BKH vs. SRE
Compare and contrast key facts about Black Hills Corporation (BKH) and Sempra Energy (SRE).
Performance
BKH vs. SRE - Performance Comparison
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BKH vs. SRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BKH Black Hills Corporation | 0.94% | 23.93% | 13.57% | -19.95% | 3.08% | 18.86% | -19.05% | 28.60% | 7.98% | 0.81% |
SRE Sempra Energy | 10.82% | 3.94% | 21.11% | -0.06% | 20.30% | 7.39% | -12.78% | 44.01% | 4.49% | 9.43% |
Fundamentals
BKH:
$5.23B
SRE:
$63.47B
BKH:
$3.96
SRE:
$3.01
BKH:
17.51
SRE:
32.23
BKH:
10.45
SRE:
1.75
BKH:
2.21
SRE:
4.63
BKH:
1.37
SRE:
1.64
BKH:
$2.31B
SRE:
$13.70B
BKH:
$888.70M
SRE:
$7.14B
BKH:
$826.90M
SRE:
$4.22B
Returns By Period
In the year-to-date period, BKH achieves a 0.94% return, which is significantly lower than SRE's 10.82% return. Over the past 10 years, BKH has underperformed SRE with an annualized return of 4.99%, while SRE has yielded a comparatively higher 9.68% annualized return.
BKH
- 1D
- 0.42%
- 1M
- -5.77%
- YTD
- 0.94%
- 6M
- 14.89%
- 1Y
- 19.34%
- 3Y*
- 7.88%
- 5Y*
- 4.93%
- 10Y*
- 4.99%
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
BKH vs. SRE — Risk / Return Rank
BKH
SRE
BKH vs. SRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Black Hills Corporation (BKH) 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.
| BKH | SRE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.84 | -0.85 |
Sortino ratioReturn per unit of downside risk | 1.42 | 2.41 | -1.00 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.33 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 3.51 | -1.54 |
Martin ratioReturn relative to average drawdown | 4.67 | 11.54 | -6.87 |
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
| BKH | SRE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.84 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.51 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.39 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.44 | 0.00 |
Correlation
The correlation between BKH 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.
Dividends
BKH vs. SRE - Dividend Comparison
BKH's dividend yield for the trailing twelve months is around 3.93%, more than SRE's 2.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKH Black Hills Corporation | 3.93% | 3.90% | 4.44% | 4.63% | 3.43% | 3.25% | 3.53% | 2.61% | 3.07% | 3.01% | 2.74% | 3.49% |
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
BKH vs. SRE - Drawdown Comparison
The maximum BKH drawdown since its inception was -65.72%, which is greater than SRE's maximum drawdown of -45.00%. Use the drawdown chart below to compare losses from any high point for BKH and SRE.
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Drawdown Indicators
| BKH | SRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.72% | -45.00% | -20.72% |
Max Drawdown (1Y)Largest decline over 1 year | -10.45% | -12.44% | +1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -36.98% | -31.62% | -5.36% |
Max Drawdown (10Y)Largest decline over 10 years | -40.45% | -45.00% | +4.55% |
Current DrawdownCurrent decline from peak | -8.38% | 0.00% | -8.38% |
Average DrawdownAverage peak-to-trough decline | -16.26% | -10.15% | -6.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 3.78% | +0.63% |
Volatility
BKH vs. SRE - Volatility Comparison
Black Hills Corporation (BKH) has a higher volatility of 6.94% compared to Sempra Energy (SRE) at 5.97%. This indicates that BKH'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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Volatility by Period
| BKH | SRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.94% | 5.97% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 14.83% | 13.58% | +1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.59% | 22.13% | -2.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.80% | 22.68% | -0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.29% | 24.79% | +0.50% |
Financials
BKH vs. SRE - Financials Comparison
This section allows you to compare key financial metrics between Black Hills 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