Correlation
The correlation between SR and SRE is 0.43, 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.
SR vs. SRE
Compare and contrast key facts about Spire Inc. (SR) and Sempra Energy (SRE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SR or SRE.
Performance
SR vs. SRE - Performance Comparison
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Key characteristics
SR:
1.54
SRE:
0.30
SR:
2.11
SRE:
0.50
SR:
1.29
SRE:
1.09
SR:
1.65
SRE:
0.24
SR:
8.37
SRE:
0.60
SR:
3.92%
SRE:
12.80%
SR:
20.64%
SRE:
30.51%
SR:
-45.00%
SRE:
-45.00%
SR:
-4.79%
SRE:
-15.74%
Fundamentals
SR:
$4.44B
SRE:
$51.25B
SR:
$3.91
SRE:
$4.59
SR:
19.25
SRE:
17.12
SR:
2.45
SRE:
2.06
SR:
1.83
SRE:
3.84
SR:
1.36
SRE:
1.65
SR:
$2.43B
SRE:
$13.35B
SR:
$1.71B
SRE:
$5.63B
SR:
$795.40M
SRE:
$5.98B
Returns By Period
In the year-to-date period, SR achieves a 12.14% return, which is significantly higher than SRE's -9.59% return. Both investments have delivered pretty close results over the past 10 years, with SR having a 7.48% annualized return and SRE not far behind at 7.30%.
SR
12.14%
-1.32%
5.11%
28.57%
3.16%
4.98%
7.48%
SRE
-9.59%
5.21%
-14.75%
5.30%
1.80%
7.92%
7.30%
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Risk-Adjusted Performance
SR vs. SRE — Risk-Adjusted Performance Rank
SR
SRE
SR vs. SRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Spire Inc. (SR) 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
SR vs. SRE - Dividend Comparison
SR's dividend yield for the trailing twelve months is around 4.09%, more than SRE's 3.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SR Spire Inc. | 4.09% | 4.50% | 4.68% | 4.03% | 4.04% | 3.93% | 2.88% | 3.08% | 2.84% | 3.09% | 3.15% | 3.35% |
SRE Sempra Energy | 3.19% | 2.83% | 3.18% | 2.96% | 3.33% | 3.28% | 2.56% | 3.31% | 3.08% | 3.04% | 2.98% | 2.37% |
Drawdowns
SR vs. SRE - Drawdown Comparison
The maximum SR drawdown since its inception was -45.00%, roughly equal to the maximum SRE drawdown of -45.00%. Use the drawdown chart below to compare losses from any high point for SR and SRE.
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Volatility
SR vs. SRE - Volatility Comparison
Spire Inc. (SR) has a higher volatility of 6.38% compared to Sempra Energy (SRE) at 4.74%. This indicates that SR'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
SR vs. SRE - Financials Comparison
This section allows you to compare key financial metrics between Spire 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
SR vs. SRE - Profitability Comparison
SR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Spire Inc. reported a gross profit of 911.90M and revenue of 1.05B. Therefore, the gross margin over that period was 86.7%.
SRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
SR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Spire Inc. reported an operating income of 306.40M and revenue of 1.05B, resulting in an operating margin of 29.1%.
SRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Sempra Energy reported an operating income of 959.00M and revenue of 3.80B, resulting in an operating margin of 25.2%.
SR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Spire Inc. reported a net income of 209.30M and revenue of 1.05B, resulting in a net margin of 19.9%.
SRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Sempra Energy reported a net income of 917.00M and revenue of 3.80B, resulting in a net margin of 24.1%.