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