(SRE) Sempra Energy - Overview
Exchange: NYSE •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US8168511090
Stock: Natural Gas, Electricity, Infrastructure
Total Rating 46
Risk 59
Buy Signal -0.50
| Risk 5d forecast | |
|---|---|
| Volatility | 20.9% |
| Relative Tail Risk | -3.86% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 1.36 |
| Alpha | 20.31 |
| Character TTM | |
|---|---|
| Beta | 0.687 |
| Beta Downside | 0.802 |
| Drawdowns 3y | |
|---|---|
| Max DD | 31.62% |
| CAGR/Max DD | 0.39 |
EPS (Earnings per Share)
Revenue
Description: SRE Sempra Energy March 05, 2026
Sempra (SRE) is an energy infrastructure company operating in the United States and internationally. It functions through three segments: Sempra California, Sempra Texas Utilities, and Sempra Infrastructure.
The Sempra California segment provides natural gas and electric services. This segment operates within a regulated utility model, offering stable, predictable revenue streams from a defined service area. It owns and operates natural gas distribution, transmission, and storage systems.
The Sempra Texas Utilities segment focuses on regulated electricity transmission and distribution. This segments operations are characterized by extensive infrastructure, including numerous circuit miles of transmission lines and substations, typical of large-scale utility providers.
The Sempra Infrastructure segment develops, builds, operates, and invests in energy infrastructure, including projects related to cleaner energy. This segment reflects a trend in the energy sector towards investments in sustainable and transitional energy solutions.
To deepen your understanding, consider exploring detailed financial metrics and historical performance data on ValueRay.
Piotroski VR‑10 (Strict, 0-10) 4.0
| Net Income: 1.84b TTM > 0 and > 6% of Revenue |
| FCF/TA: -0.03 > 0.02 and ΔFCF/TA 0.43 > 1.0 |
| NWC/Revenue: -157.8% < 20% (prev -33.89%; Δ -123.9% < -1%) |
| CFO/TA 0.04 > 3% & CFO 4.57b > Net Income 1.84b |
| Net Debt (35.02b) to EBITDA (6.38b): 5.49 < 3 |
| Current Ratio: 0.01 > 1.5 & < 3 |
| Outstanding Shares: last quarter (653.2m) vs 12m ago 1.84% < -2% |
| Gross Margin: 29.30% > 18% (prev 0.27%; Δ 2903 % > 0.5%) |
| Asset Turnover: 13.28% > 50% (prev 13.48%; Δ -0.19% > 0%) |
| Interest Coverage Ratio: 2.60 > 6 (EBITDA TTM 6.38b / Interest Expense TTM 1.47b) |
Altman Z'' -0.05
| A: -0.20 (Total Current Assets 200.0m - Total Current Liabilities 21.89b) / Total Assets 110.88b |
| B: 0.15 (Retained Earnings 17.09b / Total Assets 110.88b) |
| C: 0.04 (EBIT TTM 3.82b / Avg Total Assets 103.52b) |
| D: 0.46 (Book Value of Equity 31.59b / Total Liabilities 68.88b) |
| Altman-Z'' Score: -0.05 = B |
Beneish M
| DSRI: 0.76 (Receivables 2.00b/2.48b, Revenue 13.75b/12.96b) |
| GMI: 0.93 (GM 29.30% / 27.20%) |
| AQI: none (AQ_t none / AQ_t-1 none) |
| SGI: 1.06 (Revenue 13.75b / 12.96b) |
| TATA: -0.02 (NI 1.84b - CFO 4.57b) / TA 110.88b) |
| Beneish M-Score: cannot calculate (missing components) |
What is the price of SRE shares?
As of March 07, 2026, the stock is trading at USD 92.63 with a total of 3,595,131 shares traded.
Over the past week, the price has changed by -3.78%, over one month by +6.03%, over three months by +5.84% and over the past year by +37.41%.
Over the past week, the price has changed by -3.78%, over one month by +6.03%, over three months by +5.84% and over the past year by +37.41%.
Is SRE a buy, sell or hold?
Sempra Energy has received a consensus analysts rating of 3.78.
Therefor, it is recommend to hold SRE.
- StrongBuy: 6
- Buy: 2
- Hold: 10
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the SRE price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 101.4 | 9.4% |
| Analysts Target Price | 101.4 | 9.4% |
SRE Fundamental Data Overview March 04, 2026
P/E Trailing = 29.4369
P/E Forward = 18.7266
P/S = 4.5571
P/B = 2.0044
P/EG = 2.0562
Revenue TTM = 13.75b USD
EBIT TTM = 3.82b USD
EBITDA TTM = 6.38b USD
Long Term Debt = 28.98b USD (from longTermDebt, two quarters ago)
Short Term Debt = 6.04b USD (from shortTermDebt, last quarter)
Debt = 35.02b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 35.02b USD (from netDebt column, last quarter)
Enterprise Value = 97.46b USD (62.44b + Debt 35.02b - CCE 2.00m)
Interest Coverage Ratio = 2.60 (Ebit TTM 3.82b / Interest Expense TTM 1.47b)
EV/FCF = -29.19x (Enterprise Value 97.46b / FCF TTM -3.34b)
FCF Yield = -3.43% (FCF TTM -3.34b / Enterprise Value 97.46b)
FCF Margin = -24.29% (FCF TTM -3.34b / Revenue TTM 13.75b)
Net Margin = 13.36% (Net Income TTM 1.84b / Revenue TTM 13.75b)
Gross Margin = 29.30% ((Revenue TTM 13.75b - Cost of Revenue TTM 9.72b) / Revenue TTM)
Gross Margin QoQ = 34.36% (prev 25.79%)
Tobins Q-Ratio = 0.88 (Enterprise Value 97.46b / Total Assets 110.88b)
Interest Expense / Debt = 0.96% (Interest Expense 337.0m / Debt 35.02b)
Taxrate = 25.28% (701.0m / 2.77b)
NOPAT = 2.85b (EBIT 3.82b * (1 - 25.28%))
Current Ratio = 0.01 (Total Current Assets 200.0m / Total Current Liabilities 21.89b)
Debt / Equity = 0.90 (Debt 35.02b / totalStockholderEquity, last quarter 38.79b)
Debt / EBITDA = 5.49 (Net Debt 35.02b / EBITDA 6.38b)
Debt / FCF = -10.49 (negative FCF - burning cash) (Net Debt 35.02b / FCF TTM -3.34b)
Total Stockholder Equity = 33.34b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.77% (Net Income 1.84b / Total Assets 110.88b)
RoE = 5.51% (Net Income TTM 1.84b / Total Stockholder Equity 33.34b)
RoCE = 6.13% (EBIT 3.82b / Capital Employed (Equity 33.34b + L.T.Debt 28.98b))
RoIC = 4.24% (NOPAT 2.85b / Invested Capital 67.24b)
WACC = 5.67% (E(62.44b)/V(97.46b) * Re(8.45%) + D(35.02b)/V(97.46b) * Rd(0.96%) * (1-Tc(0.25)))
Discount Rate = 8.45% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 1.48%
[DCF] Fair Price = unknown (Cash Flow -3.34b)
EPS Correlation: -72.88 | EPS CAGR: -19.67% | SUE: 0.46 | # QB: 0
Revenue Correlation: -33.12 | Revenue CAGR: -0.38% | SUE: -0.18 | # QB: 0
EPS next Quarter (2026-06-30): EPS=0.98 | Chg7d=-0.053 | Chg30d=-0.088 | Revisions Net=-1 | Analysts=9
EPS current Year (2026-12-31): EPS=5.10 | Chg7d=-0.062 | Chg30d=-0.068 | Revisions Net=-1 | Growth EPS=+8.8% | Growth Revenue=+5.1%
EPS next Year (2027-12-31): EPS=5.53 | Chg7d=-0.010 | Chg30d=-0.026 | Revisions Net=-1 | Growth EPS=+8.5% | Growth Revenue=-0.7%
