Sempra Energy (SRE)
Company Info
Highlights
$58.40B
$4.54
20.31
2.54
$12.67B
$3.80B
$3.75B
$65.37 - $92.66
$92.79
2.57%
5.83
Share Price Chart
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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.
Returns By Period
Sempra Energy had a return of 26.42% year-to-date (YTD) and 31.94% in the last 12 months. Over the past 10 years, Sempra Energy had an annualized return of 8.58%, while the S&P 500 had an annualized return of 11.16%, indicating that Sempra Energy did not perform as well as the benchmark.
SRE
26.42%
7.62%
19.80%
31.94%
8.25%
8.58%
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.24% | -1.34% | 2.64% | -0.28% | 7.54% | -0.45% | 5.26% | 2.65% | 2.53% | -0.31% | 26.42% | ||
| 2023 | 3.75% | -6.47% | 1.62% | 2.86% | -7.69% | 1.44% | 3.20% | -5.76% | -2.31% | 2.94% | 4.06% | 3.40% | -0.06% |
| 2022 | 4.45% | 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% |
| 2020 | 6.05% | -12.99% | -18.33% | 9.61% | 1.99% | -6.37% | 6.17% | -0.65% | -3.40% | 5.91% | 1.69% | 0.76% | -12.78% |
| 2019 | 8.12% | 2.96% | 5.32% | 1.66% | 2.74% | 4.56% | -0.77% | 4.58% | 4.95% | -2.10% | 1.91% | 3.52% | 44.01% |
| 2018 | 0.09% | 1.83% | 2.89% | 0.52% | -4.71% | 9.85% | -0.45% | 0.42% | -1.24% | -3.19% | 4.63% | -5.31% | 4.49% |
| 2017 | 1.74% | 7.72% | 0.94% | 2.28% | 3.07% | -3.21% | 0.97% | 4.35% | -2.53% | 2.95% | 2.97% | -10.95% | 9.43% |
| 2016 | 0.79% | 1.86% | 8.61% | -0.67% | 3.65% | 7.17% | -1.88% | -6.48% | 3.15% | -0.08% | -6.82% | 1.64% | 10.19% |
| 2015 | 0.50% | -3.32% | 1.40% | -2.61% | 1.22% | -7.29% | 2.87% | -6.81% | 2.75% | 5.88% | -3.11% | -4.55% | -13.16% |
| 2014 | 3.29% | 1.90% | 3.13% | 1.91% | 1.76% | 5.01% | -4.78% | 6.28% | 0.07% | 4.38% | 1.57% | 0.29% | 27.29% |
| 2013 | 5.79% | 3.61% | 3.63% | 3.64% | -1.87% | 1.35% | 7.18% | -3.66% | 2.13% | 6.47% | -2.96% | 2.21% | 30.39% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SRE is 84, placing it in the top 16% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
Sempra Energy provided a 2.66% dividend yield over the last twelve months, with an annual payout of $2.46 per share. The company has been increasing its dividends for 16 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.46 | $2.38 | $2.29 | $2.20 | $2.09 | $1.94 | $1.79 | $1.65 | $1.53 | $1.40 | $1.32 | $1.26 |
Dividend yield | 2.66% | 3.18% | 2.96% | 3.33% | 3.28% | 2.56% | 3.31% | 3.08% | 3.04% | 2.98% | 2.37% | 2.81% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $1.86 | |
| 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 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.33 | $1.32 |
| 2013 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $1.26 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 0.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45% | Jan 31, 2020 | 31 | Mar 16, 2020 | 497 | Mar 4, 2022 | 528 |
| -42.23% | Apr 26, 2007 | 381 | Oct 27, 2008 | 818 | Jan 26, 2012 | 1199 |
| -40.74% | May 14, 2001 | 297 | Jul 23, 2002 | 183 | Apr 14, 2003 | 480 |
| -36.79% | Oct 8, 1998 | 375 | Apr 3, 2000 | 261 | Apr 17, 2001 | 636 |
| -22.75% | Dec 30, 2014 | 258 | Jan 7, 2016 | 120 | Jun 29, 2016 | 378 |
Volatility
Volatility Chart
The current Sempra Energy volatility is 9.15%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Sempra Energy compared to its peers in the Utilities - Diversified industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for SRE in comparison to other companies of the Utilities - Diversified industry. Currently, SRE has a PE value of 20.3. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for SRE in comparison to other companies of the Utilities - Diversified industry. Currently, SRE has a PEG value of 2.5. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Sempra Energy.
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Income Statement
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