DUK vs. SRE: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at DUK and SRE, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
| Symbol | DUK | SRE |
|---|---|---|
| Company Name | Duke Energy Corporation | Sempra |
| Country | United States | United States |
| GICS Sector | Utilities | Utilities |
| GICS Industry | Electric Utilities | Multi-Utilities |
| Market Capitalization | 97.76 billion USD | 53.65 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 17, 1980 | June 29, 1998 |
| Security Type | Common Stock | Common Stock |
Historical Performance
This chart compares the performance of DUK 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 | DUK | SRE |
|---|---|---|
| 5-Day Price Return | -0.17% | -0.45% |
| 13-Week Price Return | 8.51% | 8.66% |
| 26-Week Price Return | 9.77% | 0.17% |
| 52-Week Price Return | 10.88% | 4.09% |
| Month-to-Date Return | 3.35% | 0.66% |
| Year-to-Date Return | 16.68% | -6.27% |
| 10-Day Avg. Volume | 3.93M | 3.99M |
| 3-Month Avg. Volume | 3.44M | 3.94M |
| 3-Month Volatility | 16.71% | 19.06% |
| Beta | 0.43 | 0.66 |
Profitability
Return on Equity (TTM)
DUK
9.66%
Electric Utilities Industry
- Max
- 23.82%
- Q3
- 14.31%
- Median
- 10.58%
- Q1
- 7.57%
- Min
- 1.03%
DUK’s Return on Equity of 9.66% is on par with the norm for the Electric Utilities industry, indicating its profitability relative to shareholder equity is typical for the sector.
SRE
8.73%
Multi-Utilities Industry
- Max
- 19.69%
- Q3
- 12.97%
- Median
- 9.30%
- Q1
- 7.88%
- Min
- 4.34%
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)
DUK
15.51%
Electric Utilities Industry
- Max
- 29.46%
- Q3
- 17.23%
- Median
- 11.43%
- Q1
- 7.33%
- Min
- -2.53%
DUK’s Net Profit Margin of 15.51% is aligned with the median group of its peers in the Electric Utilities industry. This indicates its ability to convert revenue into profit is typical for the sector.
SRE
23.49%
Multi-Utilities Industry
- Max
- 25.37%
- Q3
- 15.24%
- Median
- 8.50%
- Q1
- 4.09%
- 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)
DUK
26.95%
Electric Utilities Industry
- Max
- 46.44%
- Q3
- 26.51%
- Median
- 19.26%
- Q1
- 11.77%
- Min
- 2.81%
An Operating Profit Margin of 26.95% places DUK in the upper quartile for the Electric Utilities industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.
SRE
26.26%
Multi-Utilities Industry
- Max
- 43.73%
- Q3
- 25.91%
- Median
- 19.49%
- Q1
- 8.11%
- Min
- -0.18%
An Operating Profit Margin of 26.26% places SRE in the upper quartile for the Multi-Utilities industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.
Profitability at a Glance
| Symbol | DUK | SRE |
|---|---|---|
| Return on Equity (TTM) | 9.66% | 8.73% |
| Return on Assets (TTM) | 2.60% | 2.79% |
| Net Profit Margin (TTM) | 15.51% | 23.49% |
| Operating Profit Margin (TTM) | 26.95% | 26.26% |
| Gross Profit Margin (TTM) | 45.97% | -- |
Financial Strength
Current Ratio (MRQ)
DUK
0.66
Electric Utilities Industry
- Max
- 1.81
- Q3
- 1.22
- Median
- 0.99
- Q1
- 0.78
- Min
- 0.34
DUK’s Current Ratio of 0.66 falls into the lower quartile for the Electric Utilities industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
SRE
0.48
Multi-Utilities Industry
- Max
- 1.64
- Q3
- 1.22
- Median
- 0.94
- Q1
- 0.86
- Min
- 0.50
SRE’s Current Ratio of 0.48 is notably low, falling beneath the typical range for the Multi-Utilities industry. This suggests a heightened liquidity risk and could indicate potential challenges in meeting its short-term obligations.
