Company context

DBA Sempra

NYSE:SRE

Gas Distributors · benchmarked against Utilities inside the XLU constituent company universe.

Active tabPeers

Current readMixed

Last close90.62

1M return-2.51%

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries5100 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

NYSE:SRE 1W -2.72%, 1M -2.51%, 3M +0.43%, 6M -4.97%, 1Y +9.76%, 3Y +26.63%; NYSE:NI 1W -1.88%, 1M -3.51%, 3M -4.26%, 6M -2.87%, 1Y +7.40%, 3Y +70.81%; NYSE:ATO 1W -1.68%, 1M +0.70%, 3M -1.94%, 6M -5.89%, 1Y +5.37%, 3Y +48.73%; NYSE:ETR 1W -2.37%, 1M -1.48%, 3M +2.35%, 6M +5.99%, 1Y +27.31%, 3Y +136.60%; NASDAQ:XEL 1W -1.64%, 1M -2.12%, 3M +0.73%, 6M -5.41%, 1Y +8.68%, 3Y +36.63%; NYSE:PPL 1W -3.02%, 1M -2.30%, 3M +1.00%, 6M -7.76%, 1Y -3.26%, 3Y +39.61%; NYSE:WEC 1W -2.66%, 1M -4.45%, 3M +1.73%, 6M -4.03%, 1Y +4.63%, 3Y +30.95%; NYSE:CNP 1W -1.36%, 1M -2.84%, 3M +2.47%, 6M -1.47%, 1Y +13.37%, 3Y +51.49%; NYSE:PEG 1W -2.88%, 1M -4.39%, 3M +0.52%, 6M -8.00%, 1Y -6.18%, 3Y +26.37%; NYSE:AEE 1W -2.83%, 1M -2.73%, 3M +2.35%, 6M -1.87%, 1Y +10.14%, 3Y +36.61%; NASDAQ:AEP 1W -2.05%, 1M -4.10%, 3M +2.13%, 6M -1.15%, 1Y +17.46%, 3Y +64.38%

Company1W1M3M6M

1Y

3Y

NYSE:SRE-2.72%-2.51%+0.43%-4.97%+9.76%+26.63%

NYSE:NI-1.88%-3.51%-4.26%-2.87%+7.40%+70.81%

NYSE:ATO-1.68%+0.70%-1.94%-5.89%+5.37%+48.73%

NYSE:ETR-2.37%-1.48%+2.35%+5.99%+27.31%+136.60%

NASDAQ:XEL-1.64%-2.12%+0.73%-5.41%+8.68%+36.63%

NYSE:PPL-3.02%-2.30%+1.00%-7.76%-3.26%+39.61%

NYSE:WEC-2.66%-4.45%+1.73%-4.03%+4.63%+30.95%

NYSE:CNP-1.36%-2.84%+2.47%-1.47%+13.37%+51.49%

NYSE:PEG-2.88%-4.39%+0.52%-8.00%-6.18%+26.37%

NYSE:AEE-2.83%-2.73%+2.35%-1.87%+10.14%+36.61%

NASDAQ:AEP-2.05%-4.10%+2.13%-1.15%+17.46%+64.38%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

NYSE:ETR+27.31% 1Y · +136.60% 3Y

NASDAQ:AEP+17.46% 1Y · +64.38% 3Y

NYSE:CNP+13.37% 1Y · +51.49% 3Y

NYSE:AEE+10.14% 1Y · +36.61% 3Y

Risk and quality spread

NYSE:NIGM +58.91% · ROE +10.34%

NYSE:ATOGM +45.38% · ROE +9.60%

NYSE:WECGM +32.27% · ROE +12.07%

NASDAQ:AEPGM +31.77% · ROE +12.36%

Valuation screen

NYSE:PEGP/E 17.21 · FCF yield +0.47%

NASDAQ:AEPP/E 19.38 · FCF yield -3.19%

NYSE:AEEP/E 19.84 · FCF yield -4.40%

NYSE:PPLP/E 21.79 · FCF yield -6.08%

Valuation versus growth

P/E against 1Y return

NYSE:SRE P/E 30.82 1Y +9.76%, NYSE:NI P/E 22.58 1Y +7.40%, NYSE:ATO P/E 21.83 1Y +5.37%, NYSE:ETR P/E 28.51 1Y +27.31%, NASDAQ:XEL P/E 22.65 1Y +8.68%, NYSE:PPL P/E 21.79 1Y -3.26%, NYSE:WEC P/E 22.44 1Y +4.63%, NYSE:CNP P/E 26.33 1Y +13.37%, NYSE:PEG P/E 17.21 1Y -6.18%, NYSE:AEE P/E 19.84 1Y +10.14%, NASDAQ:AEP P/E 19.38 1Y +17.46%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

NYSE:SREDBA Sempra

30.826th pctile4.4813th pctile-9.86%16th pctile+30.10%58th pctile+6.12%3rd pctile1.1390th pctile

NYSE:NINiSource Inc

22.5857th pctile3.2471st pctile-3.82%86th pctile+58.91%100th pctile+10.34%71st pctile1.7429th pctile

NYSE:ATOAtmos Energy Corporation

21.8386th pctile6.110th pctile-6.73%43rd pctile+45.38%86th pctile+9.60%57th pctile0.65100th pctile

NYSE:ETREntergy Corporation

28.5114th pctile3.9429th pctile-6.15%57th pctile+28.43%29th pctile+10.93%86th pctile1.9414th pctile

NASDAQ:XELXcel Energy Inc.

22.6543rd pctile3.3457th pctile-14.64%0th pctile+24.66%0th pctile+9.59%43rd pctile1.6543rd pctile

NYSE:PPLPPL Corporation

21.79100th pctile2.91100th pctile-6.08%71st pctile+28.19%14th pctile+8.31%14th pctile1.3571st pctile

NYSE:WECWEC Energy Group, Inc.

22.4471st pctile3.6943rd pctile-2.88%100th pctile+32.27%71st pctile+12.07%100th pctile1.5857th pctile

NYSE:CNPCenterPoint Energy, Inc (Holding Co)

26.3329th pctile3.0286th pctile-9.50%29th pctile+28.67%43rd pctile+9.56%29th pctile2.210th pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.