Sector Alpha Week of 2026-07-28
20-quarter listed-company comparison

Utilities - Regulated Gas Stocks

Utilities - Regulated Gas: UGI Corporation owns the largest revenue base; Centuri Holdings, Inc. has the fastest current growth.

The industry itself · before any single company

How has Utilities - Regulated Gas moved against S&P 500?

The line below covers 5.2 years. Over the most recent two of them this industry is 11% behind S&P 500. Earnings across its companies grew 11% on average over the last four reported quarters.

ASLEEP · 1y −1.5%Moving with the index1 of 16 companies ahead of S&P 500 by 5% or more over three months1 is 20% or more behind over a year while earnings grew 20% or more

RS — · 9/16 >200d (+1) · 1/16 lead (+1) · EPS 11/16↑

200300202620252024202320222021 232348 TRAILING 12-MONTH EPS · 100 AT THE START0100121Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 13 reportingJun 2022 · trailing 12-month earnings per share at 101, against 100 at the start · no comparable year yet · 13 reportingSep 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 13 reportingDec 2022 · trailing 12-month earnings per share at 105, against 100 at the start · no comparable year yet · 13 reportingMar 2023 · trailing 12-month earnings per share at 103, against 100 at the start · up 3.1% on a year ago · 13 reportingJun 2023 · trailing 12-month earnings per share at 102, against 100 at the start · up 1.3% on a year ago · 13 reportingSep 2023 · trailing 12-month earnings per share at 97, against 100 at the start · down 3.3% on a year ago · 13 reportingDec 2023 · trailing 12-month earnings per share at 97, against 100 at the start · down 6.3% on a year ago · 13 reportingMar 2024 · trailing 12-month earnings per share at 98, against 100 at the start · up 1.4% on a year ago · 13 reportingJun 2024 · trailing 12-month earnings per share at 102, against 100 at the start · down 3.5% on a year ago · 13 reportingSep 2024 · trailing 12-month earnings per share at 99, against 100 at the start · down 0.2% on a year ago · 13 reportingDec 2024 · trailing 12-month earnings per share at 101, against 100 at the start · up 4.8% on a year ago · 13 reportingMar 2025 · trailing 12-month earnings per share at 104, against 100 at the start · up 2.4% on a year ago · 13 reportingJun 2025 · trailing 12-month earnings per share at 105, against 100 at the start · up 5.7% on a year ago · 13 reportingSep 2025 · trailing 12-month earnings per share at 109, against 100 at the start · up 12.7% on a year ago · 13 reportingDec 2025 · trailing 12-month earnings per share at 114, against 100 at the start · up 11.6% on a year ago · 13 reportingMar 2026 · trailing 12-month earnings per share at 121, against 100 at the start · up 13.4% on a year ago · 13 reportingNot reported yet — earnings trail price by a quarter or two121 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
200300202620252024202320222021 232348 TRAILING 12-MONTH EPS · 100 AT THE START0100121Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 13 reportingJun 2022 · trailing 12-month earnings per share at 101, against 100 at the start · no comparable year yet · 13 reportingSep 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 13 reportingDec 2022 · trailing 12-month earnings per share at 105, against 100 at the start · no comparable year yet · 13 reportingMar 2023 · trailing 12-month earnings per share at 103, against 100 at the start · up 3.1% on a year ago · 13 reportingJun 2023 · trailing 12-month earnings per share at 102, against 100 at the start · up 1.3% on a year ago · 13 reportingSep 2023 · trailing 12-month earnings per share at 97, against 100 at the start · down 3.3% on a year ago · 13 reportingDec 2023 · trailing 12-month earnings per share at 97, against 100 at the start · down 6.3% on a year ago · 13 reportingMar 2024 · trailing 12-month earnings per share at 98, against 100 at the start · up 1.4% on a year ago · 13 reportingJun 2024 · trailing 12-month earnings per share at 102, against 100 at the start · down 3.5% on a year ago · 13 reportingSep 2024 · trailing 12-month earnings per share at 99, against 100 at the start · down 0.2% on a year ago · 13 reportingDec 2024 · trailing 12-month earnings per share at 101, against 100 at the start · up 4.8% on a year ago · 13 reportingMar 2025 · trailing 12-month earnings per share at 104, against 100 at the start · up 2.4% on a year ago · 13 reportingJun 2025 · trailing 12-month earnings per share at 105, against 100 at the start · up 5.7% on a year ago · 13 reportingSep 2025 · trailing 12-month earnings per share at 109, against 100 at the start · up 12.7% on a year ago · 13 reportingDec 2025 · trailing 12-month earnings per share at 114, against 100 at the start · up 11.6% on a year ago · 13 reportingMar 2026 · trailing 12-month earnings per share at 121, against 100 at the start · up 13.4% on a year ago · 13 reportingNot reported yet — earnings trail price by a quarter or two121No earnings on file this far back — the price series reaches further than the filings do
Utilities - Regulated Gas, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling
Strength anatomy NarrowHow much of the industry is participating, how recently, and whether the movers score well.
Together1 of 16 stocks moving
Fresh1 crossed in the last 4 weeks
Backed by scoresmovers score −6 vs the industry average
Down the cap ladder — bar is now, tick is four weeks ago
Large 0/40
Mid 1/5+1
Small 0/70

Participation is spreading downward — the mid and small companies added more this month than the large ones did.

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 16 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

Sector relative strength · before individual stocks

Is Utilities - Regulated Gas outperforming S&P 500?

Utilities - Regulated Gas has underperformed S&P 500 by 0.9% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 5.6%. 4 of 16 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. New Jersey Resources Corporation is the strongest against the sector itself at +11.3%.

-5.6%Sector vs S&P 500 · 13 weeks
-0.9%Sector vs S&P 500 · 52 weeks
4/16Stocks leading S&P 500
5/16Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Utilities - Regulated Gas has underperformed S&P 500 by 0.9% over 52 weeks and 5.6% over 13 weeks. 4 of 16 covered companies beat the S&P 500 on Mansfield relative strength, while 5 of 16 beat the sector itself. UGI Corporation leads with revenue of $7,359 million, based on 15 of 16 comparable companies through Mar 2026.

Is the Utilities - Regulated Gas sector outperforming S&P 500?

Utilities - Regulated Gas has underperformed S&P 500 by 0.9% over 52 weeks and 5.6% over 13 weeks. 4 of 16 covered companies beat the S&P 500 on Mansfield relative strength, while 5 of 16 beat the sector itself.

Which Utilities - Regulated Gas company is largest by revenue?

UGI Corporation leads with revenue of $7,359 million, based on 15 of 16 comparable companies through Mar 2026.

Which Utilities - Regulated Gas company is growing fastest?

Centuri Holdings, Inc. has the fastest current revenue growth at 18.7%, across 15 of 16 comparable companies.

Which Utilities - Regulated Gas company has the strongest 4-Factor Sector Score?

Southwest Gas Holdings, Inc. ranks first at 62.9/100 with 86.2% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Utilities - Regulated Gas company reports the most CAPEX?

Atmos Energy Corporation reports the largest latest CAPEX at $1,004 million, with 16 of 16 companies comparable.

Which Utilities - Regulated Gas company has the least gross debt?

RGC Resources, Inc. has the lowest comparable gross debt at $147 million. NiSource Inc. has the highest at $16,767 million.

Which Utilities - Regulated Gas company has the lowest comparable PEG?

MDU Resources Group, Inc. has the lowest comparable Guarded PEG at 0.23, among 13 of 16 companies that pass the metric’s comparability rules.

How much history does this Utilities - Regulated Gas comparison include?

The page compares up to 20 reported quarters per company for fundamentals, CAPEX, debt and valuation, ending Mar 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Companies
16
complete canonical membership
Combined market value
$107.7B
Atmos Energy Corporation
Revenue growing
11/15
positive TTM year-on-year growth
Beating S&P 500
4/16
positive Mansfield relative strength
Global company selection
00 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Southwest Gas Holdings, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 86.2% evidence confidence.
MDU Resources Group, Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
New Jersey Resources Corporation has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is guarded: positive earnings, positive 5–60% three-year EPS growth, and a positive P/E are required.

1. Southwest Gas Holdings, Inc. · SWX

62.9/100 · Mixed-positive evidence · 86% evidence

Exact sum: 22.6 + 12.6 + 11.1 + 16.6 = 62.9

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

22.6/35Growth & earnings

Revenue -11.9% · PAT 100% · OPM change 8.9 pp

95% evidence

12.6/25Capital efficiency

ROCE 2.2% · debt/equity 0.85×

80% evidence

11.1/20Valuation

P/E 12.6× · PEG 1.47

65% evidence

16.6/20Relative strength

RS sector 4.5% · RS bench 2% · 1Y 19%

100% evidence

2. Chesapeake Utilities Corporation · CPK

59.8/100 · Mixed-positive evidence · 86% evidence

Exact sum: 20.6 + 13.6 + 10.3 + 15.3 = 59.8

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

20.6/35Growth & earnings

Revenue 17.3% · PAT 19.4% · OPM change -0.9 pp

95% evidence

13.6/25Capital efficiency

ROCE 2.9% · debt/equity 1.01×

80% evidence

10.3/20Valuation

P/E 20.3× · PEG 1.32

65% evidence

15.3/20Relative strength

RS sector 1.9% · RS bench -0.5% · 1Y 15.4%

100% evidence

3. UGI Corporation · UGI

58.4/100 · Mixed-positive evidence · 86% evidence

Exact sum: 20.2 + 12 + 14.9 + 11.3 = 58.4

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

20.2/35Growth & earnings

Revenue 0.6% · PAT 20.3% · OPM change 2 pp

95% evidence

12.0/25Capital efficiency

ROCE 5.2% · debt/equity 1.3×

80% evidence

14.9/20Valuation

P/E 12.6× · PEG 0.75

65% evidence

11.3/20Relative strength

RS sector -2% · RS bench -4.3% · 1Y 2.5%

100% evidence

4. New Jersey Resources Corporation · NJR

56.1/100 · Mixed-positive evidence · 86% evidence

Exact sum: 11.7 + 12.6 + 12.8 + 19 = 56.1

Decision use: Price leads the evidence: RS versus the benchmark is 8.6%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

11.7/35Growth & earnings

Revenue 5.1% · PAT -17.6% · OPM change 1.3 pp

95% evidence

12.6/25Capital efficiency

ROCE 4.4% · debt/equity 1.42×

80% evidence

12.8/20Valuation

P/E 16.3× · PEG 1.06

65% evidence

19.0/20Relative strength

RS sector 11.3% · RS bench 8.6% · 1Y 30.8%

100% evidence

5. Atmos Energy Corporation · ATO

55.4/100 · Mixed-positive evidence · 86% evidence

Exact sum: 24.1 + 15.6 + 8.1 + 7.6 = 55.4

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

24.1/35Growth & earnings

Revenue 8.8% · PAT 18.3% · OPM change 6.8 pp

95% evidence

15.6/25Capital efficiency

ROCE 2.8% · debt/equity 0.65×

80% evidence

8.1/20Valuation

P/E 22.7× · PEG 1.7

65% evidence

7.6/20Relative strength

RS sector -2.1% · RS bench -4.5% · 1Y 15.1%

100% evidence

6. Northwest Natural Holding Company · NWN

52.9/100 · Mixed-positive evidence · 86% evidence

Exact sum: 16.1 + 10.4 + 11.8 + 14.6 = 52.9

Decision use: Price leads the evidence: RS versus the benchmark is 0.3%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

16.1/35Growth & earnings

Revenue 5.8% · PAT 18.4% · OPM change 2 pp

95% evidence

10.4/25Capital efficiency

ROCE 3% · debt/equity 1.7×

80% evidence

11.8/20Valuation

P/E 18.2× · PEG 1.12

65% evidence

14.6/20Relative strength

RS sector 2.9% · RS bench 0.3% · 1Y 30.2%

100% evidence

7. Black Hills Corporation · BKH

51.4/100 · Mixed-positive evidence · 73% evidence

Exact sum: 14.4 + 10.8 + 12.8 + 13.4 = 51.4

Decision use: Price leads the evidence: RS versus the benchmark is 0%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

14.4/35Growth & earnings

Revenue — · PAT 3.1% · OPM change 0.4 pp

57% evidence

10.8/25Capital efficiency

ROCE 2.2% · debt/equity 1.16×

80% evidence

12.8/20Valuation

P/E 18.2× · PEG 0.96

65% evidence

13.4/20Relative strength

RS sector 2.5% · RS bench 0% · 1Y 29.4%

100% evidence

8. MDU Resources Group, Inc. · MDU

47.3/100 · Mixed-negative evidence · 86% evidence

Exact sum: 14.2 + 11.1 + 14.3 + 7.7 = 47.3

Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.

