EXC vs. SRE: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at EXC and SRE, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
| Symbol | EXC | SRE |
|---|---|---|
| Company Name | Exelon Corporation | Sempra |
| Country | United States | United States |
| GICS Sector | Utilities | Utilities |
| GICS Industry | Electric Utilities | Multi-Utilities |
| Market Capitalization | 46.96 billion USD | 60.11 billion USD |
| Exchange | NasdaqGS | NYSE |
| Listing Date | May 2, 1973 | June 29, 1998 |
| Security Type | Common Stock | Common Stock |
Historical Performance
This chart compares the performance of EXC 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 | EXC | SRE |
|---|---|---|
| 5-Day Price Return | 1.06% | -1.42% |
| 13-Week Price Return | 3.05% | 13.84% |
| 26-Week Price Return | 6.91% | 23.16% |
| 52-Week Price Return | 20.45% | 1.95% |
| Month-to-Date Return | -0.39% | 0.28% |
| Year-to-Date Return | 22.05% | 5.11% |
| 10-Day Avg. Volume | 8.63M | 4.06M |
| 3-Month Avg. Volume | 6.35M | 3.69M |
| 3-Month Volatility | 14.40% | 19.19% |
| Beta | 0.44 | 0.74 |
Profitability
Return on Equity (TTM)
EXC
10.23%
Electric Utilities Industry
- Max
- 23.26%
- Q3
- 15.09%
- Median
- 10.59%
- Q1
- 6.99%
- Min
- -0.30%
EXC’s Return on Equity of 10.23% is on par with the norm for the Electric Utilities industry, indicating its profitability relative to shareholder equity is typical for the sector.
SRE
6.87%
Multi-Utilities Industry
- Max
- 20.00%
- Q3
- 13.72%
- Median
- 9.49%
- Q1
- 7.74%
- Min
- -0.57%
SRE’s Return on Equity of 6.87% is in the lower quartile for the Multi-Utilities industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.
Net Profit Margin (TTM)
EXC
11.60%
Electric Utilities Industry
- Max
- 31.47%
- Q3
- 17.33%
- Median
- 11.03%
- Q1
- 7.47%
- Min
- -3.66%
EXC’s Net Profit Margin of 11.60% 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
18.14%
Multi-Utilities Industry
- Max
- 22.58%
- Q3
- 14.93%
- Median
- 9.68%
- Q1
- 4.19%
- Min
- -1.14%
A Net Profit Margin of 18.14% 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)
EXC
20.81%
Electric Utilities Industry
- Max
- 44.32%
- Q3
- 25.44%
- Median
- 18.95%
- Q1
- 12.27%
- Min
- 0.08%
EXC’s Operating Profit Margin of 20.81% is around the midpoint for the Electric Utilities industry, indicating that its efficiency in managing core business operations is typical for the sector.
SRE
25.90%
Multi-Utilities Industry
- Max
- 45.31%
- Q3
- 26.29%
- Median
- 19.25%
- Q1
- 7.66%
- Min
- -0.18%
SRE’s Operating Profit Margin of 25.90% 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 | EXC | SRE |
|---|---|---|
| Return on Equity (TTM) | 10.23% | 6.87% |
| Return on Assets (TTM) | 2.55% | 2.15% |
| Net Profit Margin (TTM) | 11.60% | 18.14% |
| Operating Profit Margin (TTM) | 20.81% | 25.90% |
| Gross Profit Margin (TTM) | 40.43% | -- |
Financial Strength
Current Ratio (MRQ)
EXC
0.94
Electric Utilities Industry
- Max
- 1.56
- Q3
- 1.15
- Median
- 0.97
- Q1
- 0.77
- Min
- 0.30
EXC’s Current Ratio of 0.94 aligns with the median group of the Electric Utilities industry, indicating that its short-term liquidity is in line with its sector peers.
SRE
1.59
Multi-Utilities Industry
- Max
- 1.23
- Q3
- 1.11
- Median
- 0.93
- Q1
- 0.87
- Min
- 0.51
SRE’s Current Ratio of 1.59 is exceptionally high, placing it well outside the typical range for the Multi-Utilities industry. This indicates a very strong liquidity position, though such a high ratio may also suggest that the company is not using its assets efficiently to generate profits.
