SRE vs. EPD
Compare and contrast key facts about Sempra Energy (SRE) and Enterprise Products Partners L.P. (EPD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRE or EPD.
Correlation
The correlation between SRE and EPD is 0.35, 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. EPD - Performance Comparison
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Key characteristics
SRE:
0.04
EPD:
1.09
SRE:
0.29
EPD:
1.50
SRE:
1.05
EPD:
1.22
SRE:
0.07
EPD:
1.32
SRE:
0.19
EPD:
4.43
SRE:
12.41%
EPD:
4.59%
SRE:
30.49%
EPD:
18.53%
SRE:
-45.00%
EPD:
-58.78%
SRE:
-18.02%
EPD:
-3.97%
Fundamentals
SRE:
$48.82B
EPD:
$69.40B
SRE:
$4.55
EPD:
$2.67
SRE:
16.45
EPD:
11.99
SRE:
1.99
EPD:
2.91
SRE:
3.66
EPD:
1.22
SRE:
1.59
EPD:
2.40
SRE:
$13.35B
EPD:
$56.79B
SRE:
$5.63B
EPD:
$7.05B
SRE:
$5.98B
EPD:
$9.58B
Returns By Period
In the year-to-date period, SRE achieves a -12.03% return, which is significantly lower than EPD's 6.46% return. Both investments have delivered pretty close results over the past 10 years, with SRE having a 6.91% annualized return and EPD not far behind at 6.74%.
SRE
-12.03%
8.90%
-14.09%
1.15%
8.61%
6.91%
EPD
6.46%
6.24%
8.36%
20.01%
22.65%
6.74%
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Risk-Adjusted Performance
SRE vs. EPD — Risk-Adjusted Performance Rank
SRE
EPD
SRE vs. EPD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sempra Energy (SRE) and Enterprise Products Partners L.P. (EPD). 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. EPD - Dividend Comparison
SRE's dividend yield for the trailing twelve months is around 3.28%, less than EPD's 6.57% 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% |
EPD Enterprise Products Partners L.P. | 6.57% | 6.63% | 7.51% | 7.79% | 8.20% | 9.09% | 6.24% | 6.98% | 6.29% | 5.88% | 5.90% | 3.96% |
Drawdowns
SRE vs. EPD - Drawdown Comparison
The maximum SRE drawdown since its inception was -45.00%, smaller than the maximum EPD drawdown of -58.78%. Use the drawdown chart below to compare losses from any high point for SRE and EPD. For additional features, visit the drawdowns tool.
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Volatility
SRE vs. EPD - Volatility Comparison
The current volatility for Sempra Energy (SRE) is 4.77%, while Enterprise Products Partners L.P. (EPD) has a volatility of 6.63%. This indicates that SRE experiences smaller price fluctuations and is considered to be less risky than EPD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
SRE vs. EPD - Financials Comparison
This section allows you to compare key financial metrics between Sempra Energy and Enterprise Products Partners L.P.. 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. EPD - 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%.
EPD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Enterprise Products Partners L.P. reported a gross profit of 1.73B and revenue of 15.42B. Therefore, the gross margin over that period was 11.2%.
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%.
EPD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Enterprise Products Partners L.P. reported an operating income of 1.76B and revenue of 15.42B, resulting in an operating margin of 11.4%.
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%.
EPD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Enterprise Products Partners L.P. reported a net income of 1.39B and revenue of 15.42B, resulting in a net margin of 9.0%.