WallStSmart

Avista Corporation (AVA)vsSempra Energy (SRE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sempra Energy generates 598% more annual revenue ($13.70B vs $1.96B). SRE leads profitability with a 13.4% profit margin vs 9.8%. SRE appears more attractively valued with a PEG of 1.98. AVA earns a higher WallStSmart Score of 56/100 (C).

AVA

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 5.5Value: 4.7Quality: 4.5
Piotroski: 2/9Altman Z: 0.83

SRE

Buy

52

out of 100

Grade: C-

Growth: 2.0Profit: 6.0Value: 7.3Quality: 4.3
Piotroski: 3/9Altman Z: 0.87
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AVASignificantly Overvalued (-55.4%)

Margin of Safety

-55.4%

Fair Value

$26.85

Current Price

$39.36

$12.51 premium

UndervaluedFair: $26.85Overvalued
SRESignificantly Overvalued (-387.6%)

Margin of Safety

-387.6%

Fair Value

$18.70

Current Price

$95.32

$76.62 premium

UndervaluedFair: $18.70Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AVA3 strengths · Avg: 8.7/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

P/E RatioValuation
16.4x8/10

Attractively priced relative to earnings

Operating MarginProfitability
20.8%8/10

Strong operational efficiency at 20.8%

SRE3 strengths · Avg: 8.3/10
Market CapQuality
$62.06B9/10

Large-cap with strong market position

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
27.7%8/10

Strong operational efficiency at 27.7%

Areas to Watch

AVA4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
2.8%4/10

2.8% earnings growth

Return on EquityProfitability
7.3%3/10

ROE of 7.3% — below average capital efficiency

Debt/EquityHealth
1.213/10

Elevated debt levels

SRE4 concerns · Avg: 3.5/10
PEG RatioValuation
1.984/10

Expensive relative to growth rate

P/E RatioValuation
34.5x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
5.2%3/10

ROE of 5.2% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AVA

The strongest argument for AVA centers on Price/Book, P/E Ratio, Operating Margin.

Bull Case : SRE

The strongest argument for SRE centers on Market Cap, Price/Book, Operating Margin.

Bear Case : AVA

The primary concerns for AVA are Revenue Growth, EPS Growth, Return on Equity.

Bear Case : SRE

The primary concerns for SRE are PEG Ratio, P/E Ratio, Return on Equity.

Key Dynamics to Monitor

AVA profiles as a value stock while SRE is a declining play — different risk/reward profiles.

SRE carries more volatility with a beta of 0.70 — expect wider price swings.

AVA is growing revenue faster at 0.0% — sustainability is the question.

AVA generates stronger free cash flow (-304M), providing more financial flexibility.

Bottom Line

AVA scores higher overall (56/100 vs 52/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Avista Corporation

UTILITIES · UTILITIES - DIVERSIFIED · USA

Avista Corporation is a natural gas and electric utility company. The company is headquartered in Spokane, Washington.

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Sempra Energy

UTILITIES · UTILITIES - DIVERSIFIED · USA

Sempra Energy is a North American energy infrastructure company based in San Diego, California. Sempra Energy's focus is on electric and natural gas infrastructure. Its operating companies include: Southern California Gas Company (SoCalGas) and San Diego Gas & Electric (SDG&E) in Southern California; Oncor Electric Delivery Company (Oncor) in Texas; Sempra LNG; and IEnova, based in Mexico.

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