Is Avista Stock a Good Investment?

Avista Investment Advice

AVA

To provide specific investment advice or recommendations on Avista stock, we recommend investors consider the following general factors when evaluating Avista. This will help you to make an informed decision on whether to include Avista in one of your diversified portfolios:

Examine Avista's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Avista's leadership team and their track record. Good management can help Avista navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Multi-Utilities space and any emerging trends that could impact Avista's business and its evolving consumer preferences.
Compare Avista's performance and market position to its competitors. Analyze how Avista is positioned in terms of product offerings, innovation, and market share.
Check if Avista pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Avista's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in Avista stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Avista is a good investment.

Sell

Buy

Strong Buy

Avista advice module can be used to check and cross-verify current investment recommendation provided by analysts analyzing the company's potential to grow using all of fundamental, technical, data market data available at the time. To make sure Avista is not overpriced, please confirm all Avista fundamentals, including its shares owned by insiders, revenue, total debt, as well as the relationship between the price to earning and net income . Given that Avista has a price to earning of 21.14 X, we suggest you to validate Avista market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Market Performance	Weak	Details
Volatility	Very steady	Details
Hype Condition	Low key	Details
Current Valuation	Fairly Valued	Details
Odds Of Distress	Below Average	Details
Economic Sensitivity	Slowly supersedes the market	Details
Investor Sentiment	Alarmed	Details
Analyst Consensus	Buy	Details
Financial Strenth (F Score)	Strong	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine Avista Stock

Researching Avista's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 89.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.23. Some equities with similar Price to Book (P/B) outperform the market in the long run. Avista has Price/Earnings To Growth (PEG) ratio of 2.89. The entity last dividend was issued on the 26th of November 2024. The firm had 2:1 split on the 10th of November 1993.

To determine if Avista is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Avista's research are outlined below:

	Avista has 3.03 B in debt with debt to equity (D/E) ratio of 1.18, which is OK given its current industry classification. Avista has a current ratio of 0.74, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Avista to invest in growth at high rates of return.
	Avista has a strong financial position based on the latest SEC filings
	Over 89.0% of Avista shares are held by institutions such as insurance companies
	Latest headline from news.google.com: Ex-Dividend Reminder Avista, Johnson Johnson and Labcorp Holdings - Nasdaq

Avista Quarterly Good Will

52.43 Million

Avista uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Avista. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Avista's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	21st of February 2024 Upcoming Quarterly Report	View
	1st of May 2024 Next Financial Report	View
	31st of December 2023 Next Fiscal Quarter End	View
	21st of February 2024 Next Fiscal Year End	View
	30th of September 2023 Last Quarter Report	View
	31st of December 2022 Last Financial Announcement	View

Earnings surprises can significantly impact Avista's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Avista's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2002-10-30	2002-09-30	-0.05	-0.04	0.01	20
1999-07-27	1999-06-30	0.16	0.14	-0.02	12
2013-11-06	2013-09-30	0.16	0.19	0.03	18
2007-08-01	2007-06-30	0.29	0.26	-0.03	10
2005-04-27	2005-03-31	0.24	0.21	-0.03	12
2003-10-24	2003-09-30	0.06	0.09	0.03	50
2018-11-07	2018-09-30	0.19	0.15	-0.04	21
2017-08-02	2017-06-30	0.38	0.34	-0.04	10

Know Avista's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Avista is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Avista backward and forwards among themselves. Avista's institutional investor refers to the entity that pools money to purchase Avista's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Bank Of New York Mellon Corp	2024-06-30	1.1 M
Amvescap Plc.	2024-06-30	973.3 K
Northern Trust Corp	2024-09-30	945.5 K
Prudential Financial Inc	2024-09-30	924.7 K
Hotchkis & Wiley Capital Management Llc	2024-09-30	922.8 K
Mariner Value Strategies, Llc	2024-09-30	858.4 K
Old Republic International Corp	2024-09-30	597.5 K
Norges Bank	2024-06-30	547.3 K
Legal & General Group Plc	2024-06-30	541.2 K
Blackrock Inc	2024-06-30	14.8 M
Vanguard Group Inc	2024-09-30	9.9 M

Note, although Avista's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Avista's market capitalization trends

The company currently falls under 'Mid-Cap' category with a total capitalization of 3.1 B.

Market Cap

3.06 Billion

Avista's profitablity analysis

	Last Reported	Projected for Next Year
Return On Tangible Assets	0.02	0.02
Return On Capital Employed	0.04	0.06
Return On Assets	0.02	0.02
Return On Equity	0.07	0.08

The company has Net Profit Margin of 0.1 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.13 %, which entails that for every 100 dollars of revenue, it generated $0.13 of operating income.

Determining Avista's profitability involves analyzing its financial statements and using various financial metrics to determine if Avista is a good buy. For example, gross profit margin measures Avista's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Avista's profitability and make more informed investment decisions.

Please note, the presentation of Avista's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Avista's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Avista's management manipulating its earnings.

Evaluate Avista's management efficiency

Avista has Return on Asset of 0.025 % which means that on every $100 spent on assets, it made $0.025 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0798 %, implying that it generated $0.0798 on every 100 dollars invested. Avista's management efficiency ratios could be used to measure how well Avista manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Tangible Assets is expected to grow to 0.02. The current year's Return On Capital Employed is expected to grow to 0.06. At present, Avista's Non Currrent Assets Other are projected to increase significantly based on the last few years of reporting. The current year's Other Current Assets is expected to grow to about 409.8 M, whereas Total Assets are forecasted to decline to about 5.1 B.

