STAR GROUP LP (SGU) Fundamental Analysis & Valuation
NYSE:SGU • US85512C1053
12.69 USD
-0.09 (-0.7%)
Last: Mar 11, 2026, 12:54 PM
This SGU fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
Taking everything into account, SGU scores 5 out of 10 in our fundamental rating. SGU was compared to 15 industry peers in the Gas Utilities industry. Both the profitability and the financial health of SGU get a neutral evaluation. Nothing too spectacular is happening here. SGU has a valuation in line with the averages, but on the other hand it scores bad on growth. Finally SGU also has an excellent dividend rating. These ratings could make SGU a good candidate for dividend investing.
1. SGU Profitability Analysis
1.1 Basic Checks
- In the past year SGU was profitable.
- In the past year SGU had a positive cash flow from operations.
- In the past 5 years SGU has always been profitable.
- Each year in the past 5 years SGU had a positive operating cash flow.
1.2 Ratios
- SGU has a Return On Assets of 5.76%. This is amongst the best in the industry. SGU outperforms 93.33% of its industry peers.
- With an excellent Return On Equity value of 18.85%, SGU belongs to the best of the industry, outperforming 93.33% of the companies in the same industry.
- Looking at the Return On Invested Capital, with a value of 12.28%, SGU belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.
- SGU had an Average Return On Invested Capital over the past 3 years of 10.55%. This is above the industry average of 6.13%.
- The last Return On Invested Capital (12.28%) for SGU is above the 3 year average (10.55%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.76% | ||
| ROE | 18.85% | ||
| ROIC | 12.28% |
ROA(3y)4.46%
ROA(5y)5.1%
ROE(3y)14.7%
ROE(5y)16.6%
ROIC(3y)10.55%
ROIC(5y)10.98%
1.3 Margins
- SGU has a worse Profit Margin (3.31%) than 86.67% of its industry peers.
- In the last couple of years the Profit Margin of SGU has remained more or less at the same level.
- SGU has a Operating Margin of 6.36%. This is amonst the worse of the industry: SGU underperforms 93.33% of its industry peers.
- SGU's Operating Margin has declined in the last couple of years.
- Looking at the Gross Margin, with a value of 32.15%, SGU is doing worse than 80.00% of the companies in the same industry.
- In the last couple of years the Gross Margin of SGU has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 6.36% | ||
| PM (TTM) | 3.31% | ||
| GM | 32.15% |
OM growth 3Y13.5%
OM growth 5Y-2.8%
PM growth 3Y30.27%
PM growth 5Y1.07%
GM growth 3Y9.34%
GM growth 5Y-0.51%
2. SGU Health Analysis
2.1 Basic Checks
- The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so SGU is still creating some value.
- The number of shares outstanding for SGU has been reduced compared to 1 year ago.
- Compared to 5 years ago, SGU has less shares outstanding
- The debt/assets ratio for SGU has been reduced compared to a year ago.
2.2 Solvency
- SGU has a debt to FCF ratio of 3.93. This is a good value and a sign of high solvency as SGU would need 3.93 years to pay back of all of its debts.
- Looking at the Debt to FCF ratio, with a value of 3.93, SGU belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.
- A Debt/Equity ratio of 0.73 indicates that SGU is somewhat dependend on debt financing.
- SGU's Debt to Equity ratio of 0.73 is amongst the best of the industry. SGU outperforms 86.67% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.73 | ||
| Debt/FCF | 3.93 | ||
| Altman-Z | N/A |
ROIC/WACC1.5
WACC8.19%
2.3 Liquidity
- SGU has a Current Ratio of 0.74. This is a bad value and indicates that SGU is not financially healthy enough and could expect problems in meeting its short term obligations.
- The Current ratio of SGU (0.74) is comparable to the rest of the industry.
- SGU has a Quick Ratio of 0.74. This is a bad value and indicates that SGU is not financially healthy enough and could expect problems in meeting its short term obligations.
- SGU has a Quick ratio of 0.58. This is comparable to the rest of the industry: SGU outperforms 53.33% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.74 | ||
| Quick Ratio | 0.58 |
3. SGU Growth Analysis
3.1 Past
- SGU shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 51.92%, which is quite impressive.
- The Earnings Per Share has been growing by 11.24% on average over the past years. This is quite good.
- The Revenue for SGU has decreased by -18.57% in the past year. This is quite bad
- The Revenue has been growing slightly by 3.99% on average over the past years.
EPS 1Y (TTM)51.92%
EPS 3Y28.95%
EPS 5Y11.24%
EPS Q2Q%12.66%
Revenue 1Y (TTM)-18.57%
Revenue growth 3Y-3.84%
Revenue growth 5Y3.99%
Sales Q2Q%10.49%
3.2 Future
- No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
- No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
3.3 Evolution
- No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
- No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
4. SGU Valuation Analysis
4.1 Price/Earnings Ratio
- The Price/Earnings ratio is 8.03, which indicates a very decent valuation of SGU.
- 93.33% of the companies in the same industry are more expensive than SGU, based on the Price/Earnings ratio.
- SGU is valuated cheaply when we compare the Price/Earnings ratio to 26.25, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.03 | ||
| Fwd PE | N/A |
4.2 Price Multiples
- Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of SGU indicates a rather cheap valuation: SGU is cheaper than 100.00% of the companies listed in the same industry.
- Based on the Price/Free Cash Flow ratio, SGU is valued cheaply inside the industry as 100.00% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 6.43 | ||
| EV/EBITDA | 3.79 |
4.3 Compensation for Growth
- SGU has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)0.71
EPS Next 2YN/A
EPS Next 3YN/A
5. SGU Dividend Analysis
5.1 Amount
- SGU has a Yearly Dividend Yield of 5.67%, which is a nice return.
