WallStSmart

American Water Works (AWK)vsSempra Energy (SRE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sempra Energy generates 167% more annual revenue ($13.70B vs $5.14B). AWK leads profitability with a 21.6% profit margin vs 13.4%. SRE appears more attractively valued with a PEG of 0.83. AWK earns a higher WallStSmart Score of 62/100 (C+).

AWK

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 7.5Value: 4.7Quality: 3.3
Piotroski: 2/9Altman Z: 0.64

SRE

Buy

56

out of 100

Grade: C

Growth: 2.0Profit: 6.0Value: 4.7Quality: 4.3
Piotroski: 3/9Altman Z: 0.87
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AWKOvervalued (-12.2%)

Margin of Safety

-12.2%

Fair Value

$110.27

Current Price

$128.42

$18.15 premium

UndervaluedFair: $110.27Overvalued
SRESignificantly Overvalued (-31.9%)

Margin of Safety

-31.9%

Fair Value

$69.13

Current Price

$95.12

$25.99 premium

UndervaluedFair: $69.13Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AWK3 strengths · Avg: 9.0/10
Operating MarginProfitability
32.2%10/10

Strong operational efficiency at 32.2%

Profit MarginProfitability
21.6%9/10

Keeps 22 of every $100 in revenue as profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

SRE4 strengths · Avg: 8.3/10
Market CapQuality
$62.14B9/10

Large-cap with strong market position

PEG RatioValuation
0.838/10

Growing faster than its price suggests

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
27.7%8/10

Strong operational efficiency at 27.7%

Areas to Watch

AWK4 concerns · Avg: 3.3/10
PEG RatioValuation
2.394/10

Expensive relative to growth rate

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Free Cash FlowQuality
$-385.00M2/10

Negative free cash flow — burning cash

SRE4 concerns · Avg: 3.0/10
P/E RatioValuation
34.6x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
5.2%3/10

ROE of 5.2% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-0.2%2/10

Revenue declined 0.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : AWK

The strongest argument for AWK centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 21.6% and operating margin at 32.2%.

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 : AWK

The primary concerns for AWK are PEG Ratio, EPS Growth, Piotroski F-Score.

Bear Case : SRE

The primary concerns for SRE are P/E Ratio, Return on Equity, Piotroski F-Score.

Key Dynamics to Monitor

AWK profiles as a mature stock while SRE is a declining play — different risk/reward profiles.

AWK carries more volatility with a beta of 0.73 — expect wider price swings.

AWK is growing revenue faster at 5.8% — sustainability is the question.

AWK generates stronger free cash flow (-385M), providing more financial flexibility.

Bottom Line

AWK scores higher overall (62/100 vs 56/100), backed by strong 21.6% margins. 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.

American Water Works

UTILITIES · UTILITIES - REGULATED WATER · USA

American Water is an American public utility company operating in the United States and Canada.

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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