Debt-to-Equity Ratio (MRQ)
EXC
1.78
Electric Utilities Industry
- Max
- 3.47
- Q3
- 1.87
- Median
- 1.32
- Q1
- 0.64
- Min
- 0.00
EXC’s Debt-to-Equity Ratio of 1.78 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
1.08
Multi-Utilities Industry
- Max
- 3.16
- Q3
- 2.03
- Median
- 1.56
- Q1
- 1.21
- Min
- 0.58
Falling into the lower quartile for the Multi-Utilities industry, SRE’s Debt-to-Equity Ratio of 1.08 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)
EXC
2.39
Electric Utilities Industry
- Max
- 18.68
- Q3
- 9.38
- Median
- 3.32
- Q1
- 2.57
- Min
- -3.31
In the lower quartile for the Electric Utilities industry, EXC’s Interest Coverage Ratio of 2.39 indicates a tighter cushion for servicing debt, suggesting less financial flexibility than many of its competitors.
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 | EXC | SRE |
|---|---|---|
| Current Ratio (MRQ) | 0.94 | 1.59 |
| Quick Ratio (MRQ) | 0.80 | 1.55 |
| Debt-to-Equity Ratio (MRQ) | 1.78 | 1.08 |
| Interest Coverage Ratio (TTM) | 2.39 | 3.18 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
EXC
3.38%
Electric Utilities Industry
- Max
- 6.61%
- Q3
- 4.63%
- Median
- 3.38%
- Q1
- 2.30%
- Min
- 0.00%
EXC’s Dividend Yield of 3.38% is consistent with its peers in the Electric Utilities industry, providing a dividend return that is standard for its sector.
SRE
2.69%
Multi-Utilities Industry
- Max
- 6.29%
- Q3
- 4.88%
- Median
- 3.66%
- Q1
- 2.95%
- Min
- 1.67%
SRE’s Dividend Yield of 2.69% 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)
EXC
56.50%
Electric Utilities Industry
- Max
- 140.33%
- Q3
- 85.57%
- Median
- 63.88%
- Q1
- 34.29%
- Min
- 0.00%
EXC’s Dividend Payout Ratio of 56.50% is within the typical range for the Electric Utilities industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
SRE
74.83%
Multi-Utilities Industry
- Max
- 110.63%
- Q3
- 96.69%
- Median
- 74.83%
- Q1
- 57.12%
- Min
- 31.93%
SRE’s Dividend Payout Ratio of 74.83% 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 | EXC | SRE |
|---|---|---|
| Dividend Yield (TTM) | 3.38% | 2.69% |
| Dividend Payout Ratio (TTM) | 56.50% | 74.83% |
Valuation
Price-to-Earnings Ratio (TTM)
EXC
16.73
Electric Utilities Industry
- Max
- 33.63
- Q3
- 21.86
- Median
- 17.07
- Q1
- 10.96
- Min
- 3.11
EXC’s P/E Ratio of 16.73 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
27.79
Multi-Utilities Industry
- Max
- 29.37
- Q3
- 20.20
- Median
- 17.94
- Q1
- 10.63
- Min
- 5.90
A P/E Ratio of 27.79 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)
EXC
1.94
Electric Utilities Industry
- Max
- 6.73
- Q3
- 3.36
- Median
- 1.96
- Q1
- 0.94
- Min
- 0.01
EXC’s P/S Ratio of 1.94 aligns with the market consensus for the Electric Utilities industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
SRE
5.04
Multi-Utilities Industry
- Max
- 5.04
- Q3
- 3.47
- Median
- 2.06
- Q1
- 0.49
- Min
- 0.28
SRE’s P/S Ratio of 5.04 is in the upper echelon for the Multi-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.
Price-to-Book Ratio (MRQ)
EXC
1.62
Electric Utilities Industry
- Max
- 2.98
- Q3
- 1.95
- Median
- 1.51
- Q1
- 1.04
- Min
- 0.37
EXC’s P/B Ratio of 1.62 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
1.88
Multi-Utilities Industry
- Max
- 2.71
- Q3
- 2.22
- Median
- 1.53
- Q1
- 1.27
- Min
- 0.88
SRE’s P/B Ratio of 1.88 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 | EXC | SRE |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 16.73 | 27.79 |
| Price-to-Sales Ratio (TTM) | 1.94 | 5.04 |
| Price-to-Book Ratio (MRQ) | 1.62 | 1.88 |
| Price-to-Free Cash Flow Ratio (TTM) | 289.51 | 372.96 |