Sempra
Sempra returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
ROCE
% · Annual / TTM
ROIIC
% · Annual / TTM
Invested capital did not increase versus the prior year. ROIIC requires a positive increase.
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q2 | Jun 30, 2026 | — | — | — | 7.03% | 2.12% | — |
| FY 2026 Q1 | Mar 31, 2026 | — | — | — | 6.03% | 1.84% | — |
| FY 2025 Q4 | Dec 31, 2025 | — | — | — | 5.72% | 1.77% | — |
| FY 2025 Q3 | Sep 30, 2025 | — | — | — | 6.93% | 2.15% | — |
| FY 2025 Q2 | Jun 30, 2025 | — | — | — | 8.73% | 2.85% | — |
| FY 2025 Q1 | Mar 31, 2025 | — | — | — | 9.62% | 3.15% | — |
| FY 2024 Q4 | Dec 31, 2024 | — | — | — | 9.41% | 3.12% | — |
| FY 2024 Q3 | Sep 30, 2024 | — | — | — | 9.97% | — | — |
| FY 2024 Q2 | Jun 30, 2024 | — | — | — | 10.37% | — | — |
| FY 2024 Q1 | Mar 31, 2024 | — | — | — | 10.08% | — | — |
| FY 2023 Q4 | Dec 31, 2023 | — | — | — | 10.86% | 3.71% | — |
| FY 2023 Q3 | Sep 30, 2023 | — | — | — | 9.88% | 3.93% | — |
| FY 2023 Q2 | Jun 30, 2023 | — | — | — | 9.13% | 3.63% | — |
| FY 2023 Q1 | Mar 31, 2023 | — | — | — | 9.11% | 3.6% | — |
| FY 2022 Q4 | Dec 31, 2022 | — | — | — | 7.89% | 3.03% | — |
| FY 2022 Q3 | Sep 30, 2022 | — | — | — | 8.76% | 3.55% | — |
| FY 2022 Q2 | Jun 30, 2022 | — | — | — | 4.31% | 1.94% | — |
| FY 2022 Q1 | Mar 31, 2022 | — | — | — | 3.96% | 1.67% | — |
| FY 2021 Q4 | Dec 31, 2021 | — | — | — | 5.08% | 2.11% | — |
| FY 2021 Q3 | Sep 30, 2021 | — | — | — | 4.45% | 1.69% | — |
| FY 2021 Q2 | Jun 30, 2021 | — | — | — | 8.41% | 3.24% | — |
| FY 2021 Q1 | Mar 31, 2021 | — | — | — | 17.58% | 5.98% | — |
| FY 2020 Q4 | Dec 31, 2020 | — | — | — | 17.38% | 6.21% | — |
| FY 2020 Q3 | Sep 30, 2020 | — | — | — | 18.15% | 6.25% | — |
| FY 2020 Q2 | Jun 30, 2020 | — | — | — | 20.75% | 7.03% | — |
| FY 2020 Q1 | Mar 31, 2020 | — | — | — | 12.67% | 4.22% | — |
| FY 2019 Q4 | Dec 31, 2019 | — | — | — | 11.09% | 3.74% | — |
| FY 2019 Q3 | Sep 30, 2019 | 4.31% | 4.37% | — | 14.03% | 4.35% | -0.1 pp |
| FY 2019 Q2 | Jun 30, 2019 | 3.78% | 4.06% | — | 11.62% | 3.51% | -0.6 pp |
| FY 2019 Q1 | Mar 31, 2019 | — | 1.23% | — | 6.13% | 1.89% | — |
| FY 2018 Q4 | Dec 31, 2018 | 1.65% | 1.52% | — | 6.2% | 2.03% | -2.7 pp |
| FY 2018 Q3 | Sep 30, 2018 | — | — | — | -2.95% | -0.69% | — |
| FY 2018 Q2 | Jun 30, 2018 | — | — | — | -4.51% | -1.2% | — |
| FY 2018 Q1 | Mar 31, 2018 | — | — | — | 1.11% | 0.3% | — |
| FY 2017 Q4 | Dec 31, 2017 | — | — | — | 2% | 0.52% | — |
| FY 2017 Q3 | Sep 30, 2017 | — | — | — | 8.87% | 2.38% | — |
| FY 2017 Q2 | Jun 30, 2017 | — | — | — | 13.55% | 3.69% | — |
| FY 2017 Q1 | Mar 31, 2017 | — | — | — | 11.57% | 3.24% | — |
| FY 2016 Q4 | Dec 31, 2016 | — | — | — | 11.07% | 3.08% | — |
| FY 2016 Q3 | Sep 30, 2016 | — | — | — | 11.06% | 3.08% | — |
| FY 2016 Q2 | Jun 30, 2016 | — | — | — | 8.11% | 2.3% | — |
| FY 2016 Q1 | Mar 31, 2016 | — | — | — | 10.5% | 3.03% | — |
| FY 2015 Q4 | Dec 31, 2015 | — | — | — | 11.66% | 3.34% | — |
| FY 2015 Q3 | Sep 30, 2015 | — | — | — | 11.12% | 3.21% | — |
| FY 2015 Q2 | Jun 30, 2015 | — | — | — | 12.04% | 3.52% | — |
| FY 2015 Q1 | Mar 31, 2015 | — | — | — | 11.99% | 3.51% | — |
| FY 2014 Q4 | Dec 31, 2014 | — | — | — | — | — | — |
| FY 2014 Q3 | Sep 30, 2014 | — | — | — | — | — | — |
| FY 2014 Q2 | Jun 30, 2014 | — | — | — | — | — | — |
| FY 2014 Q1 | Mar 31, 2014 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 18, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 4.4%, rounded from the Utility · General benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · SRE, USD. Latest completed close Sep 25, 2026. Price data retrieved Sep 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.