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AVA vs. AES
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AVA and AES is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

AVA vs. AES - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avista Corporation (AVA) and The AES Corporation (AES). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

AVA:

0.39

AES:

-0.86

Sortino Ratio

AVA:

0.68

AES:

-1.04

Omega Ratio

AVA:

1.08

AES:

0.87

Calmar Ratio

AVA:

0.35

AES:

-0.44

Martin Ratio

AVA:

1.71

AES:

-1.05

Ulcer Index

AVA:

4.68%

AES:

33.62%

Daily Std Dev

AVA:

20.34%

AES:

43.54%

Max Drawdown

AVA:

-82.57%

AES:

-98.65%

Current Drawdown

AVA:

-7.52%

AES:

-74.65%

Fundamentals

Market Cap

AVA:

$3.16B

AES:

$8.45B

EPS

AVA:

$2.36

AES:

$1.84

PE Ratio

AVA:

16.63

AES:

6.45

PEG Ratio

AVA:

2.80

AES:

1.09

PS Ratio

AVA:

1.62

AES:

0.70

PB Ratio

AVA:

1.22

AES:

2.44

Total Revenue (TTM)

AVA:

$1.95B

AES:

$12.12B

Gross Profit (TTM)

AVA:

$647.91M

AES:

$2.14B

EBITDA (TTM)

AVA:

$623.33M

AES:

$3.01B

Returns By Period

In the year-to-date period, AVA achieves a 8.50% return, which is significantly higher than AES's -4.63% return. Over the past 10 years, AVA has outperformed AES with an annualized return of 6.10%, while AES has yielded a comparatively lower 2.25% annualized return.


AVA

YTD

8.50%

1M

-3.06%

6M

6.07%

1Y

7.34%

5Y*

6.30%

10Y*

6.10%

AES

YTD

-4.63%

1M

17.31%

6M

-11.63%

1Y

-37.18%

5Y*

4.04%

10Y*

2.25%

*Annualized

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Risk-Adjusted Performance

AVA vs. AES — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVA
The Risk-Adjusted Performance Rank of AVA is 6262
Overall Rank
The Sharpe Ratio Rank of AVA is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of AVA is 5656
Sortino Ratio Rank
The Omega Ratio Rank of AVA is 5454
Omega Ratio Rank
The Calmar Ratio Rank of AVA is 6666
Calmar Ratio Rank
The Martin Ratio Rank of AVA is 7070
Martin Ratio Rank

AES
The Risk-Adjusted Performance Rank of AES is 1515
Overall Rank
The Sharpe Ratio Rank of AES is 77
Sharpe Ratio Rank
The Sortino Ratio Rank of AES is 1111
Sortino Ratio Rank
The Omega Ratio Rank of AES is 1212
Omega Ratio Rank
The Calmar Ratio Rank of AES is 2121
Calmar Ratio Rank
The Martin Ratio Rank of AES is 2323
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.

AVA vs. AES - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Avista Corporation (AVA) and The AES Corporation (AES). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current AVA Sharpe Ratio is 0.39, which is higher than the AES Sharpe Ratio of -0.86. The chart below compares the historical Sharpe Ratios of AVA and AES, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

AVA vs. AES - Dividend Comparison

AVA's dividend yield for the trailing twelve months is around 6.13%, more than AES's 5.88% yield.


TTM20242023202220212020201920182017201620152014
AVA
Avista Corporation
6.13%5.19%5.15%3.97%3.98%4.04%3.22%3.51%2.78%3.43%3.73%3.59%
AES
The AES Corporation
5.88%5.38%3.45%2.20%2.49%2.43%2.75%3.60%4.43%3.79%4.18%1.45%

Drawdowns

AVA vs. AES - Drawdown Comparison

The maximum AVA drawdown since its inception was -82.57%, smaller than the maximum AES drawdown of -98.65%. Use the drawdown chart below to compare losses from any high point for AVA and AES. For additional features, visit the drawdowns tool.


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Volatility

AVA vs. AES - Volatility Comparison

The current volatility for Avista Corporation (AVA) is 5.04%, while The AES Corporation (AES) has a volatility of 11.87%. This indicates that AVA experiences smaller price fluctuations and is considered to be less risky than AES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

AVA vs. AES - Financials Comparison

This section allows you to compare key financial metrics between Avista Corporation and The AES Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B20212022202320242025
617.00M
2.93B
(AVA) Total Revenue
(AES) Total Revenue
Values in USD except per share items

AVA vs. AES - Profitability Comparison

The chart below illustrates the profitability comparison between Avista Corporation and The AES Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%20212022202320242025
58.5%
15.1%
(AVA) Gross Margin
(AES) Gross Margin
AVA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Avista Corporation reported a gross profit of 361.00M and revenue of 617.00M. Therefore, the gross margin over that period was 58.5%.

AES - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The AES Corporation reported a gross profit of 441.00M and revenue of 2.93B. Therefore, the gross margin over that period was 15.1%.

AVA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Avista Corporation reported an operating income of 125.00M and revenue of 617.00M, resulting in an operating margin of 20.3%.

AES - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The AES Corporation reported an operating income of 364.00M and revenue of 2.93B, resulting in an operating margin of 12.4%.

AVA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Avista Corporation reported a net income of 79.00M and revenue of 617.00M, resulting in a net margin of 12.8%.

AES - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The AES Corporation reported a net income of 46.00M and revenue of 2.93B, resulting in a net margin of 1.6%.