SRE vs. CVX
Compare and contrast key facts about Sempra Energy (SRE) and Chevron Corporation (CVX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRE or CVX.
Correlation
The correlation between SRE and CVX is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SRE vs. CVX - Performance Comparison
Key characteristics
SRE:
0.10
CVX:
0.58
SRE:
0.30
CVX:
0.87
SRE:
1.06
CVX:
1.11
SRE:
0.10
CVX:
0.54
SRE:
0.30
CVX:
1.71
SRE:
9.53%
CVX:
6.71%
SRE:
28.69%
CVX:
19.82%
SRE:
-45.00%
CVX:
-55.77%
SRE:
-23.28%
CVX:
-1.64%
Fundamentals
SRE:
$46.65B
CVX:
$296.68B
SRE:
$4.42
CVX:
$9.72
SRE:
16.19
CVX:
17.34
SRE:
3.41
CVX:
3.77
SRE:
$9.51B
CVX:
$150.73B
SRE:
$3.89B
CVX:
$46.07B
SRE:
$3.91B
CVX:
$33.43B
Returns By Period
In the year-to-date period, SRE achieves a -17.68% return, which is significantly lower than CVX's 17.63% return. Over the past 10 years, SRE has underperformed CVX with an annualized return of 5.95%, while CVX has yielded a comparatively higher 9.42% annualized return.
SRE
-17.68%
0.90%
-13.36%
3.50%
9.68%
5.95%
CVX
17.63%
6.24%
14.97%
10.51%
22.64%
9.42%
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Risk-Adjusted Performance
SRE vs. CVX — Risk-Adjusted Performance Rank
SRE
CVX
SRE vs. CVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sempra Energy (SRE) and Chevron Corporation (CVX). 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. CVX - Dividend Comparison
SRE's dividend yield for the trailing twelve months is around 3.50%, less than CVX's 3.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRE Sempra Energy | 3.50% | 2.83% | 3.18% | 2.96% | 3.33% | 3.28% | 2.56% | 3.31% | 3.08% | 3.04% | 2.98% | 2.37% |
CVX Chevron Corporation | 3.92% | 4.50% | 4.05% | 3.16% | 4.52% | 6.11% | 3.95% | 4.12% | 3.45% | 3.64% | 4.76% | 3.75% |
Drawdowns
SRE vs. CVX - Drawdown Comparison
The maximum SRE drawdown since its inception was -45.00%, smaller than the maximum CVX drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for SRE and CVX. For additional features, visit the drawdowns tool.
Volatility
SRE vs. CVX - Volatility Comparison
Sempra Energy (SRE) has a higher volatility of 7.18% compared to Chevron Corporation (CVX) at 5.21%. This indicates that SRE's price experiences larger fluctuations and is considered to be riskier than CVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SRE vs. CVX - Financials Comparison
This section allows you to compare key financial metrics between Sempra Energy and Chevron 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