Sempra (SRE) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

Consolidated Edison, Inc.

PG&E Corp.

NextEra Energy, Inc.

American Electric Power Co., Inc.

Exelon Corp.

Duke Energy Corp.

Sempra

Xcel Energy, Inc.

Dominion Energy, Inc.

The Southern Co.

Constellation Energy Corp.

Why is Sempra ?

Weak Long Term Fundamental Strength with an average Return on Capital Employed (ROCE) of 5.43%

Negative results in Jun 25

PRE-TAX PROFIT(Q) At USD 261 MM has Fallen at -42.19%
ROCE(HY) Lowest at 8.87%
INVENTORY TURNOVER RATIO(HY) Lowest at 17.43 times

With ROCE of 4.37%, it has a expensive valuation with a 1.27 Enterprise value to Capital Employed

The stock is trading at a discount compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of 1.78%, its profits have risen by 6.6% ; the PEG ratio of the company is 4.3

Underperformed the market in the last 1 year

The stock has generated a return of 1.78% in the last 1 year, much lower than market (S&P 500) returns of 14.11%

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to Sempra should be less than 10%
Overall Portfolio exposure to Power should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Power)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Sempra for you?

Medium Risk, Medium Return

Absolute

Risk Adjusted

Volatility

Sempra

21.91%

0.60

30.61%

S&P 500

25.41%

0.70

20.15%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

3.85%

EBIT Growth (5y)

4.55%

EBIT to Interest (avg)

2.52

Debt to EBITDA (avg)

5.62

Net Debt to Equity (avg)

1.14

Sales to Capital Employed (avg)

0.22

Tax Ratio

5.06%

Dividend Payout Ratio

93.92%

Pledged Shares

Institutional Holding

95.56%

ROCE (avg)

5.43%

ROE (avg)

10.72%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

1.98

EV to EBIT

29.65

EV to EBITDA

16.59

EV to Capital Employed

1.47

EV to Sales

7.04

PEG Ratio

Dividend Yield

ROCE (Latest)

4.97%

ROE (Latest)

9.20%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bullish

Mildly Bullish

RSI

No Signal

Bollinger Bands

Mildly Bullish

Moving Averages

Bullish (Daily)

KST

Bullish

Dow Theory

Mildly Bullish

OBV

Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

10What is working for the Company

DIVIDEND PER SHARE(HY)

Highest at USD 5.82

RAW MATERIAL COST(Y)

Fallen by -12.28% (YoY

OPERATING PROFIT MARGIN(Q)

Highest at 45.79 %

PRE-TAX PROFIT(Q)

Highest at USD 765 MM

NET PROFIT(Q)

At USD 960.36 MM has Grown at 69.27%

EPS(Q)

Highest at USD 1.58

-5What is not working for the Company

ROCE(HY)

Lowest at 6.12%

INVENTORY TURNOVER RATIO(HY)

Lowest at 17.18 times

CASH AND EQV(HY)

Lowest at USD 827 MM

Here's what is working for Sempra

Dividend per share

Highest at USD 5.82 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Operating Profit Margin

Highest at 45.79 %

in the last five periods

MOJO Watch

Company's profit margin has improved

Operating Profit to Sales

Pre-Tax Profit

Highest at USD 765 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (USD MM)

Pre-Tax Profit

At USD 765 MM has Grown at 53.77%

over average net sales of the previous four periods of USD 497.5 MM

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (USD MM)

Net Profit

At USD 960.36 MM has Grown at 69.27%

over average net sales of the previous four periods of USD 567.34 MM

MOJO Watch

Near term Net Profit trend is positive

Net Profit (USD MM)

EPS

Highest at USD 1.58

in the last five periods

MOJO Watch

Increasing profitability; company has created higher earnings for shareholders

EPS (USD)

Raw Material Cost

Fallen by -12.28% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Here's what is not working for Sempra

Inventory Turnover Ratio

Lowest at 17.18 times and Fallen

In each half year in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling inventory has slowed

Inventory Turnover Ratio

Cash and Eqv

Lowest at USD 827 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is deteriorating

Cash and Cash Equivalents