Mulya.ai
Ticker
SRE
Scenario
Key Inputs
Revenue est.?Analysttaper yr2
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?7.7%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.700
Beta (levered) ?0.974
Terminal OM% ?21.9%
Segment conc. ?62% dominant
Terminal growth ?4.1%
Bond rating ?BB+ · 2.25%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

SRE · Sempra

$99.202026-05-17
Sector: Utilities; Industry: Diversified Utilities; Sub-Industry: Multi-Utilities

Intrinsic Value Range Comparison · Mulya.ai

Bull
$0
-127.5% vs market
Base · active
$0
-131.7% vs market
Bear
$0
-131.7% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-31
Base $-31
Bull $-27
Market $99
Median $101
Market Price $99
Mulya.ai Base $-31
Analysts Median $101
Mulya.ai IV range ($-31 · $-27)
Analysts Range ($89 · $112)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$13.1B23.3%6.3%$2.9B−$2.8B$62MM6.0%5.7%$50.1B$2.02
2022.Q4$15.6B19.1%22.7%19.6%$2.8B−$7.4B−$4.5B7.0%5.4%$55.7B$3.27
2023.Q4$15.8B1.6%19.4%11.9%$2.7B−$5.3B−$2.6B7.3%4.7%$59.5B$4.71
2024.Q4$13.0B-18.0%21.8%5.9%$2.7B−$6.4B−$3.7B8.1%4.3%$65.5B$4.38
2025.Q4$13.7B6.1%23.9%25.3%$2.5B−$7.4B−$4.9B7.3%3.7%$65.5B$2.8119.7
italics below = DCF projection · 10yr Rev CAGR: 3.9%
2026.Q4$14.3B+3.7%23.0%24.8%$2.5B−$9.8B−$7.4B7.8%−$6.8B3.5%$75.4B$3.7726.3
2027.Q4$14.8B+3.8%26.7%24.2%$3.0B−$5.2B−$2.2B7.9%−$1.9B3.9%$80.5B$4.5921.6
2028.Q4$15.4B+3.8%28.3%23.7%$3.3B−$3.6B−$282MM8.0%−$224MM4.0%$84.1B$5.0719.6
2029.Q4$16.0B+3.9%31.5%23.2%$3.9B−$3.8B$93MM8.1%$68MM4.5%$87.9B$5.9216.8
2030.Q4$16.6B+3.9%31.5%22.6%$4.0B−$3.5B$540MM8.1%$368MM4.5%$91.4B$6.2016.0
Term. Yr+$21.0B4.1%21.9%20.0%$3.7B−$1.8B$1.9B8.6%$19.5B8.6%
Active scenario IV: $0 (-131.7% vs market)