SRE vs. SR
SRE (Sempra Energy) and SR (Spire Inc.) are both stocks. Both are in the Utilities sector — SRE in Utilities - Diversified, SR in Utilities - Regulated Gas. Over the past 10 years, SRE returned 8.18%/yr vs 5.38%/yr for SR. Their 0.47 correlation means their historical movements had little consistent relationship.
Performance
SRE vs. SR - Performance Comparison
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Returns By Period
In the year-to-date period, SRE achieves a 1.71% return, which is significantly higher than SR's -1.54% return. Over the past 10 years, SRE has outperformed SR with an annualized return of 8.18%, while SR has yielded a comparatively lower 5.38% annualized return.
SRE
- 1D
- -1.15%
- 1M
- -4.85%
- 6M
- 3.21%
- YTD
- 1.71%
- 1Y
- 12.53%
- 3Y*
- 9.74%
- 5Y*
- 9.66%
- 10Y*
- 8.18%
- ALL TIME*
- 10.48%
SR
- 1D
- -0.83%
- 1M
- 0.23%
- 6M
- -3.62%
- YTD
- -1.54%
- 1Y
- 11.96%
- 3Y*
- 13.69%
- 5Y*
- 6.87%
- 10Y*
- 5.38%
- ALL TIME*
- 9.78%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $33.52M | $36.51M | $45.39M | |
| $247.89M | $251.03M | $331.60M |
SRE vs. SR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SRE Sempra Energy | 1.71% | 3.94% | 21.11% | -0.06% | 20.30% | 7.39% | -12.78% | 44.01% | 4.49% | 9.43% |
SR Spire Inc. | -1.54% | 27.08% | 14.12% | -5.26% | 9.81% | 5.86% | -20.18% | 15.81% | 1.74% | 19.88% |
Correlation
The correlation between SRE and SR is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.60 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.57 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.56 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 1998 | 0.47 |
The correlation between SRE and SR shifts across timeframes, from 0.47 (all time) to 0.60 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
SRE:
$57.89B
SR:
$4.72B
SRE:
$3.17
SR:
$6.06
SRE:
27.94
SR:
13.18
SRE:
4.25
SR:
1.91
SRE:
1.47
SR:
1.38
SRE:
$13.61B
SR:
$2.47B
SRE:
$4.94B
SR:
$1.81B
SRE:
$4.51B
SR:
$721.80M
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Return for Risk
SRE vs. SR — Risk / Return Rank
SRE
SR
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SRE | SR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.11 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.92 | 0.60 | +0.32 |
| Martin ratioReturn relative to average drawdown | 2.25 | 1.51 | +0.74 |
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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.
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Drawdown Indicators
| SRE | SR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.00% | -45.00% | 0.00% |
Max Drawdown (1Y)Largest decline over 1 year | -12.65% | -19.39% | +6.74% |
Max Drawdown (3Y)Largest decline over 3 years | -31.62% | -19.39% | -12.23% |
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 DrawdownCurrent decline from peak | -10.59% | -15.23% | +4.64% |
Average DrawdownAverage peak-to-trough decline | -10.10% | -9.50% | -0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.15% | 7.70% | -2.55% |
Volatility
SRE vs. SR - Volatility Comparison
The current volatility for Sempra Energy (SRE) is 5.67%, while Spire Inc. (SR) has a volatility of 6.85%. This indicates that SRE experiences smaller price fluctuations and is considered to be less risky than SR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRE | SR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 6.85% | -1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 13.95% | 14.90% | -0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.91% | 19.11% | +0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.81% | 21.35% | +1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.93% | 24.47% | +0.46% |
Dividends
SRE vs. SR - Dividend Comparison
SRE's dividend yield for the trailing twelve months is around 2.94%, less than SR's 4.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SR Spire Inc. | 4.08% | 3.85% | 4.50% | 4.68% | 4.03% | 4.04% | 3.93% | 2.88% | 3.08% | 2.84% | 3.09% | 3.15% |
SRE Sempra Energy | 2.94% | 2.92% | 2.83% | 3.18% | 2.96% | 3.33% | 3.28% | 2.55% | 3.31% | 3.08% | 3.37% | 2.98% |
Financials
SRE vs. SR - Financials Comparison
This section allows you to compare key financial metrics between Sempra Energy and Spire Inc.. 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
Frequently Asked Questions
SRE and SR have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SR has higher volatility (6.85%) compared to SRE (5.67%). In terms of maximum drawdown, SRE dropped -45.00% vs SR's -45.00%.
SR currently has the higher Sharpe Ratio (0.61 vs 0.58), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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