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SRE logo

SRE

Sempra
UtilitiesUtilities - DiversifiedCyclical
$93.33 · 15min delay
β 0.60

A steady large-cap cyclical trading near fair value. Most frameworks reject it today.

Download report

52-wk low $73.0652-wk high $101.04

Mkt Cap

$61.01B

P/E

—

PEG

0.82

P/B

1.93

Dividend

2.83%

ROE

5.7%

About the business

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.

Who would buy SRE?

Consensus 3/100 · Aligned · Investors mostly agree.

0 3 12

Endorses

· 0 frameworks

No framework reaches a strong endorsement at current metrics.

Rejects

· 3 frameworks
  • Philip Fisher· Fisher Growth13/100

    Revenue Growth > 15% is -3.9% — fails "> 15.0%".

  • Benjamin Graham· Graham Net-Net13/100

    Net Cash Positive (NCAV proxy) is $-54.52 — fails "> $0.00".

Insider activity · Negative

Insider selling outweighs buying

Strength 60/100

5 insiders sold $6.8M on a discretionary basis. Discretionary selling carries more signal than planned disposals, but insiders sell for many non-thesis reasons (taxes, diversification, life events) — do not over-read it. Over the 6M window, insiders are net buyers by 13,073 shares.

In Prism's context

Insider selling is worth flagging but insiders sell for many non-thesis reasons. Read alongside the framework verdict (Fails criteria).

InsiderRoleTypeDateSharesAvg priceValueOwn
BIRD JUSTIN CHRISTOPHEROfficerOpen-market sellApr 1, 20261,128$96.69$109KDirect
WOLD DYAN Z.OfficerOpen-market sellMar 16, 20261,539$95.38$147KDirect
KIRK JENNIFER MDirectorOpen-market buyMar 12, 20261,000$93.44$93KDirect
MARK RICHARD JDirectorOpen-market buyMar 11, 20262,692$93.30$251KDirect
WARNER CYNTHIA JDirectorOpen-market buyMar 11, 20262,500$92.95$232KDirect
SEDGWICK KAREN LChief Financial OfficerOpen-market sellMar 9, 20264,872$92.58$451KDirect
MARTIN JEFFREY WChief Executive OfficerAward / grantJan 27, 202638,264$0.00$0Direct
SAGARA KEVIN CDirectorAward / grantJan 27, 20267,453$0.00$0Direct
SEDGWICK KAREN LChief Financial OfficerAward / grantJan 27, 20265,152$0.00$0Direct
WINN CAROLINE ANNOfficerAward / grantJan 27, 20264,526$0.00$0Direct
DAY DIANA LOfficerAward / grantJan 27, 20261,804$0.00$0Direct
BIRD JUSTIN CHRISTOPHEROfficerAward / grantJan 27, 20264,924$0.00$0Direct
LARROQUE ALEXANDER LISAOfficerAward / grantJan 27, 20261,666$0.00$0Direct
WOLD DYAN Z.OfficerAward / grantJan 27, 2026736$0.00$0Direct
MARTIN JEFFREY WChief Executive OfficerOpen-market sellJan 5, 202653,111$88.39$4.69MDirect
DAY DIANA LOfficerAward / grantJan 2, 20269,364$0.00$0Direct
LARROQUE ALEXANDER LISAOfficerAward / grantJan 2, 20265,824$0.00$0Direct
WOLD DYAN Z.OfficerAward / grantJan 2, 20262,890$0.00$0Direct
SEDGWICK KAREN LChief Financial OfficerOpen-market sellNov 24, 20257,564$92.29$698KDirect
WINN CAROLINE ANNOfficerOpen-market sellNov 19, 20256,000$91.59$550KDirect
WOLD DYAN Z.OfficerOpen-market sellNov 19, 20251,510$91.38$138KDirect

Insider activity from Yahoo Finance (quoteSummary: insiderTransactions + netSharePurchaseActivity). Cached 6 hours. · Insiders hold 0.1% of shares outstanding.

Net 6M: +13,073 sh

Price history

—
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Drag across the chart to select a custom period — all analysis below refocuses to that window.

What this means: A significant rerating — the valuation-sensitive frameworks below will have tightened since this move.

