Market Summary
USD148.69+2.33
Market Closed1.59%
SRE Stock Price
SRE RSI Chart
SRE Valuation
SRE Price/Sales (Trailing)
SRE Profitability
SRE Fundamentals
SRE Revenue
SRE Earnings
Price Action
52 Week Range
135.74176.47
(Low)(High)
Last 7 days
-1.5%
Last 30 days
-7.2%
Last 90 days
-9.6%
Trailing 12 Months
-4.1%
SRE Financial Health
SRE Investor Care
Peers (Alternatives to Sempra Energy)
View All Peers In Detail| Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|
| LARGE-CAP | ||||||||
SRE | 46.7B | 14.4B | -7.24% | -4.15% | 20.45 | 3.24 | 12.30% | 56.19% |
ED | 34.2B | 15.7B | 3.97% | 8.49% | 20.59 | 2.18 | 14.58% | 23.33% |
WEC | 29.9B | 9.6B | 1.75% | 3.15% | 21.23 | 3.12 | 15.41% | 8.56% |
PEG | 29.4B | 9.8B | -4.39% | -12.51% | 28.53 | 3 | 0.80% | 259.10% |
AEE | 22.5B | 8.0B | -0.70% | -3.03% | 20.89 | 2.83 | 24.44% | 8.44% |
NI | 11.5B | 5.9B | 2.62% | -4.32% | 14.33 | 1.97 | 19.41% | 37.48% |
| MID-CAP | ||||||||
UGI | 7.4B | 10.2B | -13.24% | -1.41% | 34.16 | 0.72 | 24.47% | -79.76% |
BKH | 4.0B | 2.6B | -3.52% | -13.06% | 15.51 | 1.57 | 30.92% | 9.14% |
NWE | 3.4B | 1.5B | -0.30% | -3.55% | 18.67 | 2.31 | 7.69% | -2.05% |
AVA | 3.1B | 1.7B | 3.83% | -6.08% | 20.14 | 1.79 | 20.61% | 5.32% |
SJW | 2.3B | 620.7M | -1.69% | 15.73% | 31.49 | 3.75 | 8.19% | 22.07% |
| SMALL-CAP | ||||||||
MSEX | 1.4B | 162.4M | -11.55% | -24.16% | 31.93 | 8.34 | 13.48% | 16.11% |
UTL | 886.7M | 563.2M | 5.51% | 11.70% | 21.42 | 1.57 | 18.99% | 14.68% |
GNE | 278.1M | 364.5M | -21.32% | 49.86% | 2.8 | 0.76 | 3.55% | 9592.01% |
Financials for Sempra Energy
| Income Statement (Last 12 Months) | (In Millions) | |||||
|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
| Revenue | -2.6% | 14,439 | 14,828 | 14,224 | 13,418 | 12,857 |
| EBITDA | -15.5% | 4,416 | 5,228 | 3,640 | 3,826 | - |
| EBITDA Margin | -13.3% | 0.31* | 0.35* | 0.26* | 0.29* | - |
| Earnings Before Taxes | -33.9% | 1,343 | 2,031 | 501 | 444 | 219 |
| EBT Margin | -32.1% | 0.09* | 0.14* | 0.04* | 0.06* | - |
| Interest Expenses | -13.5% | 1,054 | 1,218 | 1,195 | 1,182 | 1,198 |
| Net Income | -11.7% | 2,285 | 2,589 | 1,396 | 1,192 | 1,463 |
| Net Income Margin | -9.4% | 0.16* | 0.17* | 0.10* | 0.09* | - |
| Free Cahsflow | -50.7% | 1,142 | 2,316 | 3,951 | 3,947 | - |
| Balance Sheet | (In Millions) | |||||
|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
| Assets | 4.0% | 78,574 | 75,563 | 75,582 | 74,922 | 72,045 |
| Current Assets | 32.4% | 5,912 | 4,465 | 5,902 | 6,501 | 4,375 |
| Cash Equivalents | -46.0% | 370 | 685 | 1,931 | 2,519 | 559 |
| Inventory | -20.4% | 403 | 506 | 377 | 352 | 389 |
| Net PPE | 8.9% | 47,782 | 43,894 | - | - | - |
| Goodwill | 0% | 1,602 | 1,602 | 1,602 | 1,602 | 1,602 |
| Current Liabilities | 26.3% | 9,899 | 7,836 | 7,550 | 9,000 | 10,035 |
| . Short Term Borrowings | 91.5% | 3,352 | 1,750 | 955 | 2,181 | 3,471 |
| Long Term Debt | 3.0% | 24,548 | 23,830 | 24,661 | 24,416 | 21,068 |
| Shareholder's Equity | 0.3% | 27,115 | 27,030 | 29,053 | 27,560 | 25,981 |
| Retained Earnings | 0.6% | 14,201 | 14,123 | 13,998 | 13,798 | 13,548 |
| Accumulated Depreciation | 7.1% | 16,111 | 15,046 | - | - | - |
| Shares Outstanding | 0.1% | 314 | 314 | 314 | 316 | 317 |
| Cashflow (Last 12 Months) | (In Millions) | |||||
|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
| Cashflow From Operations | -50.7% | 1,142 | 2,316 | 3,951 | 3,947 | 3,842 |
| Share Based Compensation | 10.9% | 71.00 | 64.00 | 61.00 | 63.00 | 63.00 |
| Cashflow From Investing | 3.7% | -5,039 | -5,235 | -5,455 | -5,497 | -5,508 |
| Cashflow From Financing | 35.0% | 3,779 | 2,799 | 3,227 | 3,305 | 1,260 |
| Dividend Payments | 0.7% | 1,430 | 1,420 | 1,408 | 1,379 | 1,331 |
| Buy Backs | -38.6% | 478 | 778 | 777 | 528 | 339 |
Risks for SRE
What is the probability of a big loss on SRE?
19.6%
Probability that Sempra Energy stock will be more than 20% underwater in next one year
18.9%
Probability that Sempra Energy stock will be more than 30% underwater in next one year.
0%
Probability that Sempra Energy stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.
How does SRE drawdown profile look like?
Y-axis is the maximum loss one would have experienced if Sempra Energy was unfortunately bought at previous high price.
Drawdowns
Returns for SRE
Cumulative Returns on SRE
9.5%
10-Year Cumulative Returns
8.6%
7-Year Cumulative Returns
8.4%
5-Year Cumulative Returns
14.2%
3-Year Cumulative Returns
What are the long-term rolling returns for SRE?
FIve years rolling returns for Sempra Energy.
Annualized Returns
Which funds bought or sold SRE recently?
View All Details| Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
|---|---|---|---|---|---|---|
2023-03-15 | B. Riley Wealth Advisors, Inc. | reduced | -14.02 | -175,732 | 1,457,270 | 0.04% |
2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | added | 8.84 | 13,021,400 | 119,956,000 | 0.13% |
2023-03-06 | NORTH STAR ASSET MANAGEMENT INC | new | - | 203,993 | 203,993 | 0.01% |
2023-03-06 | Rockefeller Capital Management L.P. | reduced | -5.64 | -185,000 | 6,569,000 | 0.03% |
2023-03-03 | TIAA, FSB | added | 2.42 | 19,886 | 385,886 | -% |
2023-03-02 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | new | - | 61,816 | 61,816 | -% |
2023-02-28 | Voya Investment Management LLC | added | 6.22 | 3,437,030 | 39,703,000 | 0.06% |
2023-02-27 | Parallax Volatility Advisers, L.P. | reduced | -78.86 | -213,502 | 59,498 | -% |
2023-02-24 | National Pension Service | added | 0.87 | 2,357,600 | 83,355,000 | 0.16% |
2023-02-24 | NATIXIS | sold off | -100 | -21,349,000 | - | -% |
Latest Funds Activity
Calls
Puts
Net Call Options
No. of Funds
Sempra Energy News
Schedule 13G FIlings of Sempra Energy
| Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
|---|---|---|---|---|---|
| Feb 14, 2023 | price t rowe associates inc /md/ | 4.1% | 12,775,619 | SC 13G/A | |
| Feb 14, 2023 | price t rowe associates inc /md/ | 4.1% | 12,775,619 | SC 13G/A | |
| Feb 13, 2023 | capital international investors | 7.5% | 23,557,402 | SC 13G/A | |
| Feb 09, 2023 | vanguard group inc | 9.03% | 28,388,731 | SC 13G/A | |
| Feb 07, 2023 | state street corp | 5.73% | 18,020,979 | SC 13G/A | |
| Jan 24, 2023 | blackrock inc. | 9.5% | 29,730,837 | SC 13G/A | |
| Feb 14, 2022 | price t rowe associates inc /md/ | 6.1% | 19,235,734 | SC 13G/A | |
| Feb 14, 2022 | state street corp | 5.63% | 17,724,761 | SC 13G/A | |
| Feb 11, 2022 | capital international investors | 6.2% | 19,663,365 | SC 13G/A | |
| Feb 09, 2022 | vanguard group inc | 8.68% | 27,348,804 | SC 13G/A |
SRE Fair Value
Sempra Energy fair value in different scenarios
The table shows the Fair Value estimates for Sempra Energy for various scenarios. Disclaimer: These are just estimations from a model. None of the models are good at predicting the future. Please dont buy or sell stocks based on these outputs.
| Fair Value | Very Pessimistic | Pessimistic | Base Case | Optimistic | Very Optimistic |
|---|---|---|---|---|---|
| Very Low Inflation | 89.89 -39.55% | 109.07 -26.65% | 169.86 14.24% | 226.25 52.16% | 298.04 100.44% |
| Current Inflation | 82.69 -44.39% | 99.06 -33.38% | 150.16 0.99% | 197.20 32.62% | 257.07 72.89% |
| Very High Inflation | 73.78 -50.38% | 86.89 -41.56% | 127.03 -14.57% | 163.67 10.07% | 210.28 41.42% |
Historical Sempra Energy Fair Value Estimates
Very Pessimistic Case
Pessimistic Case
Fair Value
Optimistic Case
Very Optimistic Case
Closing Stock Price
Recent SEC filings of Sempra Energy
View All Filings| Date Filed | Form Type | Document | |
|---|---|---|---|
| Mar 16, 2023 | 4 | Insider Trading | |
| Mar 15, 2023 | PRE 14A | PRE 14A | |
| Mar 10, 2023 | 8-K | Current Report | |
| Mar 07, 2023 | 8-K | Current Report | |
| Mar 01, 2023 | 4 | Insider Trading | |
| Mar 01, 2023 | 4 | Insider Trading | |
| Feb 28, 2023 | 10-K | Annual Report | |
| Feb 28, 2023 | 8-K | Current Report | |
| Feb 22, 2023 | 4 | Insider Trading | |
| Feb 22, 2023 | 4 | Insider Trading |
Latest Insider Trading transactions for SRE
Filter Transactions| Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
|---|---|---|---|---|---|---|
2023-03-01 | MIHALIK TREVOR I | sold | -342,441 | 148 | -2,306 | executive vp and cfo |
2023-02-28 | Martin Jeffrey W | sold | -1,572,280 | 150 | -10,413 | chairman, ceo and president |
2023-02-21 | Sedgwick Karen L | sold (taxes) | -47,393 | 155 | -304 | chief hr officer, cao |
2023-02-21 | MIHALIK TREVOR I | sold (taxes) | -363,953 | 155 | -2,341 | executive vp and cfo |
2023-02-21 | WALL PETER R | acquired | - | - | 1,307 | svp, controller and cao |
2023-02-21 | Martin Jeffrey W | sold (taxes) | -1,591,720 | 155 | -10,241 | chairman, ceo and president |
2023-02-21 | MIHALIK TREVOR I | acquired | - | - | 6,196 | executive vp and cfo |
2023-02-21 | Sagara Kevin C. | acquired | - | - | 3,152 | evp and group president |
2023-02-21 | Martin Jeffrey W | acquired | - | - | 20,654 | chairman, ceo and president |
2023-02-21 | Sagara Kevin C. | sold (taxes) | -220,912 | 155 | -1,421 | evp and group president |
Sempra operates as an energy-services holding company in the United States and internationally. The company's San Diego Gas & Electric Company segment provides electric services; and supplies natural gas. It offers electric services to approximately 3.6 million population and natural gas services to approximately 3.3 million population that covers 4,100 square miles. Its Southern California Gas Company segment owns and operates a natural gas distribution, transmission, and storage system that supplies natural gas to a population of approximately 22 million covering an area of 24,000 square miles. The company's Sempra Texas Utilities segment engages in the regulated transmission and distribution of electricity serving 3.8 million homes and businesses, and operation of 140,000 miles of transmission and distribution lines. Its transmission system includes 18,249 circuit miles of transmission lines, a total of 1,174 transmission and distribution substations, and interconnection to 130 third-party generation facilities totaling 45,403 megawatts. The company was formerly known as Sempra Energy and changed its name to Sempra in July 2021. Sempra was founded in 1998 and is headquartered in San Diego, California.
SRE Income Statement
2022-12-31CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) shares in Thousands, $ in Millions | 12 Months Ended | ||
|---|---|---|---|
Dec. 31, 2022 | Dec. 31, 2021 | Dec. 31, 2020 | |
| Revenues | |||
| Natural Gas | $ 7,868 | $ 6,333 | $ 5,411 |
| Electric | 4,783 | 4,658 | 4,614 |
| Energy-related businesses | 1,788 | 1,866 | 1,345 |
| Total revenues | 14,439 | 12,857 | 11,370 |
| EXPENSES AND OTHER INCOME | |||
| Operation and maintenance | (4,746) | (4,341) | (3,941) |
| Aliso canyon litigation and regulatory matters | (259) | (1,593) | (307) |
| Depreciation and amortization | (2,019) | (1,855) | (1,666) |
| Franchise fees and other taxes | (635) | (596) | (543) |
| Gain (loss) on sale of assets | 0 | 36 | (3) |
| Other income (expense), net | 24 | 58 | (48) |
| Interest income | 75 | 69 | 96 |
| Interest expense | (1,054) | (1,198) | (1,081) |
| Income from continuing operations before income taxes and equity earnings | 1,343 | 219 | 1,489 |
| Income tax expense | (556) | (99) | (249) |
| Equity earnings | 1,498 | 1,343 | 1,015 |
| Income from continuing operations, net of tax | 2,285 | 1,463 | 2,255 |
| Income from discontinued operations, net of income tax | 0 | 0 | 1,850 |
| Net income | 2,285 | 1,463 | 4,105 |
| Earnings attributable to noncontrolling interest | (146) | (145) | (172) |
| Preferred dividends | (44) | (63) | (168) |
| Preferred dividends of subsidiary | (1) | (1) | (1) |
| Earnings attributable to common shares | $ 2,094 | $ 1,254 | $ 3,764 |
| Basic EPS: | |||
| Earnings from continuing operations attributable to common shares | $ 6.65 | $ 4.03 | $ 6.61 |
| Earning from discontinued operations | 0 | 0 | 6.32 |
| Earnings | $ 6.65 | $ 4.03 | $ 12.93 |
| Weighted-average common shares outstanding for basic EPS (in shares) | 315,159 | 311,755 | 291,077 |
| Diluted EPS: | |||
| Earnings from continuing operations - Diluted EPS (in dollars per share) | $ 6.62 | $ 4.01 | $ 6.58 |
| Earnings from discontinued operations | 0 | 0 | 6.30 |
| Earnings | $ 6.62 | $ 4.01 | $ 12.88 |
| Weighted Average Common Shares Outstanding | 316,378 | 313,036 | 292,252 |
| Cost of natural gas | |||
| EXPENSES AND OTHER INCOME | |||
| Operating expenses | $ (2,603) | $ (1,597) | $ (925) |
| Cost of electric fuel and purchased power | |||
| EXPENSES AND OTHER INCOME | |||
| Operating expenses | (937) | (1,010) | (1,187) |
| Energy-related businesses cost of sales | |||
| EXPENSES AND OTHER INCOME | |||
| Operating expenses | $ (942) | $ (611) | $ (276) |
SRE Balance Sheet
2022-12-31CONSOLIDATED BALANCE SHEETS - USD ($) $ in Millions | Dec. 31, 2022 | Dec. 31, 2021 |
|---|---|---|
| Current assets: | ||
| Cash and cash equivalents | $ 370 | $ 559 |
| Restricted cash | 40 | 19 |
| Accounts receivable – trade, net | 2,635 | 2,071 |
| Accounts receivable – other, net | 685 | 398 |
| Due from unconsolidated affiliates | 54 | 23 |
| Income taxes receivable | 113 | 79 |
| Inventories | 403 | 389 |
| Prepaid expenses | 268 | 260 |
| Regulatory assets | 351 | 271 |
| Fixed-price contracts and other derivatives | 803 | 179 |
| Greenhouse gas allowances | 141 | 97 |
| Other current assets | 49 | 30 |
| Total current assets | 5,912 | 4,375 |
| Other assets: | ||
| Restricted cash | 52 | 3 |
| Due from unconsolidated affiliates | 0 | 637 |
| Regulatory assets | 2,588 | 2,011 |
| Insurance receivable for Aliso Canyon costs | 0 | 360 |
| Greenhouse gas allowances | 796 | 422 |
| Nuclear decommissioning trusts | 841 | 1,012 |
| Dedicated assets in support of certain benefit plans | 505 | 567 |
| Deferred income taxes | 135 | 151 |
| Right-of-use assets – operating leases | 655 | 594 |
| Investment in Oncor Holdings | 13,665 | 12,947 |
| Other investments | 2,012 | 1,525 |
| Goodwill | 1,602 | 1,602 |
| Other intangible assets | 344 | 370 |
| Wildfire fund | 303 | 331 |
| Other long-term assets | 1,382 | 1,244 |
| Total other assets | 24,880 | 23,776 |
| Property, plant and equipment: | ||
| Property, plant and equipment | 63,893 | 58,940 |
| Less accumulated depreciation and amortization | (16,111) | (15,046) |
| Property, plant and equipment, net | 47,782 | 43,894 |
| Total assets | 78,574 | 72,045 |
| Current liabilities: | ||
| Short-term debt | 3,352 | 3,471 |
| Accounts payable – trade | 1,994 | 1,671 |
| Accounts payable – other | 275 | 178 |
| Dividends and interest payable | 621 | 563 |
| Accrued compensation and benefits | 484 | 479 |
| Regulatory liabilities | 504 | 359 |
| Current portion of long-term debt and finance leases | 1,019 | 106 |
| Reserve for Aliso Canyon costs | 129 | 1,980 |
| Greenhouse gas obligations | 141 | 97 |
| Other current liabilities | 1,380 | 1,131 |
| Total current liabilities | 9,899 | 10,035 |
| Long-term debt and finance leases | 24,548 | 21,068 |
| Deferred credits and other liabilities: | ||
| Due to unconsolidated affiliates | 301 | 287 |
| Regulatory liabilities | 3,341 | 3,402 |
| Greenhouse gas obligations | 565 | 225 |
| Pension and other postretirement benefit plan obligations, net of plan assets | 410 | 687 |
| Deferred income taxes | 4,591 | 3,477 |
| Asset retirement obligations | 3,546 | 3,375 |
| Deferred credits and other | 2,117 | 2,070 |
| Total deferred credits and other liabilities | 14,871 | 13,523 |
| Commitments and contingencies | ||
| Equity: | ||
| Common stock | 12,160 | 11,862 |
| Retained earnings | 14,201 | 13,548 |
| Accumulated other comprehensive income (loss) | (135) | (318) |
| Total shareholders’ equity | 27,115 | 25,981 |
| Preferred stock of subsidiary | 20 | 20 |
| Other noncontrolling interests | 2,121 | 1,418 |
| Total equity | 29,256 | 27,419 |
| Total liabilities and shareholders’ equity | 78,574 | 72,045 |
| Preferred Class C | ||
| Equity: | ||
| Preferred stock | $ 889 | $ 889 |