WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sempra Energy generates 432% more annual revenue ($13.55B vs $2.55B). SRE leads profitability with a 16.8% profit margin vs 5.9%. AQN trades at a lower P/E of 23.7x. SRE earns a higher WallStSmart Score of 68/100 (B-).

AQN

Hold

48

out of 100

Grade: D+

Growth: 2.7Profit: 5.0Value: 7.0Quality: 3.5
Piotroski: 5/9Altman Z: 0.34

SRE

Strong Buy

68

out of 100

Grade: B-

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AQNUndervalued (+69.9%)

Margin of Safety

+69.9%

Fair Value

$21.96

Current Price

$5.31

$16.65 discount

UndervaluedFair: $21.96Overvalued
SRESignificantly Overvalued (-36.8%)

Margin of Safety

-36.8%

Fair Value

$60.93

Current Price

$83.34

$22.41 premium

UndervaluedFair: $60.93Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AQN1 strengths · Avg: 10.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

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%

Areas to Watch

AQN4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.1%4/10

3.1% revenue growth

Return on EquityProfitability
3.6%3/10

ROE of 3.6% — below average capital efficiency

Profit MarginProfitability
5.9%3/10

5.9% margin — thin

Debt/EquityHealth
1.443/10

Elevated debt levels

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

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 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.

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 Return on Equity, Debt/Equity, Revenue Growth.

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 0.89 — expect wider price swings.

AQN is growing revenue faster at 3.1% — sustainability is the question.

AQN generates stronger free cash flow (124M), providing more financial flexibility.

Bottom Line

SRE scores higher overall (68/100 vs 48/100), backed by strong 16.8% margins. AQN offers better value entry with a 69.9% margin of safety. Both earn "Strong 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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