SRE vs. SR

Last updated Apr 1, 2026

Compare and contrast key facts about Sempra Energy (SRE) and Spire Inc. (SR).

Performance

SRE vs. SR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sempra Energy (SRE) and Spire Inc. (SR). The values are adjusted to include any dividend payments, if applicable.

SRE vs. SR - 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%
SR Spire Inc.	10.48%	27.08%	14.12%	-5.26%	9.81%	5.86%	-20.18%	15.81%	1.74%	19.88%

Fundamentals

Market Cap SRE : $63.47B SR : $5.36B
EPS SRE : $3.01 SR : $4.83
PE Ratio SRE : 32.23 SR : 18.75
PS Ratio SRE : 4.63 SR : 2.08
PB Ratio SRE : 1.64 SR : 1.68
Total Revenue (TTM) SRE : $13.70B SR : $2.57B
Gross Profit (TTM) SRE : $7.14B SR : $1.46B
EBITDA (TTM) SRE : $4.22B SR : $872.20M

Returns By Period

The year-to-date returns for both stocks are quite close, with SRE having a 10.82% return and SR slightly lower at 10.48%. Over the past 10 years, SRE has outperformed SR with an annualized return of 9.68%, while SR has yielded a comparatively lower 6.79% 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%

SR

• 1D: -0.94%
• 1M: -0.26%
• YTD: 10.48%
• 6M: 13.22%
• 1Y: 20.44%
• 3Y*: 13.82%
• 5Y*: 8.83%
• 10Y*: 6.79%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

SRE vs. SR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SRE

SRE Risk / Return Rank: 88
SRE Sharpe Ratio Rank: 89
SRE Sortino Ratio Rank: 86
SRE Omega Ratio Rank: 85
SRE Calmar Ratio Rank: 89
SRE Martin Ratio Rank: 91

SR

SR Risk / Return Rank: 74
SR Sharpe Ratio Rank: 78
SR Sortino Ratio Rank: 69
SR Omega Ratio Rank: 68
SR Calmar Ratio Rank: 78
SR Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SRE vs. SR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sempra Energy (SRE) and Spire Inc. (SR). 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	SR	Difference
Sharpe ratio Return per unit of total volatility	1.84	1.13	+0.71
Sortino ratio Return per unit of downside risk	2.41	1.54	+0.87
Omega ratio Gain probability vs. loss probability	1.33	1.20	+0.13
Calmar ratio Return relative to maximum drawdown	3.51	2.02	+1.49
Martin ratio Return relative to average drawdown	11.54	4.35	+7.19
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SRE vs. SR - Sharpe Ratio Comparison

The current SRE Sharpe Ratio is 1.84, which is higher than the SR Sharpe Ratio of 1.13. The chart below compares the historical Sharpe Ratios of SRE and SR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SRE	SR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.84	1.13	+0.71
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.51	0.42	+0.10
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.39	0.28	+0.11
Sharpe Ratio (All Time) Calculated using the full available price history	0.44	0.45	-0.02

Correlation

The correlation between SRE and SR is 0.47, 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. SR - Dividend Comparison

SRE's dividend yield for the trailing twelve months is around 2.67%, less than SR's 3.56% 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%
SR Spire Inc.	3.56%	3.85%	4.50%	4.68%	4.03%	4.04%	3.93%	2.88%	3.08%	2.84%	3.09%	3.15%

Drawdowns

SRE vs. SR - Drawdown Comparison

The maximum SRE drawdown since its inception was -45.00%, roughly equal to the maximum SR drawdown of -45.00%. Use the drawdown chart below to compare losses from any high point for SRE and SR.

Drawdown Indicators

	SRE	SR	Difference
Max Drawdown Largest peak-to-trough decline	-45.00%	-45.00%	0.00%
Max Drawdown (1Y) Largest decline over 1 year	-12.44%	-10.17%	-2.27%
Max Drawdown (5Y) Largest decline over 5 years	-31.62%	-26.05%	-5.57%
Max Drawdown (10Y) Largest decline over 10 years	-45.00%	-39.53%	-5.47%
Current Drawdown Current decline from peak	0.00%	-2.39%	+2.39%
Average Drawdown Average peak-to-trough decline	-10.15%	-9.49%	-0.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.78%	4.71%	-0.93%

Volatility

SRE vs. SR - Volatility Comparison

Sempra Energy (SRE) has a higher volatility of 5.97% compared to Spire Inc. (SR) at 5.43%. This indicates that SRE's price experiences larger fluctuations and is considered to be riskier than SR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SRE	SR	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.97%	5.43%	+0.54%
Volatility (6M) Calculated over the trailing 6-month period	13.58%	12.40%	+1.18%
Volatility (1Y) Calculated over the trailing 1-year period	22.13%	18.13%	+4.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.68%	21.32%	+1.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.79%	24.29%	+0.50%

Financials