Sempra Energy Stock Performance
| SRE Stock | USD 71.32 0.66 0.92% |
Sempra Energy has a performance score of 1 on a scale of 0 to 100. The entity has a beta of 0.78, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sempra Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sempra Energy is expected to be smaller as well. Sempra Energy right now has a risk of 1.14%. Please validate Sempra Energy expected short fall, and the relationship between the maximum drawdown and rate of daily change , to decide if Sempra Energy will be following its existing price patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Sempra Energy are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound basic indicators, Sempra Energy is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return (0.92) | Five Day Return 1.77 | Year To Date Return (5.94) | Ten Year Return 43.41 | All Time Return 661.97 |
Forward Dividend Yield 0.0348 | Payout Ratio 0.3431 | Last Split Factor 2:1 | Forward Dividend Rate 2.48 | Dividend Date 2024-04-15 |
1 | Goldman Sachs lifts Sempra Energy stock price target to 88 on capex boost | 02/28/2024 |
2 | SoCalGas Exceeds Californias Supplier Diversity Procurement Goal for 31st Consecutive Year, Purchasing Over 44 percent of all Goods and Services from Diverse Bu... | 03/06/2024 |
3 | LA CADENA DE SUMINISTRO DE SDGE IMPULS LA ECONOMA INYECTANDO 2 MIL 600 MILLONES DE DLARES EN EL 2023 | 03/13/2024 |
4 | Reasons to Add Sempra Energy to Your Portfolio Now | 03/22/2024 |
5 | Acquisition by James Yardley of 175 shares of Sempra Energy subject to Rule 16b-3 | 04/01/2024 |
6 | Playing defense with steady stocks that generate income if this sell-off is something bigger | 04/02/2024 |
7 | Wall Streets Most Accurate Analysts Say Buy These 3 Utilities Stocks With Over 3 percent Dividend Yields | 04/04/2024 |
8 | SDGE RECOGNIZED FOR PUBLIC SAFETY PARTNER PORTAL | 04/10/2024 |
| Sempra Energy dividend paid on 15th of April 2024 | 04/15/2024 |
9 | SoCalGas Hosts U.S. Department of Energys Second Annual Minority Business Summit, Emphasizing the Importance of Diverse Spending | 04/18/2024 |
10 | Is Sempras Latest Stock Performance Being Led By Its Strong Fundamentals | 04/22/2024 |
11 | Fc Advisory LLC Top Holdings and 13F Report | 04/24/2024 |
12 | Acquisition by Bethany Mayer of 164 shares of Sempra Energy subject to Rule 16b-3 | 04/26/2024 |
| Begin Period Cash Flow | 410 M |
Sempra |
Sempra Energy Relative Risk vs. Return Landscape
If you would invest 7,087 in Sempra Energy on January 29, 2024 and sell it today you would earn a total of 45.00 from holding Sempra Energy or generate 0.63% return on investment over 90 days. Sempra Energy is generating 0.0163% of daily returns assuming volatility of 1.1423% on return distribution over 90 days investment horizon. In other words, 10% of stocks are less volatile than Sempra, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Sempra Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sempra Energy's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Sempra Energy, and traders can use it to determine the average amount a Sempra Energy's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0143
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| Negative Returns | SRE |
Estimated Market Risk
| 1.14 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 1 99% of assets perform better |
Based on monthly moving average Sempra Energy is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Sempra Energy by adding it to a well-diversified portfolio.
Sempra Energy Fundamentals Growth
Sempra Stock prices reflect investors' perceptions of the future prospects and financial health of Sempra Energy, and Sempra Energy fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Sempra Stock performance.
| Return On Equity | 0.12 | ||||
| Return On Asset | 0.0272 | ||||
| Profit Margin | 0.18 % | ||||
| Operating Margin | 0.19 % | ||||
| Current Valuation | 82.77 B | ||||
| Shares Outstanding | 632.59 M | ||||
| Price To Earning | 22.56 X | ||||
| Price To Book | 1.56 X | ||||
| Price To Sales | 2.60 X | ||||
| Revenue | 15.8 B | ||||
| Gross Profit | 4.58 B | ||||
| EBITDA | 5.3 B | ||||
| Net Income | 3.08 B | ||||
| Cash And Equivalents | 370 M | ||||
| Cash Per Share | 2.19 X | ||||
| Total Debt | 31.75 B | ||||
| Debt To Equity | 0.92 % | ||||
| Current Ratio | 0.57 X | ||||
| Book Value Per Share | 44.01 X | ||||
| Cash Flow From Operations | 6.22 B | ||||
| Earnings Per Share | 4.79 X | ||||
| Market Capitalization | 45.12 B | ||||
| Total Asset | 87.18 B | ||||
| Retained Earnings | 15.73 B | ||||
| Working Capital | (4.62 B) | ||||
| Current Asset | 2.89 B | ||||
| Current Liabilities | 4.61 B | ||||
About Sempra Energy Performance
To evaluate Sempra Energy Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Sempra Energy generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Sempra Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Sempra Energy market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Sempra's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 14.59 | 26.96 | |
| Return On Tangible Assets | 0.04 | 0.03 | |
| Return On Capital Employed | 0.04 | 0.08 | |
| Return On Assets | 0.04 | 0.03 | |
| Return On Equity | 0.11 | 0.12 |
Things to note about Sempra Energy performance evaluation
Checking the ongoing alerts about Sempra Energy for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Sempra Energy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The company has 31.75 B in debt with debt to equity (D/E) ratio of 0.92, which is OK given its current industry classification. Sempra Energy has a current ratio of 0.56, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Sempra Energy until it has trouble settling it off, either with new capital or with free cash flow. So, Sempra Energy's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Sempra Energy sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Sempra to invest in growth at high rates of return. When we think about Sempra Energy's use of debt, we should always consider it together with cash and equity. | |
| Over 91.0% of Sempra Energy shares are owned by institutional investors | |
| On 15th of April 2024 Sempra Energy paid $ 0.62 per share dividend to its current shareholders | |
| Latest headline from marketbeat.com: Fc Advisory LLC Top Holdings and 13F Report |
- Analyzing Sempra Energy's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Sempra Energy's stock is overvalued or undervalued compared to its peers.
- Examining Sempra Energy's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Sempra Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sempra Energy's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Sempra Energy's stock. These opinions can provide insight into Sempra Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Sempra Energy. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. For information on how to trade Sempra Stock refer to our How to Trade Sempra Stock guide.You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
Complementary Tools for Sempra Stock analysis
When running Sempra Energy's price analysis, check to measure Sempra Energy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sempra Energy is operating at the current time. Most of Sempra Energy's value examination focuses on studying past and present price action to predict the probability of Sempra Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sempra Energy's price. Additionally, you may evaluate how the addition of Sempra Energy to your portfolios can decrease your overall portfolio volatility.
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Is Sempra Energy's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Sempra Energy. If investors know Sempra will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Sempra Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.682 | Dividend Share 2.38 | Earnings Share 4.79 | Revenue Per Share 26.527 | Quarterly Revenue Growth 0.01 |
The market value of Sempra Energy is measured differently than its book value, which is the value of Sempra that is recorded on the company's balance sheet. Investors also form their own opinion of Sempra Energy's value that differs from its market value or its book value, called intrinsic value, which is Sempra Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Sempra Energy's market value can be influenced by many factors that don't directly affect Sempra Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Sempra Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sempra Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sempra Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.