Avista vs Xcel Energy
AVA and XEL side by side, both in combination electric and gas, and other utility. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AVA and XEL compare
Xcel Energy is the larger company, worth 15 times as much as Avista ($52.1B against $3.4B).
On earnings, Avista is cheaper: it trades at 13.5× trailing earnings, against 18.9× for Xcel Energy.
Xcel Energy grew revenue faster over the last twelve months (4.5% versus −1.4% for Avista).
Xcel Energy keeps more of each dollar of sales as profit, with a net margin of 17.9% compared with 12.8% at Avista.
Both pay dividends: Avista yields 4.9% and Xcel Energy 2.9%.
Avista scores higher on the StockData Score (20 against 10 for Xcel Energy), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AVA | XEL |
|---|---|---|
| Size and price | ||
| Market cap | $3.4B | $52.1B |
| Share price | $40.34 | $81.10 |
| Change, 1 year | −1.9% | 0.87% |
| Change, 5 years | 3.9% | 24.6% |
| Beta (5Y) | 0.24 | 0.31 |
| Employees | 1,929 | 12K |
| StockData Score | ||
| Total score | 20 (better) | 10 |
| Valuation score | 6 (better) | 2 |
| Growth score | 2 (better) | 1 |
| Performance score | 4 | 4 |
| Health score | 3 (better) | 0 |
| Dividend score | 5 (better) | 3 |
| Valuation | ||
| P/E | 13.5× (better) | 18.9× |
| P/S | 1.7× (better) | 3.5× |
| P/B | 1.2× (better) | 2.0× |
| EV/EBITDA | 5.7× (better) | 14.5× |
| PEG | 3.44 (better) | 7.38 |
| FCF yield | −5.7% (better) | −14.6% |
| Fair value | $57.32 | $73.76 |
| Margin of safety | 29.6% (better) | −10.0% |
| Growth | ||
| Revenue growth (TTM) | −1.4% | 4.5% (better) |
| Revenue growth, 5Y average | 8.2% (better) | 4.9% |
| Net income growth (TTM) | 30.7% | 39.4% (better) |
| EPS growth (TTM) | 26.8% | 30.8% (better) |
| EPS growth, 5Y average | 4.6% (better) | 4.2% |
| Profitability | ||
| Operating margin | 18.9% | 21.7% (better) |
| Net margin | 12.8% | 17.9% (better) |
| FCF margin | −9.9% (better) | −51.2% |
| Return on equity | 9.0% | 11.4% (better) |
| Return on invested capital | 10.7% (better) | 5.5% |
| Financial health | ||
| Debt / equity | 0.12 (better) | 1.59 |
| Net debt / EBITDA | 0.46 (better) | 6.12 |
| Interest coverage | – | 1.9× |
| Current ratio | 0.96 (better) | 0.69 |
| Altman Z-score | 0.86 | 0.88 (better) |
| Piotroski F-score | 5 (better) | 4 |
| Dividends and buybacks | ||
| Dividend yield | 4.9% (better) | 2.9% |
| Payout ratio | 66.4% | 52.4% |
| Years of dividend growth | 16 (better) | 3 |
| Dividend growth, 5Y average | 3.9% | – |
| Buyback yield | −2.7% (better) | −5.8% |
| Shareholder yield | 2.2% (better) | −2.9% |
| Ownership | ||
| Held by institutions | 89.1% | 93.2% |
| Held by insiders | 0.78% | 0.22% |
| Insider net buying, 12 months | −$693K (better) | −$1.4M |
| Short interest, % of float | 4.6% | – |
Go deeper
- AVA stock overview
- AVA income statement
- AVA valuation and score
- XEL stock overview
- XEL income statement
- XEL valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.