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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (74596)12/30/2023 10:17:49 AM
From: E_K_S  Read Replies (3) of 78470
 
Ugi Corp(UGI) - Analyst sees a 50% upside to a price of $36/share

UGI a Dividend Aristocrat yielding 6%; uninterrupted dividend streak for 139 years!

DOWN 41% YTD With A 7% Yield! | Time To BUY This 52 Week Low Stock? | UGI Stock Analysis! |

(link To YouTube Video Value Analysis - 12 days ago)
bit.ly

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Analysts does say this company is in a cyclical business and now in their down cycle. Over last 5 years has grown their dividend 8.5%. Reason for loss last year was the write down of the 'goodwill' from their AmeriGas division.

My takeaway is both the (1) Discounted Cash Flow valuation Model & (2) Dividend Discount Model show fair value for UGI is at/near $36.00/share. This is similar to my analysis using similar & other fair value analysis. On top of that, management in October 2023 hired Goldman Sachs to review the company assets & operations to see ways to increase shareholder value.

If you are a long term investor with a 10 year horizon and want to add income to your portfolio at a 50% undervalued price, UGI is one to look at.
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