Avista Corporation (AVA)vsSempra Energy (SRE)
AVA
Avista Corporation
$42.42
+1.95%
UTILITIES · Cap: $3.51B
SRE
Sempra Energy
$90.34
+0.82%
UTILITIES · Cap: $58.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Sempra Energy generates 607% more annual revenue ($13.55B vs $1.92B). SRE leads profitability with a 14.4% profit margin vs 10.7%. SRE appears more attractively valued with a PEG of 0.78. SRE earns a higher WallStSmart Score of 64/100 (C+).
AVA
Buy60
out of 100
Grade: C
SRE
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.6%
Fair Value
$32.19
Current Price
$42.42
$10.23 premium
Margin of Safety
-51.4%
Fair Value
$60.40
Current Price
$90.34
$29.94 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Strong operational efficiency at 23.7%
Strong operational efficiency at 30.6%
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
ROE of 7.4% — below average capital efficiency
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 6.4% — below average capital efficiency
Elevated debt levels
Revenue declined 3.9%
Comparative Analysis Report
WallStSmart ResearchBull 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 Operating Margin, Market Cap, PEG Ratio. PEG of 0.78 suggests the stock is reasonably priced for its growth.
Bear Case : AVA
The primary concerns for AVA are Return on Equity, Debt/Equity, Piotroski F-Score.
Bear Case : SRE
The primary concerns for SRE are P/E Ratio, Return on Equity, Debt/Equity.
Key Dynamics to Monitor
SRE carries more volatility with a beta of 0.60 — expect wider price swings.
SRE is growing revenue faster at -3.9% — sustainability is the question.
AVA generates stronger free cash flow (29M), providing more financial flexibility.
Monitor UTILITIES - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SRE scores higher overall (64/100 vs 60/100). 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.
Visit Website →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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