SRE:NYE-Sempra Energy (USD)

COMMON STOCK | Utilities - Diversified |

Last Closing

USD 71.06

Change

+0.85 (+1.21)%

Market Cap

USD 45.74B

Volume

4.76M

Analyst Target

USD 144.13
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Sempra operates as an energy infrastructure company in the United States and internationally. It operates through three segments: Sempra California, Sempra Texas Utilities, and Sempra Infrastructure. The Sempra California segment provides natural gas and electric services to Southern California and part of central California. As of December 31, 2024, it offered electric services to approximately 3.6 million population and natural gas services to approximately 3.3 million population that covers 4,100 square miles. This segment owns and operates a natural gas distribution, transmission, and storage system that supplies natural gas. As of December 31, 2024, it served a population of 21.1 million covering an area of 24,000 square miles. The Sempra Texas Utilities segment engages in the regulated electricity transmission and distribution business. As of December 31, 2024, its transmission system included 18,324 circuit miles of transmission lines; 1,288 transmission and distribution substations; interconnection to 192 third-party generation facilities totaling 58,597 MW; and distribution system included approximately 4 million points of delivery and consisted of 125,975 miles of overhead and underground lines. The Sempra Infrastructure segment develops, builds, operates, and invests in energy infrastructure to help enable the access to cleaner energy in markets in the United States, Mexico, and internationally. The company was formerly known as Sempra Energy and changed its name to Sempra in May 2023. Sempra was incorporated in 1996 and is based in San Diego, California.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-17 )

Largest Industry Peers for Utilities - Diversified

Symbol Name Price(Change) Market Cap
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BIP-PB Brookfield Infrastructure Part..

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BIP-PA Brookfield Infrastructure Part..

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ELPC Companhia Paranaense de Energi..

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ELP Companhia Paranaense de Energi..

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USD 4.93B
AQN Algonquin Power & Utilities Co..

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ALE Allete Inc

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AVA Avista Corporation

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ETFs Containing SRE

UTES Virtus Reaves Utilities E.. 6.35 % 0.95 %

+0.47 (+1.63%)

USD 0.38B
WELD:XETRA Amundi S&P Global Utiliti.. 6.04 % 0.00 %

+0.11 (+1.63%)

N/A
WELQ:XETRA Amundi S&P Global Utiliti.. 6.04 % 0.00 %

+0.11 (+1.63%)

N/A
D6RD:XETRA Deka Future Energy ESG UC.. 5.24 % 0.00 %

+1.05 (+1.63%)

N/A
ZGI:CA BMO Global Infrastructure.. 4.95 % 0.60 %

+0.50 (+1.63%)

CAD 0.58B
JHMU John Hancock Exchange-Tra.. 4.92 % 0.46 %

+0.06 (+1.63%)

USD 0.02B
MICH:AU Magellan Infrastructure F.. 4.65 % 0.00 %

+0.03 (+1.63%)

USD 0.64B
ZPDU:F SPDR S&P U.S. Utilities S.. 4.41 % 0.00 %

N/A

USD 0.03B
SXLU:SW SPDR S&P U.S. Utilities S.. 4.41 % 0.00 %

+0.78 (+1.63%)

N/A
NBET Neuberger Berman Energy T.. 3.74 % 0.00 %

+0.53 (+1.63%)

USD 0.01B
2B7A:XETRA iShares S&P 500 Utilities.. 3.73 % 0.00 %

+0.10 (+1.63%)

USD 0.24B
FUTY Fidelity® MSCI Utilities.. 3.34 % 0.08 %

+0.23 (+1.63%)

USD 1.64B
BILD Macquarie ETF Trust 3.32 % 0.00 %

+0.26 (+1.63%)

USD 4.84M
PAVE:LSE Global X U.S. Infrastruct.. 3.29 % 0.00 %

+0.50 (+1.63%)

USD 0.49B
PAVG:LSE Global X U.S. Infrastruct.. 3.29 % 0.00 %

+0.24 (+1.63%)

USD 0.02B
PAVE Global X U.S. Infrastruct.. 3.28 % 0.00 %

+0.36 (+1.63%)

USD 8.48B
NREA:CA NBI Global Real Assets In.. 3.12 % 0.00 %

+0.37 (+1.63%)

CAD 1.31B
MVUS:SW 3.08 % 0.00 %

N/A

N/A
SPMV:SW 3.08 % 0.00 %

N/A

N/A
XDWU:F Xtrackers (IE) Public Lim.. 2.97 % 0.00 %

+0.39 (+1.63%)

USD 0.13B
XDWU:SW Xtrackers MSCI World Util.. 2.97 % 0.00 %

+0.49 (+1.63%)

USD 0.41B
WUTI:SW SPDR® MSCI World Utiliti.. 2.96 % 0.00 %

N/A

USD 0.04B
EIPI First Trust Exchange-Trad.. 2.85 % 0.00 %

+0.24 (+1.63%)

USD 0.95B
94VE:XETRA Global X U.S. Infrastruct.. 2.80 % 0.00 %

+0.34 (+1.63%)

USD 0.10B
PAVE:SW Global X U.S. Infrastruct.. 2.80 % 0.00 %

+0.37 (+1.63%)

USD 0.49B
UPW ProShares Ultra Utilities 2.58 % 0.95 %

+0.64 (+1.63%)

USD 0.02B
XWUS:LSE Xtrackers MSCI World Util.. 2.58 % 0.00 %

+0.25 (+1.63%)

USD 0.40B
WTD7:F WisdomTree Issuer ICAV - .. 0.95 % 0.00 %

+0.33 (+1.63%)

USD 0.06B
WTES:F WisdomTree Issuer ICAV - .. 0.95 % 0.00 %

+0.29 (+1.63%)

USD 0.06B
EMLP First Trust North America.. 0.00 % 0.95 %

+0.47 (+1.63%)

N/A
JXI iShares Global Utilities .. 0.00 % 0.46 %

+0.44 (+1.63%)

N/A
YLDE ClearBridge Dividend Stra.. 0.00 % 0.59 %

+0.51 (+1.63%)

USD 0.05B
IIGV 0.00 % 0.13 %

N/A

N/A
SDP ProShares UltraShort Util.. 0.00 % 0.95 %

-0.12 (1.63%)

N/A
VPU Vanguard Utilities Index .. 0.00 % 0.10 %

+0.82 (+1.63%)

N/A
XLU Utilities Select Sector S.. 0.00 % 0.13 %

+0.33 (+1.63%)

USD 17.53B
UTSL Direxion Daily Utilities .. 0.00 % 0.96 %

+0.49 (+1.63%)

USD 0.04B
IUSU:LSE iShares V Public Limited .. 0.00 % 0.00 %

+6.13 (+1.63%)

USD 0.49B
IUUS:LSE iShares S&P 500 Utilities.. 0.00 % 0.00 %

+0.14 (+1.63%)

USD 0.50B
SXLU:LSE SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

+0.68 (+1.63%)

N/A
WUTI:LSE SPDR® MSCI World Utiliti.. 0.00 % 0.00 %

+0.80 (+1.63%)

N/A
XDWU:LSE Xtrackers MSCI World Util.. 0.00 % 0.00 %

+0.58 (+1.63%)

N/A
IUSU:XETRA iShares $ Treasury Bond 1.. 0.00 % 0.00 %

-0.48 (1.63%)

N/A
WTD7:XETRA WisdomTree Issuer ICAV - .. 0.00 % 0.00 %

+0.26 (+1.63%)

N/A
WTES:XETRA WisdomTree Europe SmallCa.. 0.00 % 0.00 %

+0.27 (+1.63%)

N/A
XDWU:XETRA db x-trackers MSCI World .. 0.00 % 0.00 %

+0.33 (+1.63%)

N/A
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

+0.46 (+1.63%)

N/A
CINF:CA CI Global Infrastructure .. 0.00 % 0.00 %

+0.25 (+1.63%)

CAD 0.27B
ECLN First Trust EIP Carbon Im.. 0.00 % 0.00 %

+0.27 (+1.63%)

USD 0.02B
FLYT 0.00 % 0.00 %

N/A

N/A
CFCV 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Utilities - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -18.99% 8% B- 8% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return -18.99% 8% B- 8% B-
Trailing 12 Months  
Capital Gain 0.65% 69% C- 42% F
Dividend Return 2.63% 8% B- 44% F
Total Return 3.29% 62% D 38% F
Trailing 5 Years  
Capital Gain 38.79% 60% D- 37% F
Dividend Return 21.13% 40% F 47% F
Total Return 59.92% 50% F 34% F
Average Annual (5 Year Horizon)  
Capital Gain 5.47% 62% D 52% F
Dividend Return 8.57% 62% D 54% F
Total Return 3.11% 17% F 64% D
Risk Return Profile  
Volatility (Standard Deviation) 15.83% 62% D 64% D
Risk Adjusted Return 54.18% 69% C- 67% D+
Market Capitalization 45.74B 100% F 95% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.