WallStSmart

Sempra Energy (SRE)vsUNITIL Corporation (UTL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sempra Energy generates 2172% more annual revenue ($13.55B vs $596.50M). SRE leads profitability with a 16.8% profit margin vs 9.5%. SRE appears more attractively valued with a PEG of 0.70. SRE earns a higher WallStSmart Score of 68/100 (B-).

SRE

Strong Buy

68

out of 100

Grade: B-

Growth: 4.7Profit: 6.5Value: 5.3Quality: 4.5
Piotroski: 4/9Altman Z: 0.97

UTL

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 6.0Value: 4.7Quality: 3.0
Piotroski: 3/9Altman Z: 0.68
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SRESignificantly Overvalued (-36.8%)

Margin of Safety

-36.8%

Fair Value

$60.93

Current Price

$83.34

$22.41 premium

UndervaluedFair: $60.93Overvalued
UTLOvervalued (-12.2%)

Margin of Safety

-12.2%

Fair Value

$45.44

Current Price

$53.09

$7.65 premium

UndervaluedFair: $45.44Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SRE5 strengths · Avg: 8.6/10
EPS GrowthGrowth
71.3%10/10

Earnings expanding 71.3% YoY

Market CapQuality
$54.50B9/10

Large-cap with strong market position

PEG RatioValuation
0.708/10

Growing faster than its price suggests

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.3%8/10

Strong operational efficiency at 28.3%

UTL2 strengths · Avg: 8.0/10
P/E RatioValuation
17.1x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Areas to Watch

SRE4 concerns · Avg: 2.5/10
Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Debt/EquityHealth
1.123/10

Elevated debt levels

Revenue GrowthGrowth
-0.1%2/10

Revenue declined 0.1%

Free Cash FlowQuality
$-1.57B2/10

Negative free cash flow — burning cash

UTL4 concerns · Avg: 2.8/10
Market CapQuality
$979.49M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.493/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.372/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : SRE

The strongest argument for SRE centers on EPS Growth, Market Cap, PEG Ratio. Profitability is solid with margins at 16.8% and operating margin at 28.3%. PEG of 0.70 suggests the stock is reasonably priced for its growth.

Bull Case : UTL

The strongest argument for UTL centers on P/E Ratio, Price/Book. Revenue growth of 14.0% demonstrates continued momentum.

Bear Case : SRE

The primary concerns for SRE are Return on Equity, Debt/Equity, Revenue Growth.

Bear Case : UTL

The primary concerns for UTL are Market Cap, Debt/Equity, Piotroski F-Score.

Key Dynamics to Monitor

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

SRE carries more volatility with a beta of 0.56 — expect wider price swings.

UTL is growing revenue faster at 14.0% — sustainability is the question.

UTL generates stronger free cash flow (12M), providing more financial flexibility.

Bottom Line

SRE scores higher overall (68/100 vs 54/100), backed by strong 16.8% margins. Both earn "Strong 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.

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.

UNITIL Corporation

UTILITIES · UTILITIES - DIVERSIFIED · USA

Unitil Corporation, a utility holding company, is engaged in the distribution of electricity and natural gas. The company is headquartered in Hampton, New Hampshire.

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