Sempra Energy Stock Buy Hold or Sell Recommendation
| SRE Stock | USD 93.67 0.61 0.65% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Sempra Energy is 'Strong Hold'. Macroaxis provides Sempra Energy buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SRE positions.
Check out Sempra Energy Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Sempra Stock refer to our How to Trade Sempra Stock guide. Note, we conduct extensive research on individual companies such as Sempra and provide practical buy, sell, or hold advice based on investors' constraints. Sempra Energy. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
Sempra |
Execute Sempra Energy Buy or Sell Advice
The Sempra recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Sempra Energy. Macroaxis does not own or have any residual interests in Sempra Energy or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Sempra Energy's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Sempra Energy Trading Alerts and Improvement Suggestions
| Sempra Energy has 31.75 B in debt with debt to equity (D/E) ratio of 0.92, which is OK given its current industry classification. Sempra Energy has a current ratio of 0.56, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Sempra to invest in growth at high rates of return. | |
| Sempra Energy has a strong financial position based on the latest SEC filings | |
| Over 92.0% of Sempra Energy shares are owned by institutional investors | |
| On 15th of October 2024 Sempra Energy paid $ 0.62 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Nicolet Advisory Services LLC Takes 200,000 Position in Sempra |
Sempra Energy Returns Distribution Density
The distribution of Sempra Energy's historical returns is an attempt to chart the uncertainty of Sempra Energy's future price movements. The chart of the probability distribution of Sempra Energy daily returns describes the distribution of returns around its average expected value. We use Sempra Energy price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Sempra Energy returns is essential to provide solid investment advice for Sempra Energy.
| Mean Return | 0.23 | Value At Risk | -1.62 | Potential Upside | 1.78 | Standard Deviation | 1.35 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Sempra Energy historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Sempra Stock Institutional Investors
| Shares | Bank Of America Corp | 2024-06-30 | 11 M | Dz Bank Ag Deutsche Zentral-genossenschaftsbank Frankfurt Am Main | 2024-09-30 | 10.2 M | Deutsche Bank Ag | 2024-06-30 | 10.1 M | Franklin Resources Inc | 2024-09-30 | 7.7 M | Legal & General Group Plc | 2024-06-30 | 7.5 M | Neuberger Berman Group Llc | 2024-06-30 | 6.7 M | Northern Trust Corp | 2024-09-30 | 6.6 M | T. Rowe Price Associates, Inc. | 2024-06-30 | 6.3 M | Bank Of New York Mellon Corp | 2024-06-30 | 5.2 M | Blackrock Inc | 2024-06-30 | 64.4 M | Vanguard Group Inc | 2024-09-30 | 62.5 M |
Sempra Energy Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (22M) | (35M) | (87M) | (17M) | (80M) | (76M) | |
| Change In Cash | (29M) | 768M | (404M) | (119M) | (73M) | (69.4M) | |
| Free Cash Flow | (620M) | (2.1B) | (1.2B) | (4.2B) | (2.2B) | (2.1B) | |
| Other Non Cash Items | (184M) | (3.1B) | (44M) | 397M | (1.2B) | (1.1B) | |
| Dividends Paid | 1.1B | 1.3B | 1.4B | 1.5B | (1.5B) | (1.5B) | |
| Capital Expenditures | 3.7B | 4.7B | 5.0B | 5.4B | 8.4B | 8.8B | |
| Net Income | 2.0B | 4.1B | 1.5B | 2.3B | 3.1B | 3.2B | |
| End Period Cash Flow | 217M | 985M | 581M | 462M | 389M | 524.2M | |
| Depreciation | 1.6B | 1.7B | 1.9B | 2.0B | 2.2B | 1.5B | |
| Investments | (13M) | 24M | (542M) | (5.0B) | (8.2B) | (7.8B) | |
| Net Borrowings | 1.3B | (1.6B) | 197M | 4.2B | 4.9B | 5.1B | |
| Change To Netincome | 80M | (9M) | 1.3B | 153M | 176.0M | 167.2M | |
| Change Receivables | (144M) | (91M) | (315M) | (600M) | (540M) | (513M) |
Sempra Energy Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Sempra Energy or Multi-Utilities sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Sempra Energy's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Sempra stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.1 | |
β | Beta against Dow Jones | 0.97 | |
σ | Overall volatility | 1.38 | |
Ir | Information ratio | 0.07 |
Sempra Energy Volatility Alert