Debt-to-Equity Ratio (MRQ)
DUK
1.72
Electric Utilities Industry
- Max
- 3.40
- Q3
- 1.83
- Median
- 1.32
- Q1
- 0.64
- Min
- 0.00
DUK’s Debt-to-Equity Ratio of 1.72 is typical for the Electric Utilities industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
SRE
1.22
Multi-Utilities Industry
- Max
- 2.58
- Q3
- 1.96
- Median
- 1.56
- Q1
- 1.20
- Min
- 0.53
SRE’s Debt-to-Equity Ratio of 1.22 is typical for the Multi-Utilities industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
Interest Coverage Ratio (TTM)
DUK
2.68
Electric Utilities Industry
- Max
- 18.68
- Q3
- 10.64
- Median
- 3.32
- Q1
- 2.62
- Min
- -3.31
DUK’s Interest Coverage Ratio of 2.68 is positioned comfortably within the norm for the Electric Utilities industry, indicating a standard and healthy capacity to cover its interest payments.
SRE
3.18
Multi-Utilities Industry
- Max
- 12.21
- Q3
- 7.03
- Median
- 3.61
- Q1
- 2.92
- Min
- 1.62
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 | DUK | SRE |
|---|---|---|
| Current Ratio (MRQ) | 0.66 | 0.48 |
| Quick Ratio (MRQ) | 0.42 | 0.39 |
| Debt-to-Equity Ratio (MRQ) | 1.72 | 1.22 |
| Interest Coverage Ratio (TTM) | 2.68 | 3.18 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
DUK
3.35%
Electric Utilities Industry
- Max
- 7.00%
- Q3
- 4.67%
- Median
- 3.84%
- Q1
- 2.48%
- Min
- 0.00%
DUK’s Dividend Yield of 3.35% is consistent with its peers in the Electric Utilities industry, providing a dividend return that is standard for its sector.
SRE
2.97%
Multi-Utilities Industry
- Max
- 8.75%
- Q3
- 5.46%
- Median
- 4.09%
- Q1
- 2.93%
- Min
- 0.00%
SRE’s Dividend Yield of 2.97% is consistent with its peers in the Multi-Utilities industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio (TTM)
DUK
66.67%
Electric Utilities Industry
- Max
- 150.16%
- Q3
- 88.91%
- Median
- 65.69%
- Q1
- 34.65%
- Min
- 0.00%
DUK’s Dividend Payout Ratio of 66.67% is within the typical range for the Electric Utilities industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
SRE
58.53%
Multi-Utilities Industry
- Max
- 128.77%
- Q3
- 97.17%
- Median
- 66.46%
- Q1
- 52.95%
- Min
- 24.73%
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 | DUK | SRE |
|---|---|---|
| Dividend Yield (TTM) | 3.35% | 2.97% |
| Dividend Payout Ratio (TTM) | 66.67% | 58.53% |
Valuation
Price-to-Earnings Ratio (TTM)
DUK
19.90
Electric Utilities Industry
- Max
- 39.85
- Q3
- 21.79
- Median
- 15.62
- Q1
- 8.97
- Min
- 3.03
DUK’s P/E Ratio of 19.90 is within the middle range for the Electric Utilities 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
19.73
Multi-Utilities Industry
- Max
- 28.21
- Q3
- 21.40
- Median
- 16.89
- Q1
- 11.54
- Min
- 5.08
SRE’s P/E Ratio of 19.73 is within the middle range for the Multi-Utilities industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
Price-to-Sales Ratio (TTM)
DUK
3.09
Electric Utilities Industry
- Max
- 5.96
- Q3
- 3.09
- Median
- 1.93
- Q1
- 1.14
- Min
- 0.15
DUK’s P/S Ratio of 3.09 is in the upper echelon for the Electric Utilities industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.
SRE
4.64
Multi-Utilities Industry
- Max
- 4.54
- Q3
- 3.52
- Median
- 1.87
- Q1
- 0.50
- Min
- 0.27
With a P/S Ratio of 4.64, 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)
DUK
1.80
Electric Utilities Industry
- Max
- 2.99
- Q3
- 1.99
- Median
- 1.46
- Q1
- 1.11
- Min
- 0.18
DUK’s P/B Ratio of 1.80 is within the conventional range for the Electric 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.
SRE
1.56
Multi-Utilities Industry
- Max
- 2.70
- Q3
- 1.97
- Median
- 1.46
- Q1
- 1.21
- Min
- 0.86
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 | DUK | SRE |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 19.90 | 19.73 |
| Price-to-Sales Ratio (TTM) | 3.09 | 4.64 |
| Price-to-Book Ratio (MRQ) | 1.80 | 1.56 |
| Price-to-Free Cash Flow Ratio (TTM) | 116.97 | 332.76 |