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AI summaries

Members get a plain-English 'what matters now' brief plus an explanation of why the price is moving, grounded in Prism's framework scores.

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Full framework decision report

See how Lynch, Buffett, Graham, Greenblatt, Fisher and more each score this stock — with every rule, threshold, and reason exposed.

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Peer comparison + AI read-through

See how this stock stacks up against its closest peers on valuation, growth, and returns — with a written peer summary.

What would SRE do to your portfolio?

Add Sempra at a hypothetical weight and Prism recalculates your whole book:

Risk metrics

Sharpe, Sortino, volatility, max drawdown, beta — before and after.

Sector concentration

How much this shifts your top sector weight and overall diversification.

Archetype tilt

Whether this leans your book more toward Quality, Value, Growth, Deep Value, Income, or Momentum.

SRE is currently tagged:CyclicalFails criteria (3/100)

Portfolio analytics are part of the member experience.

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Probabilistic recommendation· rec-v1.0.0-2026-04

Sempra · SRE

SRE: 45% estimated probability of outperforming over the next 12M window. 0 of 6 signal families negative (low confidence). Main risk to monitor: 89% above fair value.

Outperform prob.
45%
vs S&P 500 · 12M
low confidence
Expected return
-11.6% → +24.4%
mid +6.4% / yr
Downside (p20)
-12.2%
stress -24.5%
Data quality
95/100
Excellent
Prism Score

Probabilistic research output, not financial advice. Prism recommendations are based on available data, historical relationships, and model assumptions. They do not guarantee future returns. Conduct independent due diligence before any investment decision.

Backtested and similar-setup statistics may be affected by survivorship bias, look-ahead bias, overfitting, transaction costs, liquidity constraints, and data limitations. Probability estimates are anchored heuristics — not validated forecasts — until the walk-forward backtest pipeline is in place.

Prism Score

Composite 44/100. Strongest contribution from quality; weakest from valuation. Risk patterns shaved 4 points off the composite.

Composite
44
/ 100
Stretched
Deep valueval.
43/ 100

P/B 1.93× · FCF yield -46.3%

Margin of safetyval.
0/ 100

89% above fair value

Bull · base · bear scenarios

Three plausible paths over a 5-year horizon.

Indicative only. Probabilities are model-implied weights for stress-testing — not forecasts.

Bull
~20%
$64.16
-7.2% / yr (5y)

A turnaround takes hold: margin recovers toward peer averages, revenue stabilises, and the market re-prices the asset value rather than the running earnings.

Drivers
  • • Margin expands by 200–400 bps from 31%
  • • Stranded asset value crystallises
  • • Multiple re-rates one full turn higher
Base
~45%
$49.36
-12.0% / yr (5y)

No deterioration, no surprise re-acceleration. 31% operating margin and -4% top-line growth chug along; the multiple slowly converges to the central fair-value estimate.

Global value comparison

Sempra vs sector medians — GCC, MENA, and Global ex-US.

Sector: Utilities. MENA-aware investors can sanity-check whether the US name is offering value relative to regional peers.

MetricSREGCC medianMENA medianGlobal ex-US
P/E (TTM)—13.0×—14.0×
P/B1.93×1.60×—1.60×
Dividend yield2.83%4.80%—4.60%
ROE5.7%
Earnings reaction explainer

SRE blew past estimates by 48.0%.

Big beat· +48.0%

Reported EPS $1.51 vs $1.02 expected — well outside the normal beat-and-raise band. The market typically rewards a print this size only if it is read as durable, not one-off. Trailing operating margin: 30.6%.

  • Growth investorsPositive

    Confirms operating leverage — 14% trailing EPS growth + a beat of this size is the pattern that drives multi-year re-rates.

  • Quality investorsPositive

    If ROE (6%) and operating margin (31%) are stable or rising, the beat is consistent with compounding rather than one-off.

  • Value investorsNegative

    Outsized beats on thin trailing quality often invite multiple expansion that doesn't survive the next print.