14.2/35Growth & earnings

Revenue -2.1% · PAT 0.5% · OPM change 2.4 pp

95% evidence

11.1/25Capital efficiency

ROCE 1.7% · debt/equity 0.89×

80% evidence

14.3/20Valuation

P/E 22.5× · PEG 0.23

65% evidence

7.7/20Relative strength

RS sector -1.5% · RS bench -3.9% · 1Y 20.7%

100% evidence

9. Suburban Propane Partners, L.P. · SPH

46.1/100 · Mixed-negative evidence · 80% evidence

Exact sum: 14.7 + 10.6 + 16 + 4.8 = 46.1

Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.

14.7/35Growth & earnings

Revenue -2.3% · PAT 42.5% · OPM change 1.6 pp

95% evidence

10.6/25Capital efficiency

ROCE 7.3% · debt/equity 1.83×

80% evidence

16.0/20Valuation

P/E 10.2× · PEG 0.27

65% evidence

4.8/20Relative strength

RS sector -6% · RS bench -8.3% · 1Y -0.6%

70% evidence

10. RGC Resources, Inc. · RGCO

45.6/100 · Mixed-negative evidence · 80% evidence

Exact sum: 18.4 + 11.9 + 5.6 + 9.7 = 45.6

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

18.4/35Growth & earnings

Revenue 17.8% · PAT 15.4% · OPM change -3.7 pp

95% evidence

11.9/25Capital efficiency

ROCE 3.9% · debt/equity 1.19×

80% evidence

5.6/20Valuation

P/E 16.5× · PEG 2.87

65% evidence

9.7/20Relative strength

RS sector -1.7% · RS bench -3.9% · 1Y 16.8%

70% evidence

11. Brookfield Infrastructure Corporation · BIPC

45.0/100 · Thin evidence · provisional · 58% evidence

Exact sum: 14.4 + 10.7 + 11.5 + 8.4 = 45

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

14.4/35Growth & earnings

Revenue -1.9% · PAT — · OPM change —

52% evidence

10.7/25Capital efficiency

ROCE 13.5% · debt/equity 7.06×

68% evidence

11.5/20Valuation

P/E -31.4× · PEG —

15% evidence

8.4/20Relative strength

RS sector -5.8% · RS bench -8.1% · 1Y 10.6%

100% evidence

12. Spire Inc. · SR

44.0/100 · Mixed-negative evidence · 86% evidence

Exact sum: 18.6 + 8.8 + 15 + 1.6 = 44

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

18.6/35Growth & earnings

Revenue 7.9% · PAT 27.3% · OPM change 1.3 pp

95% evidence

8.8/25Capital efficiency

ROCE 2.9% · debt/equity 2.32×

80% evidence

15.0/20Valuation

P/E 15.9× · PEG 0.4

65% evidence

1.6/20Relative strength

RS sector -6.7% · RS bench -9.1% · 1Y 11.2%

100% evidence

13. Centuri Holdings, Inc. · CTRI

39.6/100 · Mixed-negative evidence · 68% evidence

Exact sum: 23.1 + 6.6 + 8.7 + 1.2 = 39.6

Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -6.4% and the one-year return is 23.8%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.

23.1/35Growth & earnings

Revenue 18.7% · PAT — · OPM change 1.6 pp

71% evidence

6.6/25Capital efficiency

ROCE -0.3% · debt/equity 1.07×

80% evidence

8.7/20Valuation

P/E 86.4× · PEG —

15% evidence

1.2/20Relative strength

RS sector -6.4% · RS bench -8.8% · 1Y 23.8%

100% evidence

14. NiSource Inc. · NI

38.8/100 · Mixed-negative evidence · 86% evidence

Exact sum: 15.5 + 11.7 + 5.2 + 6.4 = 38.8

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

15.5/35Growth & earnings

Revenue 15% · PAT 7.3% · OPM change -0.1 pp

95% evidence

11.7/25Capital efficiency

ROCE 2.7% · debt/equity 1.41×

80% evidence

5.2/20Valuation

P/E 23.2× · PEG 2.68

65% evidence

6.4/20Relative strength

RS sector -2.3% · RS bench -4.7% · 1Y 7.4%

100% evidence

15. ONE Gas, Inc. · OGS

38.7/100 · Mixed-negative evidence · 86% evidence

Exact sum: 17.4 + 12.1 + 5.5 + 3.7 = 38.7

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

17.4/35Growth & earnings

Revenue 2.8% · PAT 12.8% · OPM change 3.5 pp

95% evidence

12.1/25Capital efficiency

ROCE 2.6% · debt/equity 0.96×

80% evidence

5.5/20Valuation

P/E 19.4× · PEG 2.78

65% evidence

3.7/20Relative strength

RS sector -5% · RS bench -7.4% · 1Y 11.3%

100% evidence

16. OPAL Fuels Inc. · OPAL

33.1/100 · Adverse evidence · 70% evidence

Exact sum: 13.7 + 7.9 + 8.5 + 3 = 33.1

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

13.7/35Growth & earnings

Revenue 5% · PAT 93.3% · OPM change -4.3 pp

95% evidence

7.9/25Capital efficiency

ROCE -0.6% · debt/equity 0.87×

80% evidence

8.5/20Valuation

P/E 252× · PEG —

15% evidence

3.0/20Relative strength

RS sector -7.6% · RS bench -9.8% · 1Y -1.3%

70% evidence

01 · compare level, then change

Revenue Scale & Growth Durability

UGI Corporation has the highest Revenue among the 16 Utilities - Regulated Gas companies compared here, at $7,359 million. NiSource Inc. is next at $6,822 million. Centuri Holdings, Inc. has the highest Revenue growth at 18.7%, so level and change sit with different companies. 15 of 16 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: UGI Corporation is the scale leader at $7,359 million, 7.9% ahead of NiSource Inc.. Centuri Holdings, Inc.'s growth is 18.7% from a $3,156 million base, with 12 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderUGI Corporation · $7,359 million
Gap7.9% versus #2 · NiSource Inc.
Persistence4/8 recent comparable periods
Coverage15/16 companies · 308 observations

Investor read: UGI Corporation is the scale benchmark; Centuri Holdings, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: UGI Corporation's growth falls below Centuri Holdings, Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1UGI Corporation UGI$7.4B
2NiSource Inc. NI$6.8B
3Atmos Energy Corporation ATO$4.9B
4Brookfield Infrastructure Corporation BIPC$3.6B
5Centuri Holdings, Inc. CTRI$3.2B
Revenue growthfastest growers
1Centuri Holdings, Inc. CTRI19%
2RGC Resources, Inc. RGCO18%
3Chesapeake Utilities Corporation CPK17%
4NiSource Inc. NI15%
5Atmos Energy Corporation ATO8.8%
Revenue · company comparison
15/16 level · 15/16 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
UGI Corporation UGI$2.7B0.7%Mar 2026
NiSource Inc. NI$2.4B8.3%Mar 2026
Atmos Energy Corporation ATO$2.0B0.6%Mar 2026
Spire Inc. SR$1.0B4.5%Mar 2026
New Jersey Resources Corporation NJR$939M2.9%Mar 2026
Brookfield Infrastructure Corporation BIPC$884M-4.8%Mar 2026
ONE Gas, Inc. OGS$832M-11%Mar 2026
Black Hills Corporation BKH$781M-3.0%Mar 2026
Centuri Holdings, Inc. CTRI$723M31%Mar 2026
MDU Resources Group, Inc. MDU$606M-10%Mar 2026
Southwest Gas Holdings, Inc. SWX$585M-22%Mar 2026
Suburban Propane Partners, L.P. SPH$551M-6.3%Mar 2026
Northwest Natural Holding Company NWN$490M-0.8%Mar 2026
Chesapeake Utilities Corporation CPK$353M18%Mar 2026
OPAL Fuels Inc. OPAL$73M-14%Mar 2026
RGC Resources, Inc. RGCO$45M25%Mar 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Atmos Energy Corporation · ATO

$606M
$568M
$1.0B
$1.7B
$816M
$723M
$1.5B
$1.5B
$663M
$588M
$1.2B
$1.6B
$702M
$658M
$1.2B
$2.0B
$839M
$737M
$1.3B
$2.0B

Black Hills Corporation · BKH

$373M
$381M
$563M
$824M
$474M
$463M
$791M
$921M
$411M
$407M
$726M
$403M
$402M
$805M
$439M
$430M
$781M

Brookfield Infrastructure Corporation · BIPC

$416M
$414M
$414M
$461M
$479M
$454M
$492M
$497M
$538M
$551M
$917M
$902M
$908M
$912M
$944M
$929M
$866M
$917M
$956M
$884M

Centuri Holdings, Inc. · CTRI

$1.3B
$806M
$775M
$528M
$672M
$720M
$717M
$550M
$724M
$850M
$859M
$723M

Chesapeake Utilities Corporation · CPK

$111M
$107M
$160M
$223M
$139M
$131M
$187M
$218M
$136M
$132M
$185M
$246M
$166M
$160M
$215M
$299M
$193M
$180M
$259M
$353M

MDU Resources Group, Inc. · MDU

$1.4B
$1.6B
$1.4B
$1.4B
$1.0B
$1.0B
$1.3B
$1.4B
$1.1B
$1.0B
$1.1B
$588M
$344M
$290M
$536M
$675M
$351M
$315M
$534M
$606M

New Jersey Resources Corporation · NJR

$368M
$533M
$676M
$912M
$552M
$765M
$724M
$644M
$264M
$331M
$467M
$658M
$276M
$396M
$488M
$913M
$299M
$336M
$605M
$939M

NiSource Inc. · NI

$986M
$959M
$1.4B
$1.9B
$1.2B
$1.1B
$1.7B
$2.0B
$1.1B
$1.0B
$1.4B
$1.7B
$1.1B
$1.1B
$1.6B
$2.2B
$1.3B
$1.3B
$1.9B
$2.4B

ONE Gas, Inc. · OGS

$316M
$274M
$594M
$971M
$429M
$359M
$818M
$1.0B
$398M
$336M
$606M
$758M
$354M
$340M
$631M
$935M
$424M
$379M
$689M
$832M

Southwest Gas Holdings, Inc. · SWX

$821M
$889M
$1.1B
$1.3B
$1.1B
$1.1B
$1.4B
$1.6B
$1.3B
$1.2B
$702M
$1.6B
$1.2B
$359M
$553M
$746M
$1.1B
$317M
$481M
$585M

Spire Inc. · SR

$328M
$290M
$555M
$881M
$448M
$314M
$814M
$1.1B
$419M
$310M
$757M
$1.1B
$414M
$294M
$669M
$976M
$422M
$334M
$762M
$1.0B

UGI Corporation · UGI

$1.5B
$1.4B
$2.7B
$3.5B
$2.0B
$1.9B
$2.8B
$3.1B
$1.7B
$1.4B
$2.1B
$2.5B
$1.4B
$1.2B
$2.0B
$2.7B
$1.4B
$1.2B
$2.1B
$2.7B

Revenue growth · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Atmos Energy Corporation · ATO

