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Sempra Energy Stock Research

SRE

65.27USD-2.76(-4.06%)Market Closed
Watchlist

Market Summary

USD65.27-2.76
Market Closed
-4.06%

SRE Stock Price

SRE RSI Chart

SRE Valuation

Market Cap

41.1B

Price/Earnings (Trailing)

14.29

Price/Sales (Trailing)

2.42

EV/EBITDA

12.28

Price/Free Cashflow

16.35

SRE Price/Sales (Trailing)

SRE Profitability

EBT Margin

12.77%

Return on Equity

9.03%

Return on Assets

3.38%

Free Cashflow Yield

6.12%

SRE Fundamentals

SRE Revenue

Revenue (TTM)

17.0B

Revenue Y/Y

-5.98%

Revenue Q/Q

-49.16%

SRE Earnings

Earnings (TTM)

2.8B

Earnings Y/Y

11.68%

Earnings Q/Q

-37.2%

Price Action

52 Week Range

64.7482.16
(Low)(High)

Last 7 days

-8.1%

Last 30 days

-6.8%

Last 90 days

-10.1%

Trailing 12 Months

-10.9%

SRE Financial Health

Current Ratio

0.57

Debt/Equity

0.89

Debt/Cashflow

0.09

SRE Investor Care

Dividend Yield

3.58%

Dividend/Share (TTM)

2.93

Shares Dilution (1Y)

0.05%

Diluted EPS (TTM)

3.95

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

Latest Insider Trading transactions for SRE

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-09-05
MARK RICHARD J
acquired
-
-
1,807
-
2023-05-12
Mayer Bethany
acquired
-
-
816
-
2023-05-12
CONESA ANDRES
acquired
-
-
816
-
2023-05-12
WARNER CYNTHIA J
acquired
-
-
816
-
2023-05-12
CONESA ANDRES
sold (taxes)
-33,886
153
-221
-
2023-03-15
Martin Jeffrey W
sold
-2,813,740
146
-19,260
chairman, ceo and president
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

1–10 of 50

Which funds bought or sold SRE recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-26
BROOKFIELD Corp /ON/
reduced
-19.76
-31,410,500
106,861,000
0.42%
2023-09-21
Baystate Wealth Management LLC
added
0.09
-5,973
158,634
0.01%
2023-09-20
BARCLAYS PLC
added
109
40,665,000
80,621,000
0.05%
2023-09-13
CGC Financial Services, LLC
new
-
10,046
10,046
0.01%
2023-09-12
Farther Finance Advisors, LLC
added
13.42
2,082
24,605
-%
2023-09-08
TUCKER ASSET MANAGEMENT LLC
added
0.42
-10,503
310,107
0.09%
2023-09-07
ST GERMAIN D J CO INC
new
-
9,463
9,463
-%
2023-09-05
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
added
2.26
-17,258
1,132,580
1.05%
2023-08-28
DT Investment Partners, LLC
unchanged
-
-4,979
79,510
0.01%
2023-08-24
Alberta Investment Management Corp
added
770
7,368,960
8,366,620
0.08%

1–10 of 46

Latest Funds Activity

Are funds buying SRE calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own SRE
No. of Funds

Schedule 13G FIlings of Sempra Energy

Date FiledName of FilerPercent of ClassNo. of SharesForm 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

Recent SEC filings of Sempra Energy

View All Filings
Date Filed Form Type Document
Sep 08, 2023
8-K
Current Report
Sep 06, 2023
4
Insider Trading
Aug 22, 2023
3
Insider Trading
Aug 17, 2023
8-K
Current Report
Aug 11, 2023
8-K
Current Report
Aug 08, 2023
8-K
Current Report
Aug 03, 2023
8-K
Current Report
Aug 03, 2023
10-Q
Quarterly Report
Jul 05, 2023
4
Insider Trading
Jul 05, 2023
4
Insider Trading

