WallStSmart

California Water Service Group (CWT)vsUGI Corporation (UGI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

UGI Corporation generates 634% more annual revenue ($7.34B vs $1.00B). CWT leads profitability with a 12.8% profit margin vs 8.2%. CWT appears more attractively valued with a PEG of 2.12. UGI earns a higher WallStSmart Score of 54/100 (C-).

CWT

Hold

47

out of 100

Grade: D+

Growth: 3.3Profit: 5.0Value: 6.0Quality: 2.8
Piotroski: 1/9Altman Z: 0.74

UGI

Buy

54

out of 100

Grade: C-

Growth: 2.7Profit: 6.5Value: 6.0Quality: 3.8
Piotroski: 3/9Altman Z: 1.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CWTUndervalued (+29.8%)

Margin of Safety

+29.8%

Fair Value

$62.85

Current Price

$42.24

$20.61 discount

UndervaluedFair: $62.85Overvalued
UGIUndervalued (+20.3%)

Margin of Safety

+20.3%

Fair Value

$47.85

Current Price

$37.57

$10.28 discount

UndervaluedFair: $47.85Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CWT1 strengths · Avg: 10.0/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

UGI3 strengths · Avg: 8.0/10
P/E RatioValuation
14.0x8/10

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

CWT4 concerns · Avg: 3.0/10
PEG RatioValuation
2.124/10

Expensive relative to growth rate

Return on EquityProfitability
7.7%3/10

ROE of 7.7% — below average capital efficiency

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-1.0%2/10

Revenue declined 1.0%

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 : CWT

The strongest argument for CWT centers on Price/Book.

Bull Case : UGI

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

Bear Case : CWT

The primary concerns for CWT are PEG Ratio, Return on Equity, Piotroski F-Score.

Bear Case : UGI

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

Key Dynamics to Monitor

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

UGI carries more volatility with a beta of 1.07 — expect wider price swings.

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

CWT generates stronger free cash flow (-104M), providing more financial flexibility.

Bottom Line

UGI scores higher overall (54/100 vs 47/100). CWT offers better value entry with a 29.8% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

California Water Service Group

UTILITIES · UTILITIES - REGULATED WATER · USA

California Water Service Group provides public water and related services in California, Washington, New Mexico and Hawaii. The company is headquartered in San Jose, California.

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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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