Sempra Energy (SRE)
Return on equity (ROE)
| Dec 31, 2024 | Sep 30, 2024 | Jun 30, 2024 | Mar 31, 2024 | Dec 31, 2023 | Sep 30, 2023 | Jun 30, 2023 | Mar 31, 2023 | Dec 31, 2022 | Sep 30, 2022 | Jun 30, 2022 | Mar 31, 2022 | Dec 31, 2021 | Sep 30, 2021 | Jun 30, 2021 | Mar 31, 2021 | Dec 31, 2020 | Sep 30, 2020 | Jun 30, 2020 | Mar 31, 2020 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net income (ttm) | US$ in thousands | 2,862,000 | 2,934,000 | 3,017,000 | 2,907,000 | 3,075,000 | 2,776,000 | 2,540,000 | 2,496,000 | 2,139,000 | 2,305,000 | 1,172,000 | 1,046,000 | 1,318,000 | 1,117,000 | 2,105,000 | 3,899,000 | 3,764,000 | 3,797,000 | 4,259,000 | 2,374,000 |
| Total stockholders’ equity | US$ in thousands | 31,222,000 | 29,703,000 | 29,479,000 | 29,135,000 | 28,675,000 | 28,238,000 | 27,836,000 | 27,667,000 | 27,115,000 | 27,030,000 | 26,841,000 | 26,114,000 | 25,981,000 | 24,554,000 | 25,451,000 | 23,999,000 | 23,373,000 | 23,228,000 | 23,606,000 | 20,117,000 |
| ROE | 9.17% | 9.88% | 10.23% | 9.98% | 10.72% | 9.83% | 9.12% | 9.02% | 7.89% | 8.53% | 4.37% | 4.01% | 5.07% | 4.55% | 8.27% | 16.25% | 16.10% | 16.35% | 18.04% | 11.80% |
December 31, 2024 calculation
ROE = Net income (ttm) ÷ Total stockholders’ equity
= $2,862,000K ÷ $31,222,000K
= 9.17%
Sempra Energy's return on equity (ROE) has shown fluctuations over the analyzed period. The ROE started at 11.80% in March 2020 and experienced an increase to 18.04% by June 2020. Subsequently, there was a slight decline to 16.35% in September 2020, followed by a further decrease to 16.10% in December 2020.
The trend continued with a moderate increase to 16.25% in March 2021, however, there was a significant drop to 8.27% by June 2021. The ROE continued to decline, reaching its lowest point at 4.01% in March 2022.
From there, there was a gradual recovery in the ROE, with slight fluctuations, until reaching 10.23% in June 2024. However, by the end of the analyzed period in December 2024, the ROE had decreased to 9.17%.
Overall, Sempra Energy's ROE displayed variability, indicating changing levels of profitability in relation to shareholders' equity over the period. An analysis of the underlying factors driving these fluctuations would be required to understand the performance of the company in more detail.
Peer comparison
Dec 31, 2024