	Last Reported	Projected for Next Year
Book Value Per Share	32.53	17.15
Tangible Book Value Per Share	31.85	16.94
Enterprise Value Over EBITDA	10.56	7.83
Price Book Value Ratio	1.10	0.98
Enterprise Value Multiple	10.56	7.83
Price Fair Value	1.10	0.98

The leadership approach at Avista's fosters a culture of excellence and accountability. Our analysis examines how this culture influences financial outcomes and stock valuation.

Dividend Yield

0.0486

Forward Dividend Yield

0.0486

Forward Dividend Rate

1.9

Beta

0.463

Basic technical analysis of Avista Stock

As of the 25th of November, Avista shows the Mean Deviation of 0.9409, risk adjusted performance of 0.0269, and Downside Deviation of 1.14. Avista technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.

Avista's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Avista insiders, such as employees or executives, is commonly permitted as long as it does not rely on Avista's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Avista insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Scott Kinney over three months ago Acquisition by Scott Kinney of 5363 shares of Avista subject to Rule 16b-3
		Jacobsen Kevin B over three months ago Acquisition by Jacobsen Kevin B of 675 shares of Avista at 34.61 subject to Rule 16b-3
		David Meyer over three months ago Disposition of 450 shares by David Meyer of Avista at 36.21 subject to Rule 16b-3
		Bryan Cox over three months ago Disposition of 1716 shares by Bryan Cox of Avista at 35.6978 subject to Rule 16b-3
		Jason Thackston over three months ago Disposition of 2500 shares by Jason Thackston of Avista at 36.98 subject to Rule 16b-3
		Joshua Diluciano over six months ago Disposition of 800 shares by Joshua Diluciano of Avista at 38.24 subject to Rule 16b-3
		Scott Morris over six months ago Disposition of 52 shares by Scott Morris of Avista at 37.95 subject to Rule 16b-3
		Scott Morris over six months ago Disposition of 7400 shares by Scott Morris of Avista at 33.47 subject to Rule 16b-3
		Kevin Christie over six months ago Disposition of 3307 shares by Kevin Christie of Avista subject to Rule 16b-3

Avista's Outstanding Corporate Bonds

Avista issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Avista uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Avista bonds can be classified according to their maturity, which is the date when Avista has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	Boeing Co 2196 Corp Bond US097023DG73	View
	AVA 4 01 APR 52 Corp Bond US05379BAR87	View
	AVISTA P 435 Corp Bond US05379BAQ05	View
	HSBC Holdings PLC Corp Bond US404280DR76	View
	Avis Budget Car Corp Bond US053773BC09	View
	AVIS BUDGET CAR Corp Bond US053773BE64	View
	US053773BF30 Corp Bond US053773BF30	View
	US053773BG13 Corp Bond US053773BG13	View

View All Avista Corporate Bonds

Understand Avista's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing Avista's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	0.0269
	Market Risk Adjusted Performance	0.0829
	Mean Deviation	0.9409
	Semi Deviation	1.1
	Downside Deviation	1.14
	Coefficient Of Variation	3265.06
	Standard Deviation	1.16
	Variance	1.35
	Information Ratio	(0.08)
	Jensen Alpha	(0.02)
	Total Risk Alpha	(0.16)
	Sortino Ratio	(0.08)
	Treynor Ratio	0.0729
	Maximum Drawdown	4.74
	Value At Risk	(2.08)
	Potential Upside	2.11
	Downside Variance	1.3
	Semi Variance	1.22
	Expected Short fall	(1.01)
	Skewness	(0)
	Kurtosis	(0.48)

	Risk Adjusted Performance	0.0269
	Market Risk Adjusted Performance	0.0829
	Mean Deviation	0.9409
	Semi Deviation	1.1
	Downside Deviation	1.14
	Coefficient Of Variation	3265.06
	Standard Deviation	1.16
	Variance	1.35
	Information Ratio	(0.08)
	Jensen Alpha	(0.02)
	Total Risk Alpha	(0.16)
	Sortino Ratio	(0.08)
	Treynor Ratio	0.0729
	Maximum Drawdown	4.74
	Value At Risk	(2.08)
	Potential Upside	2.11
	Downside Variance	1.3
	Semi Variance	1.22
	Expected Short fall	(1.01)
	Skewness	(0)
	Kurtosis	(0.48)

Consider Avista's intraday indicators

Avista intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Avista stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	0.0109
	Daily Balance Of Power	0.2093
	Rate Of Daily Change	1.0
	Day Median Price	39.24
	Day Typical Price	39.2
	Market Facilitation Index	0.43
	Price Action Indicator	(0.06)
	Period Momentum Indicator	0.09
	Relative Strength Index	23.97

Avista Corporate Filings

10Q	6th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations	View Verify
F4	2nd of October 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify
8K	26th of August 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify
	26th of June 2024 Other Reports	View Verify

Avista time-series forecasting models is one of many Avista's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Avista's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Avista Stock media impact

Far too much social signal, news, headlines, and media speculation about Avista that are available to investors today. That information is available publicly through Avista media outlets and privately through word of mouth or via Avista internal channels. However, regardless of the origin, that massive amount of Avista data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of Avista news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Avista relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Avista's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Avista alpha.

Avista Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards Avista can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

Avista Historical Investor Sentiment

Investor biases related to Avista's public news can be used to forecast risks associated with an investment in Avista. The trend in average sentiment can be used to explain how an investor holding Avista can time the market purely based on public headlines and social activities around Avista. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

Avista's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Avista and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Avista news discussions. The higher the estimate score, the more favorable the investor's outlook on Avista.

Avista Corporate Directors

Heidi Stanley	Independent Director	Profile
Donald Burke	Independent Director	Profile
Jeffry Philipps	Independent Director	Profile
Scott Maw	Independent Director	Profile

Already Invested in Avista?

The danger of trading Avista is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Avista is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Avista. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Avista is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.

When determining whether Avista offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Avista's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Avista Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Avista Stock: