SRE:NYE-Sempra Energy (USD)

EQUITY | Utilities - Diversified | New York Stock Exchange

Last Closing

USD 69.73

Change

0.00 (0.00)%

Market Cap

USD 24.79B

Volume

3.11M

Analyst Target

USD 144.13
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Sempra Energy is an energy services holding company, which provides electric, natural gas and other energy products and services to its customers.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-30 )

Largest Industry Peers for Utilities - Diversified

ETFs Containing SRE

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

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

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

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MICH:AU Magellan Infrastructure F.. 4.65 % 0.00 %

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USD 0.64B
SXLU:SW SPDR S&P U.S. Utilities S.. 3.76 % 0.00 %

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IUSU:LSE iShares V Public Limited .. 3.71 % 0.00 %

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USD 0.51B
IUUS:LSE iShares S&P 500 Utilities.. 3.67 % 0.00 %

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USD 0.50B
MVUS:SW 3.08 % 0.00 %

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SPMV:SW 3.08 % 0.00 %

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BILD Macquarie ETF Trust 3.02 % 0.00 %

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USD 4.98M
XDWU:SW Xtrackers MSCI World Util.. 2.97 % 0.00 %

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

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USD 0.04B
94VE:XETRA Global X U.S. Infrastruct.. 2.80 % 0.00 %

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USD 0.10B
XWUS:LSE Xtrackers MSCI World Util.. 2.58 % 0.00 %

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USD 0.40B
EIPI First Trust Exchange-Trad.. 2.57 % 0.00 %

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

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FUTY Fidelity® MSCI Utilities.. 0.00 % 0.08 %

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USD 1.64B
JHMU John Hancock Exchange-Tra.. 0.00 % 0.46 %

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USD 0.02B
JXI iShares Global Utilities .. 0.00 % 0.46 %

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YLDE ClearBridge Dividend Stra.. 0.00 % 0.59 %

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USD 0.05B
IIGV 0.00 % 0.13 %

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NREA:CA NBI Global Real Assets In.. 0.00 % 0.00 %

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CAD 1.31B
SDP ProShares UltraShort Util.. 0.00 % 0.95 %

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UPW ProShares Ultra Utilities 0.00 % 0.95 %

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USD 0.02B
UTES Virtus Reaves Utilities E.. 0.00 % 0.95 %

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USD 0.38B
VPU Vanguard Utilities Index .. 0.00 % 0.10 %

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XLU Utilities Select Sector S.. 0.00 % 0.13 %

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USD 17.53B
ZGI:CA BMO Global Infrastructure.. 0.00 % 0.60 %

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CAD 0.58B
UTSL Direxion Daily Utilities .. 0.00 % 0.96 %

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USD 0.04B
SXLU:LSE SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

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WUTI:LSE SPDR® MSCI World Utiliti.. 0.00 % 0.00 %

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XDWU:LSE Xtrackers MSCI World Util.. 0.00 % 0.00 %

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WTD7:F WisdomTree Issuer ICAV - .. 0.00 % 0.00 %

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

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USD 0.06B
XDWU:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

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USD 0.13B
ZPDU:F SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

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USD 0.03B
2B7A:XETRA iShares S&P 500 Utilities.. 0.00 % 0.00 %

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USD 0.24B
IUSU:XETRA iShares $ Treasury Bond 1.. 0.00 % 0.00 %

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WTD7:XETRA WisdomTree Issuer ICAV - .. 0.00 % 0.00 %

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WTES:XETRA WisdomTree Europe SmallCa.. 0.00 % 0.00 %

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

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

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CINF:CA CI Global Infrastructure .. 0.00 % 0.00 %

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

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USD 0.02B
FLYT 0.00 % 0.00 %

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CFCV 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (Utilities - Diversified) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -20.51% 8% B- 9% A-
Dividend Return 0.74% 25% F 41% F
Total Return -19.77% 8% B- 9% A-
Trailing 12 Months  
Capital Gain -2.92% 67% D+ 38% F
Dividend Return 2.62% 18% F 47% F
Total Return -0.30% 58% F 36% F
Trailing 5 Years  
Capital Gain 23.43% 67% D+ 39% F
Dividend Return 19.37% 22% F 48% F
Total Return 42.80% 67% D+ 36% F
Average Annual (5 Year Horizon)  
Capital Gain 5.15% 67% D+ 52% F
Dividend Return 8.24% 67% D+ 55% F
Total Return 3.09% 18% F 64% D
Risk Return Profile  
Volatility (Standard Deviation) 15.66% 58% F 64% D
Risk Adjusted Return 52.60% 75% C 66% D+
Market Capitalization 24.79B 100% F 95% A

Key Financial Ratios

  Ratio vs. Industry/Classification (Utilities - Diversified) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 19.00 50% 54%
Price/Book Ratio 1.51 50% 52%
Price / Cash Flow Ratio 9.32 13% 43%
Price/Free Cash Flow Ratio 14.46 13% 30%
Management Effectiveness  
Return on Equity 9.80% 90% 61%
Return on Invested Capital 4.05% 30% 44%
Return on Assets 1.95% 30% 46%
Debt to Equity Ratio 124.45% 50% 28%

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.