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 0.52, 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
Key characteristics
ATO:
2.17
SRE:
1.20
ATO:
3.09
SRE:
1.79
ATO:
1.39
SRE:
1.23
ATO:
3.38
SRE:
1.24
ATO:
9.33
SRE:
4.86
ATO:
3.59%
SRE:
5.12%
ATO:
15.44%
SRE:
20.75%
ATO:
-51.94%
SRE:
-45.00%
ATO:
-1.87%
SRE:
-9.34%
Fundamentals
ATO:
$23.59B
SRE:
$54.05B
ATO:
$6.98
SRE:
$4.54
ATO:
21.29
SRE:
18.80
ATO:
2.46
SRE:
2.04
ATO:
$4.18B
SRE:
$9.31B
ATO:
$2.16B
SRE:
$2.98B
ATO:
$2.18B
SRE:
$3.81B
Returns By Period
In the year-to-date period, ATO achieves a 6.70% return, which is significantly higher than SRE's -2.71% return. Over the past 10 years, ATO has outperformed SRE with an annualized return of 13.55%, while SRE has yielded a comparatively lower 7.81% annualized return.
ATO
6.70%
2.22%
16.06%
34.17%
7.20%
13.55%
SRE
-2.71%
0.19%
6.90%
24.61%
4.89%
7.81%
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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.
Dividends
ATO vs. SRE - Dividend Comparison
ATO's dividend yield for the trailing twelve months is around 2.21%, less than SRE's 2.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATO Atmos Energy Corporation | 2.21% | 2.36% | 2.61% | 2.48% | 2.44% | 2.46% | 1.92% | 2.14% | 2.14% | 2.31% | 2.52% | 2.69% |
SRE Sempra Energy | 2.91% | 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.
Volatility
ATO vs. SRE - Volatility Comparison
Atmos Energy Corporation (ATO) and Sempra Energy (SRE) have volatilities of 5.73% and 5.93%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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