Sempra: Key Player In A Vital Industry That's Potentially Undervalued

  • Sempra is undergoing a major investment cycle, targeting growth in key markets, with a $56 billion plan focused on regulated utilities. Despite recent earnings disappointments and regulatory risks, Sempra's long-term EPS growth target of 7-9% CAGR and attractive valuation present a compelling opportunity. I rate Sempra a Buy for its growth potential, exposure to vital energy markets, and favorable risk/reward, while acknowledging execution and regulatory risks.