35%
27%
47%
-6.6%
-19%
-19%
-22%
6.9%
5.9%
12%
1.6%
18%
20%
12%
14%
0.6%

Black Hills Corporation · BKH

27%
22%
41%
12%
-13%
-12%
-21%
-2.0%
-1.2%
11%
8.9%
7.0%
-3.0%

Brookfield Infrastructure Corporation · BIPC

15%
9.7%
19%
7.8%
12%
21%
86%
81%
69%
66%
2.9%
3.0%
-4.6%
0.6%
1.3%
-4.8%

Centuri Holdings, Inc. · CTRI

-47%
-11%
-7.5%
4.2%
7.7%
18%
20%
31%

Chesapeake Utilities Corporation · CPK

25%
22%
17%
-2.2%
-2.2%
0.8%
-1.1%
13%
22%
21%
16%
22%
16%
13%
20%
18%

MDU Resources Group, Inc. · MDU

-29%
-37%
-8.3%
0.9%
8.0%
-0.1%
-14%
-59%
-68%
-71%
-53%
15%
2.0%
8.6%
-0.4%
-10%

New Jersey Resources Corporation · NJR

50%
44%
7.1%
-29%
-52%
-57%
-36%
2.2%
4.6%
20%
4.5%
39%
8.3%
-15%
24%
2.9%

NiSource Inc. · NI

20%
14%
21%
5.0%
-7.9%
-5.8%
-17%
-13%
-0.5%
4.8%
12%
28%
18%
18%
20%
8.3%

ONE Gas, Inc. · OGS

36%
31%
38%
6.3%
-7.2%
-6.4%
-26%
-27%
-11%
1.2%
4.1%
23%
20%
11%
9.2%
-11%

Southwest Gas Holdings, Inc. · SWX

40%
27%
31%
27%
13%
3.8%
-51%
-1.4%
-8.7%
-69%
-21%
-53%
-5.3%
-12%
-13%
-22%

Spire Inc. · SR

37%
8.3%
47%
27%
-6.5%
-1.3%
-7.0%
0.5%
-1.2%
-5.2%
-12%
-14%
1.9%
14%
14%
4.5%

UGI Corporation · UGI

36%
34%
3.2%
-10%
-18%
-27%
-23%
-21%
-17%
-12%
-4.3%
8.1%
1.0%
-3.6%
2.6%
0.7%
02 · compare level, then change

Operating Economics & Margin Trend

Atmos Energy Corporation has the highest OPM among the 16 Utilities - Regulated Gas companies compared here, at 39%. Southwest Gas Holdings, Inc. is next at 37.5%. Southwest Gas Holdings, Inc. has the highest Margin change at +8.9 percentage points, so level and change sit with different companies. Its OPM series carries 20 reported observations across the 20-quarter window.

What the numbers say: Atmos Energy Corporation leads opm at 39%; Southwest Gas Holdings, Inc. leads margin change at +8.9 percentage points.

LeaderAtmos Energy Corporation · 39%
Gap4% versus #2 · Southwest Gas Holdings, Inc.
Persistence5/8 recent comparable periods
Coverage15/16 companies · 288 observations

Investor read: Atmos Energy Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
1Atmos Energy Corporation ATO39%
2Southwest Gas Holdings, Inc. SWX38%
3NiSource Inc. NI35%
4Northwest Natural Holding Company NWN33%
5New Jersey Resources Corporation NJR32%
Margin changefastest expanders
1Southwest Gas Holdings, Inc. SWX+8.9 pp
2Atmos Energy Corporation ATO+6.8 pp
3ONE Gas, Inc. OGS+3.5 pp
4MDU Resources Group, Inc. MDU+2.4 pp
5Northwest Natural Holding Company NWN+2.0 pp
Operating margin · company comparison
15/16 level · 15/16 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyOPMMargin changeReported
Atmos Energy Corporation ATO39%+6.8 ppMar 2026
Southwest Gas Holdings, Inc. SWX38%+8.9 ppMar 2026
NiSource Inc. NI35%−0.1 ppMar 2026
Northwest Natural Holding Company NWN33%+2.0 ppMar 2026
New Jersey Resources Corporation NJR32%+1.3 ppMar 2026
Spire Inc. SR30%+1.3 ppMar 2026
Suburban Propane Partners, L.P. SPH29%+1.6 ppMar 2026
Chesapeake Utilities Corporation CPK28%−0.9 ppMar 2026
UGI Corporation UGI27%+2.0 ppMar 2026
Black Hills Corporation BKH26%+0.4 ppMar 2026
RGC Resources, Inc. RGCO25%−3.7 ppMar 2026
ONE Gas, Inc. OGS23%+3.5 ppMar 2026
MDU Resources Group, Inc. MDU19%+2.4 ppMar 2026
Centuri Holdings, Inc. CTRI-0.7%+1.6 ppMar 2026
OPAL Fuels Inc. OPAL-6.6%−4.3 ppMar 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Atmos Energy Corporation · ATO

22%
16%
27%
23%
19%
15%
22%
27%
26%
26%
35%
33%
31%
28%
39%
32%
30%
30%
38%
39%

Black Hills Corporation · BKH

18%
24%
20%
21%
15%
17%
16%
19%
15%
24%
27%
18%
19%
26%
19%
18%
26%

Centuri Holdings, Inc. · CTRI

0.9%
6.6%
6.8%
-4.2%
4.9%
5.8%
4.7%
-2.3%
4.4%
4.3%
4.3%
-0.7%

Chesapeake Utilities Corporation · CPK

20%
19%
23%
25%
19%
14%
23%
25%
21%
15%
26%
32%
25%
26%
31%
29%
26%
25%
29%
28%

MDU Resources Group, Inc. · MDU

9.7%
12%
8.5%
4.8%
6.2%
6.1%
11%
8.3%
7.5%
8.5%
12%
16%
12%
12%
18%
17%
8.6%
13%
20%
19%

New Jersey Resources Corporation · NJR

-7.5%
0.6%
23%
15%
5.4%
11%
24%
26%
1.8%
19%
29%
26%
2.2%
37%
39%
31%
-0.4%
12%
30%
32%

NiSource Inc. · NI

14%
15%
20%
32%
12%
14%
21%
27%
16%
23%
26%
34%
22%
20%
26%
35%
21%
23%
27%
35%

Northwest Natural Holding Company · NWN

8.5%
-14%
24%
25%
6.9%
-13%
22%
25%
5.8%
-12%
21%
25%
7.4%
-14%
23%
31%
12%
-7.5%
28%
33%

ONE Gas, Inc. · OGS

16%
15%
15%
15%
14%
13%
13%
15%
16%
17%
18%
19%
20%
18%
20%
19%
17%
17%
20%
23%

Southwest Gas Holdings, Inc. · SWX

7.2%
2.6%
11%
13%
4.0%
4.4%
-20%
8.4%
6.6%
5.2%
20%
10%
7.0%
5.6%
27%
29%
8.5%
12%
33%
38%

Spire Inc. · SR

10%
9.2%
17%
28%
8.5%
9.5%
19%
23%
2.9%
-1.3%
18%
27%
7.4%
6.7%
22%
29%
16%
-0.1%
23%
30%

UGI Corporation · UGI

26%
54%
-4.2%
37%
2.7%
14%
-45%
7.2%
-47%
44%
10%
28%
0.7%
34%
23%
25%
-10%
38%
20%
27%

Margin change · reported quarter history

Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Atmos Energy Corporation · ATO

−3.1 pp
−1.4 pp
−5.6 pp
+4.1 pp
+6.6 pp
+11.6 pp
+12.9 pp
+6.0 pp
+5.9 pp
+1.9 pp
+4.6 pp
−1.2 pp
−1.3 pp
+1.7 pp
−0.8 pp
+6.8 pp

Black Hills Corporation · BKH

−2.8 pp
−6.4 pp
−3.9 pp
−2.0 pp
+0.1 pp
+6.8 pp
+7.6 pp
+2.1 pp
−5.1 pp
−1.1 pp
+1.3 pp
−0.6 pp
+0.4 pp

Centuri Holdings, Inc. · CTRI

+4.0 pp
−0.8 pp
−2.1 pp
+1.9 pp
−0.5 pp
−1.5 pp
−0.4 pp
+1.6 pp

Chesapeake Utilities Corporation · CPK

−1.3 pp
−4.5 pp
−0.1 pp
+0.6 pp
+1.9 pp
+1.2 pp
+2.6 pp
+7.2 pp
+3.6 pp
+10.1 pp
+5.6 pp
−3.3 pp
+1.6 pp
−0.4 pp
−2.6 pp
−0.9 pp

MDU Resources Group, Inc. · MDU

−3.5 pp
−5.8 pp
+2.0 pp
+3.5 pp
+1.3 pp
+2.4 pp
+1.9 pp
+8.1 pp
+4.0 pp
+3.5 pp
+5.3 pp
+0.3 pp
−2.9 pp
+0.6 pp
+2.4 pp
+2.4 pp

New Jersey Resources Corporation · NJR

+12.9 pp
+10.0 pp
+0.7 pp
+10.4 pp
−3.6 pp
+8.8 pp
+5.2 pp
+0.3 pp
+0.4 pp
+17.5 pp
+9.7 pp
+4.8 pp
−2.6 pp
−24.9 pp
−9.2 pp
+1.3 pp

NiSource Inc. · NI

−2.3 pp
−0.9 pp
+1.2 pp
−5.0 pp
+3.4 pp
+8.3 pp
+4.1 pp
+7.2 pp
+6.3 pp
−2.4 pp
+0.8 pp
+0.6 pp
−1.3 pp
+3.1 pp
+0.8 pp
−0.1 pp

Northwest Natural Holding Company · NWN

−1.6 pp
+1.4 pp
−2.3 pp
−0.5 pp
−1.1 pp
+0.4 pp
−0.5 pp
+0.8 pp
+1.6 pp
−1.7 pp
+1.8 pp
+5.9 pp
+4.1 pp
+6.6 pp
+5.5 pp
+2.0 pp

ONE Gas, Inc. · OGS

−2.5 pp
−2.2 pp
−2.0 pp
0.0 pp
+2.4 pp
+3.9 pp
+5.0 pp
+4.7 pp
+3.5 pp
+0.5 pp
+2.0 pp
+0.1 pp
−2.6 pp
−0.3 pp
+0.6 pp
+3.5 pp

Southwest Gas Holdings, Inc. · SWX

−3.2 pp
+1.8 pp
−30.8 pp
−4.9 pp
+2.6 pp
+0.8 pp
+40.0 pp
+1.6 pp
+0.4 pp
+0.4 pp
+7.5 pp
+18.6 pp
+1.5 pp
+6.1 pp
+5.8 pp
+8.9 pp

Spire Inc. · SR

−1.6 pp
+0.3 pp
+1.3 pp
−4.6 pp
−5.6 pp
−10.8 pp
−0.1 pp
+3.3 pp
+4.5 pp
+8.0 pp
+3.8 pp
+2.0 pp
+9.0 pp
−6.8 pp
+0.6 pp
+1.3 pp

UGI Corporation · UGI

−22.8 pp
−39.9 pp
−40.7 pp
−30.2 pp
−50.0 pp
+29.8 pp
+55.1 pp
+21.1 pp
+48.0 pp
−9.2 pp
+12.3 pp
−3.5 pp
−11.0 pp
+3.5 pp
−2.2 pp
+2.0 pp
03 · compare level, then change

Profit Scale & Acceleration

Atmos Energy Corporation has the highest Net profit among the 16 Utilities - Regulated Gas companies compared here, at $1,346 million. NiSource Inc. is next at $1,042 million. Southwest Gas Holdings, Inc. has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies.

