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MSEX vs SRE

MSEX
Middlesex Water Company
BEARISH
Price
$51.86
Market Cap
$963.6M
Sector
Utilities
AI Confidence
85%
SRE
Sempra
BEARISH
Price
$97.78
Market Cap
$63.88B
Sector
Utilities
AI Confidence
75%

Valuation

P/E Ratio
MSEX
21.97
SRE
35.55
Forward P/E
MSEX
17.23
SRE
17.68
P/B Ratio
MSEX
1.94
SRE
2.02
P/S Ratio
MSEX
4.95
SRE
4.66
EV/EBITDA
MSEX
15.04
SRE
19.79

Profitability

Gross Margin
MSEX
53.11%
SRE
41.18%
Operating Margin
MSEX
26.33%
SRE
27.74%
Profit Margin
MSEX
22.0%
SRE
13.4%
ROE
MSEX
9.09%
SRE
5.19%
ROA
MSEX
2.82%
SRE
1.77%

Growth

Revenue Growth
MSEX
-0.3%
SRE
-0.2%
Earnings Growth
MSEX
-4.7%
SRE
-48.2%

Financial Health

Debt/Equity
MSEX
0.84
SRE
0.83
Current Ratio
MSEX
0.45
SRE
1.59
Quick Ratio
MSEX
0.33
SRE
0.09

Dividends

Dividend Yield
MSEX
2.7%
SRE
2.71%
Payout Ratio
MSEX
58.47%
SRE
93.82%

AI Verdict

MSEX BEARISH

MSEX exhibits a stable but stagnant financial profile with a Piotroski F-Score of 5/9, yet it is fundamentally overvalued. The current price of $51.86 trades at a significant premium to both the Graham Number ($37.63) and the growth-based Intrinsic Value ($16.52). Negative revenue and earnings growth, coupled with a consistent track record of missing quarterly estimates (0/4 in the last year), suggest a lack of operational momentum. Severe liquidity constraints, evidenced by a current ratio of 0.45, further heighten the risk profile.

Strengths
Strong profit margins (22%) and operating margins (26.33%)
Sustainable dividend payout ratio of 58.47%
Stable Piotroski F-Score (5/9) indicating baseline financial health
Risks
Severe liquidity risk with a Current Ratio of 0.45 and Quick Ratio of 0.33
Consistent earnings misses (Average surprise -9.75% over last 4 quarters)
Negative growth trajectory in both revenue (-0.30%) and earnings (-4.70%)
SRE BEARISH

SRE shows bearish fundamentals based on deterministic rules. Financial strength is strong (F-Score 7/9). Concerns include weak profitability or high valuation.

Strengths
Strong financial trend (Piotroski F-Score: 7/9)
Risks
High valuation with P/E of 35.6
Premium vs Graham Number ($54.73)
Declining revenue (-0.2%)

Compare Another Pair

MSEX vs SRE: Head-to-Head Comparison

This page compares Middlesex Water Company (MSEX) and Sempra (SRE) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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