SRE vs. BKH
Compare and contrast key facts about Sempra Energy (SRE) and Black Hills Corporation (BKH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRE or BKH.
Correlation
The correlation between SRE and BKH 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
SRE vs. BKH - Performance Comparison
Key characteristics
SRE:
0.25
BKH:
0.83
SRE:
0.50
BKH:
1.27
SRE:
1.09
BKH:
1.16
SRE:
0.25
BKH:
0.55
SRE:
0.67
BKH:
2.87
SRE:
11.56%
BKH:
5.51%
SRE:
30.54%
BKH:
19.19%
SRE:
-45.00%
BKH:
-65.73%
SRE:
-19.93%
BKH:
-15.12%
Fundamentals
SRE:
$48.58B
BKH:
$4.36B
SRE:
$4.42
BKH:
$3.91
SRE:
16.86
BKH:
15.49
SRE:
1.95
BKH:
2.71
SRE:
3.68
BKH:
2.05
SRE:
1.60
BKH:
1.25
SRE:
$9.55B
BKH:
$1.40B
SRE:
$3.83B
BKH:
$643.80M
SRE:
$3.99B
BKH:
$518.90M
Returns By Period
In the year-to-date period, SRE achieves a -14.09% return, which is significantly lower than BKH's 4.10% return. Over the past 10 years, SRE has outperformed BKH with an annualized return of 6.50%, while BKH has yielded a comparatively lower 5.29% annualized return.
SRE
-14.09%
5.52%
-10.08%
7.08%
6.73%
6.50%
BKH
4.10%
1.26%
2.82%
16.20%
3.23%
5.29%
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Risk-Adjusted Performance
SRE vs. BKH — Risk-Adjusted Performance Rank
SRE
BKH
SRE vs. BKH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sempra Energy (SRE) and Black Hills Corporation (BKH). 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
SRE vs. BKH - Dividend Comparison
SRE's dividend yield for the trailing twelve months is around 3.35%, less than BKH's 4.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRE Sempra Energy | 3.35% | 2.83% | 3.18% | 2.96% | 3.33% | 3.28% | 2.56% | 3.31% | 3.08% | 3.04% | 2.98% | 2.37% |
BKH Black Hills Corporation | 4.36% | 4.44% | 4.63% | 3.43% | 3.25% | 3.53% | 2.61% | 3.07% | 3.01% | 2.74% | 3.49% | 2.94% |
Drawdowns
SRE vs. BKH - Drawdown Comparison
The maximum SRE drawdown since its inception was -45.00%, smaller than the maximum BKH drawdown of -65.73%. Use the drawdown chart below to compare losses from any high point for SRE and BKH. For additional features, visit the drawdowns tool.
Volatility
SRE vs. BKH - Volatility Comparison
Sempra Energy (SRE) has a higher volatility of 12.31% compared to Black Hills Corporation (BKH) at 6.97%. This indicates that SRE's price experiences larger fluctuations and is considered to be riskier than BKH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SRE vs. BKH - Financials Comparison
This section allows you to compare key financial metrics between Sempra Energy and Black Hills Corporation. 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