What the numbers say: Atmos Energy Corporation leads with $1,346 million of TTM profit, 29.2% above NiSource Inc.. Southwest Gas Holdings, Inc. shows ≥100% on the scoring scale (105.3% uncapped) growth from a $464 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderAtmos Energy Corporation · $1,346 million
Gap29.2% versus #2 · NiSource Inc.
Persistence8/8 recent comparable periods
Coverage16/16 companies · 312 observations

Investor read: Atmos Energy Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1Atmos Energy Corporation ATO$1.3B
2NiSource Inc. NI$1.0B
3UGI Corporation UGI$641M
4Southwest Gas Holdings, Inc. SWX$464M
5New Jersey Resources Corporation NJR$341M
Profit growthfastest growers
1Southwest Gas Holdings, Inc. SWX100%
2OPAL Fuels Inc. OPAL93%
3Suburban Propane Partners, L.P. SPH43%
4Spire Inc. SR27%
5UGI Corporation UGI20%
Net profit · company comparison
16/16 level · 14/16 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyNet profitProfit growthReported
Atmos Energy Corporation ATO$582M20%Mar 2026
NiSource Inc. NI$556M5.5%Mar 2026
UGI Corporation UGI$520M8.6%Mar 2026
New Jersey Resources Corporation NJR$219M7.4%Mar 2026
Spire Inc. SR$218M15%Mar 2026
Southwest Gas Holdings, Inc. SWX$138M27%Mar 2026
Suburban Propane Partners, L.P. SPH$138M0.7%Mar 2026
Black Hills Corporation BKH$133M-2.2%Mar 2026
ONE Gas, Inc. OGS$129M8.4%Mar 2026
Northwest Natural Holding Company NWN$97M10%Mar 2026
MDU Resources Group, Inc. MDU$81M-1.2%Mar 2026
Chesapeake Utilities Corporation CPK$59M16%Mar 2026
RGC Resources, Inc. RGCO$9M13%Mar 2026
OPAL Fuels Inc. OPAL$-6M-700%Mar 2026
Centuri Holdings, Inc. CTRI$-9M200%Mar 2026
Brookfield Infrastructure Corporation BIPC$-112M-129%Mar 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Atmos Energy Corporation · ATO

$102M
$49M
$249M
$325M
$129M
$72M
$272M
$358M
$138M
$119M
$311M
$432M
$166M
$134M
$352M
$486M
$186M
$175M
$403M
$582M

Black Hills Corporation · BKH

$28M
$48M
$74M
$121M
$36M
$38M
$76M
$117M
$27M
$49M
$83M
$132M
$25M
$26M
$101M
$136M
$29M
$26M
$109M
$133M

Brookfield Infrastructure Corporation · BIPC

$-43M
$122M
$-269M
$-373M
$673M
$229M
$565M
$-301M
$-274M
$913M
$-227M
$28M
$491M
$-977M
$-150M
$389M
$-477M
$82M
$-235M
$-112M

Centuri Holdings, Inc. · CTRI

$-7M
$19M
$17M
$-25M
$12M
$-4M
$10M
$-18M
$8M
$2M
$30M
$-9M

Chesapeake Utilities Corporation · CPK

$14M
$12M
$23M
$37M
$17M
$10M
$26M
$36M
$16M
$9M
$25M
$46M
$18M
$18M
$37M
$51M
$24M
$19M
$46M
$59M

MDU Resources Group, Inc. · MDU

$100M
$139M
$86M
$32M
$36M
$42M
$104M
$84M
$148M
$78M
$171M
$75M
$20M
$16M
$70M
$82M
$14M
$18M
$76M
$81M

New Jersey Resources Corporation · NJR

$-112M
$-1M
$111M
$96M
$13M
$55M
$116M
$110M
$2M
$37M
$89M
$121M
$-12M
$91M
$131M
$204M
$-15M
$15M
$122M
$219M

NiSource Inc. · NI

$57M
$62M
$173M
$431M
$56M
$64M
$241M
$338M
$46M
$98M
$192M
$400M
$103M
$97M
$244M
$527M
$101M
$107M
$278M
$556M

ONE Gas, Inc. · OGS

$30M
$20M
$61M
$99M
$32M
$24M
$67M
$103M
$33M
$25M
$71M
$99M
$27M
$19M
$77M
$119M
$32M
$26M
$86M
$129M

Southwest Gas Holdings, Inc. · SWX

$26M
$-9M
$71M
$97M
$-6M
$-11M
$-278M
$48M
$30M
$4M
$74M
$88M
$20M
$3M
$94M
$109M
$-10M
$268M
$68M
$138M

Spire Inc. · SR

$5M
$-10M
$56M
$174M
$-1M
$-7M
$91M
$179M
$-22M
$-31M
$85M
$204M
$-13M
$-26M
$81M
$189M
$21M
$-40M
$95M
$218M

UGI Corporation · UGI

$150M
$525M
$-96M
$934M
$-7M
$243M
$-954M
$110M
$-789M
$131M
$94M
$496M
$-48M
$-273M
$375M
$479M
$-163M
$-13M
$297M
$520M

Profit growth · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Atmos Energy Corporation · ATO

26%
47%
9.2%
10%
7.0%
65%
14%
21%
20%
13%
13%
13%
12%
31%
14%
20%

Black Hills Corporation · BKH

29%
-21%
2.7%
-3.3%
-25%
29%
9.2%
13%
-7.4%
-47%
22%
3.0%
16%
0.0%
7.9%
-2.2%

Brookfield Infrastructure Corporation · BIPC

88%
-141%
299%
-140%
-207%
1,289%
-197%
-129%

Centuri Holdings, Inc. · CTRI

-121%
-41%
-33%
200%

Chesapeake Utilities Corporation · CPK

21%
-17%
13%
-2.7%
-5.9%
-10%
-3.9%
28%
13%
100%
48%
11%
33%
5.6%
24%
16%

MDU Resources Group, Inc. · MDU

-64%
-70%
21%
163%
311%
86%
64%
-11%
-86%
-79%
-59%
9.3%
-30%
13%
8.6%
-1.2%

New Jersey Resources Corporation · NJR

4.5%
15%
-85%
-33%
-23%
10%
-700%
146%
47%
69%
-84%
-6.9%
7.4%

NiSource Inc. · NI

-1.8%
3.2%
39%
-22%
-18%
53%
-20%
18%
124%
-1.0%
27%
32%
-1.9%
10%
14%
5.5%

ONE Gas, Inc. · OGS

6.7%
20%
9.8%
4.0%
3.1%
4.2%
6.0%
-3.9%
-18%
-24%
8.5%
20%
19%
37%
12%
8.4%

Southwest Gas Holdings, Inc. · SWX

-123%
-492%
-51%
83%
-33%
-25%
27%
24%
-150%
8,833%
-28%
27%

Spire Inc. · SR

-120%
63%
2.9%
-6.6%
14%
-4.7%
-7.4%
17%
15%

UGI Corporation · UGI

-105%
-54%
-88%
-46%
351%
-308%
299%
-3.4%
-21%
8.6%
04 · compare level, then change

Capacity Spending & Returns On It

Atmos Energy Corporation has the highest CAPEX among the 16 Utilities - Regulated Gas companies compared here, at $1,004 million. NiSource Inc. is next at $805 million. The same company also holds the highest CAPEX intensity, at 51.2%. 16 of 16 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Atmos Energy Corporation reports $1,004 million of CAPEX; Atmos Energy Corporation has the highest covered intensity at 51.2%. Coverage is only 16 of 16 companies and 312 reported observations, so this is partial evidence—not a complete sector rank.

LeaderAtmos Energy Corporation · $1,004 million
Gap24.7% versus #2 · NiSource Inc.
Persistence8/8 recent comparable periods
Coverage16/16 companies · 312 observations

Investor read: Use the CAPEX rank as a diligence queue. Verify commissioning, utilization, cash conversion and post-investment ROCE before treating spend as value creation.

This conclusion weakens if: CAPEX rises without higher utilization, operating cash flow or incremental returns.

CAPEX is cash spent on property, plant, equipment and other reported capital assets. CAPEX intensity divides that spend by revenue; high intensity is a reinvestment signal, not proof that the reinvestment will earn attractive returns.
CAPEXlargest spenders
1Atmos Energy Corporation ATO$1.0B
2NiSource Inc. NI$805M
3Black Hills Corporation BKH$267M
4Southwest Gas Holdings, Inc. SWX$209M
5Brookfield Infrastructure Corporation BIPC$201M
CAPEX intensityhighest reinvestment intensity
1Atmos Energy Corporation ATO51%
2Chesapeake Utilities Corporation CPK40%
3Southwest Gas Holdings, Inc. SWX36%
4Black Hills Corporation BKH34%
5NiSource Inc. NI34%
Capital expenditure · company comparison
16/16 level · 16/16 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyCAPEXCAPEX intensityReported
Atmos Energy Corporation ATO$1.0B51%Mar 2026
NiSource Inc. NI$805M34%Mar 2026
Black Hills Corporation BKH$267M34%Mar 2026
Southwest Gas Holdings, Inc. SWX$209M36%Mar 2026
Brookfield Infrastructure Corporation BIPC$201M23%Mar 2026
Spire Inc. SR$198M19%Mar 2026
New Jersey Resources Corporation NJR$196M21%Mar 2026
UGI Corporation UGI$170M6.3%Mar 2026
ONE Gas, Inc. OGS$157M19%Mar 2026
Chesapeake Utilities Corporation CPK$142M40%Mar 2026
Northwest Natural Holding Company NWN$114M23%Mar 2026
MDU Resources Group, Inc. MDU$92M15%Mar 2026
Suburban Propane Partners, L.P. SPH$25M4.5%Mar 2026
OPAL Fuels Inc. OPAL$24M33%Mar 2026
Centuri Holdings, Inc. CTRI$20M2.8%Mar 2026
RGC Resources, Inc. RGCO$4M8.9%Mar 2026
Full 20-quarter history · every available company

CAPEX · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Atmos Energy Corporation · ATO

$512M
$612M
$684M
$506M
$536M
$718M
$796M
$620M
$57M
$722M
$770M
$646M
$714M
$808M
$891M
$840M
$867M
$964M
$1.0B
$1.0B

Black Hills Corporation · BKH

$173M
$178M
$180M
$137M
$157M
$172M
$138M
$119M
$143M
$160M
$134M
$176M
$166M
$188M
$214M
$153M
$219M
$178M
$270M
$267M

Brookfield Infrastructure Corporation · BIPC

$101M
$109M
$112M
$113M
$140M
$122M
$150M
$126M
$135M
$123M
$210M
$173M
$403M
$425M
$402M
$135M
$209M
$1.1B
$208M
$201M

Centuri Holdings, Inc. · CTRI

$23M
$31M
$26M
$26M
$20M
$20M
$33M
$24M
$21M
$24M
$18M
$20M

Chesapeake Utilities Corporation · CPK

$53M
$44M
$39M
$30M
$35M
$33M
$30M
$42M
$48M
$47M
$51M
$76M
$83M
$102M
$96M
$114M
$100M
$108M
$126M
$142M

MDU Resources Group, Inc. · MDU

$151M
$166M
$231M
$150M
$140M
$131M
$101M
$112M
$120M
$138M
$149M
$117M
$110M
$140M
$156M
$93M
$81M
$180M
$417M
$92M

New Jersey Resources Corporation · NJR

$184M
$195M
$164M
$137M
$140M
$157M
$146M
$117M
$117M
$161M
$115M
$123M
$158M
$176M
$152M
$135M
$157M
$263M
$180M
$196M

NiSource Inc. · NI

$431M
$495M
$545M
$450M
$467M
$606M
$680M
$557M
$605M
$724M
$760M
$590M
$630M
$635M
$760M
$637M
$658M
$641M
$846M
$805M

ONE Gas, Inc. · OGS

$118M
$131M
$148M
$113M
$138M
$161M
$197M
$151M
$171M
$168M
$176M
$167M
$176M
$181M
$180M
$167M
$180M
$192M
$168M
$157M

Southwest Gas Holdings, Inc. · SWX

$185M
$169M
$209M
$163M
$205M
$245M
$247M
$219M
$220M
$226M
$208M
$221M
$223M
$251M
$251M
$163M
$220M
$200M
$200M
$209M

Spire Inc. · SR

$160M
$162M
$138M
$138M
$127M
$150M
$154M
$154M
$176M
$179M
$227M
$205M
$222M
$230M
$240M
$240M
$221M
$223M
$198M
$198M

UGI Corporation · UGI

$156M
$230M
$186M
$169M
$196M
$253M
$210M
$204M
$256M
$304M
$156M
$169M
$205M
$266M
$211M
$146M
$222M
$258M
$221M
$170M

CAPEX intensity · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Atmos Energy Corporation · ATO

