ATO vs. SRE
Compare and contrast key facts about Atmos Energy Corporation (ATO) and Sempra Energy (SRE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ATO or SRE.
Correlation
The correlation between ATO and SRE is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ATO vs. SRE - Performance Comparison
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Key characteristics
ATO:
2.14
SRE:
0.10
ATO:
2.92
SRE:
0.38
ATO:
1.40
SRE:
1.07
ATO:
3.82
SRE:
0.14
ATO:
10.68
SRE:
0.36
ATO:
3.55%
SRE:
12.46%
ATO:
17.13%
SRE:
30.47%
ATO:
-51.94%
SRE:
-45.00%
ATO:
-3.06%
SRE:
-16.79%
Fundamentals
ATO:
$24.76B
SRE:
$49.87B
ATO:
$7.16
SRE:
$4.55
ATO:
21.78
SRE:
16.81
ATO:
2.61
SRE:
2.02
ATO:
5.52
SRE:
3.74
ATO:
1.88
SRE:
1.62
ATO:
$4.49B
SRE:
$13.35B
ATO:
$2.44B
SRE:
$5.63B
ATO:
$2.28B
SRE:
$5.98B
Returns By Period
In the year-to-date period, ATO achieves a 13.88% return, which is significantly higher than SRE's -10.72% return. Over the past 10 years, ATO has outperformed SRE with an annualized return of 14.01%, while SRE has yielded a comparatively lower 7.03% annualized return.
ATO
13.88%
0.88%
10.10%
36.35%
13.53%
14.01%
SRE
-10.72%
10.26%
-14.46%
3.13%
8.92%
7.03%
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Risk-Adjusted Performance
ATO vs. SRE — Risk-Adjusted Performance Rank
ATO
SRE
ATO vs. SRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Atmos Energy Corporation (ATO) 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
ATO vs. SRE - Dividend Comparison
ATO's dividend yield for the trailing twelve months is around 2.12%, less than SRE's 3.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATO Atmos Energy Corporation | 2.12% | 2.36% | 2.61% | 2.48% | 2.44% | 2.46% | 1.92% | 2.13% | 2.12% | 2.29% | 2.51% | 2.68% |
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
ATO vs. SRE - Drawdown Comparison
The maximum ATO drawdown since its inception was -51.94%, which is greater than SRE's maximum drawdown of -45.00%. Use the drawdown chart below to compare losses from any high point for ATO and SRE. For additional features, visit the drawdowns tool.
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Volatility
ATO vs. SRE - Volatility Comparison
Atmos Energy Corporation (ATO) has a higher volatility of 5.43% compared to Sempra Energy (SRE) at 4.89%. This indicates that ATO'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
ATO vs. SRE - Financials Comparison
This section allows you to compare key financial metrics between Atmos Energy 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
ATO vs. SRE - Profitability Comparison
ATO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Atmos Energy Corporation reported a gross profit of 937.97M and revenue of 1.95B. Therefore, the gross margin over that period was 48.1%.
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%.
ATO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Atmos Energy Corporation reported an operating income of 628.94M and revenue of 1.95B, resulting in an operating margin of 32.2%.
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%.
ATO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Atmos Energy Corporation reported a net income of 485.58M and revenue of 1.95B, resulting in a net margin of 24.9%.
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%.