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Avista Corporation (AVA)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US05379B1070
CUSIP
05379B107
Sector
Utilities
IPO Date
Nov 16, 1987

Highlights

Total Revenue (TTM)
$1.34B
Gross Profit (TTM)
-$4.70B
EBITDA (TTM)
$269.00M
Year Range
$35.50 - $43.50
Target Price
$40.33

Share Price Chart


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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.


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S&P 500 Index

Returns By Period

Avista Corporation (AVA) has returned 5.37% so far this year and 0.73% over the past 12 months. Over the last ten years, AVA has returned 3.85% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Avista Corporation

1D
-0.79%
1M
-1.18%
YTD
5.37%
6M
8.70%
1Y
0.73%
3Y*
3.22%
5Y*
1.35%
10Y*
3.85%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Nov 16, 1987, AVA's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, your investment would double in approximately 6.2 years.

Historically, 58% of months were positive and 42% were negative. The best month was Jan 2000 with a return of +90.3%, while the worst month was Apr 2000 at -27.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.

On a daily basis, AVA closed higher 47% of trading days. The best single day was Jan 21, 2000 with a return of +46.3%, while the worst single day was Jan 26, 2000 at -27.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20267.14%-0.47%-1.18%5.37%
2025-0.03%10.55%4.75%-0.96%-5.96%-1.45%-1.71%-0.72%3.48%0.63%10.06%-6.86%10.68%
2024-4.84%-1.01%5.48%2.74%4.07%-6.41%13.20%-0.16%0.28%-3.28%4.49%-5.32%7.84%
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%

Benchmark Metrics

Avista Corporation has an annualized alpha of 6.32%, beta of 0.56, and R² of 0.13 versus S&P 500 Index. Calculated based on daily prices since November 17, 1987.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (59.74%) than losses (54.05%) — typical of diversified or defensive assets.
  • Beta of 0.56 may look defensive, but with R² of 0.13 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 0.13 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
6.32%
Beta
0.56
0.13
Upside Capture
59.74%
Downside Capture
54.05%

Return for Risk

Risk / Return Rank

AVA ranks 39 for risk / return — below 39% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


AVA Risk / Return Rank: 3939
Overall Rank
AVA Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
AVA Sortino Ratio Rank: 3333
Sortino Ratio Rank
AVA Omega Ratio Rank: 3232
Omega Ratio Rank
AVA Calmar Ratio Rank: 4646
Calmar Ratio Rank
AVA Martin Ratio Rank: 4444
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 Avista Corporation (AVA) and compare them to a chosen benchmark (S&P 500 Index).


AVABenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.04

0.90

-0.85

Sortino ratio

Return per unit of downside risk

0.17

1.39

-1.21

Omega ratio

Gain probability vs. loss probability

1.02

1.21

-0.19

Calmar ratio

Return relative to maximum drawdown

0.20

1.40

-1.20

Martin ratio

Return relative to average drawdown

0.37

6.61

-6.24

Explore AVA risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Avista Corporation provided a 4.89% dividend yield over the last twelve months, with an annual payout of $1.96 per share. The company has been increasing its dividends for 26 consecutive years, earning it the status of a dividend aristocrat.


3.00%3.50%4.00%4.50%5.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.96$1.96$1.90$1.84$1.76$1.69$1.62$1.55$1.49$1.43$1.37$1.32

Dividend yield

4.89%5.09%5.19%5.15%3.97%3.98%4.04%3.22%3.51%2.78%3.43%3.73%

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
2026$0.00$0.49$0.00$0.49
2025$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$1.96
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

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 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 78.86%, occurring on Oct 9, 2002. Recovery took 2721 trading sessions.

The current Avista Corporation drawdown is 5.74%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.86%Jan 26, 2000679Oct 9, 20022721Aug 1, 20133400
-37.37%Mar 26, 1998263Apr 12, 1999194Jan 14, 2000457
-37.17%Mar 9, 202011Mar 23, 20201262Mar 31, 20251273
-29.41%Sep 23, 1993201Jul 11, 1994352Nov 29, 1995553
-22.66%Nov 12, 201876Mar 5, 2019229Jan 30, 2020305

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 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 overview of how Avista Corporation 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.


PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for AVA relative to other companies in the Utilities - Diversified industry. Currently, AVA has a P/S ratio of 1.6. 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