AVA vs. SRE: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at AVA and SRE, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Overview
SRE’s market capitalization of 48.99 billion USD is significantly greater than AVA’s 3.09 billion USD, highlighting its more substantial market valuation.
SRE carries a higher beta at 0.66, indicating it’s more sensitive to market moves, while AVA (beta: 0.39) exhibits greater stability.
| Symbol | AVA | SRE |
|---|---|---|
| Company Name | Avista Corporation | Sempra |
| Country | US | US |
| Sector | Utilities | Utilities |
| Industry | Diversified Utilities | Diversified Utilities |
| CEO | Heather Lynn Rosentrater | Jeffrey Walker Martin |
| Price | 38.36 USD | 75.12 USD |
| Market Cap | 3.09 billion USD | 48.99 billion USD |
| Beta | 0.39 | 0.66 |
| Exchange | NYSE | NYSE |
| IPO Date | May 22, 1981 | June 29, 1998 |
| ADR | No | No |
Historical Performance
This chart compares the performance of AVA and SRE by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period.
Data is adjusted for dividends and splits.
Profitability
Return on Equity
AVA
7.29%
Diversified Utilities Industry
- Max
- 17.95%
- Q3
- 11.52%
- Median
- 9.21%
- Q1
- 6.89%
- Min
- 1.90%
AVA’s Return on Equity of 7.29% is on par with the norm for the Diversified Utilities industry, indicating its profitability relative to shareholder equity is typical for the sector.
SRE
9.72%
Diversified Utilities Industry
- Max
- 17.95%
- Q3
- 11.52%
- Median
- 9.21%
- Q1
- 6.89%
- Min
- 1.90%
SRE’s Return on Equity of 9.72% is on par with the norm for the Diversified Utilities industry, indicating its profitability relative to shareholder equity is typical for the sector.
Return on Invested Capital
AVA
4.10%
Diversified Utilities Industry
- Max
- 5.93%
- Q3
- 5.01%
- Median
- 4.05%
- Q1
- 3.29%
- Min
- 2.36%
AVA’s Return on Invested Capital of 4.10% is in line with the norm for the Diversified Utilities industry, reflecting a standard level of efficiency in generating profits from its capital base.
SRE
3.07%
Diversified Utilities Industry
- Max
- 5.93%
- Q3
- 5.01%
- Median
- 4.05%
- Q1
- 3.29%
- Min
- 2.36%
SRE’s Return on Invested Capital of 3.07% is in the lower quartile for the Diversified Utilities industry. This indicates a less efficient conversion of invested capital into profit compared to most of its competitors.
Net Profit Margin
AVA
9.64%
Diversified Utilities Industry
- Max
- 22.37%
- Q3
- 17.08%
- Median
- 12.67%
- Q1
- 9.69%
- Min
- 0.50%
Falling into the lower quartile for the Diversified Utilities industry, AVA’s Net Profit Margin of 9.64% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.
SRE
22.24%
Diversified Utilities Industry
- Max
- 22.37%
- Q3
- 17.08%
- Median
- 12.67%
- Q1
- 9.69%
- Min
- 0.50%
A Net Profit Margin of 22.24% places SRE in the upper quartile for the Diversified Utilities industry, signifying strong profitability and more effective cost management than most of its peers.
Operating Profit Margin
AVA
16.96%
Diversified Utilities Industry
- Max
- 27.96%
- Q3
- 22.82%
- Median
- 19.04%
- Q1
- 13.03%
- Min
- 7.89%
AVA’s Operating Profit Margin of 16.96% is around the midpoint for the Diversified Utilities industry, indicating that its efficiency in managing core business operations is typical for the sector.
SRE
22.65%
Diversified Utilities Industry
- Max
- 27.96%
- Q3
- 22.82%
- Median
- 19.04%
- Q1
- 13.03%
- Min
- 7.89%
SRE’s Operating Profit Margin of 22.65% is around the midpoint for the Diversified Utilities industry, indicating that its efficiency in managing core business operations is typical for the sector.
