AES vs. SRE: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at AES and SRE, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
| Symbol | AES | SRE |
|---|---|---|
| Company Name | The AES Corporation | Sempra |
| Country | United States | United States |
| GICS Sector | Utilities | Utilities |
| GICS Industry | Independent Power and Renewable Electricity Producers | Multi-Utilities |
| Market Capitalization | 10.49 billion USD | 60.91 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 26, 1991 | June 29, 1998 |
| Security Type | Common Stock | Common Stock |
Historical Performance
This chart compares the performance of AES and SRE by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
| Symbol | AES | SRE |
|---|---|---|
| 5-Day Price Return | 3.08% | 4.57% |
| 13-Week Price Return | 11.09% | 25.33% |
| 26-Week Price Return | 23.78% | 31.99% |
| 52-Week Price Return | -21.10% | 14.54% |
| Month-to-Date Return | 11.93% | 3.76% |
| Year-to-Date Return | 14.45% | 6.43% |
| 10-Day Avg. Volume | 17.05M | 3.75M |
| 3-Month Avg. Volume | 13.51M | 3.88M |
| 3-Month Volatility | 60.67% | 20.34% |
| Beta | 1.00 | 0.74 |
Profitability
Return on Equity (TTM)
AES
29.42%
Independent Power and Renewable Electricity Producers Industry
- Max
- 25.91%
- Q3
- 13.69%
- Median
- 7.86%
- Q1
- 4.13%
- Min
- -6.69%
AES’s Return on Equity of 29.42% is exceptionally high, placing it well beyond the typical range for the Independent Power and Renewable Electricity Producers industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.
SRE
8.73%
Multi-Utilities Industry
- Max
- 20.00%
- Q3
- 13.79%
- Median
- 9.45%
- Q1
- 7.88%
- Min
- 4.56%
SRE’s Return on Equity of 8.73% is on par with the norm for the Multi-Utilities industry, indicating its profitability relative to shareholder equity is typical for the sector.
Net Profit Margin (TTM)
AES
8.42%
Independent Power and Renewable Electricity Producers Industry
- Max
- 23.58%
- Q3
- 14.30%
- Median
- 8.59%
- Q1
- 5.08%
- Min
- -2.06%
AES’s Net Profit Margin of 8.42% is aligned with the median group of its peers in the Independent Power and Renewable Electricity Producers industry. This indicates its ability to convert revenue into profit is typical for the sector.
SRE
23.49%
Multi-Utilities Industry
- Max
- 23.49%
- Q3
- 14.79%
- Median
- 9.24%
- Q1
- 4.19%
- Min
- -1.05%
A Net Profit Margin of 23.49% places SRE in the upper quartile for the Multi-Utilities industry, signifying strong profitability and more effective cost management than most of its peers.
Operating Profit Margin (TTM)
AES
15.49%
Independent Power and Renewable Electricity Producers Industry
- Max
- 31.45%
- Q3
- 22.28%
- Median
- 16.08%
- Q1
- 11.37%
- Min
- 4.97%
AES’s Operating Profit Margin of 15.49% is around the midpoint for the Independent Power and Renewable Electricity Producers industry, indicating that its efficiency in managing core business operations is typical for the sector.
SRE
26.26%
Multi-Utilities Industry
- Max
- 45.01%
- Q3
- 26.69%
- Median
- 19.18%
- Q1
- 7.66%
- Min
- -0.18%
SRE’s Operating Profit Margin of 26.26% is around the midpoint for the Multi-Utilities industry, indicating that its efficiency in managing core business operations is typical for the sector.
Profitability at a Glance
| Symbol | AES | SRE |
|---|---|---|
| Return on Equity (TTM) | 29.42% | 8.73% |
| Return on Assets (TTM) | 2.08% | 2.79% |
| Net Profit Margin (TTM) | 8.42% | 23.49% |
| Operating Profit Margin (TTM) | 15.49% | 26.26% |
| Gross Profit Margin (TTM) | 17.28% | -- |
Financial Strength
Current Ratio (MRQ)
AES
0.82
Independent Power and Renewable Electricity Producers Industry
- Max
- 1.84
- Q3
- 1.25
- Median
- 0.81
- Q1
- 0.66
- Min
- 0.27
AES’s Current Ratio of 0.82 aligns with the median group of the Independent Power and Renewable Electricity Producers industry, indicating that its short-term liquidity is in line with its sector peers.
SRE
0.48
Multi-Utilities Industry
- Max
- 1.35
- Q3
- 1.10
- Median
- 0.95
- Q1
- 0.82
- Min
- 0.48
SRE’s Current Ratio of 0.48 falls into the lower quartile for the Multi-Utilities industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
Debt-to-Equity Ratio (MRQ)
AES
8.99
Independent Power and Renewable Electricity Producers Industry
- Max
- 4.71
- Q3
- 2.80
- Median
- 1.91
- Q1
- 1.17
- Min
- 0.18
With a Debt-to-Equity Ratio of 8.99, AES operates with exceptionally high leverage compared to the Independent Power and Renewable Electricity Producers industry norm. This suggests an aggressive reliance on debt financing, which can magnify returns but also significantly elevates financial risk.
