CenterPoint Energy vs Sempra
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KIRA’s take AI analyst
I put CenterPoint Energy and Sempra side by side, using each one’s latest annual report. Here is what stands out:
- Sempra is the larger business, with $13.7B of revenue in fiscal 2025 against $9.4B for CenterPoint Energy.
- CenterPoint Energy grew revenue faster (8.3%, against 3.9%).
- CenterPoint Energy turned more of its sales into free cash flow (−25.5% FCF margin, against −44.1%).
- CenterPoint Energy earned a higher return on the capital invested in it (5.7%, against 2.8%).
- Investors pay more for each dollar of Sempra’s earnings: a P/E of 28.6x against 25.3x for CenterPoint Energy.
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
CenterPoint Energy
CNP
7/9
Revenue growth5-year growthFCF marginReturn on capitalReturn on equityNet debt / EBITDAShare count change
Sempra
SRE
2/9
Net marginPiotroski F-score
Side by side
Best in the row
| Latest fiscal year | CNP FY25 | SRE FY25 |
|---|---|---|
| Size | ||
| Market cap | $27.2B | $55.2B |
| Revenue | $9.4B | $13.7B |
| Free cash flow | −$2.4B | −$6.0B |
| Net income | $1.1B | $1.8B |
| Growth | ||
| Revenue growth | 8.3% | 3.9% |
| 5-year growth | 4.8% | 3.8% |
| Share count change | 1.8% | 2.5% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 22.6% | — |
| Net margin | 11.2% | 13.4% |
| FCF margin | −25.5% | −44.1% |
| Return on capital | 5.7% | 2.8% |
| Return on equity | 9.6% | 5.9% |
| Balance sheet | ||
| Net debt | $20.5B | $35.0B |
| Net debt / EBITDA | 5.6x | 6.0x |
| Dividends and buybacks | $574M | $1.7B |
| Valuation & quality | ||
| P/E | 25.3x | 28.6x |
| Piotroski F-score | 4 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.