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AFL vs SRE

Comparison between Aflac Inc (AFL, Company) and Sempra (SRE, Company).

AFL is from the Financial Services sector, while SRE is from the Utilities sector.

5-Year PerformanceAFL has outperformed SRE, delivering a return of +18.7% compared to +9.4%

AFL vs SRE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AFL
$60B
SRE
$60B
Max Drawdown
AFL
83.16%
Winner
SRE
45.00%
Sharpe Ratio
AFL
0.68
Winner
SRE
0.87
5Y Beta
Winner
AFL
0.41
SRE
0.55
Industry
AFL
Insurance - Life
SRE
Utilities - Diversified
P/E Ratio
Winner
AFL
18.64
SRE
30.51
Forward P/E
Winner
AFL
14.53
SRE
17.79
PEG Ratio
AFL
1.18
Winner
SRE
0.82
Dividend Yield
AFL
1.98%
Winner
SRE
2.83%
5Y Dividends CAGR
Winner
AFL
19.40%
SRE
9.15%
5Y EPS CAGR
AFL
6.75%
Winner
SRE
41.00%
Debt to Equity
Winner
AFL
0.00%
SRE
11.50%
Free Cash Flow Yield
AFL
4.90%
Winner
SRE
8.19%
P/S Ratio
Winner
AFL
3.29
SRE
4.41
P/B Ratio
AFL
2.01
Winner
SRE
1.85

AFL vs SRE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AFL
+2.09%
SRE
-1.72%
3M
Winner
AFL
+3.83%
SRE
-1.46%
6M
Winner
AFL
+7.25%
SRE
+0.38%
1Y
AFL
+16.19%
Winner
SRE
+22.77%
5Y(CAGR)
Winner
AFL
+18.71%
SRE
+9.38%
10Y(CAGR)
Winner
AFL
+15.76%
SRE
+9.26%
Max(CAGR)
AFL
+11.08%
Winner
SRE
+12.22%

AFL vs SRE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAFLSRE
2026+7.97%+2.76%
2025+10.10%+4.64%
2024+26.88%+19.37%
2023+17.97%+0.52%
2022+26.62%+20.55%
2021+38.54%+10.51%
2020-14.31%-11.41%
2019+18.66%+45.90%
2018+5.98%+6.02%
2017+28.68%+8.89%
2016+20.56%+11.55%
2015+0.53%-13.73%
2014-5.09%+29.16%
2013+26.65%+28.11%
2012+21.80%+34.25%
2011-22.83%+8.78%
2010+21.43%-3.23%
2009+3.45%+32.10%
2008-24.69%-28.19%
2007+37.49%+11.24%
2006-0.03%+24.49%
2005+18.11%+26.93%
2004+11.44%+24.99%
2003+15.58%+27.88%
2002+27.66%-0.28%
2001-28.97%+13.56%
2000+62.34%+41.23%
1999-3.68%-13.13%

AFL vs SRE Drawdown Comparison

The maximum drawdown for AFL was -82.69%, occurring on Mar 9, 2009. Recovery took 1315 trading sessions.

The maximum drawdown for SRE was -45.00%, occurring on Mar 16, 2020. Recovery took 528 trading sessions.

The current AFL drawdown is -0.23%. The current SRE drawdown is -8.22%.

RankAFLSRE
#1-82.69%
Apr 28, 2008 - Jul 18, 2013
-45.00%
Jan 30, 2020 - Mar 4, 2022
#2-54.88%
Jul 12, 2019 - May 3, 2021
-41.89%
Apr 25, 2007 - Jan 25, 2012
#3-36.63%
Oct 31, 2000 - Oct 27, 2003
-40.77%
May 11, 2001 - Apr 14, 2003
#4-36.21%
Nov 16, 1999 - Aug 1, 2000
-31.62%
Nov 25, 2024 - Oct 6, 2025
#5-19.87%
Apr 20, 2022 - Nov 1, 2022
-24.93%
Nov 29, 2000 - Apr 5, 2001
#6-16.56%
Jan 6, 2023 - Aug 2, 2023
-22.76%
Dec 29, 2014 - Jun 29, 2016
#7-15.82%
Dec 1, 2015 - Apr 12, 2016
-22.72%
Sep 12, 2022 - Sep 3, 2024
#8-15.53%
Dec 27, 2013 - Aug 10, 2015
-19.22%
Apr 20, 2022 - Sep 7, 2022
#9-14.84%
Apr 30, 2004 - Jun 1, 2005
-16.68%
Jul 6, 2016 - Mar 22, 2017
#10-14.48%
Aug 18, 2015 - Nov 18, 2015
-16.30%
Nov 14, 2017 - Dec 14, 2018
#11-13.93%
Nov 17, 2005 - Feb 7, 2007
-16.00%
Nov 2, 1999 - Aug 17, 2000
#12-13.55%
Oct 4, 2024 - Oct 6, 2025
-13.92%
Oct 3, 2003 - Jan 16, 2004
#13-13.20%
Sep 21, 2018 - Feb 1, 2019
-12.74%
Oct 3, 2005 - Jan 13, 2006
#14-12.48%
Oct 5, 2000 - Oct 27, 2000
-12.23%
Oct 12, 2004 - Nov 18, 2004
#15-11.12%
Jan 30, 2024 - Mar 27, 2024
-10.43%
Feb 22, 2006 - Jul 27, 2006

Correlation

Correlation between AFL and SRE is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

AFL vs SRE dividend yield comparison.

YearAFLSRE
20261.04%0.72%
20252.10%2.92%
20241.93%2.83%
20232.04%3.18%
20222.22%2.96%
20212.26%3.33%
20202.52%3.28%
20192.04%2.56%
20182.28%3.31%
20171.98%3.08%
20162.39%3.37%
20152.64%2.98%
20142.46%2.37%
20132.13%2.81%
20122.52%3.38%
20112.84%3.49%
20102.02%2.97%
20092.42%2.79%
20082.09%4.03%
20071.28%2.00%
20061.20%2.14%
20050.95%2.59%
20040.95%2.73%
20030.83%3.33%
20020.76%4.23%
20010.78%4.07%
20000.46%4.30%
19990.16%2.24%

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