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EMN vs. SRE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

EMN vs. SRE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eastman Chemical Company (EMN) and Sempra Energy (SRE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EMN achieves a 12.16% return, which is significantly higher than SRE's 1.71% return. Over the past 10 years, EMN has underperformed SRE with an annualized return of 4.31%, while SRE has yielded a comparatively higher 8.18% annualized return.


EMN

1D
-0.17%
1M
1.58%
6M
3.28%
YTD
12.16%
1Y
24.91%
3Y*
-2.72%
5Y*
-5.65%
10Y*
4.31%
ALL TIME*
7.08%

SRE

1D
-1.15%
1M
-4.85%
6M
3.21%
YTD
1.71%
1Y
12.53%
3Y*
9.74%
5Y*
9.66%
10Y*
8.18%
ALL TIME*
10.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$97.27M$86.88M$86.83M
$247.89M$251.03M$331.60M

EMN vs. SRE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EMN
Eastman Chemical Company
12.16%-26.87%5.11%14.66%-30.38%23.54%31.78%12.01%-19.10%26.28%
SRE
Sempra Energy
1.71%3.94%21.11%-0.06%20.30%7.39%-12.78%44.01%4.49%9.43%

Correlation

The correlation between EMN and SRE is 0.26, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.26

Correlation (3Y)
Balances recent behavior with more history.

0.28

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.34

Correlation (10Y)
Provides a long-term view across more market conditions.

0.26

Correlation (All Time)
Calculated using the full available price history since Jun 29, 1998

0.31

Fundamentals

Market Cap

EMN:

$8.00B

SRE:

$57.89B

EPS

EMN:

$3.84

SRE:

$3.17

PE Ratio

EMN:

18.22

SRE:

27.94

PS Ratio

EMN:

0.91

SRE:

4.25

PB Ratio

EMN:

1.32

SRE:

1.47

Total Revenue (TTM)

EMN:

$8.87B

SRE:

$13.61B

Gross Profit (TTM)

EMN:

$1.76B

SRE:

$4.94B

EBITDA (TTM)

EMN:

$1.27B

SRE:

$4.51B

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Return for Risk

EMN vs. SRE — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

EMN
EMN Risk / Return Rank: 4444
Overall Rank
EMN Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
EMN Sortino Ratio Rank: 4141
Sortino Ratio Rank
EMN Omega Ratio Rank: 4242
Omega Ratio Rank
EMN Calmar Ratio Rank: 4646
Calmar Ratio Rank
EMN Martin Ratio Rank: 4646
Martin Ratio Rank

SRE
SRE Risk / Return Rank: 6262
Overall Rank
SRE Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
SRE Sortino Ratio Rank: 5757
Sortino Ratio Rank
SRE Omega Ratio Rank: 5656
Omega Ratio Rank
SRE Calmar Ratio Rank: 6565
Calmar Ratio Rank
SRE Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

EMN vs. SRE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eastman Chemical Company (EMN) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


EMNSREDifference
Sharpe ratioReturn per unit of total volatility

-0.55

Sortino ratioReturn per unit of downside risk

-0.62

Omega ratioGain probability vs. loss probability

1.04

1.11

-0.07

Calmar ratioReturn relative to maximum drawdown

0.06

0.92

-0.86

Martin ratioReturn relative to average drawdown

0.12

2.25

-2.13

EMN vs. SRE - Sharpe Ratio Comparison

The current EMN Sharpe Ratio is 0.03, which is lower than the SRE Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of EMN and SRE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

EMN vs. SRE - Drawdown Comparison

The maximum EMN drawdown since its inception was -76.11%, which is greater than SRE's maximum drawdown of -45.00%. Use the drawdown chart below to compare losses from any high point for EMN and SRE.


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Drawdown Indicators


EMNSREDifference

Max Drawdown

Largest peak-to-trough decline

-76.11%

-45.00%

-31.11%

Max Drawdown (1Y)

Largest decline over 1 year

-18.86%

-12.65%

-6.21%

Max Drawdown (3Y)

Largest decline over 3 years

-48.40%

-31.62%

-16.78%

Max Drawdown (5Y)

Largest decline over 5 years

-49.35%

-31.62%

-17.73%

Max Drawdown (10Y)

Largest decline over 10 years

-62.74%

-45.00%

-17.74%

Current Drawdown

Current decline from peak

-34.83%

-10.59%

-24.24%

Average Drawdown

Average peak-to-trough decline

-19.20%

-10.10%

-9.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.14%

5.15%

+5.99%

Volatility

EMN vs. SRE - Volatility Comparison

Eastman Chemical Company (EMN) has a higher volatility of 7.63% compared to Sempra Energy (SRE) at 5.67%. This indicates that EMN'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


EMNSREDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.63%

5.67%

+1.96%

Volatility (6M)

Calculated over the trailing 6-month period

23.75%

13.95%

+9.80%

Volatility (1Y)

Calculated over the trailing 1-year period

38.78%

19.91%

+18.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.19%

22.81%

+9.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.78%

24.93%

+6.85%

Dividends

EMN vs. SRE - Dividend Comparison

EMN's dividend yield for the trailing twelve months is around 4.79%, more than SRE's 2.94% yield.


PositionTTM20252024202320222021202020192018201720162015
EMN
Eastman Chemical Company
4.79%5.22%3.57%3.54%3.77%2.34%2.66%3.18%3.15%2.26%2.51%2.46%
SRE
Sempra Energy
2.94%2.92%2.83%3.18%2.96%3.33%3.28%2.55%3.31%3.08%3.37%2.98%

Financials

EMN vs. SRE - Financials Comparison

This section allows you to compare key financial metrics between Eastman Chemical Company 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

EMN vs. SRE - Profitability Comparison

The chart below illustrates the profitability comparison between Eastman Chemical Company and Sempra Energy over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

EMN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Eastman Chemical Company reported a gross profit of 560.00M and revenue of 2.51B. Therefore, the gross margin over that period was 22.3%.

SRE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Sempra Energy reported a gross profit of 2.08B and revenue of 3.66B. Therefore, the gross margin over that period was 56.9%.

EMN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Eastman Chemical Company reported an operating income of 310.00M and revenue of 2.51B, resulting in an operating margin of 12.3%.

SRE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Sempra Energy reported an operating income of 0.00 and revenue of 3.66B, resulting in an operating margin of 0.0%.

EMN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Eastman Chemical Company reported a net income of 183.00M and revenue of 2.51B, resulting in a net margin of 7.3%.

SRE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Sempra Energy reported a net income of 1.15B and revenue of 3.66B, resulting in a net margin of 31.5%.


Frequently Asked Questions


EMN and SRE have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EMN has higher volatility (7.63%) compared to SRE (5.67%). In terms of maximum drawdown, EMN dropped -76.11% vs SRE's -45.00%.

SRE currently has the higher Sharpe Ratio (0.58 vs 0.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for EMN and SRE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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