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 ?7.3%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.576
Beta (levered) ?0.837
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 · 2026-07-21

SRE · Sempra

$94.222026-07-21
Sector: Utilities; Industry: Diversified Utilities; Sub-Industry: Multi-Utilities

Intrinsic Value Range Comparison · Mulya.ai

Bull
$0
-133.1% vs market
Base · active
$0
-133.9% vs market
Bear
$0
-133.7% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-32
Base $-32
Bull $-31
Market $94
Median $105
Market Price $94
Mulya.ai Base $-32
Analysts Median $105
Mulya.ai IV range ($-32 · $-31)
Analysts Range ($100 · $118)
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
2024.Q1$15.8B19.4%7.9%$2.8B−$5.4B−$2.5B7.3%4.7%$60.3B$4.70
2024.Q4$15.8B0.0%19.4%5.9%$2.9B−$6.4B−$3.5B8.1%4.6%$65.5B$4.70
2025.Q1$13.0B-18.0%21.8%2.9%$2.8B−$7.1B−$4.4B7.8%4.1%$67.7B$4.38
2025.Q4$13.0B0.0%21.8%25.3%$2.1B−$7.4B−$5.2B7.3%3.2%$65.5B$4.38
2026.Q1$13.6B5.0%25.0%23.5%$2.6B−$7.1B−$4.5B7.4%3.9%$67.9B$3.1718.1
italics below = DCF projection · 10yr Rev CAGR: 2.6%
2027.Q1$13.7B+0.4%23.0%23.2%$2.4B−$9.5B−$7.1B7.4%−$6.6B3.3%$77.4B$3.6925.5
2028.Q1$13.8B+0.8%25.1%22.8%$2.7B−$1.6B$1.1B7.5%$925MM3.4%$79.0B$4.0823.1
2029.Q1$14.0B+1.4%26.7%22.5%$2.9B−$1.4B$1.5B7.7%$1.2B3.6%$80.4B$4.4321.3
2030.Q1$14.3B+2.2%28.3%22.1%$3.1B−$2.7B$433MM7.8%$323MM3.9%$83.1B$4.8219.5
2031.Q1$14.9B+4.5%28.3%21.8%$3.3B−$4.5B−$1.2B7.9%−$850MM3.9%$87.7B$5.0618.6
Term. Yr+$18.2B4.1%21.9%20.0%$3.2B−$1.5B$1.7B8.6%$17.3B8.6%
Active scenario IV: $0 (-133.9% vs market)