Dominion Vs. Sempra: Beaten Down But Turning Around

2025-04-20 14:08:29 ET

Summary

• Sempra and Dominion Energy are focusing on capital discipline and regulated growth following a period of sharp share price declines.
• Sempra's hybrid model offers greater upside but comes with execution risks; Dominion's simpler, defensive strategy focuses on data center-driven load growth.
• Both companies have guided to mid-to-high single-digit EPS growth off a lowered 2025 base, supported by recent rate case wins.
• I rate Sempra and Dominion as Holds, with potential upgrades if share prices drop below $68 and $50, respectively.

Sempra (NYSE: SRE ) and Dominion Energy (NYSE: D ) have both seen their shares punished in recent months, for very different reasons. Sempra plunged nearly 20% in a single session after slashing guidance in February, while Dominion has delivered solid results but continues to face lingering investor skepticism. Though their challenges are unique, both are now emphasizing capital discipline and regulated growth—and each appears to have a clear path forward....

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