Correlation
The correlation between STE and SRE is 0.44, 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.
STE vs. SRE
Compare and contrast key facts about STERIS plc (STE) and Sempra Energy (SRE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STE or SRE.
Performance
STE vs. SRE - Performance Comparison
Loading data...
Key characteristics
STE:
0.49
SRE:
0.30
STE:
0.91
SRE:
0.50
STE:
1.11
SRE:
1.09
STE:
0.61
SRE:
0.24
STE:
1.23
SRE:
0.60
STE:
8.85%
SRE:
12.80%
STE:
22.47%
SRE:
30.51%
STE:
-77.21%
SRE:
-45.00%
STE:
-2.91%
SRE:
-15.74%
Fundamentals
STE:
$24.09B
SRE:
$51.25B
STE:
$6.15
SRE:
$4.59
STE:
39.87
SRE:
17.12
STE:
1.23
SRE:
2.06
STE:
4.41
SRE:
3.84
STE:
3.64
SRE:
1.65
STE:
$5.46B
SRE:
$13.35B
STE:
$2.47B
SRE:
$5.63B
STE:
$1.24B
SRE:
$5.98B
Returns By Period
In the year-to-date period, STE achieves a 19.60% return, which is significantly higher than SRE's -9.59% return. Over the past 10 years, STE has outperformed SRE with an annualized return of 15.11%, while SRE has yielded a comparatively lower 7.30% annualized return.
STE
19.60%
10.34%
12.23%
11.11%
3.42%
9.13%
15.11%
SRE
-9.59%
5.21%
-14.75%
5.30%
1.80%
7.92%
7.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
STE vs. SRE — Risk-Adjusted Performance Rank
STE
SRE
STE vs. SRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for STERIS plc (STE) and Sempra Energy (SRE). 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.
Loading data...
Dividends
STE vs. SRE - Dividend Comparison
STE's dividend yield for the trailing twelve months is around 0.91%, less than SRE's 3.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STE STERIS plc | 0.91% | 1.06% | 0.90% | 0.97% | 0.68% | 0.81% | 0.93% | 1.22% | 1.35% | 1.57% | 1.27% | 1.36% |
SRE Sempra Energy | 3.19% | 2.83% | 3.18% | 2.96% | 3.33% | 3.28% | 2.56% | 3.31% | 3.08% | 3.04% | 2.98% | 2.37% |
Drawdowns
STE vs. SRE - Drawdown Comparison
The maximum STE drawdown since its inception was -77.21%, which is greater than SRE's maximum drawdown of -45.00%. Use the drawdown chart below to compare losses from any high point for STE and SRE.
Loading data...
Volatility
STE vs. SRE - Volatility Comparison
STERIS plc (STE) has a higher volatility of 9.72% compared to Sempra Energy (SRE) at 4.74%. This indicates that STE's price experiences larger fluctuations and is considered to be riskier than SRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...
Financials
STE vs. SRE - Financials Comparison
This section allows you to compare key financial metrics between STERIS plc and Sempra Energy. 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
STE vs. SRE - Profitability Comparison
STE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, STERIS plc reported a gross profit of 712.12M and revenue of 1.48B. Therefore, the gross margin over that period was 48.1%.
SRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
STE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, STERIS plc reported an operating income of 216.15M and revenue of 1.48B, resulting in an operating margin of 14.6%.
SRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Sempra Energy reported an operating income of 959.00M and revenue of 3.80B, resulting in an operating margin of 25.2%.
STE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, STERIS plc reported a net income of 145.67M and revenue of 1.48B, resulting in a net margin of 9.8%.
SRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Sempra Energy reported a net income of 917.00M and revenue of 3.80B, resulting in a net margin of 24.1%.