Diversified Utilities
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2 / 10Stock Comparison
SRE vs DUK
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
SRE vs DUK — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Diversified Utilities | Regulated Electric |
| Market Cap | $60.94B | $97.70B |
| Revenue (TTM) | $13.70B | $33.29B |
| Net Income (TTM) | $1.97B | $5.14B |
| Gross Margin | 52.1% | 58.4% |
| Operating Margin | 15.9% | 27.0% |
| Forward P/E | 18.3x | 18.7x |
| Total Debt | $35.02B | $90.87B |
| Cash & Equiv. | $2M | $245M |
SRE vs DUK — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Sempra (SRE) | 100 | 148.3 | +48.3% |
| Duke Energy Corpora… (DUK) | 100 | 146.6 | +46.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SRE vs DUK
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SRE carries the broadest edge in this set and is the clearest fit for long-term compounding and sleep-well-at-night.
- 119.2% 10Y total return vs DUK's 106.8%
- Lower volatility, beta 0.37, Low D/E 83.4%, current ratio 0.01x
- Lower P/E (18.3x vs 18.7x)
DUK is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 1 yrs, beta -0.24, yield 3.4%
- Rev growth 6.2%, EPS growth 10.5%, 3Y rev CAGR 3.9%
- Beta -0.24, yield 3.4%, current ratio 0.55x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 6.2% revenue growth vs SRE's 5.7% | |
| Value | Lower P/E (18.3x vs 18.7x) | |
| Quality / Margins | 15.4% margin vs SRE's 14.4% | |
| Stability / Safety | Lower D/E ratio (83.4% vs 171.4%) | |
| Dividends | 2.6% yield, 11-year raise streak, vs DUK's 3.4% | |
| Momentum (1Y) | +28.2% vs DUK's +5.6% | |
| Efficiency (ROA) | 4.0% ROA vs DUK's 2.6% |
SRE vs DUK — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SRE vs DUK — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
DUK leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
DUK is the larger business by revenue, generating $33.3B annually — 2.4x SRE's $13.7B. Profitability is closely matched — net margins range from 15.4% (DUK) to 14.4% (SRE). On growth, DUK holds the edge at +11.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $13.7B | $33.3B |
| EBITDAEarnings before interest/tax | $3.7B | $15.3B |
| Net IncomeAfter-tax profit | $2.0B | $5.1B |
| Free Cash FlowCash after capex | -$3.3B | $6.6B |
| Gross MarginGross profit ÷ Revenue | +52.1% | +58.4% |
| Operating MarginEBIT ÷ Revenue | +15.9% | +27.0% |
| Net MarginNet income ÷ Revenue | +14.4% | +15.4% |
| FCF MarginFCF ÷ Revenue | -24.4% | +19.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | -0.9% | +11.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -8.4% | +11.9% |
Valuation Metrics
Evenly matched — SRE and DUK each lead in 2 of 4 comparable metrics.
Valuation Metrics
At 19.9x trailing earnings, DUK trades at a 33% valuation discount to SRE's 29.5x P/E.
| Metric | ||
|---|---|---|
| Market CapShares × price | $60.9B | $97.7B |
| Enterprise ValueMkt cap + debt − cash | $96.0B | $188.3B |
| Trailing P/EPrice ÷ TTM EPS | 29.55x | 19.90x |
| Forward P/EPrice ÷ next-FY EPS est. | 18.33x | 18.74x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.67x |
| EV / EBITDAEnterprise value multiple | — | 12.64x |
| Price / SalesMarket cap ÷ Revenue | 4.45x | 3.03x |
| Price / BookPrice ÷ Book value/share | 1.46x | 1.84x |
| Price / FCFMarket cap ÷ FCF | 13.35x | — |
Profitability & Efficiency
SRE leads this category, winning 4 of 5 comparable metrics.
