Atmos Energy Corp vs UGI Corp

Atmos Energy Corp (ATO) is slightly overvalued and UGI Corp (UGI) is slightly undervalued.

Against our estimates of intrinsic value, UGI trades at the wider discount: a margin of safety of +10%, against -9% for ATO.

Values as of the 22 Sept 2026 close.

Atmos Energy Corp (ATO)

Discounting its cash flows at 7.8% (average of 2 methods) values the shares at $143.75; the price of $157.34 is 9% above that value.

Leak Score 37/100 on 10 of 12 signals

UGI Corp (UGI)

Discounting its cash flows at 7.7% (average of 3 methods) values the shares at $41.00; the price of $36.85 is 10% below that value, and 80% of that value comes from beyond year five.

Leak Score 35/100 on 3 of 12 signals

MetricATOUGI
VerdictSlightly overvaluedSlightly undervalued
Price$157.34$36.85
Intrinsic value$143.75$41.00
Margin of safety-9%+10%
Leak Score37/100 (10/12)35/100 (3/12)
Market cap$26.6B$7.9B
Revenue growth, 5 years10.8%2.2%
Operating margin37.0%14.5%
Net margin28.5%9.2%
Return on equity9.8%13.3%
Debt to equity0.681.35
P/E18.7x12.3x
Forward P/E17.4x11.4x
P/B1.7x1.5x
Dividend yield2.5%4.1%

All stocks in Utilities - Regulated Gas