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.
Key characteristics
| AVA | WEC | |
|---|---|---|
| YTD Return | 8.16% | 18.69% |
| 1Y Return | 11.47% | 22.69% |
| 3Y Return (Ann) | 1.83% | 5.63% |
| 5Y Return (Ann) | -0.28% | 5.10% |
| 10Y Return (Ann) | 5.00% | 10.61% |
| Sharpe Ratio | 0.59 | 1.27 |
| Sortino Ratio | 0.96 | 1.84 |
| Omega Ratio | 1.12 | 1.23 |
| Calmar Ratio | 0.44 | 0.90 |
| Martin Ratio | 2.41 | 4.29 |
| Ulcer Index | 5.08% | 5.26% |
| Daily Std Dev | 20.58% | 17.84% |
| Max Drawdown | -82.57% | -45.05% |
| Current Drawdown | -13.36% | -3.10% |
Fundamentals
| AVA | WEC | |
|---|---|---|
| Market Cap | $3.00B | $30.96B |
| EPS | $2.51 | $4.09 |
| PE Ratio | 15.01 | 23.92 |
| PEG Ratio | 2.89 | 2.89 |
| Total Revenue (TTM) | $1.92B | $8.53B |
| Gross Profit (TTM) | $406.74M | $3.90B |
| EBITDA (TTM) | $583.10M | $3.59B |
Correlation
The correlation between AVA and WEC is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AVA vs. WEC - Performance Comparison
In the year-to-date period, AVA achieves a 8.16% return, which is significantly lower than WEC's 18.69% return. Over the past 10 years, AVA has underperformed WEC with an annualized return of 5.00%, while WEC has yielded a comparatively higher 10.61% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
AVA vs. WEC - Dividend Comparison
AVA's dividend yield for the trailing twelve months is around 5.07%, more than WEC's 3.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVA Avista Corporation | 5.07% | 5.15% | 3.97% | 3.98% | 4.04% | 3.22% | 3.51% | 2.78% | 3.43% | 3.73% | 3.59% | 4.33% |
WEC WEC Energy Group, Inc. | 3.47% | 3.71% | 3.10% | 2.79% | 2.75% | 2.56% | 3.19% | 3.13% | 3.38% | 3.40% | 2.96% | 3.50% |
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.
Volatility
AVA vs. WEC - Volatility Comparison
Avista Corporation (AVA) has a higher volatility of 6.03% compared to WEC Energy Group, Inc. (WEC) at 4.54%. This indicates that AVA's price experiences larger fluctuations and is considered to be riskier than WEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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