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Upturn AI SWOT - About
SRE 
Sempra Energy (SRE)
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Upturn Advisory Summary
04/01/2025: SRE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -9.77% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 46.65B USD | Price to earnings Ratio 16.19 | 1Y Target Price 81.47 |
Price to earnings Ratio 16.19 | 1Y Target Price 81.47 | ||
Volume (30-day avg) 6707913 | Beta 0.78 | 52 Weeks Range 64.30 - 94.26 | Updated Date 04/1/2025 |
52 Weeks Range 64.30 - 94.26 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.62% | Basic EPS (TTM) 4.42 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 21.7% | Operating Margin (TTM) 25.81% |
Management Effectiveness
Return on Assets (TTM) 1.95% | Return on Equity (TTM) 9.8% |
Valuation
Trailing PE 16.19 | Forward PE 15.7 | Enterprise Value 81842920542 | Price to Sales(TTM) 3.54 |
Enterprise Value 81842920542 | Price to Sales(TTM) 3.54 | ||
Enterprise Value to Revenue 6.21 | Enterprise Value to EBITDA 14.63 | Shares Outstanding 651913024 | Shares Floating 650408403 |
Shares Outstanding 651913024 | Shares Floating 650408403 | ||
Percent Insiders 0.07 | Percent Institutions 91.3 |
Analyst Ratings
Rating 4.3 | Target Price 94.42 | Buy 6 | Strong Buy 10 |
Buy 6 | Strong Buy 10 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Sempra Energy
Company Overview
History and Background
Sempra Energy was founded in 1998 through the merger of Pacific Enterprises and Enova Corporation. It has grown through acquisitions and expansion of its energy infrastructure portfolio, focusing on natural gas and electric utilities.
Core Business Areas
- SDG&E (San Diego Gas & Electric): SDG&E provides natural gas and electricity to San Diego and southern Orange counties in California.
- SoCalGas (Southern California Gas Company): SoCalGas is the largest natural gas distribution utility in the United States, serving central and southern California.
- Sempra Infrastructure: Sempra Infrastructure focuses on developing, owning and operating energy infrastructure, including LNG export facilities and renewable energy projects.
Leadership and Structure
Sempra Energy is led by CEO Jeffrey W. Martin. The company has a board of directors and operates through various business units with their respective management teams.
Top Products and Market Share
Key Offerings
- Natural Gas Distribution: SoCalGas is the largest natural gas distribution utility in the US, serving over 21 million customers. Competitors are other regional natural gas utilities like Southwest Gas (SWX).
- Electricity Distribution: SDG&E provides electricity to approximately 3.7 million customers in San Diego and southern Orange counties. Competitors include public power agencies and other investor-owned utilities in the region.
- LNG Export: Sempra Infrastructure operates LNG export facilities, primarily Cameron LNG. Market share is subject to the size of LNG exports, and competition includes Cheniere Energy (LNG) and Tellurian (TELL).
Market Dynamics
Industry Overview
The energy industry is undergoing a transition towards cleaner energy sources. The demand for natural gas and renewable energy is growing, and utilities are investing in modernizing infrastructure.
Positioning
Sempra Energy is a major player in the North American energy market. Its competitive advantages lie in its large customer base, strategic infrastructure assets, and focus on sustainable energy solutions.
Total Addressable Market (TAM)
The total addressable market is difficult to quantify due to multiple industry segments, but the US utility market is valued in the hundreds of billions of dollars. Sempra is well-positioned due to its asset mix in a key geographic area
Upturn SWOT Analysis
Strengths
- Large customer base in California
- Strategic infrastructure assets (LNG facilities)
- Strong regulatory relationships
- Focus on renewable energy
Weaknesses
- Exposure to California regulatory risks
- High capital expenditure requirements
- Dependence on natural gas prices
- Sensitivity to interest rate changes
Opportunities
- Growth in renewable energy demand
- Expansion of LNG export capacity
- Modernization of energy infrastructure
- Acquisition of other utilities
Threats
- Increasing regulatory scrutiny
- Competition from renewable energy sources
- Environmental concerns related to natural gas
- Economic downturns
Competitors and Market Share
Key Competitors
- NEE
- DUK
- EXC
Competitive Landscape
Sempra Energy competes with other large utility companies. Sempra Energy has key infrastructure assets, but has higher exposure to CA regulation.
Major Acquisitions
InfraREIT
- Year: 2019
- Acquisition Price (USD millions): 1550
- Strategic Rationale: Expanded Sempra's infrastructure portfolio and access to growth markets in Texas.
Growth Trajectory and Initiatives
Historical Growth: Sempra Energy's growth has been driven by infrastructure investments, acquisitions, and increased energy demand in its service territories.
Future Projections: Future growth is projected to come from expansion of LNG export capacity, investments in renewable energy, and modernization of utility infrastructure. Analyst estimates can be found on financial news websites.
Recent Initiatives: Recent strategic initiatives include expanding LNG export capacity, investing in renewable energy projects, and modernizing utility infrastructure.
Summary
Sempra Energy is a major player in the energy market, particularly in California and LNG exports. Its strong position in regulated utilities provides stability, but it faces risks from regulation and environmental concerns. Its expansion into LNG offers growth potential but also greater volatility. Overall, the company is stable with future growth levers.
Similar Companies
DUK
Duke Energy Corporation
DUK
Duke Energy Corporation
EXC
Exelon Corporation
EXC
Exelon Corporation
NEE
Nextera Energy Inc
NEE
Nextera Energy Inc
SO
Southern Company
SO
Southern Company
Sources and Disclaimers
Data Sources:
- Sempra Energy Investor Relations
- SEC Filings
- Financial News Providers (e.g. Yahoo Finance, Bloomberg)
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share and data points may vary based on source and calculation methodology. Always conduct independent research and consult with a financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Sempra Energy
Exchange NYSE | Headquaters San Diego, CA, United States | ||
IPO Launch date 1998-06-29 | Chairman, President & CEO Mr. Jeffrey Walker Martin | ||
Sector Utilities | Industry Utilities - Diversified | Full time employees 16773 | Website https://www.sempra.com |
Full time employees 16773 | Website https://www.sempra.com | ||
Sempra operates as an energy infrastructure company in the United States and internationally. It operates through three segments: Sempra California, Sempra Texas Utilities, and Sempra Infrastructure. The Sempra California segment provides natural gas and electric services to Southern California and part of central California. As of December 31, 2024, 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, 2024, it served a population of 21.1 million covering an area of 24,000 square miles. The Sempra Texas Utilities segment engages in the regulated electricity transmission and distribution business. As of December 31, 2024, its transmission system included 18,324 circuit miles of transmission lines; 1,288 transmission and distribution substations; interconnection to 192 third-party generation facilities totaling 58,597 MW; and distribution system included approximately 4 million points of delivery and consisted of 125,975 miles of overhead and underground lines. The Sempra Infrastructure segment develops, builds, 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 based in San Diego, California.
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