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