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Sempra SRE

equity

Price History

The shaded fan is where this price has historically travelled over the months after a close like today’s. It is not a forecast: it has no view on direction, only on distance.

$59.94$72.35$84.76$97.17
2021-102026-09 · $81.31

Over 3 months from Sep 2026, roughly two-thirds of past moves landed between $73.87 and $89.49; nine in ten between $69.44 and $95.21.

Tested against this asset’s own history: across 325 past 3-month windows, the price actually landed inside the two-thirds band 71% of the time. The gap from 68% is the model’s error — real returns have fatter tails than the maths assumes, so the band gets breached more often than it claims.

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-39.8%-26.5%-13.3%0.0%
1998-062026-09 · -16.3%

Worst drawdown: −40%, peaking Jun 1998 and bottoming Mar 2000 — 60 months below the prior high before recovering.

DCA Backtest

Invested
$34,000
Value today
$105,414
Return
+210.0%
Months invested
340

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $50,763 today, so the real (inflation-adjusted) return is +107.7%.

Lump sum instead — $34,000 all at once in Jun 1998: $198,798 (+484.7%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Mar 2026): $639.44 on $700 invested (-8.7%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1998-06: +210.0%

About Sempra

Sempra is a North American public utility holding company based in San Diego, California. The company is one of the largest utility holding companies in the United States, with nearly 40 million consumers. Sempra's focus is on electric and natural gas infrastructure. Its operating companies include Southern California Gas Company (SoCalGas) and San Diego Gas & Electric (SDGE) in Southern California; Oncor Electric Equipment Delivery Company in Texas; and Sempra Infrastructure, with offices in California and Texas. (Wikipedia)

It's a listed company categorised under utilities and multi-utilities, with a market cap of about $53.2B.

It rates Medium-Low Risk at 2.0/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: earnings quality (3.0/5) and sector / regulatory (3.0/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(2.0/5)80% rated

How these ratings work

Market / Volatility1.7/5 · weight 20%
  • Annualised volatility (3yr)2/519.2
  • Max drawdown from ATH2/539.8
  • Beta vs S&P 5001/50.46
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5342.1m
  • Float % of shares outstandingnot yet researched
Leverage / Financial2.0/5 · weight 20%
  • Debt / equity2/51.1
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality3.0/5 · weight 15%
  • 3yr EPS volatility3/521.3
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory3.0/5 · weight 10%
  • Sector regulatory exposure3/5elevated

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.