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Upturn AI Summary - About
Avista Corporation(AVA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AVA
11/06/2026: AVA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Avista Corporation is a regulated utility company serving customers in the Pacific Northwest through electricity and natural gas distribution. The company benefits from a protected franchise model and a high-quality mix of hydroelectric generation, providing stable, long-term dividend income for investors. Its primary investment story centers on steady capital investment in grid modernization and the ongoing transition to cleaner energy. However, investors must monitor risks related to regulatory rate-setting, climate impacts on power generation, and the cost of debt in higher interest rate environments. Avista serves as a conservative holding, best suited for dividend-seeking investors who prioritize stability over high growth and can tolerate regulatory-driven cycles.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | Utility stocks are generally low-growth, focusing on stability rather than rapid expansion. |
| Momentum investor | Weak fit | Avista stock typically lacks the high-volatility price trends favored by momentum strategies. |
| Value investor | Mixed fit | The stock may offer value depending on interest rate environments and regulatory outcomes. |
| Dividend investor | Strong fit | Avista is well-suited for income-focused investors due to its long history of consistent dividend payments. |
| Low-risk investor | Strong fit | Regulated utilities offer lower beta and less volatility compared to the broader equity market. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | Utilities are generally less volatile than the broader market due to their regulated, essential nature. |
| Valuation risk | Medium | Valuation is often sensitive to long-term interest rates which affect the attractiveness of dividend yields. |
| Competition risk (Regulatory) | Medium / high | Regulatory risk is the primary 'competition' concern as it dictates return on equity and cost recovery. |
| Business quality | Strong | The company operates essential infrastructure with a protected, regulated franchise model. |
| Dividend income | Strong | Consistent dividend history provides a reliable income stream for shareholders. |
| Execution risk | Medium | Successfully managing large-scale infrastructure and clean energy transitions requires effective operational execution. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -6.5% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.37B USD | Price to earnings Ratio 13.5 | 1Y Target Price 40.67 |
Price to earnings Ratio 13.5 | 1Y Target Price 40.67 | ||
Volume (30-day avg) 754.3K shares | Beta 0.19 | 52 Weeks Range 34.46 - 42.56 | Updated Date 11/08/2026 |
52 Weeks Range 34.46 - 42.56 | Updated Date 11/08/2026 | ||
Dividends yield (FY) 4.81% | Basic EPS (TTM) 2.98 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Electric Operations | Generation, transmission, and delivery of electricity. | Steady income driven by reliable demand for electricity. |
| Natural Gas Operations | Distribution of natural gas to residential and commercial users. | Provides secondary, stable cash flows from gas utility customers. |
| Regional Geography | Service area spanning Washington, Idaho, and Oregon. | Performance is tied to the regional economy and local regulatory climate. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-03 | When - | Estimate 0.44 | Actual 0.38 |
Profitability
Profit Margin 12.75% | Operating Margin (TTM) 16.15% |
Management Effectiveness
Return on Assets (TTM) 2.74% | Return on Equity (TTM) 9.02% |
Valuation
Trailing PE 13.5 | Forward PE 14.58 | Enterprise Value 6.79B | Price to Sales(TTM) 1.74 |
Enterprise Value 6.79B | Price to Sales(TTM) 1.74 | ||
Enterprise Value to Revenue 3.51 | Enterprise Value to EBITDA 10.28 | Shares Outstanding 83.76M | Shares Floating 82.96M |
Shares Outstanding 83.76M | Shares Floating 82.96M | ||
Percent Insiders 0.9 | Percent Institutions 92.44 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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