WallStSmart

Centuri Holdings, Inc. (CTRI)vsUGI Corporation (UGI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

UGI Corporation generates 133% more annual revenue ($7.36B vs $3.16B). UGI leads profitability with a 8.7% profit margin vs 1.0%. CTRI appears more attractively valued with a PEG of 1.01. UGI earns a higher WallStSmart Score of 62/100 (C+).

CTRI

Buy

59

out of 100

Grade: C

Growth: 8.0Profit: 4.0Value: 6.0Quality: 6.0
Piotroski: 6/9Altman Z: 1.79

UGI

Buy

62

out of 100

Grade: C+

Growth: 4.0Profit: 7.0Value: 6.7Quality: 3.8
Piotroski: 3/9Altman Z: 1.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CTRIUndervalued (+62.9%)

Margin of Safety

+62.9%

Fair Value

$84.73

Current Price

$33.20

$51.53 discount

UndervaluedFair: $84.73Overvalued
UGIUndervalued (+20.5%)

Margin of Safety

+20.5%

Fair Value

$47.97

Current Price

$32.45

$15.52 discount

UndervaluedFair: $47.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CTRI2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
31.5%10/10

Revenue surging 31.5% year-over-year

EPS GrowthGrowth
175.2%10/10

Earnings expanding 175.2% YoY

UGI3 strengths · Avg: 10.0/10
P/E RatioValuation
11.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
30.6%10/10

Strong operational efficiency at 30.6%

Areas to Watch

CTRI4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.794/10

Distress zone — elevated risk

Return on EquityProfitability
4.4%3/10

ROE of 4.4% — below average capital efficiency

Profit MarginProfitability
1.0%3/10

1.0% margin — thin

Debt/EquityHealth
1.813/10

Elevated debt levels

UGI4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
0.7%4/10

0.7% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
48.822/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.262/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CTRI

The strongest argument for CTRI centers on Revenue Growth, EPS Growth. Revenue growth of 31.5% demonstrates continued momentum. PEG of 1.01 suggests the stock is reasonably priced for its growth.

Bull Case : UGI

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

Bear Case : CTRI

The primary concerns for CTRI are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 92.2x leaves little room for execution misses. Debt-to-equity of 1.81 is elevated, increasing financial risk.

Bear Case : UGI

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

Key Dynamics to Monitor

CTRI profiles as a hypergrowth stock while UGI is a value play — different risk/reward profiles.

CTRI carries more volatility with a beta of 1.35 — expect wider price swings.

CTRI is growing revenue faster at 31.5% — sustainability is the question.

UGI generates stronger free cash flow (494M), providing more financial flexibility.

Bottom Line

UGI scores higher overall (62/100 vs 59/100). CTRI offers better value entry with a 62.9% margin of safety. 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.

Centuri Holdings, Inc.

UTILITIES · UTILITIES - REGULATED GAS · USA

Centuri Holdings, Inc. is a prominent infrastructure services provider focused on the utility sector, with a specialization in the installation and maintenance of energy and utility systems. Operating across North America, the company boasts a robust portfolio that includes pipeline installation and utility construction, essential for facilitating the transition to sustainable energy solutions. Centuri prioritizes safety and sustainability and employs innovative technologies to enhance operational efficiency and service delivery. Through strategic partnerships and a nimble business model, Centuri is well-positioned to adapt to the evolving utility landscape, offering significant growth potential and value creation for institutional investors.

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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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