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NI vs. SRE: NiSource vs. Sempra Stock Comparison

How do NiSource (NI) and Sempra (SRE) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

NiSource (NI) and Sempra (SRE) are both classified in the Multi-Utilities sub-industry within the broader Multi-Utilities industry, placing them in the closest GICS peer bucket.

Company profile comparison for NiSource (NI) and Sempra (SRE)
Profile ItemNISRE
NameNiSource Inc.Sempra
Country/RegionUnited StatesUnited States
GICS SectorUtilitiesUtilities
GICS Industry GroupUtilitiesUtilities
GICS IndustryMulti-UtilitiesMulti-Utilities
GICS Sub-IndustryMulti-UtilitiesMulti-Utilities
Market Capitalization21.18 billion USD51.13 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateFebruary 21, 1973June 29, 1998
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

NI
SRE
GSPC
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NiSource (NI) vs. Sempra (SRE), with S&P 500 (GSPC) for reference: 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 NiSource (NI) and Sempra (SRE). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for NiSource (NI) and Sempra (SRE). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for NiSource (NI) and Sempra (SRE)
MetricNISRE
Total Return (1Y)6.11%-13.10%
Total Return (3Y, Annualized)25.66%7.68%
Total Return (5Y, Annualized)16.11%8.14%

Risk Profile

Drawdown History

NI
SRE
GSPC
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NiSource (NI) vs. Sempra (SRE), with S&P 500 (GSPC) for reference: 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 NiSource (NI) and Sempra (SRE). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for NiSource (NI) and Sempra (SRE)
MetricNISRE
Volatility (1Y, Annualized)18.23%21.00%
Beta (5Y)0.530.57
Max Drawdown (5Y)-24.76%-31.62%
Avg. Volume (3M)5.64M3.90M

Risk-Adjusted Performance

Risk-Return Positioning

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NI and SRE are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for NiSource (NI) and Sempra (SRE)
MetricNISRE
Sharpe Ratio (1Y)0.10-0.83
Sortino Ratio (1Y)0.14-1.07

Profitability

ROE (TTM)

Both NiSource (NI) at 8.71% and Sempra (SRE) at 8.73% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

NI

Utilities industry group

8.71%

Max
17.99%
Q3
12.01%
Median
9.44%
NI
8.71%
Q1
7.56%
Min
2.17%

SRE

Utilities industry group

8.73%

Max
17.99%
Q3
12.01%
Median
9.44%
SRE
8.73%
Q1
7.56%
Min
2.17%
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NiSource (NI) vs. Sempra (SRE): A comparison of their ROE against the Utilities industry group benchmark.

Net Margin (TTM)

Sempra (SRE) at 22.53% retains a top-quartile share of revenue as profit, ahead of NiSource (NI) at 13.51%, which keeps about the industry-typical share.

NI

Utilities industry group

13.51%

Max
28.78%
Q3
17.30%
NI
13.51%
Median
12.73%
Q1
9.18%
Min
-0.20%

SRE

Utilities industry group

22.53%

Max
28.78%
SRE
22.53%
Q3
17.30%
Median
12.73%
Q1
9.18%
Min
-0.20%
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NiSource (NI) vs. Sempra (SRE): A comparison of their net margin against the Utilities industry group benchmark.

Operating Margin (TTM)

Both NiSource (NI) at 25.20% and Sempra (SRE) at 21.06% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

NI

Utilities industry group

25.20%

Max
53.83%
Q3
31.12%
NI
25.20%
Median
23.62%
Q1
15.45%
Min
-4.90%

SRE

Utilities industry group

21.06%

Max
53.83%
Q3
31.12%
Median
23.62%
SRE
21.06%
Q1
15.45%
Min
-4.90%
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NiSource (NI) vs. Sempra (SRE): A comparison of their operating margin against the Utilities industry group benchmark.

Profitability Metrics

Profitability metrics for NiSource (NI) and Sempra (SRE)
MetricNISRE
ROE (TTM)8.71%8.73%
ROA (TTM)3.25%1.99%
Net Margin (TTM)13.51%22.53%
Operating Margin (TTM)25.20%21.06%
Gross Margin (TTM)50.92%44.81%

Growth

Revenue Growth

NiSource (NI) at 21.76% sits in the top revenue growth quartile, while Sempra (SRE) at 3.92% is closer to the peer norm — faster top-line expansion for NI.

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NiSource (NI) vs. Sempra (SRE): A comparison of their Revenue Growth across different time periods.

EPS Growth

NiSource (NI) at 20.37% sits in the top EPS growth quartile, while Sempra (SRE) at -37.78% is in the bottom quartile, showing a clear gap in earnings momentum.