[Analyst] Revisions Ratio: -0.33 (1 Up / 2 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 5.1% (Discount Rate 8.4% - Earnings Yield 3.4%)
[Growth] Growth Spread = -3.7% (Analyst 1.3% - Implied 5.1%)
P/E Forward = 18.7266
P/S = 4.5571
P/B = 2.0044
P/EG = 2.0562
Revenue TTM = 13.75b USD
EBIT TTM = 3.82b USD
EBITDA TTM = 6.38b USD
Long Term Debt = 28.98b USD (from longTermDebt, two quarters ago)
Short Term Debt = 6.04b USD (from shortTermDebt, last quarter)
Debt = 35.02b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 35.02b USD (from netDebt column, last quarter)
Enterprise Value = 97.46b USD (62.44b + Debt 35.02b - CCE 2.00m)
Interest Coverage Ratio = 2.60 (Ebit TTM 3.82b / Interest Expense TTM 1.47b)
EV/FCF = -29.19x (Enterprise Value 97.46b / FCF TTM -3.34b)
FCF Yield = -3.43% (FCF TTM -3.34b / Enterprise Value 97.46b)
FCF Margin = -24.29% (FCF TTM -3.34b / Revenue TTM 13.75b)
Net Margin = 13.36% (Net Income TTM 1.84b / Revenue TTM 13.75b)
Gross Margin = 29.30% ((Revenue TTM 13.75b - Cost of Revenue TTM 9.72b) / Revenue TTM)
Gross Margin QoQ = 34.36% (prev 25.79%)
Tobins Q-Ratio = 0.88 (Enterprise Value 97.46b / Total Assets 110.88b)
Interest Expense / Debt = 0.96% (Interest Expense 337.0m / Debt 35.02b)
Taxrate = 25.28% (701.0m / 2.77b)
NOPAT = 2.85b (EBIT 3.82b * (1 - 25.28%))
Current Ratio = 0.01 (Total Current Assets 200.0m / Total Current Liabilities 21.89b)
Debt / Equity = 0.90 (Debt 35.02b / totalStockholderEquity, last quarter 38.79b)
Debt / EBITDA = 5.49 (Net Debt 35.02b / EBITDA 6.38b)
Debt / FCF = -10.49 (negative FCF - burning cash) (Net Debt 35.02b / FCF TTM -3.34b)
Total Stockholder Equity = 33.34b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.77% (Net Income 1.84b / Total Assets 110.88b)
RoE = 5.51% (Net Income TTM 1.84b / Total Stockholder Equity 33.34b)
RoCE = 6.13% (EBIT 3.82b / Capital Employed (Equity 33.34b + L.T.Debt 28.98b))
RoIC = 4.24% (NOPAT 2.85b / Invested Capital 67.24b)
WACC = 5.67% (E(62.44b)/V(97.46b) * Re(8.45%) + D(35.02b)/V(97.46b) * Rd(0.96%) * (1-Tc(0.25)))
Discount Rate = 8.45% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 1.48%
[DCF] Fair Price = unknown (Cash Flow -3.34b)
EPS Correlation: -72.88 | EPS CAGR: -19.67% | SUE: 0.46 | # QB: 0
Revenue Correlation: -33.12 | Revenue CAGR: -0.38% | SUE: -0.18 | # QB: 0
EPS next Quarter (2026-06-30): EPS=0.98 | Chg7d=-0.053 | Chg30d=-0.088 | Revisions Net=-1 | Analysts=9
EPS current Year (2026-12-31): EPS=5.10 | Chg7d=-0.062 | Chg30d=-0.068 | Revisions Net=-1 | Growth EPS=+8.8% | Growth Revenue=+5.1%
EPS next Year (2027-12-31): EPS=5.53 | Chg7d=-0.010 | Chg30d=-0.026 | Revisions Net=-1 | Growth EPS=+8.5% | Growth Revenue=-0.7%
[Analyst] Revisions Ratio: -0.33 (1 Up / 2 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 5.1% (Discount Rate 8.4% - Earnings Yield 3.4%)
[Growth] Growth Spread = -3.7% (Analyst 1.3% - Implied 5.1%)