Peers (Alternatives to Sempra Energy)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
41.1B
17.0B
-6.84% -10.86%
14.29
2.42
19.28% 106.09%
28.2B
15.5B
-7.62% -3.98%
11.48
1.82
7.17% 56.52%
27.2B
11.6B
-9.60% -2.74%
9.78
2.35
23.95% 380.81%
24.3B
9.3B
-7.32% -12.49%
28.8
2.62
3.28% 5.19%
18.7B
8.2B
-9.33% -10.42%
16.67
2.29
17.43% 10.55%
9.6B
5.9B
-12.73% -7.12%
13.64
1.64
7.85% -2.88%
MID-CAP
4.6B
9.5B
-13.10% -32.08%
-3.32
0.49
-1.58% -202.58%
3.2B
2.6B
-12.44% -28.57%
13.19
1.23
15.42% -7.80%
2.9B
1.5B
-5.58% -4.43%
16.64
1.94
8.24% 0.19%
2.4B
1.7B
-6.86% -15.17%
16.46
1.36
9.61% -2.55%
1.9B
641.5M
-10.71% 1.95%
20.98
2.89
10.61% 68.66%
SMALL-CAP
680.8M
595.3M
-13.65% -8.21%
15.72
1.14
12.45% 5.87%
374.8M
361.4M
-4.95% 57.18%
5.77
1.04
16.69% -15.66%
1.1M
167.5M
-12.84% -16.38%
0.03
0.01
11.84% -6.17%

Sempra Energy News

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Sempra Energy SRE Hits 52Week Low Signaling Potential for ....
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3 days ago
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The Business Journals

Returns for SRE

Cumulative Returns on SRE

7.5%


10-Year Cumulative Returns

6.3%


7-Year Cumulative Returns

5.8%


5-Year Cumulative Returns

5.7%


3-Year Cumulative Returns

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

Financials for Sempra Energy

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Revenue-1.2%16,96717,17914,43914,82814,22413,41812,85712,18411,81511,60011,37011,14211,25610,96010,82910,71210,51910,46410,10210,24010,354
EBITDA1.7%5,5025,4084,4165,0853,4973,3893,2723,2714,7894,7514,2364,2954,5414,3254,3804,7714,5753,0643,0912,0791,694
EBITDA Margin3.0%0.32*0.31*0.31*0.34*0.25*0.25*0.25*0.27*0.41*0.41*0.37*0.39*0.40*0.39*0.40*0.45*0.43*0.29*0.31*0.20*0.16*
Interest Expenses3.9%1,2231,1771,0541,2181,1951,1821,1981,0391,0441,0601,0811,0981,1131,0971,0771,027970940886785728
Earnings Before Taxes7.9%2,1662,0071,3431,7291993012194321,9981,9951,4891,5601,8071,6301,7342,1942,091622714-151-491
EBT Margin1.2%0.13*0.13*0.09*0.13*0.03*0.02*0.02*0.04*0.17*0.17*0.13*0.14*0.16*0.15*0.16*0.20*0.20*0.06*0.07*-0.01*-0.05*
Net Income2.8%2,8772,8002,2852,5891,3961,1921,4631,1652,2184,0684,0874,1204,5122,5612,0552,4721,9331,018924-441-658
Net Income Margin1.2%0.17*0.16*0.16*0.17*0.10*0.09*0.11*0.10*0.19*0.35*0.36*0.37*0.40*0.23*0.19*0.23*0.18*0.10*0.09*-0.04*-0.06*
Free Cashflow66.0%2,5151,5151,1422,3163,9513,9473,8423,9433,8192,7752,5912,5992,4113,4553,0882,9753,5473,5013,5163,5803,409
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Assets2.7%82,72780,54978,57475,56375,58274,92272,04570,47268,60867,82166,62367,22268,38568,29365,66564,58562,72761,61860,63860,60559,907
  Current Assets-6.9%4,8475,2045,9124,4655,9026,5014,3754,5933,7604,2004,5116,3947,6405,4243,3393,6662,7833,2623,6455,0454,947
    Cash Equivalents101.7%1,0775343706852,0932,5365819073717789853,5154,8942,24710810616878.00102212252
  Inventory21.6%383315403506377352389371339274308309267217277270214189258345288
  Net PPE---47,782---43,894---40,00338,78437,94537,06736,45235,52035,28234,69834,43935,49834,916
  Goodwill0%1,6021,6021,6021,6021,6021,6021,6021,6021,6021,6021,6021,6021,6021,6021,6021,6021,6021,6021,6022,3632,371
  Current Liabilities-12.2%8,4519,6309,8997,8367,5509,00010,03512,9447,3126,8756,8397,6359,59512,1779,1509,4988,1778,6127,5238,4918,602
  Short Term Borrowings-17.3%2,5123,0373,3521,7509552,1813,4713,0682,2661,8178857723,1435,7423,5053,5882,3952,5232,0242,8973,708
  Long Term Debt9.2%27,52125,20624,54823,83024,66124,41621,06820,04222,09022,02321,78121,77020,53520,19820,78520,99521,19919,73820,90321,33521,278
Shareholder's Equity-8.0%27,83630,24527,11527,03029,05327,56027,41924,60425,69225,60824,93424,85625,38622,11521,80520,55119,43419,47019,24819,11118,364
  Retained Earnings1.5%15,02414,79614,20114,12313,99813,79813,54813,29214,29114,21413,67313,56013,51111,57711,13010,96610,42510,33710,1049,4859,455
Accumulated Depreciation---16,111---15,046---13,92513,64513,40113,11812,87712,61912,62512,40712,17612,23611,986
Shares Outstanding0%630630628628630633634638616602577579586586583555550549548548532
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations66.0%2,5151,5151,1422,3163,9513,9473,8423,9433,8192,7752,5912,5992,4113,4553,0882,9753,5473,5013,5163,5803,409
  Share Based Compensation-1.4%70.0071.0071.0064.0061.0063.0063.0062.0069.0066.0071.0076.0072.0076.0075.0089.0089.0089.0083.0067.0066.00
Cashflow From Investing-22.7%-6,925-5,644-5,039-5,235-5,455-5,497-5,508-5,318-4,8894335531,261528-5,164-4,593-3,117-2,920-2,378-12,470-14,417-14,644
Cashflow From Financing54.9%3,5512,2923,7792,7993,2273,3051,260-1,266-3,497-4,894-2,373-8101,7063,9701,475360-649-1,2098,85010,87611,258
  Dividend Payments0.8%1,4531,4411,4301,4201,4081,3791,3311,2831,2411,2061,1741,1311,0771,030993966944915877839803
  Buy Backs-88.3%33.0028347877877752833940.0054054656656872.0069.0026.0024.0019.0016.0021.0020.0021.00

SRE Income Statement

2023-06-30
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($)
shares in Thousands, $ in Millions
3 Months Ended6 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
REVENUES    
Natural gas$ 1,660$ 1,704$ 6,072$ 4,024
Electric1,0541,1892,0812,306
Energy-related businesses6216541,7421,037
Total revenues3,3353,5479,8957,367
Operating expenses:    
Operation and maintenance(1,366)(1,162)(2,575)(2,248)
Aliso Canyon litigation and regulatory matters0(45)0(137)
Depreciation and amortization(549)(501)(1,088)(994)
Franchise fees and other taxes(148)(150)(340)(312)
Other income (expense), net31(1)7237
Interest income17154140
Interest expense(317)(271)(683)(514)
Income before income taxes and equity earnings5233641,8521,029
Income Tax Expense(175)(80)(551)(414)
Equity earnings388375607701
Net income7366591,9081,316
Earnings attributable to noncontrolling interests(121)(88)(313)(122)
Preferred dividends(11)(11)(22)(22)
Preferred dividends of subsidiary(1)(1)(1)(1)
Earnings attributable to common shares$ 603$ 559$ 1,572$ 1,171
Basic EPS:    
Earnings (in dollars per share)$ 1.91$ 1.78$ 4.99$ 3.71
Weighted-average common shares outstanding (in shares)315,007314,845314,963315,595
Diluted EPS:    
Earnings (in dollars per share)$ 1.91$ 1.77$ 4.97$ 3.70
Weighted-average common shares outstanding (in shares)316,060315,867316,092316,647
Natural gas    
Operating expenses:    
Operating expenses$ (311)$ (528)$ (2,994)$ (1,330)
Electric fuel and purchased power    
Operating expenses:    
Operating expenses(88)(251)(202)(456)
Energy-related businesses    
Operating expenses:    
Operating expenses$ (81)$ (289)$ (274)$ (424)

