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Sempra Energy (SRE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US8168511090

CUSIP

816851109

Sector

Utilities

IPO Date

Jun 29, 1998

Highlights

Market Cap

$48.58B

EPS (TTM)

$4.42

PE Ratio

16.86

PEG Ratio

1.95

Total Revenue (TTM)

$9.55B

Gross Profit (TTM)

$3.83B

EBITDA (TTM)

$3.99B

Year Range

$61.90 - $94.26

Target Price

$79.50

Short %

1.19%

Short Ratio

1.37

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Sempra Energy, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


400.00%600.00%800.00%1,000.00%1,200.00%1,400.00%1,600.00%NovemberDecember2025FebruaryMarchApril
1,277.10%
385.31%
SRE (Sempra Energy)
Benchmark (^GSPC)

Returns By Period

Sempra Energy had a return of -14.09% year-to-date (YTD) and 7.08% in the last 12 months. Over the past 10 years, Sempra Energy had an annualized return of 6.50%, while the S&P 500 had an annualized return of 10.11%, indicating that Sempra Energy did not perform as well as the benchmark.


SRE

YTD

-14.09%

1M

5.52%

6M

-10.08%

1Y

7.08%

5Y*

6.73%

10Y*

6.50%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

The table below presents the monthly returns of SRE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-5.46%-13.70%0.62%4.65%-14.09%
2024-4.24%-1.34%2.64%-0.28%7.54%-0.45%5.26%2.65%2.53%-0.31%12.35%-5.71%21.11%
20233.75%-6.47%1.62%2.86%-7.69%1.44%3.20%-5.76%-2.31%2.94%4.06%3.40%-0.06%
20224.45%4.39%17.42%-4.02%1.55%-8.29%11.20%-0.50%-8.48%0.67%10.10%-6.32%20.30%
2021-2.86%-6.29%15.29%3.76%-1.51%-2.22%-0.57%1.31%-3.62%0.89%-6.08%11.31%7.39%
20206.05%-12.99%-18.33%9.61%1.99%-6.37%6.17%-0.65%-3.40%5.91%1.69%0.76%-12.78%
20198.12%2.96%5.32%1.66%2.74%4.56%-0.77%4.58%4.95%-2.10%1.91%3.52%44.01%
20180.09%1.83%2.89%0.52%-4.71%9.85%-0.45%0.42%-1.24%-3.19%4.63%-5.31%4.49%
20171.74%7.72%0.94%2.28%3.07%-3.21%0.97%4.35%-2.53%2.95%2.97%-10.95%9.43%
20160.79%1.86%8.61%-0.67%3.65%7.17%-1.88%-6.48%3.15%-0.08%-6.82%1.64%10.19%
20150.50%-3.32%1.40%-2.61%1.22%-7.29%2.87%-6.81%2.74%5.88%-3.11%-4.55%-13.16%
20143.29%1.90%3.13%1.91%1.76%5.01%-4.78%6.28%0.07%4.38%1.57%0.29%27.29%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SRE is 59, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SRE is 5959
Overall Rank
The Sharpe Ratio Rank of SRE is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of SRE is 5252
Sortino Ratio Rank
The Omega Ratio Rank of SRE is 5757
Omega Ratio Rank
The Calmar Ratio Rank of SRE is 6464
Calmar Ratio Rank
The Martin Ratio Rank of SRE is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Sempra Energy (SRE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for SRE, currently valued at 0.25, compared to the broader market-2.00-1.000.001.002.003.00
SRE: 0.25
^GSPC: 0.46
The chart of Sortino ratio for SRE, currently valued at 0.50, compared to the broader market-6.00-4.00-2.000.002.004.00
SRE: 0.50
^GSPC: 0.77
The chart of Omega ratio for SRE, currently valued at 1.09, compared to the broader market0.501.001.502.00
SRE: 1.09
^GSPC: 1.11
The chart of Calmar ratio for SRE, currently valued at 0.25, compared to the broader market0.001.002.003.004.005.00
SRE: 0.25
^GSPC: 0.47
The chart of Martin ratio for SRE, currently valued at 0.67, compared to the broader market-5.000.005.0010.0015.0020.00
SRE: 0.67
^GSPC: 1.94

The current Sempra Energy Sharpe ratio is 0.25. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Sempra Energy with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.25
0.46
SRE (Sempra Energy)
Benchmark (^GSPC)

Dividends

Dividend History

Sempra Energy provided a 3.35% dividend yield over the last twelve months, with an annual payout of $2.51 per share. The company has been increasing its dividends for 17 consecutive years.


