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
Key characteristics
AEE:
1.97
SRE:
0.25
AEE:
2.65
SRE:
0.50
AEE:
1.35
SRE:
1.09
AEE:
1.52
SRE:
0.25
AEE:
11.32
SRE:
0.67
AEE:
3.27%
SRE:
11.56%
AEE:
18.82%
SRE:
30.54%
AEE:
-60.57%
SRE:
-45.00%
AEE:
-4.52%
SRE:
-19.93%
Fundamentals
AEE:
$26.55B
SRE:
$48.68B
AEE:
$4.42
SRE:
$4.42
AEE:
22.24
SRE:
16.90
AEE:
2.45
SRE:
1.95
AEE:
3.63
SRE:
3.69
AEE:
2.19
SRE:
1.61
AEE:
$5.81B
SRE:
$9.55B
AEE:
$3.93B
SRE:
$3.83B
AEE:
$2.70B
SRE:
$3.99B
Returns By Period
In the year-to-date period, AEE achieves a 11.05% return, which is significantly higher than SRE's -14.09% return. Over the past 10 years, AEE has outperformed SRE with an annualized return of 12.31%, while SRE has yielded a comparatively lower 6.64% annualized return.
AEE
11.05%
-0.35%
13.58%
37.75%
9.15%
12.31%
SRE
-14.09%
6.59%
-10.08%
8.07%
6.43%
6.64%
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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.
Dividends
AEE vs. SRE - Dividend Comparison
AEE's dividend yield for the trailing twelve months is around 2.77%, less than SRE's 3.35% 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 | 3.35% | 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.
Volatility
AEE vs. SRE - Volatility Comparison
The current volatility for Ameren Corporation (AEE) is 8.15%, while Sempra Energy (SRE) has a volatility of 12.31%. This indicates that AEE experiences smaller price fluctuations and is considered to be less risky than SRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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