Sempra Energy Stock Performance
| SRE Stock | USD 94.77 0.50 0.53% |
On a scale of 0 to 100, Sempra Energy holds a performance score of 14. The entity has a beta of 0.98, which indicates possible diversification benefits within a given portfolio. Sempra Energy returns are very sensitive to returns on the market. As the market goes up or down, Sempra Energy is expected to follow. Please check Sempra Energy's expected short fall, and the relationship between the maximum drawdown and rate of daily change , to make a quick decision on whether Sempra Energy's existing price patterns will revert.
Risk-Adjusted Performance
14 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Sempra Energy are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. In spite of rather unsteady basic indicators, Sempra Energy exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 0.46 | Five Day Return 1.03 | Year To Date Return 24.9 | Ten Year Return 70.39 | All Time Return 911.75 |
Forward Dividend Yield 0.0263 | Payout Ratio 0.5776 | Last Split Factor 2:1 | Forward Dividend Rate 2.48 | Dividend Date 2025-01-15 |
1 | Acquisition by James Yardley of 1641 shares of Sempra Energy subject to Rule 16b-3 | 08/30/2024 |
2 | Disposition of 1676 shares by Karen Sedgwick of Sempra Energy at 75.82 subject to Rule 16b-3 | 09/06/2024 |
3 | Brotherhood Crusades New Danny J. Bakewell, Sr. Community Garden Will Serve South LA Families with 75,000 Donation from SoCalGas | 10/09/2024 |
| Sempra Energy dividend paid on 15th of October 2024 | 10/15/2024 |
4 | JPMorgan Eyes Physical LNG Trading Again After Dimon Hails Boon | 10/23/2024 |
5 | Sempra Q3 Earnings Snapshot | 11/06/2024 |
6 | Energy Transfer Q3 2024 Earnings Call Transcript | 11/07/2024 |
7 | Sempra Q3 2024 Earnings Call Transcript | 11/08/2024 |
8 | SoCalGas Shares Five Simple Ways to Reduce Energy Use and Save | 11/12/2024 |
9 | Has Sempras Impressive Stock Performance Got Anything to Do With Its Fundamentals | 11/14/2024 |
10 | Disposition of 81036 shares by Trevor Mihalik of Sempra Energy at 61.9 subject to Rule 16b-3 | 11/19/2024 |
11 | Disposition of 23713 shares by Trevor Mihalik of Sempra Energy at 93.09 subject to Rule 16b-3 | 11/20/2024 |
12 | Sempras executive VP Trevor Mihalik sells 2.2 million in stock | 11/21/2024 |
13 | Sempra Hits New 52-Week High Should You Buy | 11/22/2024 |
| Begin Period Cash Flow | 462 M |
Sempra |
Sempra Energy Relative Risk vs. Return Landscape
If you would invest 8,104 in Sempra Energy on August 28, 2024 and sell it today you would earn a total of 1,373 from holding Sempra Energy or generate 16.94% return on investment over 90 days. Sempra Energy is generating 0.2576% of daily returns assuming volatility of 1.3576% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than Sempra, and above 95% 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 = 0.1898
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Estimated Market Risk
| 1.36 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.26 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Sempra Energy is performing at about 14% 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 | 0.0973 | ||||
| Return On Asset | 0.0177 | ||||
| Profit Margin | 0.23 % | ||||
| Operating Margin | 0.15 % | ||||
| Current Valuation | 94.42 B | ||||
| Shares Outstanding | 633.4 M | ||||
| Price To Earning | 22.56 X | ||||
| Price To Book | 2.07 X | ||||
| Price To Sales | 4.62 X | ||||
| Revenue | 16.72 B | ||||
| Gross Profit | 4.58 B | ||||
| EBITDA | 5.84 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 | 45.50 X | ||||
| Cash Flow From Operations | 6.22 B | ||||
| Earnings Per Share | 4.54 X | ||||
| Market Capitalization | 59.71 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
By analyzing Sempra Energy's fundamental ratios, stakeholders can gain valuable insights into Sempra Energy's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Sempra Energy has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Sempra Energy has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| 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 | 0.08 | 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.| Sempra Energy 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. Note however, debt could still be an excellent tool for Sempra to invest in growth at high rates of return. | |
| Over 92.0% of Sempra Energy shares are owned by institutional investors | |
| On 15th of October 2024 Sempra Energy paid $ 0.62 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Sempra Hits New 52-Week High Should You Buy |
- 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.
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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