85%
108%
68%
31%
66%
99%
54%
40%
8.6%
123%
67%
39%
102%
123%
76%
43%
103%
131%
77%
51%

Black Hills Corporation · BKH

46%
47%
32%
17%
33%
37%
17%
13%
35%
39%
24%
41%
47%
19%
50%
41%
34%

Brookfield Infrastructure Corporation · BIPC

24%
26%
27%
25%
29%
27%
31%
25%
25%
22%
23%
19%
44%
47%
43%
15%
24%
115%
22%
23%

Centuri Holdings, Inc. · CTRI

1.8%
3.8%
3.4%
4.9%
3.0%
2.8%
4.6%
4.4%
2.9%
2.8%
2.1%
2.8%

Chesapeake Utilities Corporation · CPK

48%
41%
24%
14%
25%
25%
16%
19%
35%
36%
28%
31%
50%
64%
45%
38%
52%
60%
49%
40%

MDU Resources Group, Inc. · MDU

11%
11%
16%
11%
14%
13%
7.6%
7.8%
11%
14%
13%
20%
32%
48%
29%
14%
23%
57%
78%
15%

New Jersey Resources Corporation · NJR

50%
37%
24%
15%
25%
21%
20%
18%
44%
49%
25%
19%
57%
44%
31%
15%
53%
78%
30%
21%

NiSource Inc. · NI

44%
52%
39%
24%
40%
56%
40%
28%
56%
71%
53%
35%
58%
59%
48%
29%
51%
50%
45%
34%

ONE Gas, Inc. · OGS

37%
48%
25%
12%
32%
45%
24%
15%
43%
50%
29%
22%
50%
53%
29%
18%
43%
51%
24%
19%

Southwest Gas Holdings, Inc. · SWX

23%
19%
19%
13%
18%
22%
17%
14%
17%
19%
30%
14%
19%
70%
45%
22%
20%
63%
42%
36%

Spire Inc. · SR

49%
56%
25%
16%
28%
48%
19%
14%
42%
58%
30%
18%
54%
78%
36%
25%
52%
67%
26%
19%

UGI Corporation · UGI

10%
16%
7.0%
4.9%
9.6%
13%
7.6%
6.6%
15%
22%
7.4%
6.9%
15%
21%
10%
5.5%
16%
22%
11%
6.3%
Annual capital allocation · 5-year view
16/16 capacity base · 16/16 OCF · 16/16 CAPEX · 16/16 FCF

Capacity base is net fixed assets plus capital work in progress, straight off the reported balance sheet. It is not cash spent, so it answers a narrower question than CAPEX — but it is reported for companies whose cash-flow CAPEX is not published, which is why it leads here. Missing years remain blank; annual values are never relabelled as quarters.

Full annual capacity base, operating cash flow, CAPEX and free cash flow history

Capacity base · net fixed assets + CWIP · fiscal-year history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

NiSource Inc. · NI

$17.9B
$19.8B
$22.3B
$25.5B
$28.7B

ONE Gas, Inc. · OGS

$5.2B
$5.6B
$6.1B
$6.6B
$7.1B

Spire Inc. · SR

$5.5B
$5.9B
$7.2B
$7.8B

UGI Corporation · UGI

$7.6B
$8.0B
$8.5B
$8.8B
$9.1B

Operating cash flow · fiscal-year history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

NiSource Inc. · NI

$1.2B
$1.4B
$1.9B
$1.8B
$2.4B

ONE Gas, Inc. · OGS

$-1.5B
$1.6B
$940M
$368M
$579M

Spire Inc. · SR

$55M
$440M
$912M
$578M

UGI Corporation · UGI

$1.5B
$716M
$1.1B
$1.2B
$1.2B

CAPEX · reported cash flow · fiscal-year history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

NiSource Inc. · NI

$1.8B
$2.2B
$2.6B
$2.6B
$2.8B

ONE Gas, Inc. · OGS

$495M
$609M
$667M
$703M
$707M

Spire Inc. · SR

$552M
$663M
$861M
$922M

UGI Corporation · UGI

$690M
$804M
$974M
$796M
$837M

Free cash flow · fiscal-year history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

NiSource Inc. · NI

$-620M
$-794M
$-711M
$-833M
$-420M

ONE Gas, Inc. · OGS

$-2.0B
$961M
$273M
$-335M
$-128M

Spire Inc. · SR

$-497M
$-222M
$51M
$-344M

UGI Corporation · UGI

$791M
$-88M
$133M
$386M
$390M
05 · compare level, then change

Debt Load & Balance-Sheet Headroom

RGC Resources, Inc. has the lowest Gross debt among the 16 Utilities - Regulated Gas companies compared here, at $147 million. OPAL Fuels Inc. is next at $447 million. The same company also holds the lowest Net debt, at $144 million. 16 of 16 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: RGC Resources, Inc. has the clearest covered balance-sheet capacity with $144 million and gross debt of $147 million. Absolute debt alone does not identify the strongest balance sheet because company scale differs; net debt and debt-to-equity carry more information.

LeaderRGC Resources, Inc. · $147 million
Gap67.1% versus #2 · OPAL Fuels Inc.
Persistence0/8 recent comparable periods
Coverage16/16 companies · 311 observations

Investor read: Prioritize net-cash capacity and leverage relative to operating scale, not the smallest absolute rupee debt.

This conclusion weakens if: Net debt rises faster than revenue and profit for two consecutive reported periods.

Gross debt shows contractual borrowings. Net debt subtracts reported cash; a negative value means net cash. Lower debt can create capacity, but should be read against the scale and capital intensity of the business.
Gross debtlowest gross debt
1RGC Resources, Inc. RGCO$147M
2OPAL Fuels Inc. OPAL$447M
3Centuri Holdings, Inc. CTRI$930M
4Suburban Propane Partners, L.P. SPH$1.4B
5Chesapeake Utilities Corporation CPK$1.7B
Net debtlowest net debt
1RGC Resources, Inc. RGCO$144M
2OPAL Fuels Inc. OPAL$314M
3Centuri Holdings, Inc. CTRI$870M
4Suburban Propane Partners, L.P. SPH$1.4B
5Chesapeake Utilities Corporation CPK$1.7B
Debt and balance-sheet capacity · company comparison
16/16 level · 16/16 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyGross debtNet debtReported
NiSource Inc. NI$16.8B$16.7BMar 2026
Brookfield Infrastructure Corporation BIPC$13.5B$12.9BMar 2026
Atmos Energy Corporation ATO$9.6B$9.5BMar 2026
Spire Inc. SR$8.0B$7.9BMar 2026
UGI Corporation UGI$7.0B$6.5BMar 2026
Black Hills Corporation BKH$4.7B$4.6BMar 2026
New Jersey Resources Corporation NJR$3.8B$3.6BMar 2026
Southwest Gas Holdings, Inc. SWX$3.5B$3.0BMar 2026
ONE Gas, Inc. OGS$3.4B$3.4BMar 2026
Northwest Natural Holding Company NWN$2.7B$2.6BMar 2026
MDU Resources Group, Inc. MDU$2.6B$2.5BMar 2026
Chesapeake Utilities Corporation CPK$1.7B$1.7BMar 2026
Suburban Propane Partners, L.P. SPH$1.4B$1.4BMar 2026
Centuri Holdings, Inc. CTRI$930M$870MMar 2026
OPAL Fuels Inc. OPAL$447M$314MMar 2026
RGC Resources, Inc. RGCO$147M$144MMar 2026
Full 20-quarter history · every available company

Gross debt · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Atmos Energy Corporation · ATO

$7.3B
$7.3B
$8.0B
$8.0B
$8.0B
$8.1B
$8.8B
$6.6B
$6.7B
$6.9B
$7.5B
$7.5B
$7.9B
$7.9B
$8.5B
$8.5B
$9.0B
$9.0B
$9.6B
$9.6B

Black Hills Corporation · BKH

$4.4B
$4.5B
$4.5B
$4.5B
$4.5B
$4.6B
$4.7B
$4.5B
$4.5B
$4.9B
$4.4B
$4.4B
$4.8B
$4.3B
$4.4B
$4.3B
$4.4B
$4.4B
$4.7B
$4.7B

Brookfield Infrastructure Corporation · BIPC

$4.6B
$3.8B
$3.7B
$4.5B
$4.6B
$4.3B
$4.7B
$5.0B
$5.1B
$12.1B
$12.1B
$13.6B
$13.2B
$13.5B
$12.3B
$12.2B
$13.3B
$13.5B
$13.3B
$13.5B

Centuri Holdings, Inc. · CTRI

$1.3B
$1.3B
$1.3B
$1.3B
$1.2B
$1.1B
$1.0B
$987M
$1.1B
$1.1B
$938M
$930M

Chesapeake Utilities Corporation · CPK

$690M
$722M
$798M
$773M
$758M
$786M
$814M
$784M
$773M
$793M
$1.4B
$1.4B
$1.4B
$1.4B
$1.5B
$1.5B
$1.5B
$1.6B
$1.6B
$1.7B

MDU Resources Group, Inc. · MDU

$2.5B
$2.5B
$2.9B
$3.0B
$2.2B
$2.4B
$2.5B
$2.6B
$2.7B
$2.7B
$2.3B
$2.3B
$2.3B
$2.3B
$2.3B
$2.2B
$2.2B
$2.4B
$2.7B
$2.6B

New Jersey Resources Corporation · NJR

$2.5B
$2.8B
$3.0B
$2.8B
$3.1B
$3.1B
$3.4B
$3.1B
$3.2B
$3.3B
$3.4B
$3.2B
$3.4B
$3.5B
$3.6B
$3.4B
$3.6B
$3.8B
$4.0B
$3.8B

NiSource Inc. · NI

$9.2B
$9.8B
$9.8B
$9.8B
$10.1B
$10.8B
$11.3B
$11.6B
$12.6B
$13.3B
$14.1B
$13.0B
$13.5B
$13.6B
$14.0B
$14.9B
$15.8B
$15.8B
$16.2B
$16.8B

ONE Gas, Inc. · OGS

$0M
$336M
$4.2B
$1.9B
$1.9B
$673M
$3.2B
$3.0B
$2.9B
$3.0B
$3.0B
$3.1B
$3.2B
$3.4B
$3.3B
$3.2B
$3.3B
$3.4B
$3.4B
$3.4B

Southwest Gas Holdings, Inc. · SWX

$3.1B
$4.1B
$6.3B
$6.3B
$6.1B
$6.3B
$6.0B
$5.1B
$5.3B
$5.3B
$5.3B
$5.3B
$5.2B
$5.1B
$4.2B
$5.0B
$4.7B
$3.5B
$3.5B
$3.5B

Spire Inc. · SR

$3.5B
$3.7B
$4.1B
$3.8B
$3.9B
$4.3B
$4.6B
$4.5B
$4.5B
$4.7B
$4.8B
$4.5B
$4.5B
$4.7B
$4.9B
$4.8B
$4.9B
$5.2B
$5.4B
$8.0B

UGI Corporation · UGI

$6.1B
$6.8B
$7.1B
$7.0B
$6.7B
$7.0B
$7.7B
$7.2B
$7.1B
$7.2B
$7.4B
$7.1B
$6.9B
$7.1B
$7.3B
$7.0B
$7.0B
$7.1B
$7.2B
$7.0B

Net debt · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Atmos Energy Corporation · ATO

$6.8B
$7.2B
$7.7B
$7.4B
$7.6B
$8.1B
$8.6B
$6.5B
$6.6B
$6.9B
$7.3B
$7.3B
$7.2B
$7.6B
$7.9B
$8.0B
$8.3B
$8.8B
$9.3B
$9.5B

Black Hills Corporation · BKH

$4.4B
$4.4B
$4.5B
$4.4B
$4.5B
$4.6B
$4.6B
$4.4B
$4.3B
$4.3B
$4.3B
$4.3B
$4.2B
$4.2B
$4.4B
$4.3B
$4.4B
$4.4B
$4.5B
$4.6B

Brookfield Infrastructure Corporation · BIPC

$4.2B
$3.4B
$3.2B
$3.2B
$4.1B
$4.0B
$4.2B
$4.7B
$4.7B
$11.9B
$11.6B
$13.2B
$12.8B
$13.2B
$11.6B
$11.9B
$12.1B
$13.1B
$12.9B
$12.9B

Centuri Holdings, Inc. · CTRI

$1.3B
$1.3B
$1.3B
$1.3B
$1.2B
$1.0B
$960M
$972M
$1.0B
$1.0B
$811M
$870M

Chesapeake Utilities Corporation · CPK

$685M
$716M
$793M
$768M
$754M
$784M
$808M
$781M
$769M
$791M
$1.4B
$1.4B
$1.4B
$1.4B
$1.5B
$1.5B
$1.5B
$1.6B
$1.6B
$1.7B

MDU Resources Group, Inc. · MDU

$2.4B
$2.4B
$2.8B
$2.9B
$2.1B
$2.3B
$2.4B
$2.5B
$2.6B
$2.7B
$2.2B
$2.2B
$2.2B
$2.2B
$2.2B
$2.1B
$2.1B
$2.3B
$2.6B
$2.5B

New Jersey Resources Corporation · NJR

$2.5B
$2.8B
$3.0B
$2.8B
$3.0B
$3.1B
$3.4B
$3.1B
$3.2B
$3.3B
$3.4B
$3.2B
$3.4B
$3.5B
$3.6B
$3.3B
$3.6B
$3.8B
$4.0B
$3.6B

NiSource Inc. · NI

$9.2B
$9.7B
$9.7B
$9.6B
$10.0B
$10.7B
$11.2B
$11.4B
$12.4B
$13.2B
$11.8B
$12.8B
$13.3B
$13.5B
$13.8B
$14.6B
$15.4B
$15.6B
$16.1B
$16.7B

ONE Gas, Inc. · OGS

$-209M
$330M
$4.2B
$1.9B
$1.9B
$663M
$3.2B
$2.9B
$2.9B
$3.0B
$3.0B
$3.1B
$3.2B
$3.3B
$3.3B
$3.2B
$3.2B
$3.4B
$3.3B
$3.4B

Southwest Gas Holdings, Inc. · SWX

$3.1B
$4.0B
$6.1B
$5.7B
$5.9B
$6.1B
$5.9B
$5.0B
$5.1B
$5.2B
$5.2B
$4.9B
$4.6B
$4.6B
$3.9B
$4.6B
$4.3B
$2.7B
$2.9B
$3.0B

Spire Inc. · SR

$3.5B
$3.7B
$4.1B
$3.8B
$3.9B
$4.3B
$4.6B
$4.5B
$4.5B
$4.7B
$4.7B
$4.5B
$4.5B
$4.7B
$4.9B
$4.7B
$4.9B
$5.2B
$5.3B
$7.9B

UGI Corporation · UGI

$5.5B
$5.9B
$6.8B
$6.2B
$6.0B
$6.5B
$7.2B
$6.8B
$6.8B
$6.9B
$7.1B
$6.8B
$6.7B
$6.9B
$7.0B
$6.6B
$6.6B
$6.8B
$6.9B
$6.5B
06 · compare level, then change

Return On Capital Employed

Brookfield Infrastructure Corporation has the highest ROCE among the 16 Utilities - Regulated Gas companies compared here, at 13.5%. Suburban Propane Partners, L.P. is next at 7.3%. Centuri Holdings, Inc. has the highest ROCE change at +0.5 percentage points, so level and change sit with different companies. 16 of 16 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Brookfield Infrastructure Corporation leads ROCE at 13.5%, 6.2 percentage points above Suburban Propane Partners, L.P.. Centuri Holdings, Inc. has the strongest latest improvement at +0.5 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderBrookfield Infrastructure Corporation · 13.5%
Gap84.9% versus #2 · Suburban Propane Partners, L.P.
Persistence6/8 recent comparable periods
Coverage16/16 companies · 298 observations

Investor read: Brookfield Infrastructure Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
1Brookfield Infrastructure Corporation BIPC14%
2Suburban Propane Partners, L.P. SPH7.3%
3UGI Corporation UGI5.2%
4New Jersey Resources Corporation NJR4.4%
5RGC Resources, Inc. RGCO3.9%
ROCE changefastest improvers
1Centuri Holdings, Inc. CTRI+0.5 pp
2UGI Corporation UGI+0.4 pp
3RGC Resources, Inc. RGCO+0.3 pp
4Atmos Energy Corporation ATO+0.2 pp
5Brookfield Infrastructure Corporation BIPC+0.1 pp
Return on capital · company comparison
16/16 level · 16/16 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyROCEROCE changeReported
Brookfield Infrastructure Corporation BIPC14%+0.1 ppMar 2026
Suburban Propane Partners, L.P. SPH7.3%−0.2 ppMar 2026
UGI Corporation UGI5.2%+0.4 ppMar 2026
New Jersey Resources Corporation NJR4.4%−0.1 ppMar 2026
RGC Resources, Inc. RGCO3.9%+0.3 ppMar 2026
Northwest Natural Holding Company NWN3.0%−0.2 ppMar 2026
Spire Inc. SR2.9%−0.1 ppMar 2026
Chesapeake Utilities Corporation CPK2.9%+0.1 ppMar 2026
Atmos Energy Corporation ATO2.8%+0.2 ppMar 2026
NiSource Inc. NI2.7%−0.1 ppMar 2026
ONE Gas, Inc. OGS2.6%−0.1 ppMar 2026
Southwest Gas Holdings, Inc. SWX2.2%+0.1 ppMar 2026
Black Hills Corporation BKH2.2%−0.1 ppMar 2026
MDU Resources Group, Inc. MDU1.7%0.0 ppMar 2026
Centuri Holdings, Inc. CTRI-0.3%+0.5 ppMar 2026
OPAL Fuels Inc. OPAL-0.6%−0.3 ppMar 2026
Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Atmos Energy Corporation · ATO

0.6%
1.7%
2.1%
0.8%
0.6%
1.7%
2.2%
0.9%
0.8%
1.9%
2.6%
1.0%
0.8%
1.9%
2.6%
1.0%
0.9%
1.9%
2.8%

Black Hills Corporation · BKH

1.2%
1.5%
2.2%
0.9%
1.0%
1.6%
2.1%
0.8%
1.2%
1.7%
2.3%
0.8%
0.9%
1.8%
2.3%
0.9%
0.8%
1.8%
2.2%

Brookfield Infrastructure Corporation · BIPC

18%
24%
28%
24%
32%
35%
23%
24%
23%
8.3%
9.4%
11%
11%
13%
14%
13%
13%
13%
14%
14%

Centuri Holdings, Inc. · CTRI

0.0%
0.0%
2.8%
-2.6%
3.5%
2.4%
1.9%
-0.8%
1.8%
2.1%
2.1%
-0.3%

Chesapeake Utilities Corporation · CPK

1.3%
2.2%
3.2%
1.5%
1.1%
2.4%
2.9%
1.5%
1.1%
2.0%
3.2%
1.7%
1.6%
2.2%
2.8%
1.6%
1.4%
2.2%
2.9%

MDU Resources Group, Inc. · MDU

2.6%
1.6%
0.9%
0.8%
0.8%
1.7%
1.5%
1.1%
1.1%
1.9%
1.3%
0.6%
0.5%
1.4%
1.7%
0.5%
0.6%
1.6%
1.7%

New Jersey Resources Corporation · NJR

0.1%
3.2%
2.8%
0.6%
1.6%
3.3%
3.1%
0.1%
1.2%
2.4%
3.0%
0.1%
2.5%
3.1%
4.5%
0.0%
0.6%
2.7%
4.4%

NiSource Inc. · NI

0.7%
1.4%
2.9%
0.7%
0.7%
1.7%
2.4%
0.7%
1.0%
1.5%
2.4%
0.9%
0.9%
1.6%
2.8%
0.9%
1.0%
1.7%
2.7%

ONE Gas, Inc. · OGS

0.7%
1.4%
2.0%
0.8%
0.7%
1.5%
2.5%
1.1%
0.9%
1.7%
2.4%
1.1%
1.0%
1.9%
2.7%
1.1%
1.0%
2.0%
2.6%

Southwest Gas Holdings, Inc. · SWX

0.3%
1.3%
1.8%
0.5%
0.5%
-3.0%
1.3%
0.8%
0.5%
1.4%
1.6%
0.8%
0.2%
1.5%
2.1%
0.9%
0.4%
1.6%
2.2%

Spire Inc. · SR

0.4%
1.3%
3.2%
0.5%
0.4%
1.9%
3.1%
0.1%
0.0%
1.7%
3.4%
0.4%
0.2%
1.7%
3.0%
0.8%
0.0%
1.8%
2.9%

UGI Corporation · UGI

5.8%
-0.8%
9.2%
0.4%
1.8%
-8.9%
1.5%
-5.6%
4.3%
1.6%
5.0%
0.1%
3.3%
3.4%
4.8%
-1.1%
3.4%
3.2%
5.2%

ROCE change · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Atmos Energy Corporation · ATO

0.0 pp
0.0 pp
+0.1 pp
+0.1 pp
+0.2 pp
+0.2 pp
+0.4 pp
+0.1 pp
0.0 pp
0.0 pp
0.0 pp
0.0 pp
+0.1 pp
0.0 pp
+0.2 pp

Black Hills Corporation · BKH

−0.2 pp
+0.1 pp
−0.1 pp
−0.1 pp
+0.2 pp
+0.1 pp
+0.2 pp
0.0 pp
−0.3 pp
+0.1 pp
0.0 pp
+0.1 pp
−0.1 pp
0.0 pp
−0.1 pp

Brookfield Infrastructure Corporation · BIPC

+13.9 pp
+10.3 pp
−4.5 pp
−0.2 pp
−9.1 pp
−26.4 pp
−13.6 pp
−13.5 pp
−11.8 pp
+4.5 pp
+4.5 pp
+2.9 pp
+2.1 pp
+0.3 pp
−0.1 pp
+0.1 pp

