SRE vs RACE

Comparison between Sempra (SRE, Company) and Ferrari N.V. (RACE, Company).

SRE is from the Utilities sector, while RACE is from the Consumer Cyclical sector.

5-Year PerformanceRACE has outperformed SRE, delivering a return of +12.4% compared to +9.2%

SRE vs RACE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SRE(COMPANY)	RACE(COMPANY)
Market Cap	$61B	$60B
Max Drawdown	45.00%	43.61%
Sharpe Ratio	1.03	-0.89
5Y Beta	0.55	0.74
Industry	Utilities - Diversified	Auto Manufacturers
P/E Ratio	33.26	32.63
Forward P/E	18.25	29.76
PEG Ratio	0.84	2.43
Dividend Yield	2.73%	1.24%
5Y Dividends CAGR	9.15%	71.35%
5Y EPS CAGR	35.01%	21.77%
Debt to Equity	13.19%	73.82%
Free Cash Flow Yield	7.47%	5.11%
P/S Ratio	4.47	8.23
P/B Ratio	1.95	13.05

Market Cap

Winner

SRE

$61B

RACE

$60B

Max Drawdown

SRE

45.00%

Winner

RACE

43.61%

Sharpe Ratio

Winner

SRE

1.03

RACE

-0.89

5Y Beta

Winner

SRE

0.55

RACE

0.74

Industry

SRE

Utilities - Diversified

RACE

Auto Manufacturers

P/E Ratio

SRE

33.26

Winner

RACE

32.63

Forward P/E

Winner

SRE

18.25

RACE

29.76

PEG Ratio

Winner

SRE

0.84

RACE

2.43

Dividend Yield

Winner

SRE

2.73%

RACE

1.24%

5Y Dividends CAGR

SRE

9.15%

Winner

RACE

71.35%

5Y EPS CAGR

Winner

SRE

35.01%

RACE

21.77%

Debt to Equity

Winner

SRE

13.19%

RACE

73.82%

Free Cash Flow Yield

Winner

SRE

7.47%

RACE

5.11%

P/S Ratio

Winner

SRE

4.47

RACE

8.23

P/B Ratio

Winner

SRE

1.95

RACE

13.05

SRE vs RACE - Historical Returns

Returns include dividend reinvestment.

Period	SRE	RACE
1 month	-7.42%	-1.04%
3 months	+5.36%	+3.43%
6 months	-0.94%	-15.88%
1 year	+24.48%	-27.68%
5 years(CAGR)	+9.24%	+12.42%
10 years(CAGR)	+9.16%	+24.31%
Max(CAGR)	+12.24%	+20.05%

SRE

-7.42%

Winner

RACE

-1.04%

Winner

SRE

+5.36%

RACE

+3.43%

Winner

SRE

-0.94%

RACE

-15.88%

Winner

SRE

+24.48%

RACE

-27.68%

5Y(CAGR)

SRE

+9.24%

Winner

RACE

+12.42%

10Y(CAGR)

SRE

+9.16%

Winner

RACE

+24.31%

Max(CAGR)

SRE

+12.24%

Winner

RACE

+20.05%

SRE vs RACE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SRE	RACE
2026	+2.74%	-6.52%
2025	+4.64%	-9.88%
2024	+19.37%	+26.59%
2023	+0.52%	+58.25%
2022	+20.55%	-16.90%
2021	+10.51%	+14.57%
2020	-11.41%	+37.27%
2019	+45.90%	+69.12%
2018	+6.02%	-4.75%
2017	+8.89%	+79.42%
2016	+11.55%	+24.09%
2015	-13.73%	-12.73%
2014	+29.16%	N/A
2013	+28.11%	N/A
2012	+34.25%	N/A
2011	+8.78%	N/A
2010	-3.23%	N/A
2009	+32.10%	N/A
2008	-28.19%	N/A
2007	+11.24%	N/A
2006	+24.49%	N/A
2005	+26.93%	N/A
2004	+24.99%	N/A
2003	+27.88%	N/A
2002	-0.28%	N/A
2001	+13.56%	N/A
2000	+41.23%	N/A
1999	-13.13%	N/A

SRE vs RACE Drawdown Comparison

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

The maximum drawdown for RACE was -43.61%, occurring on Feb 11, 2016. Recovery took 284 trading sessions.

The current SRE drawdown is -8.23%. The current RACE drawdown is -32.84%.

Rank	SRE	RACE
#1	-45.00% Jan 30, 2020 - Mar 4, 2022	-43.61% Oct 22, 2015 - Dec 7, 2016
#2	-41.89% Apr 25, 2007 - Jan 25, 2012	-39.22% Jul 25, 2025 - Mar 20, 2026
#3	-40.77% May 11, 2001 - Apr 14, 2003	-38.30% Nov 22, 2021 - Apr 11, 2023
#4	-31.62% Nov 25, 2024 - Oct 6, 2025	-35.74% Jun 14, 2018 - Jun 6, 2019
#5	-24.93% Nov 29, 2000 - Apr 5, 2001	-27.84% Feb 19, 2020 - Jul 10, 2020
#6	-22.76% Dec 29, 2014 - Jun 29, 2016	-21.70% Feb 20, 2025 - Jul 16, 2025
#7	-22.72% Sep 12, 2022 - Sep 3, 2024	-18.25% Dec 30, 2020 - Oct 25, 2021
#8	-19.22% Apr 20, 2022 - Sep 7, 2022	-16.18% Aug 30, 2024 - Feb 14, 2025
#9	-16.68% Jul 6, 2016 - Mar 22, 2017	-13.19% Nov 1, 2017 - Jan 19, 2018
#10	-16.30% Nov 14, 2017 - Dec 14, 2018	-13.14% Jul 16, 2019 - Nov 4, 2019
#11	-16.00% Nov 2, 1999 - Aug 17, 2000	-13.09% Jul 14, 2023 - Nov 3, 2023
#12	-13.92% Oct 3, 2003 - Jan 16, 2004	-11.44% Aug 26, 2020 - Nov 4, 2020
#13	-12.74% Oct 3, 2005 - Jan 13, 2006	-10.39% Dec 11, 2023 - Feb 1, 2024
#14	-12.23% Oct 12, 2004 - Nov 18, 2004	-9.52% May 7, 2018 - Jun 12, 2018
#15	-10.43% Feb 22, 2006 - Jul 27, 2006	-9.40% Feb 16, 2018 - May 3, 2018

Correlation

Correlation between SRE and RACE is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (1999 - 2026)

SRE vs RACE dividend yield comparison.

Year	SRE	RACE
2026	0.72%	2.51%
2025	2.92%	1.85%
2024	2.83%	0.61%
2023	3.18%	0.59%
2022	2.96%	0.69%
2021	3.33%	0.40%
2020	3.28%	0.54%
2019	2.56%	0.70%
2018	3.31%	0.88%
2017	3.08%	0.61%
2016	3.37%	0.79%
2015	2.98%	0.00%
2014	2.37%	0.00%
2013	2.81%	0.00%
2012	3.38%	0.00%
2011	3.49%	0.00%
2010	2.97%	0.00%
2009	2.79%	0.00%
2008	4.03%	0.00%
2007	2.00%	0.00%
2006	2.14%	0.00%
2005	2.59%	0.00%
2004	2.73%	0.00%
2003	3.33%	0.00%
2002	4.23%	0.00%
2001	4.07%	0.00%
2000	4.30%	0.00%
1999	2.24%	0.00%