Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- About
AVA 
Avista Corporation (AVA)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/29/2025: 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 $41.2
1 Year Target Price $41.2
| 1 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -3.8% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/29/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.13B USD | Price to earnings Ratio 16.31 | 1Y Target Price 41.2 |
Price to earnings Ratio 16.31 | 1Y Target Price 41.2 | ||
Volume (30-day avg) 5 | Beta 0.29 | 52 Weeks Range 33.08 - 41.60 | Updated Date 12/28/2025 |
52 Weeks Range 33.08 - 41.60 | Updated Date 12/28/2025 | ||
Dividends yield (FY) 5.07% | Basic EPS (TTM) 2.36 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.62% | Operating Margin (TTM) 15.14% |
Management Effectiveness
Return on Assets (TTM) 2.7% | Return on Equity (TTM) 7.31% |
Valuation
Trailing PE 16.31 | Forward PE 13.89 | Enterprise Value 6276184632 | Price to Sales(TTM) 1.59 |
Enterprise Value 6276184632 | Price to Sales(TTM) 1.59 | ||
Enterprise Value to Revenue 3.2 | Enterprise Value to EBITDA 9.82 | Shares Outstanding 81371742 | Shares Floating 80658112 |
Shares Outstanding 81371742 | Shares Floating 80658112 | ||
Percent Insiders 0.83 | Percent Institutions 88.97 |
Upturn AI SWOT
Avista Corporation
Company Overview
History and Background
Avista Corporation, founded in 1883 as the Washington Water Power Company, is an American utility company headquartered in Spokane, Washington. It provides electric and natural gas services to customers in parts of Washington, Idaho, Oregon, Montana, and California. Over its long history, the company has undergone several name changes and expansions, evolving from a regional electricity provider to a diversified energy utility.
Core Business Areas
- Electric Utility Operations: Avista's primary business involves the generation, transmission, and distribution of electricity. This includes managing a diverse portfolio of power generation resources, such as hydroelectric, natural gas, coal, and increasingly, renewable energy sources like wind and solar. They serve residential, commercial, and industrial customers across their service territories.
- Natural Gas Utility Operations: The company also provides natural gas distribution services to customers in parts of Idaho, Oregon, Washington, and Montana. This involves the procurement, transportation, and delivery of natural gas to homes and businesses.
- Other Businesses: Avista may also engage in other regulated and unregulated energy-related businesses, though the utility operations are its core focus. This can include investments in energy infrastructure or services.
Leadership and Structure
Avista Corporation is led by a Chief Executive Officer (CEO) and a Board of Directors. The organizational structure is typical of a large utility, with dedicated divisions for operations, finance, regulatory affairs, customer service, and corporate development.
Top Products and Market Share
Key Offerings
- Description: Delivery of electricity to residential, commercial, and industrial customers. Market share data for individual utility services is typically not publicly disclosed in a comparable manner to other industries, as it's based on regulated service territories. Competitors are other utilities serving adjacent or overlapping territories, or in some cases, independent power producers and energy marketers for commercial clients.
- Product Name 1: Electric Service Delivery
- Description: Delivery of natural gas to residential, commercial, and industrial customers. Similar to electric service, market share is defined by regulated service territories. Competitors are other gas utilities in different regions and for specific industrial clients, alternative energy sources.
- Product Name 2: Natural Gas Delivery
Market Dynamics
Industry Overview
The utility industry in the US is characterized by a highly regulated environment, with companies operating as monopolies within defined service territories. Key trends include the transition to cleaner energy sources, grid modernization, increasing demand for electrification, and evolving customer expectations for reliability and sustainability. The industry faces significant capital investment needs for infrastructure upgrades and renewable energy integration.
Positioning
Avista Corporation is a regional utility operating in the Pacific Northwest and portions of California. Its position is that of a regulated monopoly provider within its service areas, facing competition primarily from other utilities seeking to expand or from alternative energy solutions for large industrial users. Its competitive advantages include established infrastructure, long-term customer relationships, and expertise in navigating regional regulatory landscapes.
Total Addressable Market (TAM)
The TAM for Avista Corporation is defined by its regulated service territories for electricity and natural gas. Estimating a specific dollar value for the TAM is complex as it's influenced by energy consumption trends, regulatory decisions, and economic growth within these regions. Avista is the primary, if not sole, provider within its defined TAM, making its positioning dominant within its service areas.
Upturn SWOT Analysis
Strengths
- Established and reliable infrastructure in its service territories.
- Regulated monopoly status provides stable revenue streams.
- Experience in managing diverse energy generation portfolios.
- Strong customer relationships and brand recognition in its regions.
- Commitment to sustainability and renewable energy integration.
Weaknesses
- Susceptible to regulatory changes and rate case outcomes.
- Reliance on aging infrastructure requires significant capital investment.
- Exposure to fuel price volatility for natural gas and coal generation.
- Limited geographic diversification compared to national utilities.
Opportunities
- Growth in renewable energy generation and storage solutions.
- Electrification of transportation and other sectors driving energy demand.
- Modernization of the grid to improve efficiency and resilience.
- Potential for strategic acquisitions or partnerships in complementary sectors.
- Development of new energy efficiency programs and customer services.
Threats
- Increasing regulatory scrutiny and environmental mandates.
- Competition from distributed generation (e.g., rooftop solar).
- Cybersecurity risks to critical infrastructure.
- Extreme weather events impacting operations and infrastructure.
- Shifting political and economic landscapes affecting energy policy.
Competitors and Market Share
Key Competitors
- PGE (Portland General Electric) (POR)
- IDACORP (Idaho Power) (IDA)
- NorthWestern Energy (NWE)
- Alliant Energy (LNT)
- Xcel Energy (XEL)
Competitive Landscape
Avista operates in a highly competitive landscape within the utility sector. While its regulated status provides a degree of insulation, it faces competition from other regional utilities for capital investment, talent, and strategic opportunities. Its advantages lie in its established infrastructure and strong local presence, while disadvantages include its limited geographic diversification compared to larger, national utilities.
Growth Trajectory and Initiatives
Historical Growth: Avista has demonstrated steady historical growth, primarily driven by its regulated utility operations and incremental rate increases approved by regulators. The company has also focused on expanding its renewable energy portfolio and improving operational efficiency.
Future Projections: Analysts project moderate earnings growth for Avista Corporation in the coming years, supported by continued investment in its infrastructure and a gradual increase in customer demand. The company's strategic focus on cleaner energy and grid modernization is expected to be a key driver of future growth.
Recent Initiatives: Investment in new renewable energy projects.,Grid modernization projects to enhance reliability and integrate distributed energy resources.,Focus on customer energy efficiency programs.,Exploration of new service offerings and technologies.
Summary
Avista Corporation is a stable, regulated utility with a long history of providing essential energy services. Its core strengths lie in its established infrastructure and strong customer base in its service territories. While facing ongoing challenges in infrastructure modernization and regulatory environments, the company is well-positioned to benefit from the growing demand for cleaner energy and grid upgrades. Key areas to watch include regulatory decisions, execution of renewable energy strategies, and managing capital expenditures effectively.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Avista Corporation Official Investor Relations Website
- SEC Filings (10-K, 10-Q)
- Financial Data Aggregators (e.g., Yahoo Finance, Bloomberg)
- Industry Analyst Reports
Disclaimers:
This JSON output is an analysis based on publicly available information. Financial data and market share estimates are subject to change and may not be exhaustive. This information should not be considered investment advice. Users are encouraged to conduct their own due diligence before making any investment decisions.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.