Sempra Energy Stock Performance
| SRE Stock | USD 70.21 2.36 3.48% |
The entity has a beta of 0.62, 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. At this point, Sempra Energy has a negative expected return of -0.3%. Please make sure to validate Sempra Energy's skewness, as well as the relationship between the day median price and relative strength index , to decide if Sempra Energy performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Sempra Energy has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Stock's basic indicators remain rather sound which may send shares a bit higher in April 2025. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
Actual Historical Performance (%)
One Day Return 3.48 | Five Day Return 1.61 | Year To Date Return (19.42) | Ten Year Return 29.16 | All Time Return 650.11 |
Forward Dividend Yield 0.0367 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 2.58 | Dividend Date 2025-04-15 |
1 | Insider Trading | 12/31/2024 |
2 | Acquisition by Andres Conesa of 143 shares of Sempra Energy subject to Rule 16b-3 | 01/02/2025 |
| Sempra Energy dividend paid on 15th of January 2025 | 01/15/2025 |
3 | Disposition of 23 shares by Peter Wall of Sempra Energy at 83.01 subject to Rule 16b-3 | 01/23/2025 |
4 | Acquisition by Justin Bird of tradable shares of Sempra Energy subject to Rule 16b-3 | 01/24/2025 |
5 | Acquisition by Peter Wall of 3665 shares of Sempra Energy subject to Rule 16b-3 | 01/28/2025 |
6 | Disposition of 49737 shares by Jeffrey Martin of Sempra Energy at 82.94 subject to Rule 16b-3 | 01/30/2025 |
7 | Disposition of 2755 shares by Larroque Alexander Lisa of Sempra Energy at 81.93 subject to Rule 16b-3 | 02/11/2025 |
8 | Securities Fraud Investigation Into Sempra Announced -- Investors Who Lost Money Urged To ... | 02/26/2025 |
9 | Sempra Files US1413 Million Shelf Registration For Common Stock Offering | 02/27/2025 |
10 | Jim Cramer on Sempra They Were Hurt | 03/04/2025 |
11 | Tariffs andCon Ed Hikes Add to New York Citys Affordability Crisis | 03/05/2025 |
12 | Acquisition by Jeffrey Martin of 2851 shares of Sempra Energy subject to Rule 16b-3 | 03/06/2025 |
13 | Jim Cramer On Sempra California Fires, Climate, and Rate Payers Read Between the Lines | 03/07/2025 |
14 | Victory Capital Management Inc. Cuts Stock Holdings in Sempra | 03/10/2025 |
15 | Acquisition by Larroque Alexander Lisa of 715 shares of Sempra Energy subject to Rule 16b-3 | 03/11/2025 |
16 | Acquisition by James Yardley of 5018 shares of Sempra Energy at 69.74 subject to Rule 16b-3 | 03/12/2025 |
17 | Independent Advisor Alliance Purchases 14,708 Shares of Sempra | 03/14/2025 |
| Begin Period Cash Flow | 389 M |
Sempra |
Sempra Energy Relative Risk vs. Return Landscape
If you would invest 8,696 in Sempra Energy on December 17, 2024 and sell it today you would lose (1,675) from holding Sempra Energy or give up 19.26% of portfolio value over 90 days. Sempra Energy is generating negative expected returns assuming volatility of 2.9574% on return distribution over 90 days investment horizon. In other words, 26% 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 = -0.1024
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SRE |
Estimated Market Risk
| 2.96 actual daily | 26 74% of assets are more volatile |
Expected Return
| -0.3 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sempra Energy is not performing at its full potential. However, 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 Sempra Energy 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 | 0.098 | ||||
| Return On Asset | 0.0195 | ||||
| Profit Margin | 0.22 % | ||||
| Operating Margin | 0.26 % | ||||
| Current Valuation | 80.93 B | ||||
| Shares Outstanding | 651.46 M | ||||
| Price To Earning | 22.56 X | ||||
| Price To Book | 1.51 X | ||||
| Price To Sales | 3.47 X | ||||
| Revenue | 13.19 B | ||||
| Gross Profit | 5.4 B | ||||
| EBITDA | 5.6 B | ||||
| Net Income | 3.5 B | ||||
| Cash And Equivalents | 370 M | ||||
| Cash Per Share | 2.19 X | ||||
| Total Debt | 12.44 B | ||||
| Debt To Equity | 0.92 % | ||||
| Current Ratio | 0.57 X | ||||
| Book Value Per Share | 46.62 X | ||||
| Cash Flow From Operations | 4.91 B | ||||
| Earnings Per Share | 4.42 X | ||||
| Market Capitalization | 45.74 B | ||||
| Total Asset | 45.28 B | ||||
| Retained Earnings | 5.85 B | ||||
| Working Capital | (4.39 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 | 18.77 | 27.02 | |
| Return On Tangible Assets | 0.08 | 0.08 | |
| Return On Capital Employed | 0.05 | 0.08 | |
| Return On Assets | 0.08 | 0.08 | |
| Return On Equity | 0.14 | 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 generated a negative expected return over the last 90 days | |
| Sempra Energy has 12.44 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. | |
| Sempra Energy has a strong financial position based on the latest SEC filings | |
| Over 91.0% of Sempra Energy shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Independent Advisor Alliance Purchases 14,708 Shares of Sempra |
- 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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