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Upturn AI SWOT - About
AVA 
Avista Corporation (AVA)
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Upturn Advisory Summary
07/14/2025: AVA (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $42.25
1 Year Target Price $42.25
| 1 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -6.89% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.06B USD | Price to earnings Ratio 16.11 | 1Y Target Price 42.25 |
Price to earnings Ratio 16.11 | 1Y Target Price 42.25 | ||
Volume (30-day avg) 5 | Beta 0.39 | 52 Weeks Range 33.93 - 42.55 | Updated Date 07/13/2025 |
52 Weeks Range 33.93 - 42.55 | Updated Date 07/13/2025 | ||
Dividends yield (FY) 5.16% | Basic EPS (TTM) 2.36 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.66% | Operating Margin (TTM) 20.26% |
Management Effectiveness
Return on Assets (TTM) 2.65% | Return on Equity (TTM) 7.27% |
Valuation
Trailing PE 16.11 | Forward PE 14.73 | Enterprise Value 6091220877 | Price to Sales(TTM) 1.57 |
Enterprise Value 6091220877 | Price to Sales(TTM) 1.57 | ||
Enterprise Value to Revenue 3.13 | Enterprise Value to EBITDA 9.78 | Shares Outstanding 80563600 | Shares Floating 79749061 |
Shares Outstanding 80563600 | Shares Floating 79749061 | ||
Percent Insiders 0.84 | Percent Institutions 88.08 |
Upturn AI SWOT
Avista Corporation
Company Overview
History and Background
Avista Corporation was founded in 1889 as Washington Water Power Company. It has evolved from a small regional utility to a multi-state energy company through strategic acquisitions and organic growth, focusing on sustainable energy solutions.
Core Business Areas
- Avista Utilities: Generates, transmits, and distributes electricity and natural gas to customers in eastern Washington, northern Idaho, and parts of Oregon.
- Alaska Energy and Resources Company (AERC): Manages investments in various energy-related businesses, primarily focused on exploration and production of oil and gas in Alaska.
- Other Businesses: Includes venture capital investments and real estate holdings.
Leadership and Structure
Avista Corporation is led by a board of directors and a senior management team headed by the President and CEO. The organizational structure is divided by business segments, with each segment having its own leadership team reporting to the corporate level.
Top Products and Market Share
Key Offerings
- Electricity Distribution: Distribution of electricity to residential, commercial, and industrial customers. Avista serves approximately 398,000 electric customers. Competitors vary by region, but include other investor-owned utilities and public utility districts.
- Natural Gas Distribution: Distribution of natural gas to residential, commercial, and industrial customers. Avista serves approximately 369,000 natural gas customers. Competitors include other natural gas distributors and propane providers.
- Oil and Gas Exploration and Production: Focused on oil and gas exploration and production in Alaska. Exact market share data varies depending on specific fields and production levels. Competitors include major oil and gas companies operating in Alaska.
Market Dynamics
Industry Overview
The utility industry is undergoing a significant transformation due to increasing regulatory pressures, growing demand for renewable energy, and advancements in grid technology. Companies are investing heavily in infrastructure upgrades and renewable energy projects to meet evolving customer needs and environmental standards.
Positioning
Avista Corporation is positioned as a regional utility company focused on providing reliable and affordable energy services. Its competitive advantages include a diversified energy portfolio, a strong customer base, and a commitment to sustainability.
Total Addressable Market (TAM)
The US utility market is valued in the hundreds of billions of dollars. Avista Corporation is positioned within the Northwestern US market, capturing a small percentage of the overall TAM. Their efforts in renewable and diversified energy places them in a good position for the future.
Upturn SWOT Analysis
Strengths
- Diversified Energy Portfolio
- Strong Customer Base
- Commitment to Sustainability
- Experienced Management Team
- Solid Regulatory Relationships
Weaknesses
- Geographic Concentration
- Exposure to Commodity Price Volatility
- Capital Intensive Operations
- Regulatory Uncertainty
- Dependence on Hydroelectric Generation
Opportunities
- Expansion of Renewable Energy Portfolio
- Infrastructure Modernization
- Smart Grid Technologies
- Acquisition of Smaller Utilities
- Increased Demand for Clean Energy
Threats
- Rising Interest Rates
- Changing Regulatory Landscape
- Cybersecurity Threats
- Economic Downturn
- Environmental Regulations
Competitors and Market Share
Key Competitors
- PNW
- IDAC
- NEE
Competitive Landscape
Avista Corporation faces competition from other utilities and energy companies in the region. Its competitive advantages include a diversified energy portfolio and a strong customer base.
Major Acquisitions
Puget Sound Energy's Gas Division
- Year: 1997
- Acquisition Price (USD millions): 378
- Strategic Rationale: Expanded Avista's natural gas distribution business into western Washington, increasing its customer base and service territory.
Growth Trajectory and Initiatives
Historical Growth: Avista Corporation has experienced moderate growth over the past years, driven by increasing customer demand and strategic investments in infrastructure.
Future Projections: Future growth is expected to be driven by investments in renewable energy projects and infrastructure upgrades. Analyst estimates vary depending on market conditions and regulatory developments.
Recent Initiatives: Recent initiatives include investments in renewable energy projects, smart grid technologies, and infrastructure modernization.
Summary
Avista Corporation is a regional utility company with a diversified energy portfolio and a solid customer base. They are strategically investing in renewable energy to meet regulatory demands and market trends. However, they face commodity price volatility and regulatory uncertainties. Managing capital expenditures and navigating the evolving energy landscape are key to future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Avista Corporation Investor Relations
- SEC Filings
- Industry Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly. Actual results may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Avista Corporation
Exchange NYSE | Headquaters Spokane, WA, United States | ||
IPO Launch date 1987-11-16 | President, CEO & Director Ms. Heather Lynn Rosentrater | ||
Sector Utilities | Industry Utilities - Diversified | Full time employees - | Website https://investor.avistacorp.com |
Full time employees - | Website https://investor.avistacorp.com | ||
Avista Corporation, together with its subsidiaries, operates as an electric and natural gas utility company in the United States. It operates through two segments, Avista Utilities and Alaska Electric Light and Power Company (AEL&P). The Avista Utilities segment provides electric distribution and transmission, and natural gas distribution and transmission services in parts of eastern Washington and northern Idaho; and natural gas distribution services in parts of northeastern and southwestern Oregon, as well as generates electricity in Washington, Idaho, Oregon, and Montana. This segment also engages in the supply of electricity to customers in Montana; and wholesale purchase and sale of electricity and natural gas. The AEL&P segment offers electric services in Juneau, Alaska. The company generates electricity through hydroelectric, thermal, wind, and solar generation facilities. As of December 31, 2024, it supplied retail electric services to approximately 422,000 customers; retail natural gas services to approximately 383,000 customers; and electrical energy to approximately 17,800 customers. The company also operated five hydroelectric generation facilities with a capacity of 102.7 MW; and four diesel generating facilities with a capacity of 107.5 MW. In addition, it engages in venture fund investments, real estate investments, and other investments. The company was formerly known as Washington Water Power and changed its name to Avista Corporation in January 1999. Avista Corporation was incorporated in 1889 and is headquartered in Spokane, Washington.
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