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SRE compared with OPAL: revenue, margins and what each company keeps, and the suppliers and customers both name
SRE
Sempra
Change
Mkt cap
Revenue
Revenue
OPAL
OPAL Fuels Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
SRE
Sempra
vs
OPAL
OPAL Fuels Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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SRE
Sempra
Change
78.20
▼
−2.04%
· post 78.20
Mkt cap
$52.2B
Revenue
$3.2B
Q3 FY26
Revenue
$13.7B
FY25
OPAL
OPAL Fuels Inc.
Change
1.44
▲
+5.11%
· post 1.44
Closed
Nov 6 '26
Mkt cap
$239.4M
Revenue
$83M
Q2 FY26
Revenue
$349M
FY25
vs
Compare
Closed
Nov 6 '26
SRE
Sempra
vs
OPAL
OPAL Fuels Inc.
78.20
▼
−2.04%
post 78.20
Price
1.44
▲
+5.11%
post 1.44
$52.2B
Mkt cap
$239.4M
Q3 FY26
$3.2B
Revenue
$83M
Q2 FY26
FY25
$13.7B
Revenue
$349M
FY25
Change
Change
SRE
78.20
▼
−2.04%
vs
OPAL
1.44
▲
+5.11%
Closed
Nov 6 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
OPAL: latest quarter is a loss; flow not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only SRE
2
CTRI
Centuri
supplier
PRIM
Primoris Services
supplier
Shared
0
No shared counterparties.
Only OPAL
17
—
Customer A
unlisted
customer
—
VEC Partners, Inc. d/b/a CEI Builders
unlisted
supplier
—
Atlantic Specialty Insurance
unlisted
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
—
Fortistar
unlisted
supplier
13 more · OPAL chain
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
SRE, solid
OPAL, dashed