WallStSmart

Algonquin Power & Utilities Corp (AQN)vsSempra Energy (SRE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sempra Energy generates 463% more annual revenue ($13.70B vs $2.43B). SRE leads profitability with a 13.4% profit margin vs 7.4%. AQN trades at a lower P/E of 23.3x. SRE earns a higher WallStSmart Score of 52/100 (C-).

AQN

Hold

43

out of 100

Grade: D

Growth: 2.7Profit: 5.0Value: 5.7Quality: 5.5
Piotroski: 5/9Altman Z: 0.32

SRE

Buy

52

out of 100

Grade: C-

Growth: 2.0Profit: 6.0Value: 7.3Quality: 4.3
Piotroski: 3/9Altman Z: 0.87
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AQNSignificantly Overvalued (-259.2%)

Margin of Safety

-259.2%

Fair Value

$1.84

Current Price

$6.27

$4.43 premium

UndervaluedFair: $1.84Overvalued
SRESignificantly Overvalued (-387.6%)

Margin of Safety

-387.6%

Fair Value

$18.70

Current Price

$95.32

$76.62 premium

UndervaluedFair: $18.70Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AQN1 strengths · Avg: 10.0/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

SRE3 strengths · Avg: 8.3/10
Market CapQuality
$62.06B9/10

Large-cap with strong market position

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
27.7%8/10

Strong operational efficiency at 27.7%

Areas to Watch

AQN4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
1.7%4/10

1.7% revenue growth

Return on EquityProfitability
2.6%3/10

ROE of 2.6% — below average capital efficiency

Profit MarginProfitability
7.4%3/10

7.4% margin — thin

Debt/EquityHealth
1.393/10

Elevated debt levels

SRE4 concerns · Avg: 3.5/10
PEG RatioValuation
1.984/10

Expensive relative to growth rate

P/E RatioValuation
34.5x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
5.2%3/10

ROE of 5.2% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AQN

The strongest argument for AQN centers on Price/Book.

Bull Case : SRE

The strongest argument for SRE centers on Market Cap, Price/Book, Operating Margin.

Bear Case : AQN

The primary concerns for AQN are Revenue Growth, Return on Equity, Profit Margin.

Bear Case : SRE

The primary concerns for SRE are PEG Ratio, P/E Ratio, Return on Equity.

Key Dynamics to Monitor

AQN profiles as a value stock while SRE is a declining play — different risk/reward profiles.

AQN carries more volatility with a beta of 0.85 — expect wider price swings.

AQN is growing revenue faster at 1.7% — sustainability is the question.

AQN generates stronger free cash flow (-45M), providing more financial flexibility.

Bottom Line

SRE scores higher overall (52/100 vs 43/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Algonquin Power & Utilities Corp

UTILITIES · UTILITIES - DIVERSIFIED · USA

Algonquin Power & Utilities Corp. The company is headquartered in Oakville, Canada.

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Sempra Energy

UTILITIES · UTILITIES - DIVERSIFIED · USA

Sempra Energy is a North American energy infrastructure company based in San Diego, California. Sempra Energy's focus is on electric and natural gas infrastructure. Its operating companies include: Southern California Gas Company (SoCalGas) and San Diego Gas & Electric (SDG&E) in Southern California; Oncor Electric Delivery Company (Oncor) in Texas; Sempra LNG; and IEnova, based in Mexico.

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