Sempra (SRE) Return on Invested Capital [ROIC] (2009 - 2026)
Sempra (SRE) reported Return on Invested Capital [ROIC] of 3.27% for Q2 2026, down 1.09 percentage points from 4.36% a year earlier but up 0.69 percentage points from the prior quarter.
Powered by 
Analysis
Sempra (SRE) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Sempra posted Return on Invested Capital [ROIC] of 3.73%, down 5.48 percentage points from FY2024.
- Return on Invested Capital [ROIC] has a five-year change of +0.92 percentage points (FY2020 to FY2025).
- By year, Return on Invested Capital [ROIC] came in at 9.21% in FY2024 (-1.45 pp), 10.66% in FY2023 (+2.19 pp), 8.46% in FY2022 (+0.01 pp) and 8.45% in FY2021 (+5.64 pp).
- Five-year quarterly Return on Invested Capital [ROIC] spans a low of 0.00% in Q3 2021 and a high of 5.65% in Q2 2024.
- Year over year, Return on Invested Capital [ROIC] has now declined in each of the last five quarters, with an average year-over-year change of -0.91 percentage points over the last eight quarters.
- The high point for year-over-year Return on Invested Capital [ROIC] in five years was Q3 2022 (a gain of 3.61 percentage points); the low point was Q3 2021 (a drop of 4.21 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 2.58% (Q1 2026), 2.19% (Q4 2025) and 2.89% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Nextera Energy | 172.18 Bn | 170.30 Bn | - | 4.66% |
| 2 | Southern | 106.86 Bn | 97.91 Bn | 5.92 Bn | 5.11% |
| 3 | Duke Energy | 97.23 Bn | 95.83 Bn | 6.74 Bn | 5.41% |
| 4 | National Grid | 85.13 Bn | 57.46 Bn | - | - |
| 5 | American Electric Power | 70.60 Bn | 68.98 Bn | 3.84 Bn | 5.55% |
| 6 | Dominion Energy | 57.38 Bn | 60.06 Bn | - | 3.52% |
| 7 | Sempra | 54.97 Bn | 54.10 Bn | 2.89 Bn | 1.80% |
| 8 | Entergy | 50.09 Bn | 39.27 Bn | - | 4.68% |
| 9 | Xcel Energy | 48.73 Bn | 43.64 Bn | - | 4.49% |
| 10 | Exelon | 45.85 Bn | 41.17 Bn | - | 5.38% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.80% |
| Mar 31, 2026 | 1.48% |
| Dec 31, 2025 | 1.24% |
| Sep 30, 2025 | 1.95% |
| Jun 30, 2025 | 3.10% |
| Mar 31, 2025 | 3.81% |
| Dec 31, 2024 | 3.57% |
| Sep 30, 2024 | 5.45% |
| Jun 30, 2024 | 5.65% |
| Mar 31, 2024 | 4.92% |
| Dec 31, 2023 | 4.88% |
| Sep 30, 2023 | 2.75% |
| Jun 30, 2023 | 2.56% |
| Mar 31, 2023 | 2.90% |
| Dec 31, 2022 | 2.53% |
| Sep 30, 2022 | 3.61% |
| Jun 30, 2022 | 0.00% |
| Mar 31, 2022 | 0.00% |
| Dec 31, 2021 | 1.21% |
| Sep 30, 2021 | 0.00% |
API Access
Sempra Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=SRE&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=SRE&period=max&api_key=YOUR_API_KEY");
const data = await res.json();