Centuri Holdings, Inc. · CTRI

+2.8 pp
−2.6 pp
−0.9 pp
+1.8 pp
−1.7 pp
−0.3 pp
+0.2 pp
+0.5 pp

Chesapeake Utilities Corporation · CPK

−0.2 pp
+0.2 pp
−0.3 pp
0.0 pp
0.0 pp
−0.4 pp
+0.3 pp
+0.2 pp
+0.5 pp
+0.2 pp
−0.4 pp
−0.1 pp
−0.2 pp
0.0 pp
+0.1 pp

MDU Resources Group, Inc. · MDU

−1.8 pp
+0.1 pp
+0.6 pp
+0.3 pp
+0.3 pp
+0.2 pp
−0.2 pp
−0.5 pp
−0.6 pp
−0.5 pp
+0.4 pp
−0.1 pp
+0.1 pp
+0.2 pp
0.0 pp

New Jersey Resources Corporation · NJR

+1.5 pp
+0.1 pp
+0.3 pp
−0.5 pp
−0.4 pp
−0.9 pp
−0.1 pp
0.0 pp
+1.3 pp
+0.7 pp
+1.5 pp
−0.1 pp
−1.9 pp
−0.4 pp
−0.1 pp

NiSource Inc. · NI

0.0 pp
+0.3 pp
−0.5 pp
0.0 pp
+0.3 pp
−0.2 pp
0.0 pp
+0.2 pp
−0.1 pp
+0.1 pp
+0.4 pp
0.0 pp
+0.1 pp
+0.1 pp
−0.1 pp

ONE Gas, Inc. · OGS

0.0 pp
+0.1 pp
+0.5 pp
+0.3 pp
+0.2 pp
+0.2 pp
−0.1 pp
0.0 pp
+0.1 pp
+0.2 pp
+0.3 pp
0.0 pp
0.0 pp
+0.1 pp
−0.1 pp

Southwest Gas Holdings, Inc. · SWX

+0.2 pp
−4.3 pp
−0.5 pp
+0.3 pp
0.0 pp
+4.4 pp
+0.3 pp
0.0 pp
−0.3 pp
+0.1 pp
+0.5 pp
+0.1 pp
+0.2 pp
+0.1 pp
+0.1 pp

Spire Inc. · SR

0.0 pp
+0.6 pp
−0.1 pp
−0.4 pp
−0.4 pp
−0.2 pp
+0.3 pp
+0.3 pp
+0.2 pp
0.0 pp
−0.4 pp
+0.4 pp
−0.2 pp
+0.1 pp
−0.1 pp

UGI Corporation · UGI

−4.0 pp
−8.1 pp
−7.7 pp
−6.0 pp
+2.5 pp
+10.5 pp
+3.5 pp
+5.7 pp
−1.0 pp
+1.8 pp
−0.2 pp
−1.2 pp
+0.1 pp
−0.2 pp
+0.4 pp
07 · compare level, then change

Valuation Against Growth & Quality

MDU Resources Group, Inc. has the lowest Guarded PEG among the 16 Utilities - Regulated Gas companies compared here, at 0.23×. Suburban Propane Partners, L.P. is next at 0.27×. Brookfield Infrastructure Corporation has the lowest P/E at -31.4×, so level and change sit with different companies. 13 of 16 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: MDU Resources Group, Inc. has the lowest comparable Guarded PEG at 0.23×, 14.8% below Suburban Propane Partners, L.P.. Only 13 of 16 companies pass the guard, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderMDU Resources Group, Inc. · 0.23×
Gap14.8% versus #2 · Suburban Propane Partners, L.P.
Persistence0/8 recent comparable periods
Coverage13/16 companies · 58 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data sources reconciled. A missing PEG is more honest than a low-base fiction.
Guarded PEGlowest PEG
1MDU Resources Group, Inc. MDU0.2
2Suburban Propane Partners, L.P. SPH0.3
3Spire Inc. SR0.4
4UGI Corporation UGI0.8
5Black Hills Corporation BKH1.0
P/Elowest P/E
1Brookfield Infrastructure Corporation BIPC-31.4
2Suburban Propane Partners, L.P. SPH10.2
3Southwest Gas Holdings, Inc. SWX12.6
4UGI Corporation UGI12.6
5Spire Inc. SR15.9
Valuation · company comparison
13/16 level · 16/16 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyGuarded PEGP/EReported
RGC Resources, Inc. RGCO2.916.5Mar 2026
ONE Gas, Inc. OGS2.819.4Mar 2026
NiSource Inc. NI2.723.2Mar 2026
Atmos Energy Corporation ATO1.722.7Mar 2026
Southwest Gas Holdings, Inc. SWX1.512.6Mar 2026
Chesapeake Utilities Corporation CPK1.320.3Mar 2026
Northwest Natural Holding Company NWN1.118.2Mar 2026
New Jersey Resources Corporation NJR1.116.3Mar 2026
Black Hills Corporation BKH1.018.2Mar 2026
UGI Corporation UGI0.812.6Mar 2026
Spire Inc. SR0.415.9Mar 2026
Suburban Propane Partners, L.P. SPH0.310.2Mar 2026
MDU Resources Group, Inc. MDU0.222.5Mar 2026
Brookfield Infrastructure Corporation BIPC-31.4Mar 2026
Centuri Holdings, Inc. CTRI86.4Mar 2026
OPAL Fuels Inc. OPAL252.0Mar 2026
Full 20-quarter history · every available company

Guarded PEG · reported quarter history

Showing the 12 largest of 13 companies with a series here. The remaining 1 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Atmos Energy Corporation · ATO

2.4
3.4
2.1
1.8
1.2
1.0
1.8
1.8
2.9
3.3
2.4
2.2
1.7

Black Hills Corporation · BKH

1.0

Chesapeake Utilities Corporation · CPK

2.0
1.7
1.1
1.6
1.6
1.3

MDU Resources Group, Inc. · MDU

0.2
0.9
0.4
0.2

New Jersey Resources Corporation · NJR

0.6
2.1
0.4
1.1

NiSource Inc. · NI

1.3
2.0
2.2
1.0
1.4
1.6
1.1
2.7

Northwest Natural Holding Company · NWN

0.9
1.1
1.6
0.5
1.1

ONE Gas, Inc. · OGS

3.6
2.8
1.6
1.5
2.8

Southwest Gas Holdings, Inc. · SWX

0.9
1.5

Spire Inc. · SR

1.0
1.5
1.4
1.6
0.4

Suburban Propane Partners, L.P. · SPH

0.7
0.3

UGI Corporation · UGI

2.2
0.8

P/E · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Atmos Energy Corporation · ATO

14.5
19.7
22.2
20.3
18.2
19.6
19.3
19.9
17.4
18.4
17.8
17.1
20.3
19.9
21.6
21.3
22.9
21.8
22.7

Black Hills Corporation · BKH

16.2
18.9
19.1
17.5
17.0
21.6
16.2
16.2
13.1
13.8
13.5
12.9
15.6
15.0
14.8
14.2
15.7
17.4
18.2

Brookfield Infrastructure Corporation · BIPC

-13.7
31.1
17.6
4.0
5.3
11.7
4.0
-17.4
-31.4

Centuri Holdings, Inc. · CTRI

828.0
703.3
103.8
86.4

Chesapeake Utilities Corporation · CPK

25.4
30.8
28.4
25.7
23.7
23.5
25.6
24.0
19.8
22.3
22.5
22.7
25.2
23.1
23.7
21.4
23.8
20.9
20.3

MDU Resources Group, Inc. · MDU

5.6
9.8
5.8
6.4
6.3
6.4
6.3
5.5
6.1
5.4
6.0
7.8
8.7
13.2
15.5
15.7
21.5
21.0
22.5

New Jersey Resources Corporation · NJR

28.5
26.7
46.3
19.5
13.6
17.2
17.6
16.3
15.0
18.3
17.0
17.9
16.2
14.0
11.9
10.9
14.5
14.3
16.3

NiSource Inc. · NI

21.4
21.7
20.8
19.2
16.4
16.1
19.0
19.0
16.6
17.9
18.1
17.7
21.0
22.7
21.7
21.5
22.9
21.4
23.2

ONE Gas, Inc. · OGS

16.6
20.2
22.7
20.7
17.7
18.6
19.3
18.8
16.7
15.4
15.9
16.2
19.4
17.7
18.3
17.2
18.9
17.7
19.4

Southwest Gas Holdings, Inc. · SWX

16.6
20.7
26.2
36.6
30.3
29.7
28.3
27.7
29.5
25.6
23.0
27.7
12.2
13.2
12.6

Spire Inc. · SR

12.3
15.1
17.7
19.0
15.8
14.9
15.0
14.7
14.7
16.2
15.5
14.6
16.1
16.4
19.3
15.8
18.7
18.0
15.9

UGI Corporation · UGI

6.2
9.2
5.2
6.2
6.5
42.1
7.3
20.0
11.1
13.4
19.0
10.8
13.8
12.6
08 · compare level, then change

Enterprise Value & Book Value

UGI Corporation has the lowest EV/EBITDA among the 16 Utilities - Regulated Gas companies compared here, at 7.12×. Brookfield Infrastructure Corporation is next at 7.37×. Black Hills Corporation has the lowest P/BV at 1.34×, so level and change sit with different companies. 16 of 16 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: UGI Corporation leads ev/ebitda at 7.12×; Black Hills Corporation leads p/bv at 1.34×.

LeaderUGI Corporation · 7.12×
Gap3.4% versus #2 · Brookfield Infrastructure Corporation
Persistence0/8 recent comparable periods
Coverage16/16 companies · 290 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/bv signal.

EV/EBITDA includes debt in enterprise value and is useful across different capital structures. P/BV prices the company against its own book. Both are market multiples on reported figures, not intrinsic-value estimates and not forecasts.
EV/EBITDAlowest EV/EBITDA
1UGI Corporation UGI7.1
2Brookfield Infrastructure Corporation BIPC7.4
3Suburban Propane Partners, L.P. SPH9.5
4Northwest Natural Holding Company NWN10.1
5ONE Gas, Inc. OGS11.3
P/BVlowest P/BV
1Black Hills Corporation BKH1.3
2Northwest Natural Holding Company NWN1.4
3UGI Corporation UGI1.4
4MDU Resources Group, Inc. MDU1.5
5ONE Gas, Inc. OGS1.5
Enterprise and book valuation · company comparison
16/16 level · 16/16 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyEV/EBITDAP/BVReported
OPAL Fuels Inc. OPAL33.59.3Mar 2026
Atmos Energy Corporation ATO16.12.1Mar 2026
Spire Inc. SR15.31.6Mar 2026
Centuri Holdings, Inc. CTRI14.43.4Mar 2026
MDU Resources Group, Inc. MDU13.51.5Mar 2026
NiSource Inc. NI13.42.3Mar 2026
New Jersey Resources Corporation NJR12.82.1Mar 2026
Chesapeake Utilities Corporation CPK12.61.8Mar 2026
RGC Resources, Inc. RGCO12.21.9Mar 2026
Black Hills Corporation BKH12.11.3Mar 2026
Southwest Gas Holdings, Inc. SWX11.51.5Mar 2026
ONE Gas, Inc. OGS11.31.5Mar 2026
Northwest Natural Holding Company NWN10.11.4Mar 2026
Suburban Propane Partners, L.P. SPH9.51.8Mar 2026
Brookfield Infrastructure Corporation BIPC7.42.5Mar 2026
UGI Corporation UGI7.11.4Mar 2026
Full 20-quarter history · every available company

EV/EBITDA · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Atmos Energy Corporation · ATO

13.7
15.9
17.3
16.3
15.4
16.2
14.4
15.7
13.5
14.8
13.8
12.8
14.4
14.3
14.8
14.7
15.9
15.7
16.1

Black Hills Corporation · BKH

13.1
14.3
14.0
13.4
13.2
13.3
12.3
12.1
10.9
11.1
10.8
10.6
11.7
11.2
11.1
10.6
11.2
12.0
12.1

