Sempra (SRE) is a multi-utilities company in the Utilities sector. Listed on the NASDAQ, Sempra is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $91.03.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $91.03 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 10.79% |
| Risk / Std Dev (Annualized) | 22.84% |
| Sharpe Ratio (rf=4.5%) | 0.28 |
S&P 500 Context
- Sector: Utilities
- Sub-Industry: Multi-Utilities
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 10.79% with an annualized volatility of 22.84%. The Sharpe ratio of 0.28 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 59.51B |
| Enterprise Value | 105.63B |
| Trailing P/E | 30.96 |
| Forward P/E | 16.44 |
| Price to Book | 1.88 |
| Price to Sales | 4.39 |
| EV/Revenue | 7.79 |
| EV/EBITDA | 18.8 |
| Profitability | | | Profit Margin | 14.43% | | Operating Margin | 30.62% | | ROE | 5.69% | | ROA | 1.81% |
| Growth | | | Revenue Growth | -3.9% | | Earnings Growth | 13.7% |
| Dividend | | | Dividend Yield | 289.0% | | Payout Ratio | 88.18% | | 5Y Avg Yield | 307.0% |
| Financial Health | | | Total Revenue | 13.56B | | Total Debt | 36.43B | | Total Cash | 0.79B | | Free Cash Flow | -28.24B | | Operating Cash Flow | 4.89B |
| Price & Technical | | | 52W High | $101.04$ | | 52W Low | $73.06$ | | 50-Day Avg | $93.39$ | | 200-Day Avg | $90.7$ | | Beta | 0.58 | | Shares Outstanding | 0.65B | | Float Shares | 0.65B | | Insider Holdings | 0.1% | | Institutional Holdings | 93.75% | | Short Ratio | 2.84 | | Short % of Float | 1.78% |
| Analyst Targets | | | Target High | $118.0$ | | Target Low | $93.0$ | | Target Mean | $103.5$ | | Target Median | $104.0$ | | # of Analysts | 17 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.