O vs SRE
Comparison between Realty Income Corp (O, Company) and Sempra (SRE, Company).
O is from the Real Estate sector, while SRE is from the Utilities sector.
5-Year PerformanceSRE has outperformed O, delivering a return of +10.9% compared to +4.1%
O vs SRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
O vs SRE - Historical Returns
Returns include dividend reinvestment.
O vs SRE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | O | SRE |
|---|---|---|
| 2026 | +15.88% | +6.03% |
| 2025 | +13.36% | +4.64% |
| 2024 | -4.03% | +19.37% |
| 2023 | -5.13% | +0.52% |
| 2022 | -6.85% | +20.55% |
| 2021 | +28.78% | +10.51% |
| 2020 | -10.15% | -11.41% |
| 2019 | +23.43% | +45.90% |
| 2018 | +16.75% | +6.02% |
| 2017 | +3.66% | +8.89% |
| 2016 | +16.80% | +11.55% |
| 2015 | +11.26% | -13.73% |
| 2014 | +34.27% | +29.16% |
| 2013 | -4.45% | +28.11% |
| 2012 | +20.80% | +34.25% |
| 2011 | +6.34% | +8.78% |
| 2010 | +38.29% | -3.23% |
| 2009 | +26.00% | +32.10% |
| 2008 | -1.64% | -28.19% |
| 2007 | +3.21% | +11.24% |
| 2006 | +32.46% | +24.49% |
| 2005 | -8.48% | +26.93% |
| 2004 | +33.61% | +24.99% |
| 2003 | +20.64% | +27.88% |
| 2002 | +27.95% | -0.28% |
| 2001 | +30.39% | +13.56% |
| 2000 | +31.81% | +41.23% |
| 1999 | -7.54% | -13.13% |
O vs SRE Drawdown Comparison
The maximum drawdown for O was -48.39%, occurring on Mar 6, 2009. Recovery took 329 trading sessions.
The maximum drawdown for SRE was -45.00%, occurring on Mar 16, 2020. Recovery took 528 trading sessions.
The current O drawdown is -2.52%. The current SRE drawdown is -5.30%.
| Rank | O | SRE |
|---|---|---|
| #1 | -48.39% Sep 18, 2008 - Jan 8, 2010 | -45.00% Jan 30, 2020 - Mar 4, 2022 |
| #2 | -48.28% Feb 21, 2020 - Apr 14, 2022 | -41.89% Apr 25, 2007 - Jan 25, 2012 |
| #3 | -34.49% Aug 15, 2022 - Feb 4, 2026 | -40.77% May 11, 2001 - Apr 14, 2003 |
| #4 | -31.37% May 17, 2013 - Jan 7, 2015 | -31.62% Nov 25, 2024 - Oct 6, 2025 |
| #5 | -29.65% Aug 1, 2016 - Dec 6, 2018 | -24.93% Nov 29, 2000 - Apr 5, 2001 |
| #6 | -28.76% Nov 13, 2007 - Sep 18, 2008 | -22.76% Dec 29, 2014 - Jun 29, 2016 |
| #7 | -21.26% Apr 28, 2011 - Dec 22, 2011 | -22.72% Sep 12, 2022 - Sep 3, 2024 |
| #8 | -20.50% Jun 28, 2002 - Dec 11, 2002 | -19.22% Apr 20, 2022 - Sep 7, 2022 |
| #9 | -20.34% Feb 7, 2007 - Oct 2, 2007 | -16.68% Jul 6, 2016 - Mar 22, 2017 |
| #10 | -19.10% Jan 29, 2015 - Jan 19, 2016 | -16.30% Nov 14, 2017 - Dec 14, 2018 |
| #11 | -18.39% Mar 31, 2004 - Aug 27, 2004 | -16.00% Nov 2, 1999 - Aug 17, 2000 |
| #12 | -15.90% Jun 17, 2005 - Mar 16, 2006 | -13.92% Oct 3, 2003 - Jan 16, 2004 |
| #13 | -15.60% Apr 20, 2022 - Jul 29, 2022 | -12.74% Oct 3, 2005 - Jan 13, 2006 |
| #14 | -13.90% Apr 29, 2010 - Sep 2, 2010 | -12.65% Apr 9, 2026 - Jun 1, 2026 |
| #15 | -13.24% Mar 17, 2006 - Aug 24, 2006 | -12.23% Oct 12, 2004 - Nov 18, 2004 |
Correlation
Correlation between O and SRE is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
O vs SRE dividend yield comparison.
| Year | O | SRE |
|---|---|---|
| 2026 | 2.51% | 1.79% |
| 2025 | 6.19% | 2.92% |
| 2024 | 5.37% | 2.83% |
| 2023 | 5.33% | 3.18% |
| 2022 | 4.68% | 2.96% |
| 2021 | 3.87% | 3.33% |
| 2020 | 4.51% | 3.28% |
| 2019 | 3.69% | 2.56% |
| 2018 | 4.19% | 3.31% |
| 2017 | 4.45% | 3.08% |
| 2016 | 4.18% | 3.37% |
| 2015 | 4.41% | 2.98% |
| 2014 | 4.60% | 2.37% |
| 2013 | 5.83% | 2.81% |
| 2012 | 4.42% | 3.38% |
| 2011 | 4.97% | 3.49% |
| 2010 | 5.04% | 2.97% |
| 2009 | 6.59% | 2.79% |
| 2008 | 7.20% | 4.03% |
| 2007 | 5.81% | 2.00% |
| 2006 | 5.23% | 2.14% |
| 2005 | 6.26% | 2.59% |
| 2004 | 4.73% | 2.73% |
| 2003 | 5.92% | 3.33% |
| 2002 | 6.60% | 4.23% |
| 2001 | 7.64% | 4.07% |
| 2000 | 8.70% | 4.30% |
| 1999 | 1.73% | 2.24% |
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