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NiSource (NI) vs. Sempra (SRE): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for NiSource (NI) and Sempra (SRE)
MetricNISRE
Revenue Growth (YoY)21.76%3.92%
Revenue Growth (3Y CAGR)4.32%-1.73%
EPS Growth (YoY)20.37%-37.78%
EPS Growth (3Y CAGR)4.68%-5.99%

Financial Strength

Current Ratio (MRQ)

Sempra (SRE) at 1.61 carries current ratio above its industry’s typical mid-range, while NiSource (NI) at 0.50 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

NI

Utilities industry group

0.50

Max
1.90
Q3
1.17
Median
0.88
Q1
0.66
NI
0.50
Min
0.29

SRE

Utilities industry group

1.61

Max
1.90
SRE
1.61
Q3
1.17
Median
0.88
Q1
0.66
Min
0.29
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NiSource (NI) vs. Sempra (SRE): A comparison of their current ratio against the Utilities industry group benchmark.

Debt / Equity (MRQ)

Both NiSource (NI) at 1.53 and Sempra (SRE) at 0.85 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

NI

Utilities industry group

1.53

Max
2.63
Q3
1.77
NI
1.53
Median
1.35
Q1
0.84
Min
0.00

SRE

Utilities industry group

0.85

Max
2.63
Q3
1.77
Median
1.35
SRE
0.85
Q1
0.84
Min
0.00
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NiSource (NI) vs. Sempra (SRE): A comparison of their debt-to-equity ratio against the Utilities industry group benchmark.

Financial Strength Metrics

Financial strength metrics for NiSource (NI) and Sempra (SRE)
MetricNISRE
Current Ratio (MRQ)0.501.61
Debt / Equity (MRQ)1.530.85
Net Debt / EBITDA5.876.18

Dividends

Dividend Yield (TTM)

Both NiSource (NI) at 0.68% and Sempra (SRE) at 3.27% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

NI

Utilities industry group

0.68%

Max
6.66%
Q3
3.58%
Median
2.85%
NI
0.68%
Q1
0.66%
Min
0.00%

SRE

Utilities industry group

3.27%

Max
6.66%
Q3
3.58%
SRE
3.27%
Median
2.85%
Q1
0.66%
Min
0.00%
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NiSource (NI) vs. Sempra (SRE): A comparison of their dividend yield against the Utilities industry group benchmark.

Dividend Payout Ratio (TTM)

Both NiSource (NI) at 60.51% and Sempra (SRE) at 56.05% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

NI

Utilities industry group

60.51%

Max
113.04%
Q3
68.72%
NI
60.51%
Median
56.38%
Q1
32.38%
Min
0.00%

SRE

Utilities industry group

56.05%

Max
113.04%
Q3
68.72%
Median
56.38%
SRE
56.05%
Q1
32.38%
Min
0.00%
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NiSource (NI) vs. Sempra (SRE): A comparison of their payout ratio against the Utilities industry group benchmark.

Dividend Metrics

Dividend metrics for NiSource (NI) and Sempra (SRE)
MetricNISRE
Dividend Yield (TTM)0.68%3.27%
Dividend Payout Ratio (TTM)60.51%56.05%

Valuation

P/E Ratio (TTM)

Both NiSource (NI) at 22.64 and Sempra (SRE) at 16.74 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

NI

Utilities industry group

22.64

Max
31.22
Q3
23.30
NI
22.64
Median
19.64
Q1
15.17
Min
3.34

SRE

Utilities industry group

16.74

Max
31.22
Q3
23.30
Median
19.64
SRE
16.74
Q1
15.17
Min
3.34
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NiSource (NI) vs. Sempra (SRE): A comparison of their P/E ratio against the Utilities industry group benchmark.

P/S Ratio (TTM)

NiSource (NI) at 3.04 is priced about in line with its industry on P/S ratio, while Sempra (SRE) at 3.76 sits in the pricier quartile — SRE costs more per dollar of sales.

NI

Utilities industry group

3.04

Max
6.35
Q3
3.63
NI
3.04
Median
2.63
Q1
1.52
Min
0.00

SRE

Utilities industry group

3.76

Max
6.35
SRE
3.76
Q3
3.63
Median
2.63
Q1
1.52
Min
0.00
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NiSource (NI) vs. Sempra (SRE): A comparison of their P/S ratio against the Utilities industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both NiSource (NI) at 2.21 and Sempra (SRE) at 1.53 are valued close to their industries’ norm against book — neither stands out from peers.

NI

Utilities industry group

2.21

Max
3.12
Q3
2.21
NI
2.21
Median
1.83
Q1
1.46
Min
0.34

SRE

Utilities industry group

1.53

Max
3.12
Q3
2.21
Median
1.83
SRE
1.53
Q1
1.46
Min
0.34
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NiSource (NI) vs. Sempra (SRE): A comparison of their P/B ratio against the Utilities industry group benchmark.

Valuation Metrics

Valuation metrics for NiSource (NI) and Sempra (SRE)
MetricNISRE
P/E Ratio (TTM)22.6416.74
P/S Ratio (TTM)3.043.76
P/B Ratio (MRQ)2.211.53
Free Cash Flow Yield (TTM)-10.51%-22.35%