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PSA vs SRE

Comparison between Public Storage. (PSA, Company) and Sempra (SRE, Company).

PSA is from the Real Estate sector, while SRE is from the Utilities sector.

5-Year PerformanceSRE has outperformed PSA, delivering a return of +9.2% compared to +5.6%

PSA vs SRE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
PSA
$58B
Winner
SRE
$58B
Max Drawdown
PSA
58.32%
Winner
SRE
45.00%
Sharpe Ratio
Winner
PSA
0.91
SRE
0.41
5Y Beta
Winner
PSA
0.41
SRE
0.53
Industry
PSA
Reit - Industrial
SRE
Utilities - Diversified
P/E Ratio
PSA
30.51
Winner
SRE
29.63
Forward P/E
PSA
33.44
Winner
SRE
17.27
PEG Ratio
PSA
19.12
Winner
SRE
0.81
Dividend Yield
Winner
PSA
3.78%
SRE
2.89%
5Y Dividends CAGR
PSA
8.45%
Winner
SRE
8.95%
5Y EPS CAGR
PSA
6.79%
Winner
SRE
41.00%
Debt to Equity
PSA
110.77%
Winner
SRE
11.50%
Free Cash Flow Yield
PSA
5.48%
Winner
SRE
8.43%
P/S Ratio
PSA
12.63
Winner
SRE
4.28
P/B Ratio
PSA
12.66
Winner
SRE
1.84

PSA vs SRE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PSA
-1.13%
SRE
-5.73%
3M
Winner
PSA
+11.37%
SRE
-6.39%
6M
Winner
PSA
+18.89%
SRE
+2.25%
1Y
Winner
PSA
+21.01%
SRE
+8.76%
5Y(CAGR)
PSA
+5.56%
Winner
SRE
+9.23%
10Y(CAGR)
PSA
+7.61%
Winner
SRE
+8.12%
Max(CAGR)
Winner
PSA
+14.45%
SRE
+11.98%

PSA vs SRE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPSASRE
2026+28.60%-0.84%
2025-8.78%+4.64%
2024-0.17%+19.37%
2023+16.10%+0.52%
2022-18.18%+20.55%
2021+74.74%+10.51%
2020+13.38%-11.41%
2019+13.08%+45.90%
2018+1.94%+6.02%
2017-2.90%+8.89%
2016-5.63%+11.55%
2015+36.58%-13.73%
2014+28.17%+29.16%
2013+6.58%+28.11%
2012+10.70%+34.25%
2011+33.97%+8.78%
2010+30.66%-3.23%
2009+11.35%+32.10%
2008+11.41%-28.19%
2007-24.14%+11.24%
2006+42.73%+24.49%
2005+26.12%+26.93%
2004+31.37%+24.99%
2003+39.75%+27.88%
2002+0.71%-0.28%
2001+45.70%+13.56%
2000+13.71%+41.23%
1999-5.97%-13.13%

PSA vs SRE Drawdown Comparison

The maximum drawdown for PSA was -55.68%, occurring on Mar 5, 2009. Recovery took 900 trading sessions.

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

The current PSA drawdown is -5.05%. The current SRE drawdown is -11.43%.

RankPSASRE
#1-55.68%
Feb 8, 2007 - Sep 3, 2010
-45.00%
Jan 30, 2020 - Mar 4, 2022
#2-37.94%
Apr 20, 2022 - Oct 25, 2023
-41.89%
Apr 25, 2007 - Jan 25, 2012
#3-37.66%
Aug 30, 2019 - Apr 1, 2021
-40.77%
May 11, 2001 - Apr 14, 2003
#4-30.45%
Apr 4, 2016 - Jul 3, 2019
-31.62%
Nov 25, 2024 - Oct 6, 2025
#5-23.85%
Apr 15, 2002 - Jul 30, 2003
-24.93%
Nov 29, 2000 - Apr 5, 2001
#6-18.65%
Apr 2, 2004 - Aug 18, 2004
-22.76%
Dec 29, 2014 - Jun 29, 2016
#7-18.31%
Aug 1, 2000 - Jan 19, 2001
-22.72%
Sep 12, 2022 - Sep 3, 2024
#8-17.41%
Nov 3, 1999 - Jul 11, 2000
-19.22%
Apr 20, 2022 - Sep 7, 2022
#9-17.17%
Jul 22, 2011 - Aug 30, 2011
-16.68%
Jul 6, 2016 - Mar 22, 2017
#10-14.20%
Mar 15, 2006 - Aug 3, 2006
-16.30%
Nov 14, 2017 - Dec 14, 2018
#11-13.96%
Sep 16, 2011 - Oct 24, 2011
-16.00%
Nov 2, 1999 - Aug 17, 2000
#12-13.73%
Oct 25, 2013 - Apr 8, 2014
-13.92%
Oct 3, 2003 - Jan 16, 2004
#13-12.29%
May 21, 2013 - Sep 18, 2013
-12.74%
Oct 3, 2005 - Jan 13, 2006
#14-11.13%
Sep 9, 2005 - Nov 15, 2005
-12.65%
Apr 9, 2026 - Jun 1, 2026
#15-10.30%
May 2, 2012 - Jun 29, 2012
-12.23%
Oct 12, 2004 - Nov 18, 2004

Correlation

Correlation between PSA and SRE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

PSA vs SRE dividend yield comparison.

YearPSASRE
20261.84%1.50%
20254.62%2.92%
20244.01%2.83%
20233.93%3.18%
20227.55%2.96%
20212.14%3.33%
20203.46%3.28%
20193.76%2.56%
20183.95%3.31%
20173.83%3.08%
20163.27%3.37%
20152.62%2.98%
20143.03%2.37%
20133.42%2.81%
20123.04%3.38%
20112.71%3.49%
20103.01%2.97%
20092.70%2.79%
20083.52%4.03%
20072.72%2.00%
20062.05%2.14%
20052.81%2.59%
20043.23%2.73%
20034.15%3.33%
20025.57%4.23%
20015.06%4.07%
20006.09%4.30%
19990.97%2.24%

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