Profitability at a Glance
| Symbol | AVA | SRE |
|---|---|---|
| Return on Equity (TTM) | 7.29% | 9.72% |
| Return on Assets (TTM) | 2.35% | 3.00% |
| Return on Invested Capital (TTM) | 4.10% | 3.07% |
| Net Profit Margin (TTM) | 9.64% | 22.24% |
| Operating Profit Margin (TTM) | 16.96% | 22.65% |
| Gross Profit Margin (TTM) | 33.30% | 42.14% |
Financial Strength
Current Ratio
AVA
0.93
Diversified Utilities Industry
- Max
- 2.07
- Q3
- 1.38
- Median
- 1.19
- Q1
- 0.81
- Min
- 0.57
AVA’s Current Ratio of 0.93 aligns with the median group of the Diversified Utilities industry, indicating that its short-term liquidity is in line with its sector peers.
SRE
0.57
Diversified Utilities Industry
- Max
- 2.07
- Q3
- 1.38
- Median
- 1.19
- Q1
- 0.81
- Min
- 0.57
SRE’s Current Ratio of 0.57 falls into the lower quartile for the Diversified Utilities industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
Debt-to-Equity Ratio
AVA
1.15
Diversified Utilities Industry
- Max
- 1.54
- Q3
- 1.19
- Median
- 0.73
- Q1
- 0.63
- Min
- 0.23
AVA’s Debt-to-Equity Ratio of 1.15 is typical for the Diversified Utilities industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
SRE
1.19
Diversified Utilities Industry
- Max
- 1.54
- Q3
- 1.19
- Median
- 0.73
- Q1
- 0.63
- Min
- 0.23
SRE’s leverage is in the upper quartile of the Diversified Utilities industry, with a Debt-to-Equity Ratio of 1.19. While this approach can boost equity growth, it also exposes the company to greater financial vulnerability.
Interest Coverage Ratio
AVA
2.27
Diversified Utilities Industry
- Max
- 6.39
- Q3
- 3.88
- Median
- 2.56
- Q1
- 1.73
- Min
- 1.25
AVA’s Interest Coverage Ratio of 2.27 is positioned comfortably within the norm for the Diversified Utilities industry, indicating a standard and healthy capacity to cover its interest payments.
SRE
2.57
Diversified Utilities Industry
- Max
- 6.39
- Q3
- 3.88
- Median
- 2.56
- Q1
- 1.73
- Min
- 1.25
SRE’s Interest Coverage Ratio of 2.57 is positioned comfortably within the norm for the Diversified Utilities industry, indicating a standard and healthy capacity to cover its interest payments.
Financial Strength at a Glance
| Symbol | AVA | SRE |
|---|---|---|
| Current Ratio (TTM) | 0.93 | 0.57 |
| Quick Ratio (TTM) | 0.64 | 0.51 |
| Debt-to-Equity Ratio (TTM) | 1.15 | 1.19 |
| Debt-to-Asset Ratio (TTM) | 0.38 | 0.38 |
| Net Debt-to-EBITDA Ratio (TTM) | 4.86 | 6.02 |
| Interest Coverage Ratio (TTM) | 2.27 | 2.57 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for AVA and SRE. These metrics are based on the companies’ annual financial reports.
Revenue Growth
Earnings Per Share (EPS) Growth
Free Cash Flow Growth
Dividend
Dividend Yield
AVA
5.03%
Diversified Utilities Industry
- Max
- 18.26%
- Q3
- 5.83%
- Median
- 4.74%
- Q1
- 2.93%
- Min
- 0.00%
AVA’s Dividend Yield of 5.03% is consistent with its peers in the Diversified Utilities industry, providing a dividend return that is standard for its sector.
