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IMO vs SRE

Comparison between Imperial Oil Ltd (IMO, Company) and Sempra (SRE, Company).

IMO is from the Energy sector, while SRE is from the Utilities sector.

5-Year PerformanceIMO has outperformed SRE, delivering a return of +40.0% compared to +10.8%

IMO vs SRE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
IMO
$61B
SRE
$61B
Max Drawdown
IMO
87.31%
Winner
SRE
45.00%
Sharpe Ratio
Winner
IMO
1.64
SRE
0.87
5Y Beta
IMO
0.56
Winner
SRE
0.53
Industry
IMO
Oil & Gas Integrated
SRE
Utilities - Diversified
P/E Ratio
Winner
IMO
29.31
SRE
31.05
Forward P/E
Winner
IMO
14.14
SRE
17.67
PEG Ratio
IMO
5.18
Winner
SRE
0.81
Dividend Yield
IMO
2.44%
Winner
SRE
2.86%
5Y Dividends CAGR
Winner
IMO
30.97%
SRE
11.26%
5Y EPS CAGR
IMO
N/A
SRE
41.00%
Debt to Equity
IMO
15.24%
Winner
SRE
11.50%
Free Cash Flow Yield
IMO
7.10%
Winner
SRE
8.05%
P/S Ratio
Winner
IMO
1.33
SRE
4.37
P/B Ratio
IMO
3.75
Winner
SRE
1.84

IMO vs SRE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IMO
+14.20%
SRE
+0.98%
3M
Winner
IMO
+3.81%
SRE
+0.86%
6M
Winner
IMO
+28.22%
SRE
+10.13%
1Y
Winner
IMO
+56.13%
SRE
+19.34%
5Y(CAGR)
Winner
IMO
+40.03%
SRE
+10.80%
10Y(CAGR)
Winner
IMO
+18.35%
SRE
+8.55%
Max(CAGR)
Winner
IMO
+13.20%
SRE
+12.25%

IMO vs SRE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIMOSRE
2026+45.70%+5.51%
2025+41.74%+4.64%
2024+9.09%+19.37%
2023+27.35%+0.52%
2022+36.15%+20.55%
2021+91.82%+10.51%
2020-25.77%-11.41%
2019+6.21%+45.90%
2018-18.21%+6.02%
2017-9.06%+8.89%
2016+10.11%+11.55%
2015-22.54%-13.73%
2014-0.22%+29.16%
2013+3.79%+28.11%
2012-4.51%+34.25%
2011+8.45%+8.78%
2010+3.90%-3.23%
2009+11.86%+32.10%
2008-38.08%-28.19%
2007+54.84%+11.24%
2006+7.20%+24.49%
2005+73.66%+26.93%
2004+33.66%+24.99%
2003+56.95%+27.88%
2002+8.31%-0.28%
2001+9.16%+13.56%
2000+28.40%+41.23%
1999-6.96%-13.13%

IMO vs SRE Drawdown Comparison

The maximum drawdown for IMO was -84.82%, occurring on Mar 18, 2020. Recovery took 3492 trading sessions.

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

The current IMO drawdown is -6.66%. The current SRE drawdown is -5.76%.

RankIMOSRE
#1-84.82%
May 20, 2008 - Apr 1, 2022
-45.00%
Jan 30, 2020 - Mar 4, 2022
#2-29.71%
Jun 8, 2022 - Nov 11, 2022
-41.89%
Apr 25, 2007 - Jan 25, 2012
#3-28.45%
Oct 3, 2005 - Aug 7, 2006
-40.77%
May 11, 2001 - Apr 14, 2003
#4-23.60%
Dec 1, 1999 - May 3, 2000
-31.62%
Nov 25, 2024 - Oct 6, 2025
#5-22.93%
Oct 7, 2024 - Jun 12, 2025
-24.93%
Nov 29, 2000 - Apr 5, 2001
#6-22.39%
Aug 9, 2006 - May 7, 2007
-22.76%
Dec 29, 2014 - Jun 29, 2016
#7-22.24%
Nov 11, 2022 - Aug 30, 2023
-22.72%
Sep 12, 2022 - Sep 3, 2024
#8-20.85%
May 17, 2002 - Feb 20, 2003
-19.22%
Apr 20, 2022 - Sep 7, 2022
#9-20.52%
Nov 6, 2007 - Apr 16, 2008
-16.68%
Jul 6, 2016 - Mar 22, 2017
#10-20.46%
Jul 18, 2007 - Sep 18, 2007
-16.30%
Nov 14, 2017 - Dec 14, 2018
#11-19.37%
May 18, 2026 - Jul 1, 2026
-16.00%
Nov 2, 1999 - Aug 17, 2000
#12-17.60%
Sep 15, 2000 - Apr 26, 2001
-13.92%
Oct 3, 2003 - Jan 16, 2004
#13-17.30%
Apr 4, 2005 - Jun 13, 2005
-12.74%
Oct 3, 2005 - Jan 13, 2006
#14-16.52%
Nov 18, 2025 - Jan 23, 2026
-12.65%
Apr 9, 2026 - Jun 1, 2026
#15-14.36%
Aug 26, 2024 - Oct 4, 2024
-12.23%
Oct 12, 2004 - Nov 18, 2004

Correlation

Correlation between IMO and SRE is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (1999 - 2026)

IMO vs SRE dividend yield comparison.

YearIMOSRE
20260.98%1.80%
20252.40%2.92%
20242.84%2.83%
20232.73%3.18%
20222.30%2.96%
20212.28%3.33%
20203.50%3.28%
20192.41%2.56%
20182.36%3.31%
20172.02%3.08%
20161.70%3.37%
20151.66%2.98%
20141.21%2.37%
20131.11%2.81%
20121.12%3.38%
20110.99%3.49%
20101.06%2.97%
20091.03%2.79%
20081.13%4.03%
20070.64%2.00%
20060.87%2.14%
20050.94%2.59%
20041.48%2.73%
20031.96%3.33%
20022.93%4.23%
20012.96%4.07%
20001.98%4.30%
19990.90%2.24%

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