National Grid PLC ADR (NGG)vsSempra Energy (SRE)
NGG
National Grid PLC ADR
$89.54
+4.14%
UTILITIES · Cap: $85.52B
SRE
Sempra Energy
$95.12
+2.68%
UTILITIES · Cap: $62.14B
Smart Verdict
WallStSmart Research — data-driven comparison
National Grid PLC ADR generates 28% more annual revenue ($17.48B vs $13.70B). NGG leads profitability with a 16.4% profit margin vs 13.4%. SRE appears more attractively valued with a PEG of 0.83. SRE earns a higher WallStSmart Score of 56/100 (C).
NGG
Buy50
out of 100
Grade: C-
SRE
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NGG.
Margin of Safety
-31.9%
Fair Value
$69.13
Current Price
$95.12
$25.99 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 24.1%
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 27.7%
Areas to Watch
Trading at 9.0x book value
ROE of 7.9% — below average capital efficiency
Elevated debt levels
Revenue declined 11.3%
Premium valuation, high expectations priced in
ROE of 5.2% — below average capital efficiency
Weak financial health signals
Revenue declined 0.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : NGG
The strongest argument for NGG centers on Market Cap, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 24.1%. PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : SRE
The strongest argument for SRE centers on Market Cap, PEG Ratio, Price/Book. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bear Case : NGG
The primary concerns for NGG are Price/Book, Return on Equity, Debt/Equity.
Bear Case : SRE
The primary concerns for SRE are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
SRE carries more volatility with a beta of 0.68 — expect wider price swings.
SRE is growing revenue faster at -0.2% — sustainability is the question.
NGG generates stronger free cash flow (-1.6B), providing more financial flexibility.
Monitor UTILITIES - REGULATED ELECTRIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SRE scores higher overall (56/100 vs 50/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
National Grid PLC ADR
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
National Grid plc transmits and distributes electricity and natural gas. The company is headquartered in London, the United Kingdom.
Visit Website →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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