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Avista Corporation (AVA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS05379B1070
CUSIP05379B107
SectorUtilities
IndustryUtilities—Diversified

Highlights

Market Cap$2.74B
EPS$2.24
PE Ratio15.66
PEG Ratio2.89
Revenue (TTM)$1.75B
Gross Profit (TTM)$974.35M
EBITDA (TTM)$523.73M
Year Range$29.71 - $42.57
Target Price$38.25
Short %5.60%
Short Ratio5.64

Share Price Chart


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Avista Corporation

Popular comparisons: AVA vs. AES, AVA vs. ALA.TO, AVA vs. MNTK, AVA vs. IVV, AVA vs. VOO, AVA vs. WEC

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Avista Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
15.64%
17.96%
AVA (Avista Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

Avista Corporation had a return of 0.30% year-to-date (YTD) and -16.65% in the last 12 months. Over the past 10 years, Avista Corporation had an annualized return of 5.07%, while the S&P 500 had an annualized return of 10.42%, indicating that Avista Corporation did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date0.30%5.05%
1 month4.99%-4.27%
6 months16.79%18.82%
1 year-16.65%21.22%
5 years (annualized)0.83%11.38%
10 years (annualized)5.07%10.42%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-4.84%-1.01%5.48%
2023-2.76%-2.10%8.55%5.27%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AVA is 21, indicating that it is in the bottom 21% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of AVA is 2121
Avista Corporation(AVA)
The Sharpe Ratio Rank of AVA is 1717Sharpe Ratio Rank
The Sortino Ratio Rank of AVA is 1717Sortino Ratio Rank
The Omega Ratio Rank of AVA is 1919Omega Ratio Rank
The Calmar Ratio Rank of AVA is 2121Calmar Ratio Rank
The Martin Ratio Rank of AVA is 3232Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Avista Corporation (AVA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AVA
Sharpe ratio
The chart of Sharpe ratio for AVA, currently valued at -0.69, compared to the broader market-2.00-1.000.001.002.003.00-0.69
Sortino ratio
The chart of Sortino ratio for AVA, currently valued at -0.90, compared to the broader market-4.00-2.000.002.004.00-0.90
Omega ratio
The chart of Omega ratio for AVA, currently valued at 0.90, compared to the broader market0.501.001.500.90
Calmar ratio
The chart of Calmar ratio for AVA, currently valued at -0.51, compared to the broader market0.001.002.003.004.005.00-0.51
Martin ratio
The chart of Martin ratio for AVA, currently valued at -0.85, compared to the broader market0.0010.0020.0030.00-0.85
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.81, compared to the broader market-2.00-1.000.001.002.003.001.81
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.64, compared to the broader market-4.00-2.000.002.004.002.64
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.001.002.003.004.005.001.38
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.21, compared to the broader market0.0010.0020.0030.007.21

Sharpe Ratio

The current Avista Corporation Sharpe ratio is -0.69. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
-0.69
1.81
AVA (Avista Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Avista Corporation granted a 5.25% dividend yield in the last twelve months. The annual payout for that period amounted to $1.86 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.86$1.84$1.76$1.69$1.62$1.55$1.49$1.43$1.37$1.32$1.27$1.22

Dividend yield

5.25%5.15%3.97%3.98%4.04%3.22%3.51%2.78%3.43%3.73%3.59%4.33%

Monthly Dividends

The table displays the monthly dividend distributions for Avista Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.48$0.00
2023$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$0.00
2022$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$0.00
2021$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.42$0.00
2020$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.00$0.41
2019$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00
2018$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.37$0.00
2017$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00
2016$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00
2015$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.00$0.33$0.00$0.33$0.00
2014$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.00$0.32
2013$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%5.3%
Avista Corporation has a dividend yield of 5.25%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%82.4%
Avista Corporation has a payout ratio of 82.44%, 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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-19.66%
-4.64%
AVA (Avista Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Avista Corporation. 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 Avista Corporation was 82.57%, occurring on Oct 9, 2002. Recovery took 3024 trading sessions.

The current Avista Corporation drawdown is 19.66%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-82.57%Jan 25, 2000680Oct 9, 20023024Oct 14, 20143704
-37.36%Mar 26, 1998263Apr 12, 1999194Jan 14, 2000457
-37.17%Mar 9, 202011Mar 23, 2020
-29.64%Jul 16, 1986353Dec 4, 1987737Nov 2, 19901090
-29.43%Sep 23, 1993201Jul 11, 1994352Nov 29, 1995553

Volatility

Volatility Chart

The current Avista Corporation volatility is 7.39%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2024FebruaryMarchApril
7.39%
3.30%
AVA (Avista Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items