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 0.48, 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. CVX - Performance Comparison
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Key characteristics
SRE:
0.04
CVX:
-0.36
SRE:
0.29
CVX:
-0.36
SRE:
1.05
CVX:
0.95
SRE:
0.07
CVX:
-0.45
SRE:
0.19
CVX:
-1.13
SRE:
12.41%
CVX:
8.65%
SRE:
30.49%
CVX:
25.14%
SRE:
-45.00%
CVX:
-55.77%
SRE:
-18.02%
CVX:
-16.97%
Fundamentals
SRE:
$48.82B
CVX:
$246.58B
SRE:
$4.55
CVX:
$8.71
SRE:
16.45
CVX:
16.27
SRE:
1.99
CVX:
3.86
SRE:
3.66
CVX:
1.26
SRE:
1.59
CVX:
1.65
SRE:
$13.35B
CVX:
$194.44B
SRE:
$5.63B
CVX:
$53.54B
SRE:
$5.98B
CVX:
$43.57B
Returns By Period
In the year-to-date period, SRE achieves a -12.03% return, which is significantly lower than CVX's -0.69% return. Over the past 10 years, SRE has underperformed CVX with an annualized return of 6.91%, while CVX has yielded a comparatively higher 7.34% annualized return.
SRE
-12.03%
8.90%
-14.09%
1.15%
8.61%
6.91%
CVX
-0.69%
5.74%
-10.19%
-8.98%
14.82%
7.34%
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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.
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Dividends
SRE vs. CVX - Dividend Comparison
SRE's dividend yield for the trailing twelve months is around 3.28%, less than CVX's 4.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRE Sempra Energy | 3.28% | 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 | 4.64% | 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.
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Volatility
SRE vs. CVX - Volatility Comparison
The current volatility for Sempra Energy (SRE) is 4.77%, while Chevron Corporation (CVX) has a volatility of 6.77%. This indicates that SRE experiences smaller price fluctuations and is considered to be less risky than CVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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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
SRE vs. CVX - Profitability Comparison
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%.
CVX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Chevron Corporation reported a gross profit of 11.36B and revenue of 47.61B. Therefore, the gross margin over that period was 23.9%.
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%.
CVX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Chevron Corporation reported an operating income of -1.85B and revenue of 47.61B, resulting in an operating margin of -3.9%.
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%.
CVX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Chevron Corporation reported a net income of 3.51B and revenue of 47.61B, resulting in a net margin of 7.4%.