VIRC vs. SRE
VIRC (Virco Mfg. Corporation) and SRE (Sempra Energy) are both stocks. VIRC operates in Furnishings, Fixtures & Appliances (Consumer Cyclical), while SRE operates in Utilities - Diversified (Utilities). Over the past 10 years, VIRC returned 4.43%/yr vs 8.64%/yr for SRE. At a 0.06 correlation, their price movements are largely independent.
Performance
VIRC vs. SRE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VIRC achieves a -3.58% return, which is significantly lower than SRE's 4.90% return. Over the past 10 years, VIRC has underperformed SRE with an annualized return of 4.43%, while SRE has yielded a comparatively higher 8.64% annualized return.
VIRC
- 1D
- -0.16%
- 1M
- 2.59%
- YTD
- -3.58%
- 6M
- -2.82%
- 1Y
- -21.87%
- 3Y*
- 17.51%
- 5Y*
- 13.25%
- 10Y*
- 4.43%
SRE
- 1D
- 1.03%
- 1M
- -0.89%
- YTD
- 4.90%
- 6M
- 5.14%
- 1Y
- 27.98%
- 3Y*
- 12.07%
- 5Y*
- 9.70%
- 10Y*
- 8.64%
VIRC vs. SRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIRC Virco Mfg. Corporation | -3.58% | -36.87% | -14.16% | 166.63% | 50.17% | 18.97% | -40.33% | 6.00% | -19.68% | 17.81% |
SRE Sempra Energy | 4.90% | 3.94% | 21.11% | -0.06% | 20.30% | 7.39% | -12.78% | 44.01% | 4.49% | 9.43% |
Correlation
The correlation between VIRC and SRE is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 1998 | 0.06 |
The correlation between VIRC and SRE shifts across timeframes, from 0.03 (1 year) to 0.14 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
VIRC:
$96.12M
SRE:
$59.88B
VIRC:
-$0.06
SRE:
$3.17
VIRC:
0.49
SRE:
4.40
VIRC:
0.94
SRE:
1.52
VIRC:
$196.59M
SRE:
$13.61B
VIRC:
$77.91M
SRE:
$4.94B
VIRC:
$3.98M
SRE:
$4.51B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VIRC vs. SRE — Risk / Return Rank
VIRC
SRE
VIRC vs. SRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virco Mfg. Corporation (VIRC) 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.
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.
| VIRC | SRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.02 | ||
| Sortino ratioReturn per unit of downside risk | -2.64 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.25 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.58 | 2.22 | -2.80 |
| Martin ratioReturn relative to average drawdown | -0.96 | 6.07 | -7.02 |
Loading charts...
Drawdowns
VIRC vs. SRE - Drawdown Comparison
The maximum VIRC drawdown since its inception was -94.51%, which is greater than SRE's maximum drawdown of -45.00%. Use the drawdown chart below to compare losses from any high point for VIRC and SRE.
Loading charts...
Drawdown Indicators
| VIRC | SRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.51% | -45.00% | -49.51% |
Max Drawdown (1Y)Largest decline over 1 year | -37.64% | -12.65% | -24.99% |
Max Drawdown (3Y)Largest decline over 3 years | -69.55% | -31.62% | -37.93% |
Max Drawdown (5Y)Largest decline over 5 years | -69.55% | -31.62% | -37.93% |
Max Drawdown (10Y)Largest decline over 10 years | -69.55% | -45.00% | -24.55% |
Current DrawdownCurrent decline from peak | -73.35% | -7.79% | -65.56% |
Average DrawdownAverage peak-to-trough decline | -65.34% | -10.12% | -55.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.91% | 4.62% | +18.29% |
Volatility
VIRC vs. SRE - Volatility Comparison
Virco Mfg. Corporation (VIRC) has a higher volatility of 14.44% compared to Sempra Energy (SRE) at 6.33%. This indicates that VIRC'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 charts...
Volatility by Period
| VIRC | SRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.44% | 6.33% | +8.11% |
Volatility (6M)Calculated over the trailing 6-month period | 24.90% | 14.46% | +10.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.13% | 19.71% | +17.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 53.32% | 22.81% | +30.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.97% | 24.90% | +30.07% |
Dividends
VIRC vs. SRE - Dividend Comparison
VIRC's dividend yield for the trailing twelve months is around 1.64%, less than SRE's 3.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRE Sempra Energy | 3.22% | 2.92% | 2.83% | 3.18% | 2.96% | 3.33% | 3.28% | 2.55% | 3.31% | 3.08% | 3.37% | 2.98% |
VIRC Virco Mfg. Corporation | 1.64% | 1.56% | 0.88% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 1.50% | 0.30% | 0.00% | 0.00% |
Financials
VIRC vs. SRE - Financials Comparison
This section allows you to compare key financial metrics between Virco Mfg. Corporation 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
VIRC vs. SRE - Profitability Comparison
VIRC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Virco Mfg. Corporation reported a gross profit of 12.70M and revenue of 30.69M. Therefore, the gross margin over that period was 41.4%.
SRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sempra Energy reported a gross profit of 2.08B and revenue of 3.66B. Therefore, the gross margin over that period was 56.9%.
VIRC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Virco Mfg. Corporation reported an operating income of -3.66M and revenue of 30.69M, resulting in an operating margin of -11.9%.
SRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sempra Energy reported an operating income of 0.00 and revenue of 3.66B, resulting in an operating margin of 0.0%.
VIRC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Virco Mfg. Corporation reported a net income of -2.78M and revenue of 30.69M, resulting in a net margin of -9.1%.
SRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sempra Energy reported a net income of 1.15B and revenue of 3.66B, resulting in a net margin of 31.5%.
Frequently Asked Questions
VIRC and SRE have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VIRC has higher volatility (14.44%) compared to SRE (6.33%). In terms of maximum drawdown, VIRC dropped -94.51% vs SRE's -45.00%.
SRE currently has the higher Sharpe Ratio (1.43 vs -0.59), 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.
Find the right allocation for VIRC and SRE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer