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SRE vs PSA

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

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

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

SRE vs PSA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

SRE vs PSA - Historical Returns

Returns include dividend reinvestment.

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

SRE vs PSA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

SRE vs PSA Drawdown Comparison

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

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

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

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

Correlation

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

0.98
-101

Dividend Comparison (1999 - 2026)

SRE vs PSA dividend yield comparison.

YearSREPSA
20261.50%1.84%
20252.92%4.62%
20242.83%4.01%
20233.18%3.93%
20222.96%7.55%
20213.33%2.14%
20203.28%3.46%
20192.56%3.76%
20183.31%3.95%
20173.08%3.83%
20163.37%3.27%
20152.98%2.62%
20142.37%3.03%
20132.81%3.42%
20123.38%3.04%
20113.49%2.71%
20102.97%3.01%
20092.79%2.70%
20084.03%3.52%
20072.00%2.72%
20062.14%2.05%
20052.59%2.81%
20042.73%3.23%
20033.33%4.15%
20024.23%5.57%
20014.07%5.06%
20004.30%6.09%
19992.24%0.97%

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