Dominion Vs. Sempra: Beaten Down But Turning Around

  • 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.