2.40%2.60%2.80%3.00%3.20%3.40%$0.00$0.50$1.00$1.50$2.00$2.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$2.51$2.48$2.38$2.29$2.20$2.09$1.94$1.79$1.65$1.53$1.40$1.32

Dividend yield

3.35%2.83%3.18%2.96%3.33%3.28%2.56%3.31%3.08%3.04%2.98%2.37%

Monthly Dividends

The table displays the monthly dividend distributions for Sempra Energy. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.65$0.00$0.65
2024$0.00$0.00$0.62$0.00$0.00$0.62$0.00$0.00$0.62$0.00$0.00$0.62$2.48
2023$0.00$0.00$0.60$0.00$0.00$0.00$0.60$0.00$0.60$0.00$0.00$0.60$2.38
2022$0.00$0.00$0.57$0.00$0.00$0.00$0.57$0.00$0.57$0.00$0.00$0.57$2.29
2021$0.00$0.00$0.55$0.00$0.00$0.00$0.55$0.00$0.55$0.00$0.00$0.55$2.20
2020$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$2.09
2019$0.00$0.00$0.48$0.00$0.00$0.00$0.48$0.00$0.48$0.00$0.00$0.48$1.94
2018$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$1.79
2017$0.00$0.00$0.41$0.00$0.00$0.00$0.41$0.00$0.41$0.00$0.00$0.41$1.65
2016$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.40$1.53
2015$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$1.40
2014$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$1.32

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
SRE: 3.4%
Sempra Energy has a dividend yield of 3.35%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
SRE: 54.2%
Sempra Energy has a payout ratio of 54.22%, which is quite average when compared to the overall market. This suggests that Sempra Energy strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-19.93%
-10.07%
SRE (Sempra Energy)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Sempra Energy. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Sempra Energy was 45.00%, occurring on Mar 16, 2020. Recovery took 497 trading sessions.

The current Sempra Energy drawdown is 19.93%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-45%Jan 31, 202031Mar 16, 2020497Mar 4, 2022528
-42.23%Apr 26, 2007381Oct 27, 2008818Jan 26, 20121199
-40.74%May 14, 2001297Jul 23, 2002183Apr 14, 2003480
-36.79%Oct 8, 1998375Apr 3, 2000261Apr 17, 2001636
-31.62%Nov 26, 202490Apr 8, 2025

Volatility

Volatility Chart

The current Sempra Energy volatility is 12.31%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
12.31%
14.23%
SRE (Sempra Energy)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Sempra Energy over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Sempra Energy is priced in the market compared to other companies in the Utilities - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
SRE: 16.9
The chart displays the Price-to-Earnings (P/E) ratio for SRE, comparing it with other companies in the Utilities - Diversified industry. Currently, SRE has a P/E ratio of 16.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
SRE: 2.0
The chart shows the Price/Earnings to Growth (PEG) ratio for SRE compared to other companies in the Utilities - Diversified industry. SRE currently has a PEG ratio of 2.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
SRE: 3.7
This chart shows the Price-to-Sales (P/S) ratio for SRE relative to other companies in the Utilities - Diversified industry. Currently, SRE has a P/S ratio of 3.7. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
1.02.03.04.05.0
SRE: 1.6
The chart illustrates the Price-to-Book (P/B) ratio for SRE in comparison with other companies in the Utilities - Diversified industry. Currently, SRE has a P/B value of 1.6. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items