IDA vs. SRE
Compare and contrast key facts about IDACORP, Inc. (IDA) and Sempra Energy (SRE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IDA or SRE.
Correlation
The correlation between IDA and SRE is 0.44, 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
IDA vs. SRE - Performance Comparison
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Key characteristics
IDA:
1.19
SRE:
0.07
IDA:
1.77
SRE:
0.40
IDA:
1.23
SRE:
1.07
IDA:
1.29
SRE:
0.16
IDA:
5.08
SRE:
0.43
IDA:
4.45%
SRE:
12.18%
IDA:
18.08%
SRE:
30.46%
IDA:
-54.01%
SRE:
-45.00%
IDA:
-3.26%
SRE:
-19.14%
Fundamentals
IDA:
$6.21B
SRE:
$49.19B
IDA:
$5.65
SRE:
$4.42
IDA:
20.35
SRE:
17.06
IDA:
2.17
SRE:
2.00
IDA:
3.43
SRE:
3.69
IDA:
1.86
SRE:
1.60
IDA:
$1.81B
SRE:
$13.35B
IDA:
$694.59M
SRE:
$5.63B
IDA:
$625.72M
SRE:
$4.25B
Returns By Period
In the year-to-date period, IDA achieves a 6.81% return, which is significantly higher than SRE's -13.23% return. Over the past 10 years, IDA has outperformed SRE with an annualized return of 10.01%, while SRE has yielded a comparatively lower 6.97% annualized return.
IDA
6.81%
-1.33%
2.54%
21.27%
8.74%
10.01%
SRE
-13.23%
10.41%
-16.02%
0.86%
7.92%
6.97%
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Risk-Adjusted Performance
IDA vs. SRE — Risk-Adjusted Performance Rank
IDA
SRE
IDA vs. SRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IDACORP, Inc. (IDA) 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
IDA vs. SRE - Dividend Comparison
IDA's dividend yield for the trailing twelve months is around 2.97%, less than SRE's 3.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDA IDACORP, Inc. | 2.97% | 3.07% | 3.25% | 2.82% | 2.54% | 2.83% | 2.40% | 2.58% | 2.45% | 2.58% | 2.82% | 2.66% |
SRE Sempra Energy | 3.32% | 2.83% | 3.18% | 2.96% | 3.33% | 3.28% | 2.56% | 3.31% | 3.08% | 3.04% | 2.98% | 2.37% |
Drawdowns
IDA vs. SRE - Drawdown Comparison
The maximum IDA drawdown since its inception was -54.01%, which is greater than SRE's maximum drawdown of -45.00%. Use the drawdown chart below to compare losses from any high point for IDA and SRE. For additional features, visit the drawdowns tool.
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Volatility
IDA vs. SRE - Volatility Comparison
IDACORP, Inc. (IDA) has a higher volatility of 5.89% compared to Sempra Energy (SRE) at 5.31%. This indicates that IDA'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
IDA vs. SRE - Financials Comparison
This section allows you to compare key financial metrics between IDACORP, Inc. 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
IDA vs. SRE - Profitability Comparison
IDA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, IDACORP, Inc. reported a gross profit of 358.35M and revenue of 432.46M. Therefore, the gross margin over that period was 82.9%.
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%.
IDA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, IDACORP, Inc. reported an operating income of 54.93M and revenue of 432.46M, resulting in an operating margin of 12.7%.
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%.
IDA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, IDACORP, Inc. reported a net income of 59.65M and revenue of 432.46M, resulting in a net margin of 13.8%.
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%.