(SRE) Sempra Energy - Ratings and Ratios
Electricity, Natural Gas, Transmission, Storage, Infrastructure
Dividends
| Dividend Yield | 2.92% |
| Yield on Cost 5y | 4.73% |
| Yield CAGR 5y | -12.24% |
| Payout Consistency | 93.2% |
| Payout Ratio | 52.2% |
| Risk via 10d forecast | |
|---|---|
| Volatility | 21.1% |
| Value at Risk 5%th | 33.6% |
| Relative Tail Risk | -3.36% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.06 |
| Alpha | -11.17 |
| CAGR/Max DD | 0.18 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.410 |
| Beta | 0.671 |
| Beta Downside | 0.647 |
| Drawdowns 3y | |
|---|---|
| Max DD | 31.62% |
| Mean DD | 8.73% |
| Median DD | 8.57% |
Description: SRE Sempra Energy December 03, 2025
Sempra (NYSE:SRE) is a U.S.-based energy-infrastructure firm operating through three regulated segments: Sempra California (natural gas and electric service in Southern and Central California), Sempra Texas Utilities (regulated electricity transmission and distribution in Texas), and Sempra Infrastructure (development, construction, operation, and investment in clean-energy assets across the U.S., Mexico, and other markets). The company, incorporated in 1996 and renamed from Sempra Energy in May 2023, is headquartered in San Diego, California.
As of 31 Dec 2024, Sempra California serves roughly 3.6 million electric customers and 3.3 million natural-gas customers across 4,100 sq mi; the broader Sempra Infrastructure footprint reaches 21.1 million people over 24,000 sq mi. In Texas, Sempra Texas Utilities operates 18,324 circuit miles of transmission lines, 1,288 substations, connects to 192 third-party generators (≈58,600 MW), and maintains about 4 million delivery points on 125,975 miles of distribution lines.
Key financial and sector metrics to watch: FY 2024 adjusted EBITDA was approximately $5.2 billion, with a net debt-to-EBITDA ratio near 3.2×, indicating moderate leverage for a capital-intensive utility; capex for 2024 was $2.5 billion, driven largely by pipeline expansion and renewable-energy integration projects. The company’s growth is tied to California’s SB 100 clean-energy mandate (80 % zero-carbon electricity by 2035) and the broader U.S. trend toward electrification of heating and transportation, which should sustain natural-gas demand while prompting infrastructure upgrades. For a deeper, data-rich view of Sempra’s valuation dynamics, a quick look at ValueRay’s analyst dashboards can be a useful next step.
Piotroski VR‑10 (Strict, 0-10) 4.0
| Net Income (2.16b TTM) > 0 and > 6% of Revenue (6% = 824.1m TTM) |
| FCFTA -0.05 (>2.0%) and ΔFCFTA -0.90pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 85.46% (prev -37.76%; Δ 123.2pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.04 (>3.0%) and CFO 4.74b > Net Income 2.16b (YES >=105%, WARN >=100%) |
| Net Debt (33.59b) to EBITDA (6.56b) ratio: 5.12 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.59 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (652.9m) change vs 12m ago 2.33% (target <= -2.0% for YES) |
| Gross Margin 28.96% (prev 24.69%; Δ 4.27pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 13.69% (prev 13.40%; Δ 0.29pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 2.65 (EBITDA TTM 6.56b / Interest Expense TTM 1.50b) >= 6 (WARN >= 3) |
Altman Z'' 2.00
| (A) 0.11 = (Total Current Assets 31.73b - Total Current Liabilities 19.99b) / Total Assets 106.92b |
| (B) 0.16 = Retained Earnings (Balance) 17.16b / Total Assets 106.92b |
| (C) 0.04 = EBIT TTM 3.98b / Avg Total Assets 100.33b |
| (D) 0.47 = Book Value of Equity 31.15b / Total Liabilities 66.70b |
| Total Rating: 2.00 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 26.72
| 1. Piotroski 4.0pt |
| 2. FCF Yield -5.19% |
| 3. FCF Margin -35.75% |
| 4. Debt/Equity 1.08 |
| 5. Debt/Ebitda 5.12 |
| 6. ROIC - WACC (= -4.17)% |
| 7. RoE 6.87% |
| 8. Rev. Trend -42.04% |
| 9. EPS Trend -76.87% |
What is the price of SRE shares?
Over the past week, the price has changed by -2.89%, over one month by -4.97%, over three months by +10.75% and over the past year by +1.99%.
Is SRE a buy, sell or hold?
- Strong Buy: 6
- Buy: 2
- Hold: 10
- Sell: 0
- Strong Sell: 0
What are the forecasts/targets for the SRE price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 100.3 | 13.6% |
| Analysts Target Price | 100.3 | 13.6% |
| ValueRay Target Price | 93.9 | 6.3% |
SRE Fundamental Data Overview November 29, 2025
P/E Trailing = 28.8585
P/E Forward = 18.3486
P/S = 4.4647
P/B = 1.965
P/EG = 2.0158
Beta = 0.735
Revenue TTM = 13.73b USD
EBIT TTM = 3.98b USD
EBITDA TTM = 6.56b USD
Long Term Debt = 28.98b USD (from longTermDebt, last quarter)
Short Term Debt = 4.61b USD (from shortTermDebt, last quarter)
Debt = 33.59b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 33.59b USD (from netDebt column, last quarter)
Enterprise Value = 94.68b USD (61.22b + Debt 33.59b - CCE 126.0m)
Interest Coverage Ratio = 2.65 (Ebit TTM 3.98b / Interest Expense TTM 1.50b)
FCF Yield = -5.19% (FCF TTM -4.91b / Enterprise Value 94.68b)
FCF Margin = -35.75% (FCF TTM -4.91b / Revenue TTM 13.73b)
Net Margin = 15.73% (Net Income TTM 2.16b / Revenue TTM 13.73b)
Gross Margin = 28.96% ((Revenue TTM 13.73b - Cost of Revenue TTM 9.76b) / Revenue TTM)
Gross Margin QoQ = 25.79% (prev 24.97%)
Tobins Q-Ratio = 0.89 (Enterprise Value 94.68b / Total Assets 106.92b)
Interest Expense / Debt = 1.20% (Interest Expense 403.0m / Debt 33.59b)
Taxrate = 76.27% (482.0m / 632.0m)
NOPAT = 944.4m (EBIT 3.98b * (1 - 76.27%))
Current Ratio = 1.59 (Total Current Assets 31.73b / Total Current Liabilities 19.99b)
Debt / Equity = 1.08 (Debt 33.59b / totalStockholderEquity, last quarter 31.17b)
Debt / EBITDA = 5.12 (Net Debt 33.59b / EBITDA 6.56b)
Debt / FCF = -6.84 (negative FCF - burning cash) (Net Debt 33.59b / FCF TTM -4.91b)
Total Stockholder Equity = 31.45b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.02% (Net Income 2.16b / Total Assets 106.92b)
RoE = 6.87% (Net Income TTM 2.16b / Total Stockholder Equity 31.45b)
RoCE = 6.58% (EBIT 3.98b / Capital Employed (Equity 31.45b + L.T.Debt 28.98b))
RoIC = 1.41% (NOPAT 944.4m / Invested Capital 66.98b)
WACC = 5.58% (E(61.22b)/V(94.81b) * Re(8.49%) + D(33.59b)/V(94.81b) * Rd(1.20%) * (1-Tc(0.76)))
Discount Rate = 8.49% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 1.47%
Fair Price DCF = unknown (Cash Flow -4.91b)
EPS Correlation: -76.87 | EPS CAGR: -16.27% | SUE: 2.60 | # QB: 1
Revenue Correlation: -42.04 | Revenue CAGR: -4.90% | SUE: 0.24 | # QB: 0
EPS next Quarter (2026-03-31): EPS=1.47 | Chg30d=+0.003 | Revisions Net=+3 | Analysts=10
EPS next Year (2026-12-31): EPS=5.10 | Chg30d=+0.032 | Revisions Net=+1 | Growth EPS=+11.8% | Growth Revenue=+4.3%
Additional Sources for SRE Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle