SRE
Sempra
Utilities · Multi-Utilities · US
$90.22
Close 2026-05-15
✓ ETHICAL PASS

NARROW MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$59.0B
Trailing P/E
30.69
Forward P/E
16.29
Rev Growth
-3.9%
Profit Margin
14.4%
ROE
5.7%
Analyst Target
$104.24
Recommendation
BUY
About Sempra

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.

Opportunity Summary
Trading at $90, 36% above fair value of $66. Passes all ethical screens. Ranks better than 52% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.32%)PASS
Cash Ratio (0.01%)PASS
Receivables Ratio (0.02%)PASS
Revenue Ratio (0.01%)PASS
OverallPASS
Score Ethical: 83.7
Score Valuation: 55.0
Score Quality: 47.2
Score Combined: 52.8
Fair Value Est: $66.44 · Margin of Safety: -35.8% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation87.2
Quality32.9
Cash Flow0.0
Moat70.0
Balance Sheet71.6
Debt Purity4.3
Liquid Purity96.9
Rev Purity71.4
Compliance51.2
Tier: WATCH · Score: 38.3 · Rank: #4433
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-08-061.02Pending--
2026-05-071.511.51-0.3%
2026-02-261.171.28+9.2%
2025-11-050.911.11+21.7%
2025-08-070.850.89+4.8%
2025-05-081.321.44+9.3%
2025-02-251.551.50-3.3%
2024-11-061.070.89-16.6%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$3.7B$1.0B$1.9B$1.9B$1.1B1.59
2025-12-31$3.7B$352.0M$1.0B$1.8B$1.0B0.54
2025-09-30$3.2B$95.0M$1.2B$1.4B$497.0M0.12
2025-06-30$3.0B$473.0M$1.3B$1.4B$584.0M0.71
2025-03-31$3.8B$917.0M$1.7B$1.8B$959.0M1.39
2024-12-31
Insider Transactions
DateNameRoleSharesValue
2026-05-18FERRERO PABLO ADirector2,600$232.8K
2026-05-14DAY DIANA LOfficer3,300$304.0K
2026-05-12MARK RICHARD JDirector1,499--
2026-05-12WEAVING ANYADirector1,499--
2026-05-12FERRERO PABLO ADirector1,499--
2026-05-12CONESA ANDRESDirector1,499--
2026-04-01BIRD JUSTIN CHRISTOPHEROfficer1,128$109.1K
2026-03-16WOLD DYAN Z.Officer1,539$146.8K
2026-03-12KIRK JENNIFER MDirector1,000$93.4K
2026-03-11WARNER CYNTHIA JDirector2,500$232.4K
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.59.9M$5.6B0.1%
Wellington Management Group, LLP46.1M$4.3B0.1%
Vanguard Capital Management LLC42.4M$3.9B0.1%
State Street Corporation37.3M$3.5B0.1%
Vanguard Portfolio Management LLC28.0M$2.6B0.0%
Morgan Stanley24.3M$2.3B0.0%
Capital International Investors18.8M$1.7B0.0%
FMR, LLC18.6M$1.7B0.0%
JPMORGAN CHASE & CO17.9M$1.7B0.0%
Geode Capital Management, LLC14.7M$1.4B0.0%
Analyst Recommendations
3 Months Ago
3
11
5
19 analysts
2 Months Ago
3
10
5
18 analysts
Last Month
3
9
6
18 analysts
Current
3
11
5
19 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$106.8B
Price/Book
1.92
Beta
0.604
Analysts
17
Total Revenue (TTM)
$13.6B
Total Debt
$36.4B
Earnings Growth
+13.7%
Dividend Yield
2.8%
Rec. Mean
1.68
Short Ratio
2.90
Short % Float
0.0%
Employees
15,938

Elite Intelligence

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Trade Consideration
The Opportunity
Score 52.8 (P80 — top 20.5% of scored tickers). Narrow Moat. Ethical PASS. 17 analysts at Buy.
Price: $90.22 | Target: $103.71 (+15%) | Fair Value: $66.44 (+-26%)
Score
53
Moat
NARROW
Conviction
Standard
Upside
+15%
The Fundamentals
Revenue Growth-3.9%
Profit Margin14.4%
ROE5.7%
Forward P/E16.3
Market Cap$59.0B
Earnings Track Record
DateEstimateReportedSurprise
2026-08-06$1.02Pending
2026-05-07$1.51$1.51-0.3%
2026-02-26$1.17$1.28+9.2%
2025-11-05$0.91$1.11+21.7%
2025-08-07$0.85$0.89+4.8%
2025-05-08$1.32$1.44+9.3%
Position Sizing Scenarios
Stop: $76.69 (-15%) | Entry: $90.22
SharesCostProfit to TargetR:R
To Consensus ($103.71, 17 analysts)
10$902.21+$134.80 (15%)1.0R
50$4,511.05+$674.00 (15%)1.0R
100$9,022.10+$1,348.00 (15%)1.0R
To Fair Value ($66.44)
10$902.21+$-237.80 (-26%)-1.8R
50$4,511.05+$-1,189.00 (-26%)-1.8R
100$9,022.10+$-2,378.00 (-26%)-1.8R
Risk Factors
  • No elevated risk flags in current data
The Verdict
Sempra passes all ethical screens and holds a narrow competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

C
Quant Score
49.7
Risk Grade
LOW_RISK
Layers
8
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-2.1%
worst expected daily loss, 19 in 20 days
CVaR 95%
-3.9%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
0.49
above 1.0 is good
Max Drawdown
-31.6%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
95
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
LOWER_HALF
Beta
Relative Volume
0.8x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
50.0%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

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Inverse Correlated
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Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Friday
Worst Day
Monday
Best Month
Nov
Worst Month
Dec
Fri-Mon Effect
0.30564095952694414
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
-0.5%
Beat Drift Positive %
50.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-1.8%
3M Return
-1.9%
6M Return
+2.4%
12M Return
+22.9%
Momentum Rank
#2507
Momentum Signal
FLAT

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