WallStSmart

NiSource Inc (NI)vsUGI Corporation (UGI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

UGI Corporation generates 8% more annual revenue ($7.36B vs $6.82B). NI leads profitability with a 14.1% profit margin vs 8.7%. NI appears more attractively valued with a PEG of 2.66. UGI earns a higher WallStSmart Score of 62/100 (C+).

NI

Buy

60

out of 100

Grade: C+

Growth: 5.3Profit: 7.0Value: 3.3Quality: 3.8
Piotroski: 4/9Altman Z: 0.59

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

NISignificantly Overvalued (-79.4%)

Margin of Safety

-79.4%

Fair Value

$24.89

Current Price

$47.03

$22.14 premium

UndervaluedFair: $24.89Overvalued
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

NI2 strengths · Avg: 9.0/10
Operating MarginProfitability
34.8%10/10

Strong operational efficiency at 34.8%

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

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

NI3 concerns · Avg: 2.0/10
PEG RatioValuation
2.662/10

Expensive relative to growth rate

Free Cash FlowQuality
$-362.90M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.592/10

Distress zone — elevated risk

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 : NI

The strongest argument for NI centers on Operating Margin, Price/Book.

Bull Case : UGI

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

Bear Case : NI

The primary concerns for NI are PEG Ratio, Free Cash Flow, Altman Z-Score.

Bear Case : UGI

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

Key Dynamics to Monitor

UGI carries more volatility with a beta of 0.97 — expect wider price swings.

NI is growing revenue faster at 8.2% — sustainability is the question.

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

Monitor UTILITIES - REGULATED GAS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

UGI scores higher overall (62/100 vs 60/100). 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.

NiSource Inc

UTILITIES · UTILITIES - REGULATED GAS · USA

NiSource Inc. is one of the largest fully regulated utility companies in the United States. The company is based in Merrillville, Indiana.

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.

Visit Website →

Want to dig deeper into these stocks?