NU vs SRE
Comparison between Nu Holdings Ltd Class A (NU, Company) and Sempra (SRE, Company).
NU is from the Financial Services sector, while SRE is from the Utilities sector.
5-Year PerformanceSRE has outperformed NU, delivering a return of +10.0% compared to +4.2%
NU vs SRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NU vs SRE - Historical Returns
Returns include dividend reinvestment.
NU vs SRE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NU | SRE |
|---|---|---|
| 2026 | -26.79% | +4.49% |
| 2025 | +57.48% | +4.64% |
| 2024 | +27.43% | +19.37% |
| 2023 | +133.99% | +0.52% |
| 2022 | -59.22% | +20.55% |
| 2021 | -9.20% | +10.51% |
| 2020 | N/A | -11.41% |
| 2019 | N/A | +45.90% |
| 2018 | N/A | +6.02% |
| 2017 | N/A | +8.89% |
| 2016 | N/A | +11.55% |
| 2015 | N/A | -13.73% |
| 2014 | N/A | +29.16% |
| 2013 | N/A | +28.11% |
| 2012 | N/A | +34.25% |
| 2011 | N/A | +8.78% |
| 2010 | N/A | -3.23% |
| 2009 | N/A | +32.10% |
| 2008 | N/A | -28.19% |
| 2007 | N/A | +11.24% |
| 2006 | N/A | +24.49% |
| 2005 | N/A | +26.93% |
| 2004 | N/A | +24.99% |
| 2003 | N/A | +27.88% |
| 2002 | N/A | -0.28% |
| 2001 | N/A | +13.56% |
| 2000 | N/A | +41.23% |
| 1999 | N/A | -13.13% |
NU vs SRE Drawdown Comparison
The maximum drawdown for NU was -72.07%, occurring on Jun 16, 2022. Recovery took 570 trading sessions.
The maximum drawdown for SRE was -45.00%, occurring on Mar 16, 2020. Recovery took 528 trading sessions.
The current NU drawdown is -33.58%. The current SRE drawdown is -6.67%.
| Rank | NU | SRE |
|---|---|---|
| #1 | -72.07% Dec 10, 2021 - Mar 20, 2024 | -45.00% Jan 30, 2020 - Mar 4, 2022 |
| #2 | -39.58% Nov 11, 2024 - Sep 15, 2025 | -41.89% Apr 25, 2007 - Jan 25, 2012 |
| #3 | -38.17% Jan 28, 2026 - Jun 8, 2026 | -40.77% May 11, 2001 - Apr 14, 2003 |
| #4 | -21.13% Jul 16, 2024 - Aug 15, 2024 | -31.62% Nov 25, 2024 - Oct 6, 2025 |
| #5 | -14.45% Mar 22, 2024 - Jun 25, 2024 | -24.93% Nov 29, 2000 - Apr 5, 2001 |
| #6 | -13.47% Sep 17, 2024 - Oct 28, 2024 | -22.76% Dec 29, 2014 - Jun 29, 2016 |
| #7 | -10.14% Dec 4, 2025 - Jan 5, 2026 | -22.72% Sep 12, 2022 - Sep 3, 2024 |
| #8 | -9.63% Sep 22, 2025 - Nov 11, 2025 | -19.22% Apr 20, 2022 - Sep 7, 2022 |
| #9 | -8.84% Oct 30, 2024 - Nov 11, 2024 | -16.68% Jul 6, 2016 - Mar 22, 2017 |
| #10 | -8.48% Aug 30, 2024 - Sep 17, 2024 | -16.30% Nov 14, 2017 - Dec 14, 2018 |
| #11 | -7.69% Jan 5, 2026 - Jan 22, 2026 | -16.00% Nov 2, 1999 - Aug 17, 2000 |
| #12 | -6.53% Nov 11, 2025 - Nov 25, 2025 | -13.92% Oct 3, 2003 - Jan 16, 2004 |
| #13 | -4.41% Jun 27, 2024 - Jul 9, 2024 | -12.74% Oct 3, 2005 - Jan 13, 2006 |
| #14 | -3.20% Aug 27, 2024 - Aug 30, 2024 | -12.65% Apr 9, 2026 - Jun 1, 2026 |
| #15 | -1.66% Aug 19, 2024 - Aug 26, 2024 | -12.23% Oct 12, 2004 - Nov 18, 2004 |
Correlation
Correlation between NU and SRE is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Select Stocks to Compare
More Comparisons
Compare with similar stocks