ATO vs. SRE
Compare and contrast key facts about Atmos Energy Corporation (ATO) and Sempra Energy (SRE).
Performance
ATO vs. SRE - Performance Comparison
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ATO vs. SRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ATO Atmos Energy Corporation | 10.81% | 23.07% | 23.35% | 6.17% | 9.63% | 12.75% | -12.73% | 23.14% | 10.39% | 18.41% |
SRE Sempra Energy | 10.82% | 3.94% | 21.11% | -0.06% | 20.30% | 7.39% | -12.78% | 44.01% | 4.49% | 9.43% |
Fundamentals
ATO:
$30.45B
SRE:
$63.47B
ATO:
$7.71
SRE:
$3.01
ATO:
23.97
SRE:
32.23
ATO:
2.36
SRE:
1.75
ATO:
6.15
SRE:
4.63
ATO:
1.08
SRE:
1.64
ATO:
$4.87B
SRE:
$13.70B
ATO:
$1.73B
SRE:
$7.14B
ATO:
$2.45B
SRE:
$4.22B
Returns By Period
The year-to-date returns for both investments are quite close, with ATO having a 10.81% return and SRE slightly higher at 10.82%. Over the past 10 years, ATO has outperformed SRE with an annualized return of 12.12%, while SRE has yielded a comparatively lower 9.68% annualized return.
ATO
- 1D
- -0.16%
- 1M
- -1.11%
- YTD
- 10.81%
- 6M
- 9.41%
- 1Y
- 22.16%
- 3Y*
- 20.97%
- 5Y*
- 16.33%
- 10Y*
- 12.12%
SRE
- 1D
- 0.61%
- 1M
- 1.64%
- YTD
- 10.82%
- 6M
- 10.33%
- 1Y
- 40.32%
- 3Y*
- 12.24%
- 5Y*
- 11.54%
- 10Y*
- 9.68%
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Return for Risk
ATO vs. SRE — Risk / Return Rank
ATO
SRE
ATO vs. SRE - Risk-Adjusted Trends 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.
| ATO | SRE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 1.84 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.88 | 2.41 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.33 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 3.31 | 3.51 | -0.19 |
Martin ratioReturn relative to average drawdown | 6.69 | 11.54 | -4.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ATO | SRE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 1.84 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.51 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.39 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.44 | +0.10 |
Correlation
The correlation between ATO and SRE is 0.53, 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.
Dividends
ATO vs. SRE - Dividend Comparison
ATO's dividend yield for the trailing twelve months is around 2.02%, less than SRE's 2.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATO Atmos Energy Corporation | 2.02% | 2.15% | 2.36% | 2.61% | 2.48% | 2.44% | 2.46% | 1.92% | 2.14% | 2.14% | 2.31% | 2.52% |
SRE Sempra Energy | 2.67% | 2.92% | 2.83% | 3.18% | 2.96% | 3.33% | 3.28% | 2.55% | 3.31% | 3.08% | 3.37% | 2.98% |
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.
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Drawdown Indicators
| ATO | SRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.94% | -45.00% | -6.94% |
Max Drawdown (1Y)Largest decline over 1 year | -7.20% | -12.44% | +5.24% |
Max Drawdown (5Y)Largest decline over 5 years | -19.08% | -31.62% | +12.54% |
Max Drawdown (10Y)Largest decline over 10 years | -32.91% | -45.00% | +12.09% |
Current DrawdownCurrent decline from peak | -2.05% | 0.00% | -2.05% |
Average DrawdownAverage peak-to-trough decline | -8.58% | -10.15% | +1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 3.78% | -0.21% |
Volatility
ATO vs. SRE - Volatility Comparison
The current volatility for Atmos Energy Corporation (ATO) is 3.83%, while Sempra Energy (SRE) has a volatility of 5.97%. This indicates that ATO 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.
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Volatility by Period
| ATO | SRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.83% | 5.97% | -2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 10.28% | 13.58% | -3.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.01% | 22.13% | -6.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.47% | 22.68% | -4.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.21% | 24.79% | -3.58% |
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