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Sempra SRE SPX

Utilities · Utilities - Diversified · United States
https://www.sempra.com

Sempra engages in the regulated utilities business in the United States and Mexico. It operates through three segments: Sempra California, Sempra Texas Utilities, and Sempra Infrastructure. It also invests in and operates electric and gas utilities and other energy infrastructure that provides energy services to customers. The Sempra California segment provides natural gas and electric services to Southern California and part of central California. As of December 31, 2025, it offered electric services to approximately 3.6 million population and natural gas services to approximately 3.3 million population that covers 4,100 square miles. This segment owns and operates a natural gas distribution, transmission, and storage system that supplies natural gas. As of December 31, 2025, it served a population of 21.3 million covering an area of 24,000 square miles. The Sempra Texas Utilities segment engages in the regulated electricity transmission and distribution utility business. As of December 31, 2025, transmission system included approximately 18,418 circuit miles of transmission lines; 1,333 transmission and distribution substations; interconnection to 230 third-party generation facilities totaling 63,670 MW; and distribution system included more than 4.1 million points of delivery and consisted of 127,398 circuit miles of overhead and underground lines. The Sempra Infrastructure segment develops, constructs, operates, and invests in energy infrastructure to help enable the access to cleaner energy in markets in the United States, Mexico, and internationally. The company was formerly known as Sempra Energy and changed its name to Sempra in May 2023. Sempra was incorporated in 1996 and is headquartered in San Diego, California.

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$89.13
+16.87% 1Y

Market & Price

Market Cap
$58.26B
Current Price
$89.13
High / Low (52W)
$99.75 / $71.60
Beta
0.60

Valuation

Stock P/E
30.32
Industry PE
19.80
Forward P/E
16.10
PEG Ratio
0.80
Book Value
$48.40
Price to Book
1.84
P/S
4.30
EV/EBITDA
18.58
Dividend Yield
2.95%

Profitability & Returns

ROCE
3.04%
ROE
5.69%
ROA
1.81%
Profit Margin
14.43%
Op Margin
30.62%
EPS (Latest Qtr)
$1.58
EPS (TTM)
$2.94

Balance Sheet & Liquidity

Debt/Equity
0.85
Quick Ratio
0.13
Current Ratio
1.69
Debt
$36.43B
Total Assets
$110.88B
Current Assets
$34.84B
Working Capital
$12.94B

Ownership

Promoter Holding
0.10%
Chg in Prom Hold
-
FII / Inst Holding
93.74%
Chg in FII Hold
-0.00%

Financial Snapshot

Enterprise Value
$104.39B
Total Revenue (TTM)
$13.56B
EBITDA
$5.62B
Free Cash Flow
$-28.24B
Operating Cash Flow
$4.89B
Shares Outstanding
653.69M
Gross Margin
42.46%
Payout Ratio
88.18%

Growth (CAGR)

Revenue 5Y
-1.73%
Profit 5Y
-4.95%
Revenue (YoY)
-3.90%
Earnings (YoY)
13.70%

PROS

  • Attractive dividend yield of 2.95%.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

  • Revenue declined at -1.7% CAGR over 5 years.
  • Earnings shrank at -4.9% CAGR over 5 years.

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Utilities).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 SRE Sempra SPX 89.13 30.32 $58.26B 2.95% 3.04% 5.69% -1.73% -4.95%
2 NEE NextEra Energy, Inc. SPX 87.01 22.08 $181.47B 2.86% 4.79% 10.32% 9.36% 18.12%
3 SO The Southern Company SPX 92.05 23.54 $103.77B 3.30% 5.93% 10.99% 0.31% 7.09%
4 DUK Duke Energy Corporation SPX 122.73 18.88 $95.68B 3.47% 5.35% 9.66% 3.87% 24.90%
5 AEP American Electric Power Company, Inc. NDXSPX 126.67 18.74 $68.92B 3.00% 5.68% 12.58% 3.66% 15.77%
6 D Dominion Energy, Inc. SPX 66.94 19.75 $58.87B 3.99% 5.34% 9.79% 5.80% 36.03%
7 VST Vistra Corp. SPXAI 160.23 26.79 $54.03B 0.57% 7.08% 42.90% 8.92% 58.98%
8 ETR Entergy Corporation SPX 109.05 27.89 $49.93B 2.35% 5.63% 10.75% -2.02% 17.36%
9 XEL Xcel Energy Inc. NDXSPX 79.50 22.91 $49.63B 2.98% 4.19% 9.59% -1.42% 5.15%
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Quarterly Results

Figures in USD.

Metric Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue ----------2.47B1.97B2.62B-3.04B2.08B2.38B-3.01B2.12B2.35B-3.14B2.47B2.65B3.69B3.03B3.11B5.89B2.89B2.89B3.70B2.48B2.57B-3.80B3.00B3.15B3.75B3.65B
Cost of Revenue -----------------------------------2.01B1.60B1.80B1.91B1.73B
Gross Profit -----------------------------------1.79B1.40B1.35B1.84B1.92B
Operating Expenses -----------------------------------836.00M818.00M856.00M797.00M831.00M
Operating Income -----------------------------------959.00M584.00M497.00M1.04B1.09B
EBITDA -----------------------------------1.72B1.31B1.23B1.00B1.85B
Interest Expense -----------------------------------433.00M359.00M403.00M337.00M382.00M
Pretax Income -----------------------------------651.00M298.00M160.00M60.00M848.00M
Tax Provision -----------------------------------57.00M172.00M482.00M-10.00M65.00M
Net Income 248.00M369.00M353.00M16.00M622.00M379.00M441.00M259.00M57.00M-501.00M347.00M-561.00M274.00M864.00M441.00M354.00M813.00M447.00M760.00M2.24B351.00M414.00M------980.00M615.00M732.00M812.00M725.00M649.00M-917.00M473.00M95.00M352.00M1.04B
Diluted EPS 0.991.471.400.062.461.511.790.980.41-1.800.080.180.170.141.591.262.840.212.537.611.21-2.871.37-2.031.931.770.771.530.951.141.261.121.00-1.390.710.120.541.58

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue ----------9.45B10.14B10.31B-14.44B16.72B13.19B13.70B
Cost of Revenue --------------9.23B10.10B7.09B7.32B
Gross Profit --------------5.21B6.62B6.09B6.39B
Operating Expenses --------------2.65B2.90B3.13B3.31B
Operating Income --------------2.56B3.72B2.96B3.08B
EBITDA --------------4.42B6.16B5.60B5.26B
Interest Expense --------------1.05B1.31B1.05B1.53B
Pretax Income --------------1.34B2.63B2.11B1.17B
Tax Provision --------------556.00M490.00M219.00M701.00M
Net Income 1.11B1.12B709.00M1.33B859.00M1.00B1.16B1.35B1.37B256.00M----2.14B3.08B2.86B1.84B
Diluted EPS 4.434.522.865.513.484.014.635.375.461.013.427.2912.88-3.314.794.422.75

Compounded Sales Growth

5 Years:-1.73%
1 Year:-3.90%

Compounded Profit Growth

5 Years:-4.95%
1 Year:13.70%

Stock Price Performance

1 Year:+16.87%
6 Months:-2.23%
3 Months:-6.77%
1 Month:-3.79%

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --28.51B30.23B33.25B36.50B37.16B39.65B41.15B47.79B50.45B60.64B65.67B66.62B-78.57B87.18B96.16B110.88B
Current Assets ---------------5.91B5.47B5.29B34.84B
Cash & Equivalents 668.00M331.00M110.00M912.00M252.00M475.00M904.00M570.00M403.00M349.00M288.00M102.00M108.00M960.00M-370.00M236.00M1.56B29.00M
Inventory ---------------403.00M482.00M559.00M561.00M
Receivables ---------------2.63B2.15B1.98B1.77B
Total Liabilities ---------------49.32B53.53B58.37B68.88B
Current Liabilities --3.89B3.79B4.15B4.26B4.37B5.07B4.61B5.93B6.63B7.52B9.15B6.84B-9.90B10.09B9.68B21.89B
Long Term Debt ---------------24.55B27.76B31.56B28.98B
Total Debt ---------------28.92B31.08B35.85B35.02B
Total Equity --9.01B9.03B9.78B10.28B11.01B11.33B11.81B12.95B12.67B17.14B19.93B23.37B-27.14B28.70B31.24B31.61B
Shares Outstanding ---------------628.00M631.43M650.63M652.73M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 1.19B1.88B2.15B1.87B2.02B1.78B2.16B2.90B2.31B3.62B3.52B3.09B2.59B-1.14B6.22B4.91B4.57B
Investing Cash Flow -2.39B-2.67B-1.28B-3.07B-3.16B-1.69B-3.34B-2.87B-4.83B-4.88B-12.47B-4.59B553.00M--5.04B-8.72B-9.12B-12.54B
Financing Cash Flow 858.00M576.00M-69.00M534.00M1.35B338.00M854.00M-176.00M2.50B1.19B8.85B1.48B-2.37B-3.78B2.42B5.42B9.93B
Capital Expenditure ---------------5.36B-8.40B-8.21B-10.61B
Free Cash Flow ---------------4.21B-2.18B-3.31B-6.05B
Net Change in Cash ---------------118.00M-79.00M1.21B1.96B
Share Buybacks 1.02B22.00M502.00M18.00M16.00M45.00M38.00M74.00M56.00M15.00M21.00M26.00M566.00M339.00M478.00M32.00M43.00M58.00M

Ratios (Annual)

Figures in %.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % --------------36.1%39.6%46.2%46.6%
Operating Margin % --------------17.7%22.2%22.5%22.5%
Net Margin % --------------14.8%18.4%21.7%13.4%
ROE % -12.4%7.9%13.6%8.4%9.1%10.3%11.4%10.6%2.0%----7.9%10.7%9.2%5.8%
ROCE % --------------3.7%4.8%3.4%3.5%

Shareholding Pattern

Insiders
0.10%
Institutions
93.74%
Public Float
93.83%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 9.16% 59.91M $5.34B
2 Wellington Management Group, LLP 7.06% 46.14M $4.11B
3 Vanguard Capital Management LLC 6.49% 42.41M $3.78B
4 State Street Corporation 5.71% 37.30M $3.32B
5 Vanguard Portfolio Management LLC 4.29% 28.02M $2.50B
6 Morgan Stanley 3.72% 24.35M $2.17B
7 Capital International Investors 2.87% 18.75M $1.67B
8 FMR, LLC 2.84% 18.57M $1.65B
9 JPMORGAN CHASE & CO 2.75% 17.95M $1.60B
10 Geode Capital Management, LLC 2.25% 14.69M $1.31B

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