SRE
1.22
Multi-Utilities Industry
- Max
- 3.03
- Q3
- 2.00
- Median
- 1.55
- Q1
- 1.24
- Min
- 0.58
Falling into the lower quartile for the Multi-Utilities industry, SRE’s Debt-to-Equity Ratio of 1.22 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.
Interest Coverage Ratio (TTM)
AES
1.83
Independent Power and Renewable Electricity Producers Industry
- Max
- 10.03
- Q3
- 7.41
- Median
- 2.59
- Q1
- 1.32
- Min
- -1.62
AES’s Interest Coverage Ratio of 1.83 is positioned comfortably within the norm for the Independent Power and Renewable Electricity Producers industry, indicating a standard and healthy capacity to cover its interest payments.
SRE
3.18
Multi-Utilities Industry
- Max
- 9.98
- Q3
- 5.96
- Median
- 3.48
- Q1
- 2.74
- Min
- 0.59
SRE’s Interest Coverage Ratio of 3.18 is positioned comfortably within the norm for the Multi-Utilities industry, indicating a standard and healthy capacity to cover its interest payments.
Financial Strength at a Glance
| Symbol | AES | SRE |
|---|---|---|
| Current Ratio (MRQ) | 0.82 | 0.48 |
| Quick Ratio (MRQ) | 0.72 | 0.39 |
| Debt-to-Equity Ratio (MRQ) | 8.99 | 1.22 |
| Interest Coverage Ratio (TTM) | 1.83 | 3.18 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
AES
4.74%
Independent Power and Renewable Electricity Producers Industry
- Max
- 7.43%
- Q3
- 5.56%
- Median
- 3.97%
- Q1
- 2.26%
- Min
- 0.00%
AES’s Dividend Yield of 4.74% is consistent with its peers in the Independent Power and Renewable Electricity Producers industry, providing a dividend return that is standard for its sector.
SRE
2.59%
Multi-Utilities Industry
- Max
- 10.02%
- Q3
- 5.84%
- Median
- 4.22%
- Q1
- 2.96%
- Min
- 0.00%
SRE’s Dividend Yield of 2.59% is in the lower quartile for the Multi-Utilities industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.
Dividend Payout Ratio (TTM)
AES
38.05%
Independent Power and Renewable Electricity Producers Industry
- Max
- 113.12%
- Q3
- 82.87%
- Median
- 49.83%
- Q1
- 22.46%
- Min
- 0.00%
AES’s Dividend Payout Ratio of 38.05% is within the typical range for the Independent Power and Renewable Electricity Producers industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
SRE
58.53%
Multi-Utilities Industry
- Max
- 161.38%
- Q3
- 101.19%
- Median
- 73.21%
- Q1
- 58.41%
- Min
- 31.93%
SRE’s Dividend Payout Ratio of 58.53% is within the typical range for the Multi-Utilities industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | AES | SRE |
|---|---|---|
| Dividend Yield (TTM) | 4.74% | 2.59% |
| Dividend Payout Ratio (TTM) | 38.05% | 58.53% |
Valuation
Price-to-Earnings Ratio (TTM)
AES
10.32
Independent Power and Renewable Electricity Producers Industry
- Max
- 43.87
- Q3
- 23.80
- Median
- 10.75
- Q1
- 8.70
- Min
- 4.34
AES’s P/E Ratio of 10.32 is within the middle range for the Independent Power and Renewable Electricity Producers industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
SRE
22.60
Multi-Utilities Industry
- Max
- 27.93
- Q3
- 20.57
- Median
- 15.98
- Q1
- 9.34
- Min
- 5.25
A P/E Ratio of 22.60 places SRE in the upper quartile for the Multi-Utilities industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.
Price-to-Sales Ratio (TTM)
AES
0.87
Independent Power and Renewable Electricity Producers Industry
- Max
- 7.59
- Q3
- 3.75
- Median
- 2.31
- Q1
- 0.81
- Min
- 0.42
AES’s P/S Ratio of 0.87 aligns with the market consensus for the Independent Power and Renewable Electricity Producers industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
SRE
5.31
Multi-Utilities Industry
- Max
- 5.00
- Q3
- 3.46
- Median
- 1.80
- Q1
- 0.46
- Min
- 0.26
With a P/S Ratio of 5.31, SRE trades at a valuation that eclipses even the highest in the Multi-Utilities industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.
Price-to-Book Ratio (MRQ)
AES
2.22
Independent Power and Renewable Electricity Producers Industry
- Max
- 3.43
- Q3
- 2.06
- Median
- 1.40
- Q1
- 0.88
- Min
- 0.33
AES’s P/B Ratio of 2.22 is in the upper tier for the Independent Power and Renewable Electricity Producers industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.
SRE
1.56
Multi-Utilities Industry
- Max
- 2.52
- Q3
- 2.12
- Median
- 1.55
- Q1
- 1.25
- Min
- 0.91
SRE’s P/B Ratio of 1.56 is within the conventional range for the Multi-Utilities industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
Valuation at a Glance
| Symbol | AES | SRE |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 10.32 | 22.60 |
| Price-to-Sales Ratio (TTM) | 0.87 | 5.31 |
| Price-to-Book Ratio (MRQ) | 2.22 | 1.56 |
| Price-to-Free Cash Flow Ratio (TTM) | 39.58 | 381.11 |