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v0.1
SRE$87.64-1.67%
Fair $87.64+0.0%

SRE

Sempra

Utilities / Utilities - DiversifiedNYSE

$87.64

-1.49 (-1.67%)

Fairly Valued+0.0%Fair Value $87.64Fund rank 24/100 · Data gapFallback financials|
SA 25/D
F-Score: 5/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $-3.3B · quality 55.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

25/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 18Warnings: 0unknown: 18
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · SRELocal privado en este navegador · Sempra
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$57.3B

P/E

29.8x

↑

EV/EBITDA

17.5x

↑

ROE

5.8%

↑

Gross Margin

46.6%

↑

Debt/Equity

1.11

↑
52-Week Range$88
$73$101

TradingView lightweight chart

SRE price, volumen y niveles de valoración

Último $87.64Periodo +912.5%
Fair value: $87.64

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-44.1%

FCF / Net income

-3.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.70B · net income $1.84B · FCF $-6.05B

2008-FY → 2025-FY

Gross margin

46.6%— pts

Operating margin

22.5%— pts

Net margin

13.4%— pts

FCF margin

-44.1%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$13.70B$13.70B$13.19B$16.72B$14.44B$11.68B$10.31B$10.14B$9.45B$9.64B$10.18B$10.23B$11.04B$10.56B$9.65B$10.04B$9.00B——
Net Income$1.84B$1.84B$2.86B$3.08B$2.14B$1.32B$4.11B$2.36B$1.13B$256.0M$1.37B$1.35B$1.16B$1.00B$859.0M$1.33B$709.0M$1.12B$1.11B
EBITDA$5.26B$5.26B$5.60B$6.16B$4.42B——————————————
EPS2.752.754.424.793.312.016.443.651.710.512.732.692.312.001.742.751.432.262.21
Gross Margin46.6%46.6%46.2%39.6%36.1%——————————————
Operating Margin22.5%22.5%22.5%22.2%17.7%——————————————
Net Margin13.4%13.4%21.7%18.4%14.8%11.3%39.8%23.3%11.9%2.7%13.5%13.2%10.5%9.5%8.9%13.3%7.9%——
Balance Sheet
Debt/Equity1.111.111.151.081.07——————————————
Current Ratio1.691.69—————————————————
Cash Flow
Free Cash Flow$-6.05B$-6.05B$-3.31B$-2.18B$-4.21B——————————————
Returns
ROE5.8%5.8%9.2%10.7%7.9%5.1%17.6%11.9%6.6%2.0%10.6%11.4%10.3%9.1%8.4%13.6%7.9%12.4%—
Valuation
P/E29.8129.8119.8315.9623.34——————————————
EV/EBITDA17.5317.5316.1212.8517.54——————————————
P/B1.811.811.791.691.80——————————————
Growth & Yield
Revenue Growth3.9%3.9%-21.1%15.8%—13.2%1.7%7.3%-2.0%-5.3%-0.5%-7.3%4.5%9.4%-3.9%11.5%———
EPS Growth-37.8%-37.8%-7.7%44.7%—-68.8%76.7%113.2%238.6%-81.5%1.7%16.0%15.5%15.2%-36.8%92.7%-36.7%2.0%—
Dividend Yield2.9%2.9%—————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

41.4%

muy exigente

EPS terminal req.

$7.78

Spread vs growth

-79.2%

5Y implied EPS CAGR

27.9%

muy exigente

EPS terminal req.

$9.41

Spread vs growth

-65.7%

10Y implied EPS CAGR

18.6%

exigente

EPS terminal req.

$15.16

Spread vs growth

-56.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +14.5%

Total return

+14.5%

Start / end P/E

17.8x → 31.9x

EPS bridge

4.42 → 2.75

Residual

-29.9%

EPS growth-37.8%
Multiple rerating+79.2%
Dividend+2.9%
Residual / FX / buybacks / cross-term-29.9%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.