Profitability & Efficiency
DUK delivers a 9.6% return on equity — every $100 of shareholder capital generates $10 in annual profit, vs $5 for SRE. SRE carries lower financial leverage with a 0.83x debt-to-equity ratio, signaling a more conservative balance sheet compared to DUK's 1.71x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +4.7% | +9.6% |
| ROA (TTM)Return on assets | +4.0% | +2.6% |
| ROICReturn on invested capital | — | +4.6% |
| ROCEReturn on capital employed | — | +5.0% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.83x | 1.71x |
| Net DebtTotal debt minus cash | $35.0B | $90.6B |
| Cash & Equiv.Liquid assets | $2M | $245M |
| Total DebtShort + long-term debt | $35.0B | $90.9B |
| Interest CoverageEBIT ÷ Interest expense | — | 2.57x |
Total Returns (Dividends Reinvested)
Evenly matched — SRE and DUK each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SRE five years ago would be worth $15,473 today (with dividends reinvested), compared to $14,516 for DUK. Over the past 12 months, SRE leads with a +28.2% total return vs DUK's +5.6%. The 3-year compound annual growth rate (CAGR) favors DUK at 11.8% vs SRE's 9.3% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +5.1% | +7.8% |
| 1-Year ReturnPast 12 months | +28.2% | +5.6% |
| 3-Year ReturnCumulative with dividends | +30.6% | +39.6% |
| 5-Year ReturnCumulative with dividends | +54.7% | +45.2% |
| 10-Year ReturnCumulative with dividends | +119.2% | +106.8% |
| CAGR (3Y)Annualised 3-year return | +9.3% | +11.8% |
Risk & Volatility
DUK leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
DUK is the less volatile stock with a -0.24 beta — it tends to amplify market swings less than SRE's 0.37 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.37x | -0.24x |
| 52-Week HighHighest price in past year | $101.03 | $134.49 |
| 52-Week LowLowest price in past year | $73.06 | $111.22 |
| % of 52W HighCurrent price vs 52-week peak | +92.7% | +93.3% |
| RSI (14)Momentum oscillator 0–100 | 48.9 | 46.7 |
| Avg Volume (50D)Average daily shares traded | 3.0M | 3.6M |
Analyst Outlook
Evenly matched — SRE and DUK each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates SRE as "Buy" and DUK as "Hold". Consensus price targets imply 14.2% upside for SRE (target: $107) vs 7.9% for DUK (target: $135). For income investors, DUK offers the higher dividend yield at 3.38% vs SRE's 2.62%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $107.00 | $135.44 |
| # AnalystsCovering analysts | 25 | 31 |
| Dividend YieldAnnual dividend ÷ price | +2.6% | +3.4% |
| Dividend StreakConsecutive years of raises | 11 | 1 |
| Dividend / ShareAnnual DPS | $2.46 | $4.25 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | 0.0% |
DUK leads in 2 of 6 categories (Income & Cash Flow, Risk & Volatility). SRE leads in 1 (Profitability & Efficiency). 3 tied.
SRE vs DUK: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SRE or DUK a better buy right now?
For growth investors, Duke Energy Corporation (DUK) is the stronger pick with 6.
2% revenue growth year-over-year, versus 5. 7% for Sempra (SRE). Duke Energy Corporation (DUK) offers the better valuation at 19. 9x trailing P/E (18. 7x forward), making it the more compelling value choice. Analysts rate Sempra (SRE) a "Buy" — based on 25 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — SRE or DUK?
On trailing P/E, Duke Energy Corporation (DUK) is the cheapest at 19.
9x versus Sempra at 29. 5x. On forward P/E, Sempra is actually cheaper at 18. 3x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — SRE or DUK?
Over the past 5 years, Sempra (SRE) delivered a total return of +54.
7%, compared to +45. 2% for Duke Energy Corporation (DUK). Over 10 years, the gap is even starker: SRE returned +119. 2% versus DUK's +106. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — SRE or DUK?
By beta (market sensitivity over 5 years), Duke Energy Corporation (DUK) is the lower-risk stock at -0.
24β versus Sempra's 0. 37β — meaning SRE is approximately -252% more volatile than DUK relative to the S&P 500. On balance sheet safety, Sempra (SRE) carries a lower debt/equity ratio of 83% versus 171% for Duke Energy Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — SRE or DUK?
By revenue growth (latest reported year), Duke Energy Corporation (DUK) is pulling ahead at 6.
2% versus 5. 7% for Sempra (SRE). On earnings-per-share growth, the picture is similar: Duke Energy Corporation grew EPS 10. 5% year-over-year, compared to -28. 3% for Sempra. Over a 3-year CAGR, DUK leads at 3. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — SRE or DUK?
Duke Energy Corporation (DUK) is the more profitable company, earning 15.
4% net margin versus 15. 1% for Sempra — meaning it keeps 15. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DUK leads at 26. 6% versus 15. 9% for SRE. At the gross margin level — before operating expenses — SRE leads at 52. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is SRE or DUK more undervalued right now?
On forward earnings alone, Sempra (SRE) trades at 18.
3x forward P/E versus 18. 7x for Duke Energy Corporation — 0. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SRE: 14. 2% to $107. 00.
08Which pays a better dividend — SRE or DUK?
All stocks in this comparison pay dividends.
Duke Energy Corporation (DUK) offers the highest yield at 3. 4%, versus 2. 6% for Sempra (SRE).
09Is SRE or DUK better for a retirement portfolio?
For long-horizon retirement investors, Duke Energy Corporation (DUK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
24), 3. 4% yield, +106. 8% 10Y return). Both have compounded well over 10 years (DUK: +106. 8%, SRE: +119. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between SRE and DUK?
Both stocks operate in the Utilities sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: SRE is a mid-cap quality compounder stock; DUK is a mid-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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