Brookfield Infrastructure Corporation · BIPC

7.3
6.1
7.1
7.1
6.4
6.6
6.0
6.6
6.8
6.3
10.4
8.9
7.9
7.5
7.1
6.5
7.0
7.0
7.5
7.4

Centuri Holdings, Inc. · CTRI

102.2
164.5
11.2
9.7
11.9
11.8
13.5
14.4

Chesapeake Utilities Corporation · CPK

14.2
15.8
15.5
14.3
13.3
12.6
13.9
13.0
11.3
15.8
15.0
14.2
14.9
13.2
14.0
13.1
13.9
12.2
12.6

MDU Resources Group, Inc. · MDU

5.5
9.8
6.0
5.5
7.3
12.2
8.1
8.5
8.0
10.7
8.2
8.8
10.3
12.7
11.6
11.6
12.2
13.4
13.5

New Jersey Resources Corporation · NJR

15.1
15.3
18.3
16.1
12.7
14.6
13.9
13.6
12.9
14.7
14.0
14.2
13.2
12.1
10.3
10.1
12.3
12.5
12.8

NiSource Inc. · NI

12.5
13.0
12.6
12.2
11.6
11.7
12.2
12.1
11.6
11.8
11.8
11.9
13.0
13.2
13.2
13.3
13.4
12.7
13.4

ONE Gas, Inc. · OGS

7.2
16.1
12.5
11.5
8.1
12.8
12.2
11.5
10.5
10.1
10.3
10.1
11.2
10.6
10.5
10.1
10.9
10.6
11.3

Southwest Gas Holdings, Inc. · SWX

10.7
14.2
14.5
15.2
13.2
22.8
23.8
22.1
21.8
16.7
11.6
11.3
12.1
12.9
11.8
11.7
10.7
10.8
11.5

Spire Inc. · SR

10.7
12.2
12.5
12.7
12.1
12.1
11.7
11.5
11.8
12.5
11.7
11.2
11.5
11.6
12.6
11.7
12.4
12.6
15.3

UGI Corporation · UGI

5.4
7.5
4.9
5.7
6.7
16.8
8.5
6.2
5.5
10.3
6.1
6.3
7.4
9.3
7.6
7.1

P/BV · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Atmos Energy Corporation · ATO

1.5
1.7
1.9
1.7
1.5
1.6
1.6
1.6
1.5
1.6
1.5
1.5
1.8
1.7
1.9
1.9
2.0
1.9
2.1

Black Hills Corporation · BKH

1.5
1.6
1.7
1.6
1.5
1.6
1.4
1.3
1.1
1.1
1.1
1.1
1.3
1.2
1.2
1.1
1.2
1.4
1.3

Brookfield Infrastructure Corporation · BIPC

-3.0
-2.3
-3.6
-3.6
-4.4
-3.7
-12.1
-8.0
-6.7
1.2
1.2
1.8
1.4
2.5
2.1
1.5
2.2
2.2
2.7
2.5

Centuri Holdings, Inc. · CTRI

3.3
2.6
3.2
2.7
3.5
3.2
3.0
3.4

Chesapeake Utilities Corporation · CPK

2.8
3.3
3.0
2.8
2.5
2.5
2.7
2.5
2.0
1.9
1.9
1.8
2.1
2.0
2.0
1.9
2.1
1.9
1.8

MDU Resources Group, Inc. · MDU

0.7
0.7
0.6
0.6
0.6
0.7
0.7
0.9
0.8
0.8
1.0
0.9
1.0
1.4
1.3
1.3
1.3
1.4
1.5

New Jersey Resources Corporation · NJR

2.0
2.3
2.5
2.4
2.1
2.5
2.6
2.3
2.0
2.1
1.9
2.0
2.1
2.0
2.0
1.9
2.0
1.9
2.1

NiSource Inc. · NI

1.4
1.6
1.8
1.7
1.4
1.5
1.5
1.6
1.4
1.4
1.6
1.6
1.9
2.0
2.1
2.1
2.3
2.1
2.3

ONE Gas, Inc. · OGS

1.5
1.8
2.0
1.8
1.6
1.6
1.7
1.6
1.4
1.3
1.3
1.3
1.5
1.3
1.4
1.4
1.5
1.4
1.5

Southwest Gas Holdings, Inc. · SWX

1.4
1.4
1.5
1.7
1.4
1.4
1.4
1.4
1.3
1.4
1.6
1.4
1.5
1.4
1.4
1.5
1.4
1.5
1.5

Spire Inc. · SR

1.2
1.3
1.3
1.4
1.2
1.3
1.2
1.1
1.0
1.1
1.0
1.1
1.2
1.2
1.3
1.2
1.4
1.4
1.6

UGI Corporation · UGI

1.6
1.8
1.2
1.4
1.1
1.5
1.4
1.3
1.1
1.2
1.1
1.0
1.2
1.3
1.4
1.6
1.5
1.6
1.4
09 · let price answer last

Market action

New Jersey Resources Corporation has the strongest one-year price move in Utilities - Regulated Gas at +30.8%. It also leads on Mansfield relative strength against the S&P 500 at +8.6%. 4 of 16 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-07-28.

Every price line is indexed to 100 over the chosen window. Mansfield relative strength compares a price ratio with its own 52-week average; zero separates leadership from lagging.
Price and relative strength

Price is rebased to 100 inside the selected window. Pair ratio rebases each selected company against one chosen denominator.

Before the conclusion · check the blind spots

What can make this comparison misleading?

This Utilities - Regulated Gas comparison names 4 specific ways its own evidence can mislead, all listed below. All 16 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
10 · the complete set

Which companies are included?

All 16 companies in the canonical Utilities - Regulated Gas membership are listed below, largest market value first — nothing is silently dropped, even where a company reports too little to rank. The charts above default to a selective view; this register is the complete set, with each company's own latest reporting date beside it.

AHEAD means the company is beating the index by 5% or more over three months. LAGGING, FUNDAMENTALS UP means it is 20% or more behind over a year while its trailing twelve-month earnings grew 20% or more. Both rules are fixed and applied the same way in every sector.

CompanyMarket valuePricePriced toLatest fundamentals
Atmos Energy Corporation ATO$29.9B$1792026-07-28Mar 2026
NiSource Inc. NI$21.9B$45.72026-07-28Mar 2026
UGI Corporation UGI$7.9B$36.92026-07-28Mar 2026
Southwest Gas Holdings, Inc. SWX$6.7B$92.62026-07-28Mar 2026
New Jersey Resources Corporation NJR$6.0B$59.92026-07-28Mar 2026
Black Hills Corporation BKH$5.7B$74.82026-07-28Mar 2026
Brookfield Infrastructure Corporation BIPCAHEAD$5.2B$42.52026-07-28Mar 2026
ONE Gas, Inc. OGS$5.1B$80.72026-07-28Mar 2026
Spire Inc. SR$4.9B$82.62026-07-28Mar 2026
MDU Resources Group, Inc. MDU$4.3B$20.62026-07-28Mar 2026
Chesapeake Utilities Corporation CPK$3.3B$1382026-07-28Mar 2026
Centuri Holdings, Inc. CTRI$2.6B$26.02026-07-28Mar 2026
Northwest Natural Holding Company NWN$2.2B$51.92026-07-28Mar 2026
Suburban Propane Partners, L.P. SPHLAGGING, FUNDAMENTALS UP$1.2B$18.72026-07-28Mar 2026
OPAL Fuels Inc. OPAL$390M$2.22026-07-28Mar 2026
RGC Resources, Inc. RGCO$239M$23.02026-07-28Mar 2026
Evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 16 Utilities - Regulated Gas companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Mar 2026 and market data through 2026-07-28. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Mar 2026 · up to 20 quarters per company
Market dataThrough 2026-07-28 · weekly price and relative-strength history
Derived metricsGrowth, changes, CAPEX intensity, net debt, guarded PEG and P/BV÷ROE are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
Questions investors ask · short, speakable answers

Utilities - Regulated Gas company comparison FAQs

These 18 answers restate the Utilities - Regulated Gas comparison above in question form. Every one is computed from the same 16 companies and the same reported filings as the rankings and charts, current through Mar 2026. Price and relative-strength answers run through 2026-07-28. Nothing here is estimated, and none of it is a recommendation.

Which Utilities - Regulated Gas company is the biggest?

UGI Corporation is the largest, with trailing-twelve-month revenue of $7,359 million, ahead of NiSource Inc. at $6,822 million. That covers 15 of 16 companies with comparable reporting through Mar 2026.

Which Utilities - Regulated Gas company is growing fastest?

Centuri Holdings, Inc. has the fastest revenue growth at 18.7% year on year, across 15 of 16 comparable companies. Fast growth off a small base is not the same as proven scale — check whether the rate holds across several quarters on the chart above before treating it as a trend.

Which Utilities - Regulated Gas company has the best profit margins?

Atmos Energy Corporation has the highest operating margin at 39%, from 15 of 16 comparable companies. Southwest Gas Holdings, Inc. shows the biggest recent improvement, at +8.9 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Utilities - Regulated Gas company makes the most profit?

Atmos Energy Corporation earns the most, at $1,346 million of trailing-twelve-month net profit, from 16 of 16 comparable companies. Southwest Gas Holdings, Inc. has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Utilities - Regulated Gas company earns the highest return on capital?

Brookfield Infrastructure Corporation leads on return on capital employed at 13.5%, across 16 of 16 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Utilities - Regulated Gas stock is the cheapest?

On guarded PEG — where a LOWER number is cheaper — MDU Resources Group, Inc. screens cheapest at 0.23×. Only 13 of 16 companies pass the comparability guard, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Which Utilities - Regulated Gas company has the strongest balance sheet?

RGC Resources, Inc. carries the lowest comparable gross debt at $147 million, from 16 of 16 companies. Absolute rupee debt alone does not settle it, because company scale differs — net debt and debt-to-equity in the chart above carry more information, and a very low-debt balance sheet can also mean under-investment.

Which Utilities - Regulated Gas company is investing most in new capacity?

Atmos Energy Corporation reports the largest capital spending at $1,004 million, across 16 of 16 companies. Spending consumes cash before it earns anything, so treat the ranking as a diligence queue: check commissioning, utilisation and the return earned on the completed assets before reading spend as value creation.

Is the Utilities - Regulated Gas sector beating the market?

Utilities - Regulated Gas has underperformed S&P 500 by 0.9% over the last 52 weeks and 5.6% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 4 of 16 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Utilities - Regulated Gas stock has the strongest price momentum?

New Jersey Resources Corporation has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Utilities - Regulated Gas company scores highest for research priority?

Southwest Gas Holdings, Inc. scores 62.9 out of 100 with 86.2% evidence confidence, from 22.6 points on growth and earnings, 12.6 on capital efficiency, 11.1 on valuation and 16.6 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Utilities - Regulated Gas companies does this comparison cover, and over what period?

It compares 16 listed companies over up to 20 reported quarters of fundamentals and 5 fiscal years of capital allocation, ending Mar 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Utilities - Regulated Gas sector?

The 16 Utilities - Regulated Gas companies on this page carry $107,712 million of combined market value. Atmos Energy Corporation is the largest at $29,942 million, about 28% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-07-28.

What is the Utilities - Regulated Gas sector's P/E ratio?

The median price-to-earnings ratio across the 16 Utilities - Regulated Gas companies on this page is 18.2×, measured on the 15 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-07-28.

How is the Utilities - Regulated Gas sector performing?

4 of the 16 covered Utilities - Regulated Gas companies are beating S&P 500 on Mansfield relative strength. The sector itself is 0.9% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-07-28.

How many Utilities - Regulated Gas stocks are listed in the US?

This comparison covers 16 listed Utilities - Regulated Gas companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Mar 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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