Performance of SRE Sempra Energy | 10.1% in 12m
Compare SRE with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare Sempra Energy with its related Sector/Index XLU
Performance Duell SRE vs XLU
| TimeFrame | SRE | XLU |
|---|---|---|
| 1 Day | 0.64% | 0.08% |
| 1 Week | 1.28% | 1.50% |
| 1 Month | 15.1% | 12.89% |
| 3 Months | 11.9% | 19.12% |
| 6 Months | 10.0% | 18.20% |
| 12 Months | 10.1% | 12.68% |
| YTD | 4.01% | 13.52% |
| Rel. Perf. 1m | 0.14 | |
| Rel. Perf. 3m | -0.90 | |
| Rel. Perf. 6m | -0.81 | |
| Rel. Perf. 12m | -0.26 |
Is Sempra Energy a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Sempra Energy is currently (May 2024)
neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of -15.11 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SRE as of May 2024 is 74.03. This means that SRE is currently overvalued and has a potential downside of -5.3% (Sold with Premium).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SRE as of May 2024 is 74.03. This means that SRE is currently overvalued and has a potential downside of -5.3% (Sold with Premium).
Is SRE a buy, sell or hold?
Sempra Energy has no consensus analysts rating. ValueRay therefore judges the recommendation based on the last 12 Month Returns of 10.12%.
In compare to Utilities Sector SPDR Fund, SRE made -2.56% less over the last 12 months. Due to the inline performance, it is recommend to hold SRE.
In compare to Utilities Sector SPDR Fund, SRE made -2.56% less over the last 12 months. Due to the inline performance, it is recommend to hold SRE.
Values above 0%: SRE is performing better - Values below 0%: SRE is underperforming
Compare SRE with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.37% | 9.29% | -8.26% | -19.23% |
| US NASDAQ 100 | QQQ | -0.91% | 8.97% | -7.44% | -27.23% |
| US Dow Jones Industrial 30 | DIA | -0.08% | 8.89% | -5.44% | -11.90% |
| German DAX 40 | DBXD | 1.68% | 10.09% | -6.96% | -6.65% |
| UK FTSE 100 | ISFU | -0.22% | 5.26% | -6.83% | -5.25% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.17% | 10.54% | 6.70% | 17.79% |
| Hongkong Hang Seng | HSI | -2.45% | -8.22% | 4.99% | 15.48% |
| Japan Nikkei 225 | EXX7 | 0.91% | 15.56% | -1.46% | -1.69% |
| India NIFTY 50 | INDA | -1.83% | 11.14% | -7.55% | -18.60% |
| Brasil Bovespa | EWZ | 0.84% | 9.82% | 11.86% | -2.21% |
SRE Sempra Energy vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.28% | 11.75% | -8.48% | -27.36% |
| Consumer Discretionary | XLY | 0.94% | 11.36% | 2.69% | -9.55% |
| Consumer Staples | XLP | 0.52% | 8.48% | -4.21% | 4.54% |
| Energy | XLE | 0.08% | 14.18% | -4.09% | -15.10% |
| Financial | XLF | -0.30% | 8.01% | -12.39% | -22.95% |
| Health Care | XLV | -0.61% | 9.38% | -4.98% | -3.38% |
| Industrial | XLI | 1.56% | 11.58% | -9.66% | -18.21% |
| Materials | XLB | 0.94% | 11.52% | -5.99% | -10.50% |
| Real Estate | XLRE | -1.23% | 6.58% | 0.39% | 0.14% |
| Technology | XLK | -1.78% | 8.54% | -6.29% | -28.19% |
| Utilities | XLU | -0.22% | 2.17% | -8.17% | -2.56% |
| Aerospace & Defense | XAR | 0.51% | 6.60% | -5.51% | -14.03% |
| Biotech | XBI | -2.17% | 7.35% | -15.48% | 3.75% |
| Homebuilder | XHB | 1.60% | 8.72% | -20.48% | -40.73% |
| Retail | XRT | -0.80% | 7.60% | -10.81% | -15.07% |
Does Sempra Energy outperform its market, is SRE a Sector Leader?
No, over the last 12 months Sempra Energy (SRE) made 10.12%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 12.68%.
Over the last 3 months SRE made 11.87%, while XLU made 19.12%.
No, over the last 12 months Sempra Energy (SRE) made 10.12%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 12.68%.
Over the last 3 months SRE made 11.87%, while XLU made 19.12%.
| Period | SRE | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | 15.06% | 12.89% | 5.77% |
| 3 Months | 11.87% | 19.12% | 6.32% |
| 12 Months | 10.12% | 12.68% | 29.35% |