AEE vs. SRE
Compare and contrast key facts about Ameren Corporation (AEE) and Sempra Energy (SRE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AEE or SRE.
Correlation
The correlation between AEE and SRE is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AEE vs. SRE - Performance Comparison
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Key characteristics
AEE:
1.86
SRE:
0.10
AEE:
2.50
SRE:
0.38
AEE:
1.33
SRE:
1.07
AEE:
1.44
SRE:
0.14
AEE:
10.04
SRE:
0.36
AEE:
3.50%
SRE:
12.46%
AEE:
19.07%
SRE:
30.47%
AEE:
-60.57%
SRE:
-45.00%
AEE:
-4.77%
SRE:
-16.79%
Fundamentals
AEE:
$26.57B
SRE:
$50.61B
AEE:
$4.51
SRE:
$4.55
AEE:
21.73
SRE:
17.06
AEE:
2.41
SRE:
2.05
AEE:
3.50
SRE:
3.79
AEE:
2.15
SRE:
1.65
AEE:
$7.90B
SRE:
$13.35B
AEE:
$4.88B
SRE:
$5.63B
AEE:
$3.58B
SRE:
$5.98B
Returns By Period
In the year-to-date period, AEE achieves a 10.75% return, which is significantly higher than SRE's -10.72% return. Over the past 10 years, AEE has outperformed SRE with an annualized return of 12.53%, while SRE has yielded a comparatively lower 7.04% annualized return.
AEE
10.75%
-0.64%
9.03%
35.40%
9.45%
12.53%
SRE
-10.72%
9.13%
-14.46%
2.47%
8.07%
7.04%
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Risk-Adjusted Performance
AEE vs. SRE — Risk-Adjusted Performance Rank
AEE
SRE
AEE vs. SRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ameren Corporation (AEE) and Sempra Energy (SRE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
AEE vs. SRE - Dividend Comparison
AEE's dividend yield for the trailing twelve months is around 2.77%, less than SRE's 3.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEE Ameren Corporation | 2.77% | 3.01% | 3.48% | 2.65% | 2.47% | 2.56% | 2.50% | 2.83% | 3.01% | 3.27% | 3.83% | 3.49% |
SRE Sempra Energy | 3.23% | 2.83% | 3.18% | 2.96% | 3.33% | 3.28% | 2.56% | 3.31% | 3.08% | 3.04% | 2.98% | 2.37% |
Drawdowns
AEE vs. SRE - Drawdown Comparison
The maximum AEE drawdown since its inception was -60.57%, which is greater than SRE's maximum drawdown of -45.00%. Use the drawdown chart below to compare losses from any high point for AEE and SRE. For additional features, visit the drawdowns tool.
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Volatility
AEE vs. SRE - Volatility Comparison
Ameren Corporation (AEE) has a higher volatility of 5.82% compared to Sempra Energy (SRE) at 4.89%. This indicates that AEE's price experiences larger fluctuations and is considered to be riskier than SRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
AEE vs. SRE - Financials Comparison
This section allows you to compare key financial metrics between Ameren Corporation and Sempra Energy. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AEE vs. SRE - Profitability Comparison
AEE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Ameren Corporation reported a gross profit of 2.10B and revenue of 2.10B. Therefore, the gross margin over that period was 100.0%.
SRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Sempra Energy reported a gross profit of 1.80B and revenue of 3.80B. Therefore, the gross margin over that period was 47.2%.
AEE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Ameren Corporation reported an operating income of 430.00M and revenue of 2.10B, resulting in an operating margin of 20.5%.
SRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Sempra Energy reported an operating income of 959.00M and revenue of 3.80B, resulting in an operating margin of 25.2%.
AEE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Ameren Corporation reported a net income of 289.00M and revenue of 2.10B, resulting in a net margin of 13.8%.
SRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Sempra Energy reported a net income of 917.00M and revenue of 3.80B, resulting in a net margin of 24.1%.