Sempra Energy has relatively low volatility with skewness of 2.05 and kurtosis of 10.36. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Sempra Energy's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Sempra Energy's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Sempra Energy Fundamentals Vs Peers
Comparing Sempra Energy's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Sempra Energy's direct or indirect competition across all of the common fundamentals between Sempra Energy and the related equities. This way, we can detect undervalued stocks with similar characteristics as Sempra Energy or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Sempra Energy's fundamental indicators could also be used in its relative valuation, which is a method of valuing Sempra Energy by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Sempra Energy to competition |
| Fundamentals | Sempra Energy | Peer Average |
| Return On Equity | 0.0973 | -0.31 |
| Return On Asset | 0.0177 | -0.14 |
| Profit Margin | 0.23 % | (1.27) % |
| Operating Margin | 0.15 % | (5.51) % |
| Current Valuation | 94.04 B | 16.62 B |
| Shares Outstanding | 633.4 M | 571.82 M |
| Shares Owned By Insiders | 0.02 % | 10.09 % |
| Shares Owned By Institutions | 92.10 % | 39.21 % |
| Number Of Shares Shorted | 16.6 M | 4.71 M |
| Price To Earning | 22.56 X | 28.72 X |
| Price To Book | 2.06 X | 9.51 X |
| Price To Sales | 4.62 X | 11.42 X |
| Revenue | 16.72 B | 9.43 B |
| Gross Profit | 4.58 B | 27.38 B |
| EBITDA | 6.12 B | 3.9 B |
| Net Income | 3.08 B | 570.98 M |
| Cash And Equivalents | 370 M | 2.7 B |
| Cash Per Share | 2.19 X | 5.01 X |
| Total Debt | 31.75 B | 5.32 B |
| Debt To Equity | 0.92 % | 48.70 % |
| Current Ratio | 0.57 X | 2.16 X |
| Book Value Per Share | 45.50 X | 1.93 K |
| Cash Flow From Operations | 6.22 B | 971.22 M |
| Short Ratio | 4.84 X | 4.00 X |
| Earnings Per Share | 4.54 X | 3.12 X |
| Price To Earnings To Growth | 2.23 X | 4.89 X |
| Target Price | 93.63 | |
| Number Of Employees | 16.84 K | 18.84 K |
| Beta | 0.76 | -0.15 |
| Market Capitalization | 59.72 B | 19.03 B |
| Total Asset | 87.18 B | 29.47 B |
| Retained Earnings | 15.73 B | 9.33 B |
| Working Capital | (4.62 B) | 1.48 B |
Note: Disposition of 81036 shares by Trevor Mihalik of Sempra Energy at 61.9 subject to Rule 16b-3 [view details]
Sempra Energy Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Sempra . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 23031.62 | |||
| Daily Balance Of Power | (0.49) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 94.29 | |||
| Day Typical Price | 94.08 | |||
| Price Action Indicator | (0.92) | |||
| Period Momentum Indicator | (0.61) | |||
| Relative Strength Index | 74.58 |
About Sempra Energy Buy or Sell Advice
When is the right time to buy or sell Sempra Energy? Buying financial instruments such as Sempra Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Sempra Energy in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Defense Thematic Idea Now
Defense
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Defense theme has 16 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Defense Theme or any other thematic opportunities.
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Check out Sempra Energy Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Sempra Stock refer to our How to Trade Sempra Stock guide.You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
Is Multi-Utilities space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Sempra Energy. If investors know Sempra will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Sempra Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.12) | Dividend Share 2.45 | Earnings Share 4.54 | Revenue Per Share 20.413 | Quarterly Revenue Growth (0.17) |
The market value of Sempra Energy is measured differently than its book value, which is the value of Sempra that is recorded on the company's balance sheet. Investors also form their own opinion of Sempra Energy's value that differs from its market value or its book value, called intrinsic value, which is Sempra Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Sempra Energy's market value can be influenced by many factors that don't directly affect Sempra Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Sempra Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sempra Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sempra Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.