US Equities Analysis

SRE — Sempra

Research evidence pack

Source-backed valuation visuals

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2. Company Fundamentals

2.1 Competitiveness

Metric Value
Operating Margins 30.62%
Profit Margins 14.43%
Return on Equity 5.69%
Return on Assets 1.81%
Free Float 0.65B
Dividend Yield 2.81%
Short Int % Utilisation 1.78%

2.2 Growth

Metric Value
Revenue Growth -3.9%
Free Cash Flow -28.24B
EBITDA 18.8 (Ratio)
Enterprise Value 105.63B
EV/Revenue 7.79
EV/EBITDA 18.8

Revenue growth of -3.9% suggests mature or challenged top-line momentum.

2.3 Management

Role Metric
Consensus Rating N/A

2.4 Return

Metric Value
Expected Return (Ann.)* 11.70%
Risk / Std Dev (Ann.)* 19.81%
1-Year Price Return* 9.46%

Latest Market Data (as of 2026-08-14, US Eastern time):

Metric Value
Last Price $86.41
52-Week Range $78.97 – $101.04
Observation Count 251 trading days

The return and risk statistics use daily adjusted closes from the retrieved one-year series and annualise daily moments using 252 trading days. The last price is the latest regular-market price reported for the stated date. Source: Yahoo Finance market data.

2.5 FCFF DCF Valuation

FCFF DCF exception: Reported working-capital, D&A, or capex ratio appears anomalous and requires primary-filing review. This post deliberately does not publish a mechanical enterprise value or implied per-share value on an unsuitable basis.

Available valuation input Value
Last market price $87.10
Market capitalisation $56.95B
Revenue $13.70B
EBIT $2.70B
Reported free cash flow -$6.05B
FCF yield -10.62%
Net debt / EBITDA 6.65x

2.6 Investor-Style Research Screen

Educational screen Result
Buffett-inspired cash-quality checks not rated — FCFF DCF suitability or data-integrity condition not met
Lynch-inspired balance-and-growth checks not rated — FCFF DCF suitability or data-integrity condition not met

Data lineage: Yahoo Finance public market and reported-statement data; retrieval timestamp: 2026-08-18 17:49:14.593893 UTC; latest reported fiscal period: 2025-12-31 00:00:00. Financial institutions and REITs require sector-specific methods rather than a mechanical FCFF DCF. This is research and analysis only, not personalized financial advice.

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