(SRE) Sempra Energy - Ratings and Ratios
Electricity, Natural Gas, Energy Infrastructure
SRE EPS (Earnings per Share)
SRE Revenue
Description: SRE Sempra Energy
Sempra Energy (NYSE:SRE) is a US-based energy infrastructure company operating across three main segments: Sempra California, Sempra Texas Utilities, and Sempra Infrastructure. The company provides essential services, including natural gas and electricity, to a vast customer base across the United States and internationally.
The Sempra California segment is a significant player, serving approximately 3.6 million people with electric services and 3.3 million with natural gas services across 4,100 square miles. Additionally, it supplies natural gas to a broader region, covering 24,000 square miles and serving 21.1 million people. This segments infrastructure includes a comprehensive natural gas distribution, transmission, and storage system.
The Sempra Texas Utilities segment is a major electricity transmission and distribution business, boasting an extensive network of 18,324 circuit miles of transmission lines, 1,288 transmission and distribution substations, and connections to 192 third-party generation facilities with a total capacity of 58,597 MW. Its distribution system consists of approximately 4 million points of delivery and 125,975 miles of overhead and underground lines.
Sempra Infrastructure is focused on developing and investing in energy infrastructure to facilitate the transition to cleaner energy in key markets, including the United States, Mexico, and beyond. With a strong foundation established since its incorporation in 1996, Sempra has evolved into a multi-utilities company with a diverse portfolio.
From a performance perspective, Sempras KPIs indicate a stable and relatively attractive position. The companys return on equity (RoE) stands at 9.72%, suggesting a reasonable return for shareholders. With a forward P/E ratio of 16.47, SRE is priced in line with industry expectations. Additionally, the dividend yield, although not explicitly stated, is an essential metric for income-focused investors; as a multi-utility company, SRE typically offers a relatively stable dividend payout.
To further evaluate SREs potential, its essential to consider other key performance indicators, such as the debt-to-equity ratio, interest coverage ratio, and the percentage of revenue generated from regulated vs. non-regulated businesses. These metrics can provide insights into the companys financial health, operational efficiency, and growth prospects.
SRE Stock Overview
| Market Cap in USD | 53,653m |
| Sub-Industry | Multi-Utilities |
| IPO / Inception | 1998-06-29 |
SRE Stock Ratings
| Growth Rating | 11.5% |
| Fundamental | 30.8% |
| Dividend Rating | 63.6% |
| Return 12m vs S&P 500 | -14.2% |
| Analyst Rating | 3.78 of 5 |
SRE Dividends
| Dividend Yield 12m | 3.10% |
| Yield on Cost 5y | 4.96% |
| Annual Growth 5y | 3.48% |
| Payout Consistency | 97.1% |
| Payout Ratio | 53.6% |
SRE Growth Ratios
| Growth Correlation 3m | 83.9% |
| Growth Correlation 12m | -33.7% |
| Growth Correlation 5y | 77.6% |
| CAGR 5y | 3.08% |
| CAGR/Max DD 3y | 0.10 |
| CAGR/Mean DD 3y | 0.31 |
| Sharpe Ratio 12m | 0.40 |
| Alpha | 0.00 |
| Beta | 0.969 |
| Volatility | 20.02% |
| Current Volume | 6866k |
| Average Volume 20d | 3708.7k |
| Stop Loss | 80.1 (-3.1%) |
| Signal | -0.68 |
Piotroski VR‑10 (Strict, 0-10) 3.0
| Net Income (2.71b TTM) > 0 and > 6% of Revenue (6% = 793.7m TTM) |
| FCFTA -0.03 (>2.0%) and ΔFCFTA -0.90pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue -33.55% (prev -39.30%; Δ 5.75pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.05 (>3.0%) and CFO 4.65b > Net Income 2.71b (YES >=105%, WARN >=100%) |
| Net Debt (38.41b) to EBITDA (6.00b) ratio: 6.40 <= 3.0 (WARN <= 3.5) |
| Current Ratio 0.48 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (653.2m) change vs 12m ago 2.66% (target <= -2.0% for YES) |
| Gross Margin 28.01% (prev 25.53%; Δ 2.48pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 13.90% (prev 14.52%; Δ -0.62pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 2.44 (EBITDA TTM 6.00b / Interest Expense TTM 1.42b) >= 6 (WARN >= 3) |
Altman Z'' 0.82
| (A) -0.04 = (Total Current Assets 4.17b - Total Current Liabilities 8.61b) / Total Assets 99.91b |
| (B) 0.18 = Retained Earnings (Balance) 17.50b / Total Assets 99.91b |
| (C) 0.04 = EBIT TTM 3.47b / Avg Total Assets 95.19b |
| (D) 0.28 = Book Value of Equity 17.50b / Total Liabilities 61.61b |
| Total Rating: 0.82 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 30.77
| 1. Piotroski 3.0pt = -2.0 |
| 2. FCF Yield -3.59% = -1.80 |
| 3. FCF Margin -25.01% = -7.50 |
| 4. Debt/Equity 1.22 = 1.80 |
| 5. Debt/Ebitda 6.43 = -2.50 |
| 6. ROIC - WACC (= -1.06)% = -1.32 |
| 7. RoE 8.73% = 0.73 |
| 8. Rev. Trend -42.26% = -3.17 |
| 9. EPS Trend -69.46% = -3.47 |
What is the price of SRE shares?
