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

Company Info

ISIN

US05379B1070

CUSIP

05379B107

Sector

Utilities

IPO Date

Nov 16, 1987

Highlights

Market Cap

$2.91B

EPS (TTM)

$2.53

PE Ratio

14.52

PEG Ratio

2.89

Total Revenue (TTM)

$1.92B

Gross Profit (TTM)

$406.91M

EBITDA (TTM)

$596.91M

Year Range

$30.33 - $39.24

Target Price

$40.25

Short %

4.77%

Short Ratio

4.80

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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

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.


1,200.00%1,400.00%1,600.00%1,800.00%2,000.00%2,200.00%2,400.00%JulyAugustSeptemberOctoberNovemberDecember
1,371.19%
2,279.71%
AVA (Avista Corporation)
Benchmark (^GSPC)

Returns By Period

Avista Corporation had a return of 4.39% year-to-date (YTD) and 5.04% in the last 12 months. Over the past 10 years, Avista Corporation had an annualized return of 4.26%, while the S&P 500 had an annualized return of 11.01%, indicating that Avista Corporation did not perform as well as the benchmark.


AVA

YTD

4.39%

1M

-7.10%

6M

6.72%

1Y

5.04%

5Y*

-1.75%

10Y*

4.26%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of AVA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.84%-1.01%5.48%2.74%4.07%-6.41%13.20%-0.16%0.28%-3.28%4.49%4.39%
2023-10.01%4.26%3.23%3.82%-5.13%-5.03%-1.60%-12.67%-2.76%-2.10%8.55%5.27%-15.31%
20224.64%1.43%1.17%-10.14%8.15%0.16%-2.87%-2.91%-8.81%10.74%1.77%7.41%8.79%
2021-6.63%8.47%18.75%-3.62%-0.57%-5.87%0.37%-1.32%-6.52%1.76%-2.23%10.33%10.27%
20205.74%-6.55%-9.88%1.29%-8.03%-7.10%2.03%0.39%-7.43%-2.64%12.94%8.15%-13.10%
2019-1.48%-2.53%0.52%6.20%-2.29%6.80%3.21%2.75%3.28%-0.85%-0.74%1.71%17.28%
2018-2.19%-4.30%7.15%1.19%1.84%0.42%-3.95%2.18%-1.46%1.70%1.89%-18.34%-15.07%
2017-3.38%4.13%-2.06%3.30%7.10%-0.89%23.91%-1.62%0.72%0.91%0.11%-0.87%32.87%
20164.69%3.01%7.88%-1.74%1.25%11.39%-2.90%-5.84%2.88%-0.93%-1.41%-1.19%17.05%
20155.04%-7.25%0.23%-4.56%-0.90%-4.22%7.73%-4.94%7.05%1.80%3.24%2.20%4.16%
20142.27%3.76%3.55%4.89%-1.63%7.06%-7.43%5.65%-5.95%16.12%-2.82%3.57%30.49%
20137.26%2.46%4.62%2.37%-3.77%1.16%6.51%-7.67%0.50%5.26%-0.85%3.45%22.25%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AVA is 55, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AVA is 5555
Overall Rank
The Sharpe Ratio Rank of AVA is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of AVA is 4949
Sortino Ratio Rank
The Omega Ratio Rank of AVA is 4848
Omega Ratio Rank
The Calmar Ratio Rank of AVA is 5959
Calmar Ratio Rank
The Martin Ratio Rank of AVA is 6161
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for AVA, currently valued at 0.35, compared to the broader market-4.00-2.000.002.000.351.90
The chart of Sortino ratio for AVA, currently valued at 0.62, compared to the broader market-4.00-2.000.002.004.000.622.54
The chart of Omega ratio for AVA, currently valued at 1.08, compared to the broader market0.501.001.502.001.081.35
The chart of Calmar ratio for AVA, currently valued at 0.26, compared to the broader market0.002.004.006.000.262.81
The chart of Martin ratio for AVA, currently valued at 1.39, compared to the broader market0.0010.0020.001.3912.39
AVA
^GSPC

The current Avista Corporation Sharpe ratio is 0.35. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Avista Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.35
1.90
AVA (Avista Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Avista Corporation provided a 5.36% dividend yield over the last twelve months, with an annual payout of $1.90 per share. The company has been increasing its dividends for 24 consecutive years.


3.00%3.50%4.00%4.50%5.00%$0.00$0.50$1.00$1.50$2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.90$1.84$1.76$1.69$1.62$1.55$1.49$1.43$1.37$1.32$1.27$1.22

Dividend yield

5.36%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$1.90
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$1.84
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$1.76
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$1.69
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$1.62
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$1.55
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$1.49
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$1.43
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$1.37
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$1.32
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$1.27
2013$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$1.22

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%5.4%
Avista Corporation has a dividend yield of 5.36%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%75.1%
Avista Corporation has a payout ratio of 75.10%, 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.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-16.38%
-3.58%
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 16.38%.


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
-29.43%Sep 23, 1993201Jul 11, 1994352Nov 29, 1995553
-22.66%Nov 12, 201876Mar 5, 2019229Jan 30, 2020305

Volatility

Volatility Chart

The current Avista Corporation volatility is 4.75%, 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%JulyAugustSeptemberOctoberNovemberDecember
4.75%
3.64%
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

Valuation

The Valuation section provides an assessment of the market value of Avista Corporation compared to its peers in the Utilities - Diversified industry.


PE Ratio
10.020.030.040.014.5
The chart displays the price to earnings (P/E) ratio for AVA in comparison to other companies of the Utilities - Diversified industry. Currently, AVA has a PE value of 14.5. This PE ratio falls in the average range for the industry.
PEG Ratio
2.04.06.08.02.9
The chart displays the price to earnings to growth (PEG) ratio for AVA in comparison to other companies of the Utilities - Diversified industry. Currently, AVA has a PEG value of 2.9. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Avista Corporation.


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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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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