTILITIES - REGULATED GAS · USA

Southwest Gas Holdings, Inc. purchases, distributes and transports natural gas in Arizona, Nevada and California. The company is headquartered in Las Vegas, Nevada.

UGI Corporation

UTILITIES · UTILITIES - REGULATED GAS · USA

UGI Corporation distributes, stores, transports, and markets energy products and related services in the United States and internationally. The company is headquartered in King of Prussia, Pennsylvania.

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