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ISIN
US25746U1097
CUSIP
25746U109
Sector
Utilities
IPO Date
Oct 3, 1984

Highlights

EPS (TTM)
$3.67
PE Ratio
18.53
PEG Ratio
1.00
Total Revenue (TTM)
$17.45B
Gross Profit (TTM)
$6.03B
EBITDA (TTM)
$7.08B
Year Range
$54.80 - $69.28
Target Price
$66.25
ROE (TTM)
7.26%

Share Price Chart


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Performance

D Performance Chart

Dominion Energy, Inc. (D) is up 18.5% since the beginning of the year. At $68 per share, D is trading just below its 52-week high of $69. Investors who bought $1,000 worth of D shares 5 years ago would now be looking at an investment worth $1,140.


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S&P 500 Index

Returns By Period

Dominion Energy, Inc. (D) has returned 18.54% so far this year and 31.03% over the past 12 months. Over the last ten years, D has returned 3.52% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Dominion Energy, Inc.

1D
-0.54%
1M
1.55%
YTD
18.54%
6M
21.38%
1Y
31.03%
3Y*
14.91%
5Y*
2.66%
10Y*
3.52%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

D Monthly Returns History

Based on dividend-adjusted daily data since Oct 3, 1984, D's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, an investment would double in approximately 6.2 years.

Historically, 62% of months were positive and 38% were negative. The best month was Aug 2000 with a return of +17.9%, while the worst month was Sep 2002 at -19.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, D closed higher 49% of trading days. The best single day was Mar 17, 2020 with a return of +17.2%, while the worst single day was Oct 19, 1987 at -14.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.70%6.05%-2.09%4.34%4.82%1.64%18.54%
20253.21%3.07%-0.97%-3.01%5.47%-0.26%3.41%2.48%3.29%-4.05%6.95%-5.61%13.96%
2024-2.72%6.08%2.84%3.64%7.10%-9.12%9.10%5.82%3.38%3.01%-0.19%-8.32%20.43%
20233.78%-12.60%1.76%2.20%-12.01%4.39%3.40%-8.12%-7.97%-9.74%14.08%3.66%-19.13%
20222.67%-1.40%7.74%-3.92%3.16%-4.47%2.72%-0.22%-14.82%1.24%-12.66%1.45%-19.12%
2021-3.07%-6.27%12.20%5.19%-4.71%-2.57%1.77%3.97%-5.44%3.99%-6.23%11.33%8.12%

Benchmark Metrics

Dominion Energy, Inc. has an annualized alpha of 6.17%, beta of 0.52, and R2 of 0.22 versus S&P 500 Index. Calculated based on daily prices since October 03, 1984.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (49.90%) than losses (30.64%) - typical of diversified or defensive assets.
  • Beta of 0.52 may look defensive, but with R2 of 0.22 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R2 of 0.22 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
6.17%
Beta
0.52
0.22
Upside Capture
49.90%
Downside Capture
30.64%

Return for Risk

Risk / Return Rank

D ranks 82 for risk / return — in the top 82% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


D Risk / Return Rank: 8282
Overall Rank
D Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
D Sortino Ratio Rank: 8181
Sortino Ratio Rank
D Omega Ratio Rank: 7979
Omega Ratio Rank
D Calmar Ratio Rank: 8585
Calmar Ratio Rank
D Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Dominion Energy, Inc. (D) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.53

Sortino ratioReturn per unit of downside risk

-0.49

Omega ratioGain probability vs. loss probability

1.28

1.37

-0.09

Calmar ratioReturn relative to maximum drawdown

3.19

2.78

+0.41

Martin ratioReturn relative to average drawdown

8.71

12.44

-3.73

Dividends

Dividend History

Dominion Energy, Inc. provided a 3.92% dividend yield over the last twelve months, with an annual payout of $2.67 per share. The company has been increasing its dividends for 4 consecutive years.


3.50%4.00%4.50%5.00%5.50%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.67$2.67$2.67$2.67$2.67$2.52$3.45$3.67$3.34$3.04$2.80$2.59

Dividend yield

3.92%4.56%4.96%5.68%4.35%3.21%4.59%4.43%4.67%3.74%3.66%3.83%

Monthly Dividends

The table displays the monthly dividend distributions for Dominion Energy, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.67$0.00$0.00$0.67$0.00$1.34
2025$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.00$0.67$0.00$0.00$0.67$2.67
2024$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.67$0.00$2.67
2023$0.00$0.00$0.67$0.00$0.00$0.67$0.00$0.67$0.00$0.00$0.67$0.00$2.67
2022$0.00$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.67$2.67
2021$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$2.52

Dividend Yield & Payout


Dividend Yield

Dominion Energy, Inc. has a dividend yield of 3.92%, which is quite average when compared to the overall market.

Payout Ratio

Dominion Energy, Inc. has a payout ratio of 97.59%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Dominion Energy, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Dominion Energy, Inc. was 52.20%, occurring on Oct 23, 2023. The portfolio has not yet recovered.

The current Dominion Energy, Inc. drawdown is 6.20%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 bear market2023
-52.20%Oct 2023
1y 6mo
4y 2moApr 2022 - now
Dot-com crash2000–2002
-44.32%Oct 2002
3mo 10d7mo 16d
10mo 26dJul 2002 - May 2003
Financial crisis2007–2009
-41.34%Mar 2009
1y 3mo1y 5mo
2y 8moDec 2007 - Aug 2010
COVID crash2020
-33.29%Mar 2020
18d1y 11mo
2y 2dMar 2020 - Mar 2022
Black Monday1987
-28.30%Oct 1987
1y 1mo1y 8mo
2y 10moAug 1986 - Jul 1989

Drawdown Indicators


DBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-52.20%

-56.78%

+4.58%

Max Drawdown (1Y)

Largest decline over 1 year

-9.77%

-9.10%

-0.67%

Max Drawdown (3Y)

Largest decline over 3 years

-26.41%

-18.90%

-7.51%

Max Drawdown (5Y)

Largest decline over 5 years

-52.20%

-25.43%

-26.77%

Max Drawdown (10Y)

Largest decline over 10 years

-52.20%

-33.92%

-18.28%

Current Drawdown

Current decline from peak

-6.20%

-1.80%

-4.40%

Average Drawdown

Average peak-to-trough decline

-9.58%

-10.71%

+1.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.57%

2.03%

+1.54%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Dominion Energy, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Dominion Energy, Inc. is priced in the market compared to other companies in the Utilities - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for D, comparing it with other companies in the Utilities - Diversified industry. Currently, D has a P/E ratio of 18.5. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for D compared to other companies in the Utilities - Diversified industry. D currently has a PEG ratio of 1.0. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for D relative to other companies in the Utilities - Diversified industry. Currently, D has a P/S ratio of 2.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

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