Sempra vs UGI
SRE and UGI side by side, both in combination electric and gas, and other utility. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How SRE and UGI compare
Sempra is the larger company, worth 6.8 times as much as UGI ($56.3B against $8.3B).
On earnings, UGI is cheaper: it trades at 12.9× trailing earnings, against 24.9× for Sempra.
Sempra grew revenue faster over the last twelve months (1.2% versus −0.49% for UGI).
Sempra keeps more of each dollar of sales as profit, with a net margin of 16.8% compared with 9.2% at UGI.
Both pay dividends: Sempra yields 3.0% and UGI 3.9%.
UGI scores higher on the StockData Score (15 against 7 for Sempra), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | SRE | UGI |
|---|---|---|
| Size and price | ||
| Market cap | $56.3B | $8.3B |
| Share price | $86.06 | $38.67 |
| Change, 1 year | −6.7% | 16.4% |
| Change, 5 years | 35.2% | −13.4% |
| Beta (5Y) | 0.51 | 0.56 |
| Employees | 5,600 | 360 |
| StockData Score | ||
| Total score | 7 | 15 (better) |
| Valuation score | 0 | 5 (better) |
| Growth score | 1 | 2 (better) |
| Performance score | 2 | 3 (better) |
| Health score | 1 | 2 (better) |
| Dividend score | 3 | 3 |
| Valuation | ||
| P/E | 24.9× | 12.9× (better) |
| P/S | 4.2× | 1.1× (better) |
| P/B | 1.7× | 1.6× (better) |
| EV/EBITDA | 14.9× | 8.3× (better) |
| P/FCF | – | 44.4× |
| FCF yield | −9.3% | 2.3% (better) |
| Fair value | $72.77 | $49.75 |
| Margin of safety | −18.3% | 22.3% (better) |
| Growth | ||
| Revenue growth (TTM) | 1.2% (better) | −0.49% |
| Revenue growth, 5Y average | 3.8% (better) | 2.1% |
| Net income growth (TTM) | −16.0% | 60.5% (better) |
| EPS growth (TTM) | −16.7% | 57.4% (better) |
| EPS growth, 5Y average | −15.6% | 4.0% (better) |
| Profitability | ||
| Gross margin | – | 51.3% |
| Operating margin | – | 16.2% |
| Net margin | 16.8% (better) | 9.2% |
| FCF margin | −38.7% | 2.6% (better) |
| Return on equity | 7.1% | 13.3% (better) |
| Return on invested capital | – | 9.2% |
| Financial health | ||
| Debt / equity | 1.12 (better) | 1.29 |
| Net debt / EBITDA | 5.85 | 3.58 (better) |
| Interest coverage | – | 2.7× |
| Current ratio | 1.64 (better) | 1.44 |
| Altman Z-score | 0.93 | 1.59 (better) |
| Piotroski F-score | 5 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | 3.0% | 3.9% (better) |
| Payout ratio | 72.0% | 48.0% |
| Years of dividend growth | 15 (better) | 0 |
| Dividend growth, 5Y average | 4.3% (better) | 2.7% |
| Buyback yield | −0.04% | 0.25% (better) |
| Shareholder yield | 3.0% | 4.1% (better) |
| Ownership | ||
| Held by institutions | 92.2% | 94.9% |
| Held by insiders | 0.05% | 0.18% |
| Insider net buying, 12 months | −$7.9M | −$3.6M (better) |
| Superinvestors holding | – | 1 |
| Short interest, % of float | – | 5.4% |
Go deeper
- SRE stock overview
- SRE income statement
- SRE valuation and score
- UGI stock overview
- UGI income statement
- UGI valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.