SRE Balance Sheet

2023-06-30
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Millions
Jun. 30, 2023
Dec. 31, 2022
Current assets:  
Cash and cash equivalents$ 1,077$ 370[1]
Restricted cash7440[1]
Accounts receivable – trade, net1,9702,635[1]
Accounts receivable – other, net489685[1]
Due from unconsolidated affiliates2654[1]
Income taxes receivable74113[1]
Inventories383403[1]
Prepaid expenses159268[1]
Regulatory assets105351[1]
Fixed-price contracts and other derivatives256803[1]
Greenhouse gas allowances143141[1]
Other current assets9149[1]
Total current assets4,8475,912[1]
Other assets:  
Restricted cash9152[1]
Regulatory assets3,2272,588[1]
Greenhouse gas allowances1,045796[1]
Nuclear decommissioning trusts863841[1]
Dedicated assets in support of certain benefit plans520505[1]
Deferred income taxes149135[1]
Right-of-use assets – operating leases722655[1]
Investment in Oncor Holdings13,86913,665[1]
Other investments2,1462,012[1]
Goodwill1,6021,602[1]
Other intangible assets331344[1]
Wildfire fund288303[1]
Other long-term assets1,5491,382[1]
Total other assets26,40224,880[1]
Property, plant and equipment:  
Property, plant and equipment68,27063,893[1]
Less accumulated depreciation and amortization(16,792)(16,111)[1]
Property, plant and equipment, net51,47847,782[1]
Total assets82,72778,574[1]
Current liabilities:  
Short-term debt2,5123,352[1]
Accounts payable – trade1,7901,994[1]
Accounts payable – other234275[1]
Dividends and interest payable651621[1]
Accrued compensation and benefits364484[1]
Regulatory liabilities650504[1]
Current portion of long-term debt and finance leases9241,019[1]
Reserve for Aliso Canyon costs126129[1]
Greenhouse gas obligations143141[1]
Total current liabilities8,4519,899[1]
Long-term debt and finance leases27,52124,548[1]
Deferred credits and other liabilities:  
Due to unconsolidated affiliates282301[1]
Regulatory liabilities3,4353,341[1]
Greenhouse gas obligations800565[1]
Pension and other postretirement benefit plan obligations, net of plan assets346410[1]
Deferred income taxes5,0644,591[1]
Asset retirement obligations3,5363,546[1]
Deferred credits and other2,2782,117[1]
Total deferred credits and other liabilities15,74114,871[1]
Commitments and contingencies[1]
Equity:  
Common stock12,04412,160[1]
Retained earnings15,02414,201[1]
Accumulated other comprehensive income (loss)(121)(135)[1]
Total shareholders’ equity27,83627,115[1]
Preferred stock of subsidiary2020[1]
Other noncontrolling interests3,1582,121[1]
Total equity31,01429,256[1]
Total liabilities and equity82,72778,574[1]
Related Party  
Current assets:  
Due from unconsolidated affiliates2654
Current liabilities:  
Other current liabilities50[1]
Nonrelated Party  
Current liabilities:  
Other current liabilities1,0521,380[1]
Series C Preferred Stock  
Equity:  
Preferred stock$ 889$ 889[1]
[1]Derived from audited financial statements.
Jeffrey W. Martin
15400
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.