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Stock Comparison

SRE vs DUK

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
SRE
Sempra

Diversified Utilities

UtilitiesNYSE • US
Market Cap$60.94B
5Y Perf.+48.3%
DUK
Duke Energy Corporation

Regulated Electric

UtilitiesNYSE • US
Market Cap$97.70B
5Y Perf.+46.6%

SRE vs DUK — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
SRE logoSRE
DUK logoDUK
IndustryDiversified UtilitiesRegulated Electric
Market Cap$60.94B$97.70B
Revenue (TTM)$13.70B$33.29B
Net Income (TTM)$1.97B$5.14B
Gross Margin52.1%58.4%
Operating Margin15.9%27.0%
Forward P/E18.3x18.7x
Total Debt$35.02B$90.87B
Cash & Equiv.$2M$245M

SRE vs DUKLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

SRE
DUK
StockMay 20May 26Return
Sempra (SRE)100148.3+48.3%
Duke Energy Corpora… (DUK)100146.6+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.

Bottom line: SRE leads in 5 of 7 categories, making it the strongest pick for valuation and capital efficiency and capital preservation and lower volatility. Duke Energy Corporation is the stronger pick specifically for growth and revenue expansion and profitability and margin quality. As sector peers, any of these can serve as alternatives in the same allocation.
SRE
Sempra
The Long-Run Compounder

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)
Best for: long-term compounding and sleep-well-at-night
DUK
Duke Energy Corporation
The Income Pick

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
Best for: income & stability and growth exposure
See the full category breakdown
CategoryWinnerWhy
GrowthDUK logoDUK6.2% revenue growth vs SRE's 5.7%
ValueSRE logoSRELower P/E (18.3x vs 18.7x)
Quality / MarginsDUK logoDUK15.4% margin vs SRE's 14.4%
Stability / SafetySRE logoSRELower D/E ratio (83.4% vs 171.4%)
DividendsSRE logoSRE2.6% yield, 11-year raise streak, vs DUK's 3.4%
Momentum (1Y)SRE logoSRE+28.2% vs DUK's +5.6%
Efficiency (ROA)SRE logoSRE4.0% ROA vs DUK's 2.6%

SRE vs DUK — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

SRESempra
FY 2024
So Cal Gas Segment
61.8%$7.3B
Electricity
38.2%$4.5B
DUKDuke Energy Corporation
FY 2025
Other Revenues
100.0%$1.7B

SRE vs DUK — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLDUKLAGGINGSRE

Income & Cash Flow (Last 12 Months)

DUK leads this category, winning 6 of 6 comparable metrics.

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.

MetricSRE logoSRESempraDUK logoDUKDuke Energy Corpo…
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%
DUK leads this category, winning 6 of 6 comparable metrics.

Valuation Metrics

Evenly matched — SRE and DUK each lead in 2 of 4 comparable metrics.

At 19.9x trailing earnings, DUK trades at a 33% valuation discount to SRE's 29.5x P/E.

MetricSRE logoSRESempraDUK logoDUKDuke Energy Corpo…
Market CapShares × price$60.9B$97.7B
Enterprise ValueMkt cap + debt − cash$96.0B$188.3B
Trailing P/EPrice ÷ TTM EPS29.55x19.90x
Forward P/EPrice ÷ next-FY EPS est.18.33x18.74x
PEG RatioP/E ÷ EPS growth rate0.67x
EV / EBITDAEnterprise value multiple12.64x
Price / SalesMarket cap ÷ Revenue4.45x3.03x
Price / BookPrice ÷ Book value/share1.46x1.84x
Price / FCFMarket cap ÷ FCF13.35x
Evenly matched — SRE and DUK each lead in 2 of 4 comparable metrics.

Profitability & Efficiency

SRE leads this category, winning 4 of 5 comparable metrics.

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.

MetricSRE logoSRESempraDUK logoDUKDuke Energy Corpo…
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 0–955
Debt / EquityFinancial leverage0.83x1.71x
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 expense2.57x
SRE leads this category, winning 4 of 5 comparable metrics.

Total Returns (Dividends Reinvested)

Evenly matched — SRE and DUK each lead in 3 of 6 comparable metrics.

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.

MetricSRE logoSRESempraDUK logoDUKDuke Energy Corpo…
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%
Evenly matched — SRE and DUK each lead in 3 of 6 comparable metrics.

Risk & Volatility

DUK leads this category, winning 2 of 2 comparable metrics.

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.

MetricSRE logoSRESempraDUK logoDUKDuke Energy Corpo…
Beta (5Y)Sensitivity to S&P 5000.37x-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 0–10048.946.7
Avg Volume (50D)Average daily shares traded3.0M3.6M
DUK leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

Evenly matched — SRE and DUK each lead in 1 of 2 comparable metrics.

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%.

MetricSRE logoSRESempraDUK logoDUKDuke Energy Corpo…
Analyst RatingConsensus buy/hold/sellBuyHold
Price TargetConsensus 12-month target$107.00$135.44
# AnalystsCovering analysts2531
Dividend YieldAnnual dividend ÷ price+2.6%+3.4%
Dividend StreakConsecutive years of raises111
Dividend / ShareAnnual DPS$2.46$4.25
Buyback YieldShare repurchases ÷ mkt cap+0.1%0.0%
Evenly matched — SRE and DUK each lead in 1 of 2 comparable metrics.
Key Takeaway

DUK leads in 2 of 6 categories (Income & Cash Flow, Risk & Volatility). SRE leads in 1 (Profitability & Efficiency). 3 tied.

Best OverallDuke Energy Corporation (DUK)Leads 2 of 6 categories
Loading custom metrics...

SRE vs DUK: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is 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.

02

Which 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.

03

Which 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.

04

Which 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.

05

Which 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.

06

Which 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.

07

Is 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.

08

Which 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).

09

Is 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.

10

What 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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SRE

Income & Dividend Stock

  • Sector: Utilities
  • Market Cap > $100B
  • Net Margin > 8%
  • Dividend Yield > 1.0%
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DUK

Income & Dividend Stock

  • Sector: Utilities
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 9%
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Beat Both

Find stocks that outperform SRE and DUK on the metrics below

Revenue Growth>
%
(SRE: -0.9% · DUK: 11.3%)
Net Margin>
%
(SRE: 14.4% · DUK: 15.4%)
P/E Ratio<
x
(SRE: 29.5x · DUK: 19.9x)

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