SRE
3.37%
Diversified Utilities Industry
- Max
- 18.26%
- Q3
- 5.83%
- Median
- 4.74%
- Q1
- 2.93%
- Min
- 0.00%
SRE’s Dividend Yield of 3.37% is consistent with its peers in the Diversified Utilities industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio
AVA
81.16%
Diversified Utilities Industry
- Max
- 89.06%
- Q3
- 77.28%
- Median
- 56.48%
- Q1
- 42.75%
- Min
- 0.00%
AVA’s Dividend Payout Ratio of 81.16% is in the upper quartile for the Diversified Utilities industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.
SRE
52.58%
Diversified Utilities Industry
- Max
- 89.06%
- Q3
- 77.28%
- Median
- 56.48%
- Q1
- 42.75%
- Min
- 0.00%
SRE’s Dividend Payout Ratio of 52.58% is within the typical range for the Diversified Utilities industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | AVA | SRE |
|---|---|---|
| Dividend Yield (TTM) | 5.03% | 3.37% |
| Dividend Payout Ratio (TTM) | 81.16% | 52.58% |
Valuation
Price-to-Earnings Ratio
AVA
16.41
Diversified Utilities Industry
- Max
- 25.08
- Q3
- 19.50
- Median
- 15.21
- Q1
- 11.42
- Min
- 2.74
AVA’s P/E Ratio of 16.41 is within the middle range for the Diversified Utilities industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
SRE
16.50
Diversified Utilities Industry
- Max
- 25.08
- Q3
- 19.50
- Median
- 15.21
- Q1
- 11.42
- Min
- 2.74
SRE’s P/E Ratio of 16.50 is within the middle range for the Diversified Utilities industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
Forward P/E to Growth Ratio
AVA
3.46
Diversified Utilities Industry
- Max
- 3.39
- Q3
- 2.59
- Median
- 2.31
- Q1
- 1.97
- Min
- 1.69
AVA’s Forward PEG Ratio of 3.46 is exceptionally high for the Diversified Utilities industry. This suggests its stock price is very high relative to its expected earnings growth, signaling significant overvaluation risk.
SRE
1.89
Diversified Utilities Industry
- Max
- 3.39
- Q3
- 2.59
- Median
- 2.31
- Q1
- 1.97
- Min
- 1.69
In the lower quartile for the Diversified Utilities industry, SRE’s Forward PEG Ratio of 1.89 is a positive indicator. It suggests that the stock may be attractively valued relative to its expected earnings growth.
Price-to-Sales Ratio
AVA
1.59
Diversified Utilities Industry
- Max
- 3.68
- Q3
- 2.25
- Median
- 1.75
- Q1
- 0.80
- Min
- 0.47
AVA’s P/S Ratio of 1.59 aligns with the market consensus for the Diversified Utilities industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
SRE
3.67
Diversified Utilities Industry
- Max
- 3.68
- Q3
- 2.25
- Median
- 1.75
- Q1
- 0.80
- Min
- 0.47
SRE’s P/S Ratio of 3.67 is in the upper echelon for the Diversified Utilities industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.
Price-to-Book Ratio
AVA
1.16
Diversified Utilities Industry
- Max
- 2.56
- Q3
- 1.75
- Median
- 1.29
- Q1
- 1.12
- Min
- 0.31
AVA’s P/B Ratio of 1.16 is within the conventional range for the Diversified Utilities industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
SRE
1.55
Diversified Utilities Industry
- Max
- 2.56
- Q3
- 1.75
- Median
- 1.29
- Q1
- 1.12
- Min
- 0.31
SRE’s P/B Ratio of 1.55 is within the conventional range for the Diversified Utilities industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
Valuation at a Glance
| Symbol | AVA | SRE |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 16.41 | 16.50 |
| Forward PEG Ratio (TTM) | 3.46 | 1.89 |
| Price-to-Sales Ratio (P/S, TTM) | 1.59 | 3.67 |
| Price-to-Book Ratio (P/B, TTM) | 1.16 | 1.55 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | 292.60 | -12.01 |
| EV-to-EBITDA (TTM) | 9.82 | 14.22 |
| EV-to-Sales (TTM) | 3.15 | 6.37 |