Over the past week, the price has changed by +0.78%, over one month by +2.05%, over three months by +12.54% and over the past year by +1.66%.
Is Sempra Energy a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SRE is around 79.44 USD . This means that SRE is currently overvalued and has a potential downside of -3.88%.
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 | 83.9 | 1.5% |
| Analysts Target Price | 83.9 | 1.5% |
| ValueRay Target Price | 86.5 | 4.7% |
Last update: 2025-09-05 05:01
SRE Fundamental Data Overview
CCE Cash And Equivalents = 180.0m USD (Cash And Short Term Investments, last quarter)
P/E Trailing = 19.9104
P/E Forward = 16.0772
P/S = 4.0232
P/B = 1.7415
P/EG = 1.9146
Beta = 0.632
Revenue TTM = 13.23b USD
EBIT TTM = 3.47b USD
EBITDA TTM = 6.00b USD
Long Term Debt = 34.94b USD (from longTermDebt, last quarter)
Short Term Debt = 3.65b USD (from shortTermDebt, last quarter)
Debt = 38.59b USD (Calculated: Short Term 3.65b + Long Term 34.94b)
Net Debt = 38.41b USD (from netDebt column, last quarter)
Enterprise Value = 92.06b USD (53.65b + Debt 38.59b - CCE 180.0m)
Interest Coverage Ratio = 2.44 (Ebit TTM 3.47b / Interest Expense TTM 1.42b)
FCF Yield = -3.59% (FCF TTM -3.31b / Enterprise Value 92.06b)
FCF Margin = -25.01% (FCF TTM -3.31b / Revenue TTM 13.23b)
Net Margin = 20.52% (Net Income TTM 2.71b / Revenue TTM 13.23b)
Gross Margin = 28.01% ((Revenue TTM 13.23b - Cost of Revenue TTM 9.52b) / Revenue TTM)
Tobins Q-Ratio = 5.26 (Enterprise Value 92.06b / Book Value Of Equity 17.50b)
Interest Expense / Debt = 0.93% (Interest Expense 359.0m / Debt 38.59b)
Taxrate = 5.89% (219.0m / 3.72b)
NOPAT = 3.26b (EBIT 3.47b * (1 - 5.89%))
Current Ratio = 0.48 (Total Current Assets 4.17b / Total Current Liabilities 8.61b)
Debt / Equity = 1.22 (Debt 38.59b / last Quarter total Stockholder Equity 31.72b)
Debt / EBITDA = 6.43 (Net Debt 38.41b / EBITDA 6.00b)
Debt / FCF = -11.67 (Debt 38.59b / FCF TTM -3.31b)
Total Stockholder Equity = 31.09b (last 4 quarters mean)
RoA = 2.72% (Net Income 2.71b, Total Assets 99.91b )
RoE = 8.73% (Net Income TTM 2.71b / Total Stockholder Equity 31.09b)
RoCE = 5.25% (Ebit 3.47b / (Equity 31.09b + L.T.Debt 34.94b))
RoIC = 4.89% (NOPAT 3.26b / Invested Capital 66.81b)
WACC = 5.94% (E(53.65b)/V(92.24b) * Re(9.59%)) + (D(38.59b)/V(92.24b) * Rd(0.93%) * (1-Tc(0.06)))
Shares Correlation 3-Years: 87.88 | Cagr: 0.30%
Discount Rate = 9.59% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow -3.31b)
EPS Correlation: -69.46 | EPS CAGR: -25.09% | SUE: 0.20 | # QB: 0
Revenue Correlation: -42.26 | Revenue CAGR: -6.58% | SUE: N/A | # QB: None
Additional Sources for SRE Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle