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Sempra (SRE) Stock Analysis

This is a peer-relative look at Sempra (SRE): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Utilities peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Sempra (SRE)
Profile ItemSRE
NameSempra
Country/RegionUnited States
GICS SectorUtilities
GICS Industry GroupUtilities
GICS IndustryMulti-Utilities
GICS Sub-IndustryMulti-Utilities
Market Capitalization51.13 billion USD
CurrencyUSD
ExchangeNYSE
Listing DateJune 29, 1998
Security TypeCommon Stock

Price Performance

Cumulative Growth

SRE
GSPC
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Sempra (SRE) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Sempra (SRE) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Sempra (SRE) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Sempra (SRE) metric values compared with Utilities industry-group medians
MetricCurrent stock: SREIndustry group median
Total Return (1Y)-13.10%5.85%
Total Return (3Y, Annualized)7.68%15.48%
Total Return (5Y, Annualized)8.14%8.14%

Risk Profile

Drawdown History

SRE
GSPC
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Sempra (SRE) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Sempra (SRE) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Sempra (SRE) metric values compared with Utilities industry-group medians
MetricCurrent stock: SREIndustry group median
Volatility (1Y, Annualized)21.00%22.23%
Beta (5Y)0.570.53
Max Drawdown (5Y)-31.62%-36.85%

Risk-Adjusted Performance

Risk-Return Positioning

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Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. SRE is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

Sempra (SRE) metric values compared with Utilities industry-group medians
MetricCurrent stock: SREIndustry group median
Sharpe Ratio (1Y)-0.830.08
Sortino Ratio (1Y)-1.070.12

Profitability

ROE (TTM)

Sempra (SRE) posts ROE of 8.73%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.

SRE

Utilities industry group

8.73%

Group distribution
Max
17.99%
Q3
12.01%
Median
9.44%
SRE
8.73%
Q1
7.56%
Min
2.17%
Largest peers
CEG
15.06%
NEE
14.06%
SO
11.90%
AEP
10.60%
NGG
10.31%
DUK
10.10%
SRE
8.73%
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Where Sempra (SRE) stands on ROE within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

Sempra (SRE) keeps 22.53% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.

SRE

Utilities industry group

22.53%

Group distribution
Max
28.78%
SRE
22.53%
Q3
17.30%
Median
12.73%
Q1
9.18%
Min
-0.20%
Largest peers
NEE
40.37%
SRE
22.53%
NGG
21.15%
DUK
16.16%
SO
16.00%
AEP
14.21%
CEG
11.08%
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Where Sempra (SRE) stands on net margin within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Sempra (SRE) turns 21.06% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

SRE

Utilities industry group

21.06%

Group distribution
Max
53.83%
Q3
31.12%
Median
23.62%
SRE
21.06%
Q1
15.45%
Min
-4.90%
Largest peers
SO
36.92%
NEE
33.00%
DUK
30.03%
NGG
28.64%
AEP
26.89%
SRE
21.06%
CEG
8.66%
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Where Sempra (SRE) stands on operating margin within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

Sempra (SRE) metric values compared with Utilities industry-group medians
MetricCurrent stock: SREIndustry group median
ROE (TTM)8.73%9.44%
ROA (TTM)1.99%3.08%
Net Margin (TTM)22.53%12.73%
Operating Margin (TTM)21.06%23.62%
Gross Margin (TTM)44.81%44.03%

Growth

Revenue Growth

Sempra (SRE) grew revenue 3.92%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

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Sempra (SRE): Revenue Growth across different time periods, set against Utilities industry-group medians.

EPS Growth

Sempra (SRE) grew earnings per share -37.78%, in the lower peer quartile. Per-share profits are advancing more slowly than at most peers, so margins, costs, or share count deserve a closer look.

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Sempra (SRE): EPS Growth across different time periods, set against Utilities industry-group medians.

Growth Metrics

Sempra (SRE) metric values compared with Utilities industry-group medians
MetricCurrent stock: SREIndustry group median
Revenue Growth (YoY)3.92%8.45%
Revenue Growth (3Y CAGR)-1.73%3.87%
EPS Growth (YoY)-37.78%3.93%
EPS Growth (3Y CAGR)-5.99%5.25%

Financial Strength

Current Ratio (MRQ)

Sempra (SRE) has current ratio of 1.61, above the industry’s typical middle range. Liquidity looks ample versus peers, though an unusually high cushion can also mean idle current assets or inefficient working capital.

SRE

Utilities industry group

1.61

Group distribution
Max
1.90
SRE
1.61
Q3
1.17
Median
0.88
Q1
0.66
Min
0.29
Largest peers
SRE
1.61
CEG
1.46
SO
0.84
DUK
0.68
NGG
0.62
NEE
0.53
AEP
0.51
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Where Sempra (SRE) stands on current ratio within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

Debt / Equity (MRQ)

Sempra (SRE) has debt-to-equity ratio of 0.85, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.

SRE

Utilities industry group

0.85

Group distribution
Max
2.63
Q3
1.77
Median
1.35
SRE
0.85
Q1
0.84
Min
0.00
Largest peers
SO
1.68
DUK
1.63
AEP
1.62
NEE
1.53
NGG
1.32
SRE
0.85
CEG
0.76
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Where Sempra (SRE) stands on debt-to-equity ratio within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

Financial Strength Metrics

Sempra (SRE) metric values compared with Utilities industry-group medians
MetricCurrent stock: SREIndustry group median
Current Ratio (MRQ)1.610.88
Debt / Equity (MRQ)0.851.35
Net Debt / EBITDA6.185.31

Dividends

Dividend Yield (TTM)

Sempra (SRE) has dividend yield of 3.27%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.

SRE

Utilities industry group

3.27%

Group distribution
Max
6.66%
Q3
3.58%
SRE
3.27%
Median
2.85%
Q1
0.66%
Min
0.00%
Largest peers
DUK
3.29%
SRE
3.27%
SO
3.21%
AEP
3.00%
NEE
2.76%
CEG
0.68%
NGG
0.57%
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Where Sempra (SRE) stands on dividend yield within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Sempra (SRE) has payout ratio of 56.05%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.

SRE

Utilities industry group

56.05%

Group distribution
Max
113.04%
Q3
68.72%
Median
56.38%
SRE
56.05%
Q1
32.38%
Min
0.00%
Largest peers
NGG
71.97%
SO
68.49%
DUK
62.76%
AEP
62.09%
SRE
56.05%
NEE
43.89%
CEG
15.92%
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Where Sempra (SRE) stands on payout ratio within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

Sempra (SRE) metric values compared with Utilities industry-group medians
MetricCurrent stock: SREIndustry group median
Dividend Yield (TTM)3.27%2.85%
Dividend Payout Ratio (TTM)56.05%56.38%

Valuation

P/E Ratio (TTM)

Sempra (SRE) trades at P/E ratio of 16.74, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

SRE

Utilities industry group

16.74

Group distribution
Max
31.22
Q3
23.30
Median
19.64
SRE
16.74
Q1
15.17
Min
3.34
Largest peers
CEG
24.43
SO
21.08
AEP
20.67
DUK
18.74
SRE
16.74
NEE
15.67
NGG
15.54
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Where Sempra (SRE) stands on P/E ratio within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Sempra (SRE) trades at 3.76 on P/S ratio, in the higher sales-valuation quartile. Investors are paying up for each dollar of revenue, so stronger margins, growth, or revenue quality need to carry that price.

SRE

Utilities industry group

3.76

Group distribution
Max
6.35
SRE
3.76
Q3
3.63
Median
2.63
Q1
1.52
Min
0.00
Largest peers
NEE
6.33
NGG
4.46
SRE
3.76
SO
3.45
DUK
2.99
AEP
2.92
CEG
2.83
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Where Sempra (SRE) stands on P/S ratio within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Sempra (SRE) trades at 1.53 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.

SRE

Utilities industry group

1.53

Group distribution
Max
3.12
Q3
2.21
Median
1.83
SRE
1.53
Q1
1.46
Min
0.34
Largest peers
NGG
9.36
NEE
2.97
CEG
2.78
SO
2.56
AEP
2.10
DUK
1.83
SRE
1.53
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Where Sempra (SRE) stands on P/B ratio within its Utilities peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

Sempra (SRE) metric values compared with Utilities industry-group medians
MetricCurrent stock: SREIndustry group median
P/E Ratio (TTM)16.7419.64
P/S Ratio (TTM)3.762.63
P/B Ratio (MRQ)1.531.83
Free Cash Flow Yield (TTM)-22.35%-7.11%