Sempra SRE
Utilities · Utilities - Diversified · United States · S&P 500
Based on the available data, Sempra gets an algorithmic score of 39/100. It trades at 78.18 $, with a bearish technical trend (RSI 36.0) and 20.3% annual volatility.
Updated: 2026-09-30
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Strengths
- Low beta (0.49): defensive profile.
- Meaningful dividend (3.36%).
Weaknesses
- Shrinking revenue (-1.7% per year).
- Negative free cash flow.
Fundamentals
| P/E | 22.66 |
| Forward P/E | 14.11 |
| PEG | 0.67 |
| P/B | 1.56 |
| EV/EBITDA | 16.75 |
| P/S | 3.77 |
| ROE % | 6.68 |
| ROA % | 1.96 |
| Gross margin % | 43.99 |
| Operating margin % | 28.33 |
| Net margin % | 16.82 |
| Revenue growth % (y/y) | -0.10 |
| Earnings growth % (y/y) | 71.30 |
| Revenue CAGR % | -1.73 |
| Earnings CAGR % | -4.95 |
| Debt/Equity % | 84.66 |
| Current ratio | 1.64 |
| FCF yield % | -11.83 |
| Dividend yield % | 3.36 |
| Payout % | 75.51 |
Returns
| 1 month | -6.5 % |
| 3 months | -15.0 % |
| 6 months | -17.8 % |
| YTD | -10.9 % |
| 1 year | -8.4 % |
| 3 years | +20.6 % |
| 5 years | +41.4 % |
Risk
| 1-year volatility | 20.3 % |
| Beta | 0.49 |
| 5-year max drawdown | -31.6 % |
| Sharpe 1A | -0.53 |
Macroeconomic context
Highly rate-sensitive (high leverage, 'bond proxy'). Regulated; benefits from the energy transition and data-centre power demand. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.