SRE Sempra - Fundamental Analysis
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SRE Stock | Fundamental Analysis & Investment Insights
NYSE
Utilities
Utilities - Diversified
Current Price
Live
$92.55
Analyst Target
$100.33
+8.4%
Upside
52W High
$95.72
52W Low
$61.9
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Jan 17, 2026
Market cap
$60.41B
P/E
28.48
ROE
6.8%
Profit margin
15.8%
Debt/Equity
0.81
Dividend yield
2.82%
AI Analysis
AI-powered fundamental assessment
Confidence
65%
Sempra (SRE) shows strong deterministic financial health with a Piotroski F-Score of 7/9, indicating solid operational performance, though the absence of an Altman Z-Score limits distress risk assessment. The stock trades at a premium valuation (P/E 28.48 vs sector avg 20.87) despite weak earnings growth and a sharp YoY decline in EPS (-88.20%), raising sustainability concerns. While revenue growth is robust at 13.50%, insider selling worth $10.75M over the last six months and a weak technical trend (10/100) suggest caution. Analysts maintain a 'buy' recommendation with a $100.33 target, implying upside, but this contrasts with deteriorating earnings momentum and a high payout ratio of 78.62%.
Key Strengths
Strong Piotroski F-Score of 7/9 indicates high-quality financial fundamentals and operational efficiency
Revenue growth of 13.50% YoY outpaces sector average of 9.16%, reflecting strong top-line momentum
Debt/Equity ratio of 0.81 is well below sector average of 1.55, signaling conservative capital structure
Dividend yield of 2.82% provides income appeal in a low-yield environment
Current Ratio of 1.59 suggests adequate short-term liquidity despite very low Quick Ratio
Key Risks
Earnings collapse: YoY and Q/Q EPS growth down ~88%, indicating severe profitability deterioration
High P/E of 28.48 vs forward P/E of 18.14 and sector average of 20.87 suggests overvaluation relative to earnings trajectory
Insider selling pressure: $10.75M in net sales by executives over last 6 months signals internal caution
Very low Quick Ratio of 0.09 indicates near-term liquidity risk despite healthy Current Ratio
Technical trend score of 10/100 reflects strong bearish momentum in price action
AI Fair Value Estimate
Based on comprehensive analysis
$79.5
-14.1% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
54
Moderate
45
30
68
75
50
AI Verdict
Cautiously optimistic with significant near-term risks
Key drivers: Strong Piotroski score and revenue growth support optimism, Collapsing earnings, insider selling, and technical weakness cap upside
Confidence
70%
Value
45/100
Ref P/E, PEG, Graham Number
Positives
- Forward P/E of 18.14 is more reasonable than current P/E of 28.48
Watchpoints
- Current P/E of 28.48 is significantly above sector average (20.87)
- Price/Sales of 4.41 is high for a utility
- Stock trades well above Graham Number of $59.09
Future
30/100
Ref Growth rates
Positives
- Analyst target price implies 8.4% upside to $100.33
Watchpoints
- YoY Earnings Growth: -88.20%
- Q/Q Earnings Growth: -85.40%
- Most Recent Q/Q EPS Growth: -86.5%
Past
68/100
Ref Historical trends
Positives
- Historically strong earnings beat rate: 18 of last 25 quarters beat estimates
- 5Y price return of +78.7% outperforms peers
Watchpoints
- Recent earnings misses: 3 of last 4 quarters missed, with average surprise of -24.35%
Health
75/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Piotroski F-Score of 7/9 indicates strong financial health
- Debt/Equity of 0.81 is well below sector average
Watchpoints
- Quick Ratio of 0.09 indicates potential liquidity stress
- Altman Z-Score not available, limiting distress risk analysis
Dividend
50/100
Ref Yield, Payout
Positives
- Dividend yield of 2.82% is attractive in current market
- Payout ratio of 78.62% is manageable for a utility
Watchpoints
- Dividend Strength score of 35/100 suggests vulnerability
- Earnings collapse threatens dividend sustainability despite current coverage
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$92.55
Analyst Target
$100.33
Upside/Downside
+8.4%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for SRE and closest competitors.
Updated 2026-01-16
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
SRE
Sempra
Primary
|
+78.7% | +26.0% | +13.8% | +20.0% | +6.7% | +4.2% |
|
D
Dominion Energy, Inc.
Peer
|
+7.3% | +13.6% | +16.3% | +7.6% | +1.7% | +5.4% |
|
AEP
American Electric Power Company, Inc.
Peer
|
+94.8% | +65.7% | +32.5% | +24.0% | +9.3% | +1.3% |
|
EXC
Exelon Corporation
Peer
|
+74.8% | +15.9% | +17.8% | +4.9% | +1.1% | +3.3% |
|
XEL
Xcel Energy Inc.
Peer
|
+36.9% | +17.9% | +17.9% | +9.1% | +4.2% | +1.8% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
28.48
Forward P/E
18.14
PEG Ratio
N/A
P/B Ratio
1.94
P/S Ratio
4.41
EV/Revenue
7.45
EV/EBITDA
18.43
Market Cap
$60.41B
Profitability
Profit margins and return metrics
Profit Margin
15.75%
Operating Margin
14.5%
Gross Margin
41.33%
ROE
6.77%
ROA
1.85%
Growth
Revenue and earnings growth rates
Revenue Growth
+13.5%
Earnings Growth
-88.2%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
-85.4%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.81
Moderate
Current Ratio
1.59
Good
Quick Ratio
0.09
Poor
Cash/Share
$0.01
Quarterly Earnings History
EPS performance vs analyst estimates
2026-02-24
$N/A
2025-11-05
$0.12
-87.2% surprise
2025-08-07
$0.89
+4.8% surprise
2025-05-08
$1.44
+9.3% surprise
Utilities Sector Comparison
Comparing SRE against 21 companies in the Utilities sector
(0 bullish, 18 neutral, 3 bearish)
P/E Ratio
28.48
This Stock
vs
24.3
Sector Avg
+17.2%
(Premium)
Return on Equity (ROE)
6.77%
This Stock
vs
-7.2%
Sector Avg
-194.1%
(Below Avg)
Profit Margin
15.75%
This Stock
vs
10.62%
Sector Avg
+48.4%
(Superior)
Debt to Equity
0.81
This Stock
vs
1.76
Sector Avg
-53.8%
(Less Debt)
Revenue Growth
13.5%
This Stock
vs
6.94%
Sector Avg
+94.5%
(Fast Growth)
Current Ratio
1.59
This Stock
vs
0.88
Sector Avg
+80.9%
(Stronger)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
SRE
Sempra
|
NEUTRAL | $60.41B | 28.48 | 6.8% | 15.8% | $92.55 | |
|
D
Dominion Energy, Inc.
|
NEUTRAL | $52.2B | 19.98 | 9.2% | 16.8% | $61.13 | |
|
AEP
American Electric Power...
|
NEUTRAL | $72.26B | 20.09 | 12.5% | 16.4% | $133.61 | |
|
EXC
Exelon Corporation
|
NEUTRAL | $45.18B | 16.03 | 10.3% | 11.6% | $44.73 | |
|
XEL
Xcel Energy Inc.
|
NEUTRAL | $44.73B | 23.05 | 9.4% | 13.5% | $75.61 |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-01-05 | MARTIN JEFFREY W | Chief Executive Officer | Sale | 53,111 | $4,694,429 |
| 2026-01-02 | DAY DIANA L | Officer | Stock Award | 9,364 | - |
| 2026-01-02 | LARROQUE ALEXANDER LISA | Officer | Stock Award | 5,824 | - |
| 2026-01-02 | WOLD DYAN Z. | Officer | Stock Award | 2,890 | - |
| 2025-11-24 | SEDGWICK KAREN L | Chief Financial Officer | Sale | 7,564 | $698,082 |
| 2025-11-19 | WINN CAROLINE ANN | Officer | Sale | 6,000 | $549,540 |
| 2025-11-19 | WOLD DYAN Z. | Officer | Sale | 1,510 | $137,984 |
| 2025-11-07 | LARROQUE ALEXANDER LISA | Officer | Sale | 4,322 | $400,001 |
| 2025-09-29 | SAGARA KEVIN C | Director | Sale | 14,433 | $1,291,754 |
| 2025-09-15 | SAGARA KEVIN C | Director | Sale | 28,864 | $2,430,567 |
| 2025-08-14 | WINN CAROLINE ANN | Officer | Sale | 5,114 | $419,399 |
| 2025-07-23 | LARROQUE ALEXANDER LISA | Officer | Sale | 1,576 | $126,080 |
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
15 analysts
UBS
2025-12-17
Neutral
Neutral
Citigroup
2025-11-24
Neutral
Neutral
Goldman Sachs
2025-11-14
Neutral
Buy
UBS
2025-11-06
Neutral
Neutral
Barclays
2025-11-06
Overweight
Overweight
Wells Fargo
2025-10-28
Overweight
Jefferies
2025-10-22
Hold
Hold
BMO Capital
2025-10-22
Outperform
Outperform
Barclays
2025-10-20
Equal-Weight
Overweight
Evercore ISI Group
2025-10-07
Outperform
Past News Coverage
Recent headlines mentioning SRE from our newsroom.
Newest → oldest
No matching news yet.