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Sempra
SRE · NYSEUtilities
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
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Company details
Market cap
$60B
P/E ratio
31×
Div yield
2.8%
EPS (2026E)
$4.80–5.30
Share price
$92
Capital plan
~$65B
Oncor stake
80%
Customers
~40M served
In plain English
Sempra is a regulated-utility growth machine: it owns San Diego Gas & Electric and SoCalGas in California, an 80% stake in Oncor — Texas's largest electric wires business riding the data-centre boom — and a Gulf Coast LNG export franchise (Cameron, Port Arthur, ECA) that ships US gas to Europe and Asia. In 2025 it agreed to sell a further 45% of that LNG arm to a KKR-led group (deal pending, expected to close 2026) to help fund a record ~$65B utility capital plan; it currently still owns 70% of the LNG business.
In simple terms
What Sempra really sells
Sempra is a regulated-utility growth machine: it owns San Diego Gas & Electric and SoCalGas in California, an 80% stake in Oncor — Texas's largest electric wires business riding the data-centre boom — and a Gulf Coast LNG export franchise (Cameron, Port Arthur, ECA) that ships US gas to Europe and Asia. In 2025 it agreed to sell a further 45% of that LNG arm to a KKR-led group (deal pending, expected to close 2026) to help fund a record ~$65B utility capital plan; it currently still owns 70% of the LNG business.
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Risk read
SteadierMore speculative
Why this rating?