News & events

Next earnings

Thu, Aug 6 · consensus EPS $1.02 · last actual $1.51

  • Ciroos Expands AI SRE Capabilities to Tame Complexity and Noise in Enterprise Operations

    GlobeNewswire · just now

  • Evercore ISI Adjusts Price Target on Sempra to $106 From $107

    MT Newswires · just now

  • Assessing Sempra (SRE) Valuation As Investors Revisit The Stock After Recent Share Price Moves

    Simply Wall St. · just now

Key Metrics at a Glance

P/E Ratio (TTM)

N/A

PEG Ratio

0.82

P/B Ratio

1.93

EPS Growth

13.7%

Revenue Growth

-3.9%

Debt / Equity

0.85

Net Cash / Share

$-54.52

Return on Equity

5.7%

Gross Margin

42.5%

Operating Margin

30.6%

FCF / Share

$-43.21

Current Ratio

1.69

Walter Schloss· Schloss Deep Value14/100

P/B < 1.0 (below book) is 1.93× — fails "< 1.00×".

See the full rule-by-rule drill-down below
44/100
Low agreement
Signal families · 0 of 6 signal families negative
Agreement: Low
  • Valuationnegative

    Trades meaningfully above the fair-value range — limited margin of safety.

    89% above fair value
    25
    /100
  • Qualityneutral

    Quality is mixed — some strengths, some softness.

    ROE 6% (weak)Op margin 31%
    48
    /100
  • Balance sheetneutral

    Capital structure is unremarkable — neither a stress nor a tailwind.

    CR 1.69
    56
    /100
  • Momentumneutral

    Price trend is unremarkable — neither tailwind nor headwind.

    72% through 52w range
    55
    /100
  • Behaviouralneutral

    Behavioural read is mixed — some accumulation, some distribution.

    7 insiders buyingNet insider selling ($17.3M)
    56
    /100
  • Catalysts & eventsneutral

    Mixed catalyst picture.

    Big EPS beat (+48%)1 high-severity flag
    48
    /100
Positive drivers

No positive drivers identified.

Key risks
  • • 89% above fair value
  • • Dilution risk if cash burn continues
Suggested diligence questions
  • 1. Quarterly burn vs guidance
Similar historical setups[MOCK DATA]

Among 94 historical setups with similar Prism Score and signal-agreement profiles, 48% beat the benchmark over the next 12 months, with average excess return of -1.1% / yr.

Probabilistic research output — not financial advice.
View full thesis
Quality20%
60/ 100

ROE 6% · Op margin 31%

Balance sheet15%
75/ 100

D/E 0.85 · CR 1.69

Insider convictionown.
75/ 100

7 insiders buying

Superinvestorown.
35/ 100

No tracked superinvestor holds it

Shareholder yield10%
50/ 100

2.83% yield

Momentum5%
78/ 100

72% through 52w range

Growth5%
52/ 100

EPS 14% · Rev -4%

Risk deduction: 1 pattern flagged · dilution risk if cash burn continues. 4 points removed from composite.

Designed to surface potentially attractive characteristics — descriptive, not prescriptive. For research and educational purposes only.

Customise weights
Drivers
  • • Revenue growth holds near -4%
  • • Operating margin stays around 31%
  • • No major balance-sheet surprises
Bear
~35%
$37.02
-16.9% / yr (5y)

Cyclical earnings prove to be at peak; revenue stalls and the multiple, already low, drifts lower as estimates re-rate down.

Drivers
  • • Operating margin compresses 200–400 bps
  • • Multiple compresses as estimates roll back
  • • Sentiment de-rates the name to a deeper-value multiple
Indicative weights
9.5%
—
9.0%

Editorial dataset · as of 2024-12-31. Sector medians are hand-maintained from public Tadawul / ADX / DFM / QSE / EGX disclosures and indicative Global ex-US references. Live licensed data is on the roadmap. For research and educational purposes only.

What to watch on the next print
  • • Whether margin expansion sustains into next quarter
  • • Forward guidance update — beats without raises tend to fade
  • • Dividend coverage commentary
  • Jim Cramer Explains How Data Center Demand Boosts Sempra and Other Utility Stocks

    Insider Monkey · just now

  • Sempra (SRE) Q1 Earnings Match Estimates

    Zacks · just now

  • Sempra's Q1 Earnings In Line With Estimates, Revenues Fall Y/Y

    Zacks · just now

  • Institutional Own.

    94.4%

    Insider Own.

    0.1%

    Dividend Yield

    2.83%

    Book Value / Share

    $48.40