STE vs. SRE
Compare and contrast key facts about STERIS plc (STE) and Sempra Energy (SRE).
Performance
STE vs. SRE - Performance Comparison
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STE vs. SRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STE STERIS plc | -12.55% | 24.57% | -5.60% | 20.19% | -23.43% | 29.47% | 25.50% | 44.09% | 23.66% | 31.73% |
SRE Sempra Energy | 10.82% | 3.94% | 21.11% | -0.06% | 20.30% | 7.39% | -12.78% | 44.01% | 4.49% | 9.43% |
Fundamentals
STE:
$21.85B
SRE:
$63.47B
STE:
$7.16
SRE:
$3.01
STE:
30.87
SRE:
32.23
STE:
0.57
SRE:
1.75
STE:
3.75
SRE:
4.63
STE:
3.05
SRE:
1.64
STE:
$5.83B
SRE:
$13.70B
STE:
$2.57B
SRE:
$7.14B
STE:
$1.36B
SRE:
$4.22B
Returns By Period
In the year-to-date period, STE achieves a -12.55% return, which is significantly lower than SRE's 10.82% return. Over the past 10 years, STE has outperformed SRE with an annualized return of 13.04%, while SRE has yielded a comparatively lower 9.68% annualized return.
STE
- 1D
- 0.80%
- 1M
- -12.37%
- YTD
- -12.55%
- 6M
- -10.19%
- 1Y
- -1.46%
- 3Y*
- 5.98%
- 5Y*
- 3.67%
- 10Y*
- 13.04%
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%
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Return for Risk
STE vs. SRE — Risk / Return Rank
STE
SRE
STE vs. SRE - Risk-Adjusted Trends 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.
| STE | SRE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.06 | 1.84 | -1.90 |
Sortino ratioReturn per unit of downside risk | 0.11 | 2.41 | -2.31 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.33 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | 0.01 | 3.51 | -3.50 |
Martin ratioReturn relative to average drawdown | 0.02 | 11.54 | -11.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| STE | SRE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.06 | 1.84 | -1.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.51 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.39 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.44 | -0.02 |
Correlation
The correlation between STE and SRE is 0.28, 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.
Dividends
STE vs. SRE - Dividend Comparison
STE's dividend yield for the trailing twelve months is around 1.11%, less than SRE's 2.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STE STERIS plc | 1.11% | 0.95% | 1.06% | 0.90% | 0.97% | 0.68% | 0.81% | 0.93% | 1.22% | 1.35% | 1.57% | 1.27% |
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% |
Drawdowns
STE vs. SRE - Drawdown Comparison
The maximum STE drawdown since its inception was -77.22%, 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.
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Drawdown Indicators
| STE | SRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.22% | -45.00% | -32.22% |
Max Drawdown (1Y)Largest decline over 1 year | -20.76% | -12.44% | -8.32% |
Max Drawdown (5Y)Largest decline over 5 years | -36.18% | -31.62% | -4.56% |
Max Drawdown (10Y)Largest decline over 10 years | -36.18% | -45.00% | +8.82% |
Current DrawdownCurrent decline from peak | -17.48% | 0.00% | -17.48% |
Average DrawdownAverage peak-to-trough decline | -18.32% | -10.15% | -8.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.80% | 3.78% | +3.02% |
Volatility
STE vs. SRE - Volatility Comparison
STERIS plc (STE) has a higher volatility of 7.48% compared to Sempra Energy (SRE) at 5.97%. 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.
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Volatility by Period
| STE | SRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.48% | 5.97% | +1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 17.83% | 13.58% | +4.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.59% | 22.13% | +3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.62% | 22.68% | +2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.97% | 24.79% | +0.18% |
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