- Compared to an average industry Dividend Yield of 3.56, SGU pays a better dividend. On top of this SGU pays more dividend than 93.33% of the companies listed in the same industry.
- Compared to an average S&P500 Dividend Yield of 1.82, SGU pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.67% |
5.2 History
- On average, the dividend of SGU grows each year by 7.36%, which is quite nice.
- SGU has been paying a dividend for at least 10 years, so it has a reliable track record.
- SGU has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)7.36%
Div Incr Years12
Div Non Decr Years15
5.3 Sustainability
- 43.35% of the earnings are spent on dividend by SGU. This is a bit on the high side, but may be sustainable.
- The dividend of SGU is growing, but earnings are growing more, so the dividend growth is sustainable.
DP43.35%
EPS Next 2YN/A
EPS Next 3YN/A
SGU Fundamentals: All Metrics, Ratios and Statistics
NYSE:SGU (3/11/2026, 12:54:53 PM)
12.69
-0.09 (-0.7%)
Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryGas Utilities
Earnings (Last)02-04 2026-02-04/amc
Earnings (Next)05-05 2026-05-05
Inst Owners31.12%
Inst Owner Change9.17%
Ins Owners15.17%
Ins Owner Change0%
Market Cap417.25M
Revenue(TTM)1.84B
Net Income(TTM)60.68M
Analysts80
Price TargetN/A
Short Float %0.17%
Short Ratio1.55
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.67% |
Yearly Dividend0.76
Dividend Growth(5Y)7.36%
DP43.35%
Div Incr Years12
Div Non Decr Years15
Ex-Date01-26 2026-01-26 (0.185)
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.03 | ||
| Fwd PE | N/A | ||
| P/S | 0.23 | ||
| P/FCF | 6.43 | ||
| P/OCF | 5.19 | ||
| P/B | 1.3 | ||
| P/tB | N/A | ||
| EV/EBITDA | 3.79 |
EPS(TTM)1.58
EY12.45%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)1.97
FCFY15.54%
OCF(TTM)2.44
OCFY19.25%
SpS55.83
BVpS9.79
TBVpS-2.79
PEG (NY)N/A
PEG (5Y)0.71
Graham Number18.65
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.76% | ||
| ROE | 18.85% | ||
| ROCE | 19.07% | ||
| ROIC | 12.28% | ||
| ROICexc | 12.65% | ||
| ROICexgc | 33.5% | ||
| OM | 6.36% | ||
| PM (TTM) | 3.31% | ||
| GM | 32.15% | ||
| FCFM | 3.53% |
ROA(3y)4.46%
ROA(5y)5.1%
ROE(3y)14.7%
ROE(5y)16.6%
ROIC(3y)10.55%
ROIC(5y)10.98%
ROICexc(3y)11.92%
ROICexc(5y)11.87%
ROICexgc(3y)54.87%
ROICexgc(5y)46.83%
ROCE(3y)14.66%
ROCE(5y)15.42%
ROICexgc growth 3Y21.13%
ROICexgc growth 5Y-5.05%
ROICexc growth 3Y7.42%
ROICexc growth 5Y-3.94%
OM growth 3Y13.5%
OM growth 5Y-2.8%
PM growth 3Y30.27%
PM growth 5Y1.07%
GM growth 3Y9.34%
GM growth 5Y-0.51%
F-Score6
Asset Turnover1.74
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.73 | ||
| Debt/FCF | 3.93 | ||
| Debt/EBITDA | 1.52 | ||
| Cap/Depr | 41.59% | ||
| Cap/Sales | 0.84% | ||
| Interest Coverage | 6.31 | ||
| Cash Conversion | 52.17% | ||
| Profit Quality | 106.87% | ||
| Current Ratio | 0.74 | ||
| Quick Ratio | 0.58 | ||
| Altman-Z | N/A |
F-Score6
WACC8.19%
ROIC/WACC1.5
Cap/Depr(3y)33.57%
Cap/Depr(5y)40.05%
Cap/Sales(3y)0.63%
Cap/Sales(5y)0.77%
Profit Quality(3y)266.62%
Profit Quality(5y)184.11%
High Growth Momentum
Growth
EPS 1Y (TTM)51.92%
EPS 3Y28.95%
EPS 5Y11.24%
EPS Q2Q%12.66%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-18.57%
Revenue growth 3Y-3.84%
Revenue growth 5Y3.99%
Sales Q2Q%10.49%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-5.91%
EBIT growth 3Y9.15%
EBIT growth 5Y1.08%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-55.88%
FCF growth 3Y54.46%
FCF growth 5Y-19.09%
OCF growth 1Y-48.52%
OCF growth 3Y27.91%
OCF growth 5Y-16.59%
STAR GROUP LP / SGU FAQ
What is the ChartMill fundamental rating of STAR GROUP LP (SGU) stock?
ChartMill assigns a fundamental rating of 5 / 10 to SGU.
What is the valuation status of STAR GROUP LP (SGU) stock?
ChartMill assigns a valuation rating of 5 / 10 to STAR GROUP LP (SGU). This can be considered as Fairly Valued.
How profitable is STAR GROUP LP (SGU) stock?
STAR GROUP LP (SGU) has a profitability rating of 6 / 10.
Can you provide the dividend sustainability for SGU stock?
The dividend rating of STAR GROUP LP (SGU) is 9 / 10 and the dividend payout ratio is 43.35%.