AVA vs. WEC
Compare and contrast key facts about Avista Corporation (AVA) and WEC Energy Group, Inc. (WEC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVA or WEC.
Correlation
The correlation between AVA and WEC is 0.34, 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. WEC - Performance Comparison
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Key characteristics
AVA:
0.39
WEC:
1.59
AVA:
0.68
WEC:
2.28
AVA:
1.08
WEC:
1.28
AVA:
0.35
WEC:
1.22
AVA:
1.71
WEC:
6.98
AVA:
4.68%
WEC:
4.04%
AVA:
20.34%
WEC:
17.45%
AVA:
-82.57%
WEC:
-45.05%
AVA:
-7.52%
WEC:
-4.36%
Fundamentals
AVA:
$3.22B
WEC:
$34.35B
AVA:
$2.36
WEC:
$5.13
AVA:
16.95
WEC:
20.98
AVA:
2.87
WEC:
2.68
AVA:
1.66
WEC:
3.79
AVA:
1.24
WEC:
2.70
AVA:
$1.95B
WEC:
$9.07B
AVA:
$647.91M
WEC:
$3.63B
AVA:
$623.33M
WEC:
$4.04B
Returns By Period
In the year-to-date period, AVA achieves a 8.50% return, which is significantly lower than WEC's 12.59% return. Over the past 10 years, AVA has underperformed WEC with an annualized return of 6.10%, while WEC has yielded a comparatively higher 11.66% annualized return.
AVA
8.50%
-3.06%
6.07%
7.34%
6.30%
6.10%
WEC
12.59%
-1.86%
8.20%
27.43%
7.70%
11.66%
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Risk-Adjusted Performance
AVA vs. WEC — Risk-Adjusted Performance Rank
AVA
WEC
AVA vs. WEC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avista Corporation (AVA) and WEC Energy Group, Inc. (WEC). 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.
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Dividends
AVA vs. WEC - Dividend Comparison
AVA's dividend yield for the trailing twelve months is around 6.13%, more than WEC's 3.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
WEC WEC Energy Group, Inc. | 3.24% | 3.55% | 3.71% | 3.10% | 2.79% | 2.75% | 2.56% | 3.19% | 3.13% | 3.38% | 3.40% | 2.96% |
Drawdowns
AVA vs. WEC - Drawdown Comparison
The maximum AVA drawdown since its inception was -82.57%, which is greater than WEC's maximum drawdown of -45.05%. Use the drawdown chart below to compare losses from any high point for AVA and WEC. For additional features, visit the drawdowns tool.
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Volatility
AVA vs. WEC - Volatility Comparison
Avista Corporation (AVA) and WEC Energy Group, Inc. (WEC) have volatilities of 5.04% and 4.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
AVA vs. WEC - Financials Comparison
This section allows you to compare key financial metrics between Avista Corporation and WEC Energy Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AVA vs. WEC - Profitability Comparison
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%.
WEC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, WEC Energy Group, Inc. reported a gross profit of 1.38B and revenue of 3.15B. Therefore, the gross margin over that period was 43.7%.
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%.
WEC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, WEC Energy Group, Inc. reported an operating income of 937.50M and revenue of 3.15B, resulting in an operating margin of 29.8%.
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%.
WEC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, WEC Energy Group, Inc. reported a net income of 724.50M and revenue of 3.15B, resulting in a net margin of 23.0%.