NI vs. SRE: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at NI and SRE, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
| Symbol | NI | SRE |
|---|---|---|
| Company Name | NiSource Inc. | Sempra |
| Country | United States | United States |
| GICS Sector | Utilities | Utilities |
| GICS Industry | Multi-Utilities | Multi-Utilities |
| Market Capitalization | 20.67 billion USD | 60.91 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | February 21, 1973 | June 29, 1998 |
| Security Type | Common Stock | Common Stock |
Historical Performance
This chart compares the performance of NI 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 | NI | SRE |
|---|---|---|
| 5-Day Price Return | 1.86% | 4.57% |
| 13-Week Price Return | 11.59% | 25.33% |
| 26-Week Price Return | 10.44% | 31.99% |
| 52-Week Price Return | 29.04% | 14.54% |
| Month-to-Date Return | 1.39% | 3.76% |
| Year-to-Date Return | 19.42% | 6.43% |
| 10-Day Avg. Volume | 4.10M | 3.75M |
| 3-Month Avg. Volume | 4.33M | 3.88M |
| 3-Month Volatility | 20.14% | 20.34% |
| Beta | 0.65 | 0.74 |
Profitability
Return on Equity (TTM)
NI
10.19%
Multi-Utilities Industry
- Max
- 20.00%
- Q3
- 13.79%
- Median
- 9.45%
- Q1
- 7.88%
- Min
- 4.56%
NI’s Return on Equity of 10.19% is on par with the norm for the Multi-Utilities industry, indicating its profitability relative to shareholder equity is typical for the sector.
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)
NI
14.82%
Multi-Utilities Industry
- Max
- 23.49%
- Q3
- 14.79%
- Median
- 9.24%
- Q1
- 4.19%
- Min
- -1.05%
A Net Profit Margin of 14.82% places NI in the upper quartile for the Multi-Utilities industry, signifying strong profitability and more effective cost management than most of its peers.
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)
NI
27.71%
Multi-Utilities Industry
- Max
- 45.01%
- Q3
- 26.69%
- Median
- 19.18%
- Q1
- 7.66%
- Min
- -0.18%
An Operating Profit Margin of 27.71% places NI 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.
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 | NI | SRE |
|---|---|---|
| Return on Equity (TTM) | 10.19% | 8.73% |
| Return on Assets (TTM) | 2.73% | 2.79% |
| Net Profit Margin (TTM) | 14.82% | 23.49% |
| Operating Profit Margin (TTM) | 27.71% | 26.26% |
| Gross Profit Margin (TTM) | 40.62% | -- |
Financial Strength
Current Ratio (MRQ)
NI
0.59
Multi-Utilities Industry
- Max
- 1.35
- Q3
- 1.10
- Median
- 0.95
- Q1
- 0.82
- Min
- 0.48
NI’s Current Ratio of 0.59 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.
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)
NI
1.77
Multi-Utilities Industry
- Max
- 3.03
- Q3
- 2.00
- Median
- 1.55
- Q1
- 1.24
- Min
- 0.58
NI’s Debt-to-Equity Ratio of 1.77 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.
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)
NI
3.01
Multi-Utilities Industry
- Max
- 9.98
- Q3
- 5.96
- Median
- 3.48
- Q1
- 2.74
- Min
- 0.59
NI’s Interest Coverage Ratio of 3.01 is positioned comfortably within the norm for the Multi-Utilities 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 | NI | SRE |
|---|---|---|
| Current Ratio (MRQ) | 0.59 | 0.48 |
| Quick Ratio (MRQ) | 0.44 | 0.39 |
| Debt-to-Equity Ratio (MRQ) | 1.77 | 1.22 |
| Interest Coverage Ratio (TTM) | 3.01 | 3.18 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
NI
2.46%
Multi-Utilities Industry
- Max
- 10.02%
- Q3
- 5.84%
- Median
- 4.22%
- Q1
- 2.96%
- Min
- 0.00%
NI’s Dividend Yield of 2.46% 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.
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)
NI
57.22%
Multi-Utilities Industry
- Max
- 161.38%
- Q3
- 101.19%
- Median
- 73.21%
- Q1
- 58.41%
- Min
- 31.93%
NI’s Dividend Payout Ratio of 57.22% is in the lower quartile for the Multi-Utilities industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.
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 | NI | SRE |
|---|---|---|
| Dividend Yield (TTM) | 2.46% | 2.59% |
| Dividend Payout Ratio (TTM) | 57.22% | 58.53% |
Valuation
Price-to-Earnings Ratio (TTM)
NI
23.21
Multi-Utilities Industry
- Max
- 27.93
- Q3
- 20.57
- Median
- 15.98
- Q1
- 9.34
- Min
- 5.25
A P/E Ratio of 23.21 places NI 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.
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)
NI
3.44
Multi-Utilities Industry
- Max
- 5.00
- Q3
- 3.46
- Median
- 1.80
- Q1
- 0.46
- Min
- 0.26
NI’s P/S Ratio of 3.44 aligns with the market consensus for the Multi-Utilities 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)
NI
2.14
Multi-Utilities Industry
- Max
- 2.52
- Q3
- 2.12
- Median
- 1.55
- Q1
- 1.25
- Min
- 0.91
NI’s P/B Ratio of 2.14 is in the upper tier for the Multi-Utilities 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 | NI | SRE |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 23.21 | 22.60 |
| Price-to-Sales Ratio (TTM) | 3.44 | 5.31 |
| Price-to-Book Ratio (MRQ) | 2.14 | 1.56 |
| Price-to-Free Cash Flow Ratio (TTM) | 419.17 | 381.11 |