Sempra (SRE) Return on Assets [ROA] (2009 - 2026)
Sempra's Return on Assets [ROA] came in at 2.38% for Q2 2026, down 0.82 percentage points from 3.20% a year earlier but up 0.33 percentage points from the prior quarter.
Sempra (SRE) Return on Assets [ROA] (2009 - 2026) Analysis & Trends
For FY2025, Sempra's Return on Assets [ROA] was 2.00%, down 1.82 percentage points from FY2024.
- Return on Assets [ROA] carries a five-year change of -4.20 percentage points (FY2020 to FY2025).
- Going back by year, Return on Assets [ROA] was 3.82% in FY2024 (-0.55 pp), 4.37% in FY2023 (+1.33 pp), 3.03% in FY2022 (+0.92 pp) and 2.11% in FY2021 (-4.10 pp).
- The five-year range for quarterly Return on Assets [ROA] is 1.62% (Q1 2022) to 4.18% (Q4 2023).
- Year-over-year, Return on Assets [ROA] has declined for eight consecutive quarters, with an average year-over-year change of -0.84 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Assets [ROA] over five years came in Q1 2023 (a gain of 1.90 percentage points), and the weakest in Q1 2022 (a drop of 4.46 percentage points).
- Business Quant data shows SRE's Return on Assets [ROA] at 2.05% (Q1 2026), 1.90% (Q4 2025) and 2.49% (Q3 2025) in the three quarters before Q2 2026.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Nextera Energy | 172.18 Bn | 170.30 Bn | - | 4.09% |
| 2 | Southern | 106.86 Bn | 97.91 Bn | 5.92 Bn | 2.87% |
| 3 | Duke Energy | 97.23 Bn | 95.83 Bn | 6.74 Bn | 2.66% |
| 4 | National Grid | 85.13 Bn | 57.46 Bn | - | - |
| 5 | American Electric Power | 70.60 Bn | 68.98 Bn | 3.84 Bn | 2.66% |
| 6 | Dominion Energy | 57.38 Bn | 60.06 Bn | - | 2.08% |
| 7 | Sempra | 54.97 Bn | 54.10 Bn | 2.89 Bn | 2.38% |
| 8 | Entergy | 50.09 Bn | 39.27 Bn | - | 2.35% |
| 9 | Xcel Energy | 48.73 Bn | 43.64 Bn | - | 2.60% |
| 10 | Exelon | 45.85 Bn | 41.17 Bn | - | 2.34% |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.38% |
| Mar 31, 2026 | 2.05% |
| Dec 31, 2025 | 1.90% |
| Sep 30, 2025 | 2.49% |
| Jun 30, 2025 | 3.20% |
| Mar 31, 2025 | 3.63% |
| Dec 31, 2024 | 3.69% |
| Sep 30, 2024 | 3.66% |
| Jun 30, 2024 | 3.85% |
| Mar 31, 2024 | 3.76% |
| Dec 31, 2023 | 4.18% |
| Sep 30, 2023 | 3.76% |
| Jun 30, 2023 | 3.52% |
| Mar 31, 2023 | 3.52% |
| Dec 31, 2022 | 2.96% |
| Sep 30, 2022 | 3.43% |
| Jun 30, 2022 | 1.86% |
| Mar 31, 2022 | 1.62% |
| Dec 31, 2021 | 2.05% |
| Sep 30, 2021 | 1.70% |
Sempra Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=SRE&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "SRE", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=SRE&period=max&api_key=YOUR_API_KEY");
const data = await res.json();