AVA:NYE-Avista Corporation (USD)

COMMON STOCK | Utilities-Diversified | NYE

Last Closing Price

USD 47.35

Change

+0.38 (+0.81)%

Market Cap

USD 3.26B

Volume

0.26M

Average Target Price

USD 43.33 (-8.48%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Avista Corporation operates as an electric and natural gas utility company. It operates in two segments, Avista Utilities and AEL&P. The Avista Utilities segment provides electric distribution and transmission, and natural gas distribution services in parts of eastern Washington and northern Idaho; and natural gas distribution services in parts of northeastern and southwestern Oregon, as well as generates electricity in Washington, Idaho, Oregon, and Montana. This segment also engages in the wholesale purchase and sale of electricity and natural gas. The AEL&P segment offers electric services to 17,000 customers in the city and borough of Juneau, Alaska. The company generates electricity through hydro, thermal, and wind facilities. As of February 24, 2021, it provided electric service to 400,000 customers and natural gas to 367,000 customers. In addition, the company engages in the venture fund investments, real estate investments, and other investments. Avista Corporation was incorporated in 1889 and is headquartered in Spokane, Washington.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-05-10 )

Largest Industry Peers for Utilities-Diversified

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
D Dominion Energy, Inc

+1.01 (+1.29%)

USD63.27B 81.21 15.10
DCUE Dominion Energy, Inc

+2.65 (+2.58%)

USD61.82B 59.31 N/A
NGG National Grid plc

+0.49 (+0.75%)

USD46.02B 22.38 18.85
SRE Sempra Energy

+1.20 (+0.87%)

USD41.73B 10.49 14.47
SRE-PB Sempra Energy

+0.43 (+0.40%)

USD35.40B 8.01 N/A
SRE-PA Sempra Energy

N/A

USD32.92B 7.53 N/A
PEG Public Service Enterprise Grou..

+0.13 (+0.21%)

USD31.92B 15.18 10.49
ETR Entergy Corporation

+0.80 (+0.74%)

USD21.73B 13.59 9.67
FE FirstEnergy Corp

+0.13 (+0.35%)

USD20.41B 15.20 10.94
AES The AES Corporation

-0.06 (-0.23%)

USD17.18B 397.66 13.74

ETFs Containing AVA

Symbol Name Weight Mer Price(Change) Market Cap
CSF VictoryShares US Discover.. 0.00 % 0.38 %

-0.63 (-1.03%)

USD0.06B
DES WisdomTree U.S. SmallCap .. 0.00 % 0.38 %

-0.22 (-0.67%)

USD1.86B
DGRS WisdomTree U.S. SmallCap .. 0.00 % 0.38 %

-0.39 (-0.81%)

USD0.19B
PSCU Invesco S&P SmallCap Util.. 0.00 % 0.29 %

+0.28 (+0.43%)

USD0.03B
YLCO Global X YieldCo & Renewa.. 0.00 % 0.65 %

N/A

USD0.09B
CSB VictoryShares US Small Ca.. 0.00 % 0.35 %

-0.61 (-0.98%)

USD0.22B
BOON Pickens Morningstar Renew.. 0.00 % 0.65 %

N/A

USD3.23M

Market Performance

  Market Performance vs.
Industry/Classification (Utilities-Diversified)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.96% 78% C+ 68% D+
Dividend Return 1.05% 47% F 51% F
Total Return 19.01% 78% C+ 69% D+
Trailing 12 Months  
Capital Gain 19.87% 61% D- 31% F
Dividend Return 4.15% 47% F 57% F
Total Return 24.02% 61% D- 31% F
Trailing 5 Years  
Capital Gain 15.21% 38% F 41% F
Dividend Return 18.35% 31% F 63% D
Total Return 33.55% 38% F 40% F
Average Annual (5 Year Horizon)  
Capital Gain 0.46% 28% F 36% F
Dividend Return 3.31% 44% F 70% C-
Total Return 3.76% 28% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 19.27% 50% F 56% F
Risk Adjusted Return 19.52% 33% F 35% F
Market Capitalization 3.26B 22% F 67% D+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Utilities-Diversified)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 21.64 44% F 38% F
Price/Book Ratio 1.60 63% D 59% F
Price / Cash Flow Ratio 9.84 61% D- 46% F
EV/EBITDA 12.19 50% F 60% D-
Management Effectiveness  
Return on Equity 7.40% 26% F 52% F
Return on Invested Capital 5.43% 32% F 57% F
Return on Assets 2.44% 26% F 55% F
Debt to Equity Ratio 98.96% 58% F 38% F
Technical Ratios  
Short Ratio 4.68 17% F 17% F
Short Percent 5.25% 18% F 44% F
Beta 0.61 47% F 78% C+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector