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AVA vs IDA vs POR vs NWE
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
Regulated Electric
Diversified Utilities
AVA vs IDA vs POR vs NWE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Diversified Utilities | Regulated Electric | Regulated Electric | Diversified Utilities |
| Market Cap | $3.39B | $7.94B | $5.63B | $4.45B |
| Revenue (TTM) | $1.92B | $1.78B | $3.48B | $1.64B |
| Net Income (TTM) | $206M | $332M | $251M | $168M |
| Gross Margin | 45.9% | 36.3% | 48.0% | 61.9% |
| Operating Margin | 18.9% | 21.6% | 15.2% | 19.2% |
| Forward P/E | 16.0x | 22.5x | 14.3x | 19.3x |
| Total Debt | $3.38B | $3.66B | $5.53B | $3.29B |
| Cash & Equiv. | $19M | $216M | $76M | $9M |
AVA vs IDA vs POR vs NWE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Avista Corporation (AVA) | 100 | 104.6 | +4.6% |
| IDACORP, Inc. (IDA) | 100 | 153.6 | +53.6% |
| Portland General El… (POR) | 100 | 103.2 | +3.2% |
| Northwestern Energy… (NWE) | 100 | 120.4 | +20.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AVA vs IDA vs POR vs NWE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
AVA is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 22 yrs, beta -0.00, yield 4.8%
- Rev growth 1.3%, EPS growth 4.4%, 3Y rev CAGR 4.7%
- 4.8% yield, 22-year raise streak, vs POR's 4.2%
IDA has the current edge in this matchup, primarily because of its strength in long-term compounding.
- 132.6% 10Y total return vs NWE's 65.7%
- 18.6% margin vs POR's 7.2%
- 4.3% ROA vs POR's 1.9%, ROIC 4.6% vs 4.5%
POR is the #2 pick in this set and the best alternative if sleep-well-at-night and valuation efficiency is your priority.
- Lower volatility, beta 0.09, current ratio 1.08x
- PEG 1.44 vs IDA's 4.79
- Beta 0.09, yield 4.2%, current ratio 1.08x
- Lower P/E (14.3x vs 19.3x)
NWE is the clearest fit if your priority is growth and momentum.
- 6.4% revenue growth vs POR's -1.9%
- +30.2% vs AVA's +4.7%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 6.4% revenue growth vs POR's -1.9% | |
| Value | Lower P/E (14.3x vs 19.3x) | |
| Quality / Margins | 18.6% margin vs POR's 7.2% | |
| Stability / Safety | Beta 0.09 vs NWE's 0.24 | |
| Dividends | 4.8% yield, 22-year raise streak, vs POR's 4.2% | |
| Momentum (1Y) | +30.2% vs AVA's +4.7% | |
| Efficiency (ROA) | 4.3% ROA vs POR's 1.9%, ROIC 4.6% vs 4.5% |
AVA vs IDA vs POR vs NWE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
AVA vs IDA vs POR vs NWE — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
IDA leads in 2 of 6 categories
POR leads 1 • AVA leads 1 • NWE leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — AVA and IDA and NWE each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
POR is the larger business by revenue, generating $3.5B annually — 2.1x NWE's $1.6B. IDA is the more profitable business, keeping 18.6% of every revenue dollar as net income compared to POR's 7.2%. On growth, NWE holds the edge at +6.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $1.9B | $1.8B | $3.5B | $1.6B |
| EBITDAEarnings before interest/tax | $648M | $649M | $1.1B | $569M |
| Net IncomeAfter-tax profit | $206M | $332M | $251M | $168M |
| Free Cash FlowCash after capex | $417M | -$796M | $66M | -$148M |
| Gross MarginGross profit ÷ Revenue | +45.9% | +36.3% | +48.0% | +61.9% |
| Operating MarginEBIT ÷ Revenue | +18.9% | +21.6% | +15.2% | +19.2% |
| Net MarginNet income ÷ Revenue | +10.7% | +18.6% | +7.2% | +10.2% |
| FCF MarginFCF ÷ Revenue | +21.8% | -44.6% | +1.9% | -9.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | -7.6% | -6.7% | -5.3% | +6.6% |
| EPS Growth (YoY)Latest quarter vs prior year | +14.3% | +10.0% | -54.9% | -17.6% |
Valuation Metrics
POR leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 17.2x trailing earnings, AVA trades at a 30% valuation discount to NWE's 24.6x P/E. Adjusting for growth (PEG ratio), POR offers better value at 1.78x vs IDA's 5.17x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $3.4B | $7.9B | $5.6B | $4.5B |
| Enterprise ValueMkt cap + debt − cash | $6.7B | $11.4B | $11.1B | $7.7B |
| Trailing P/EPrice ÷ TTM EPS | 17.22x | 24.27x | 17.62x | 24.63x |
| Forward P/EPrice ÷ next-FY EPS est. | 15.99x | 22.48x | 14.25x | 19.30x |
| PEG RatioP/E ÷ EPS growth rate | 3.74x | 5.17x | 1.78x | — |
| EV / EBITDAEnterprise value multiple | 10.49x | 17.38x | 9.80x | 13.44x |
| Price / SalesMarket cap ÷ Revenue | 1.72x | 4.38x | 1.67x | 2.77x |
| Price / BookPrice ÷ Book value/share | 1.23x | 2.19x | 1.30x | 1.54x |
| Price / FCFMarket cap ÷ FCF | — | — | — | — |
Profitability & Efficiency
IDA leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
IDA delivers a 9.4% return on equity — every $100 of shareholder capital generates $9 in annual profit, vs $6 for NWE. IDA carries lower financial leverage with a 1.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to POR's 1.34x. On the Piotroski fundamental quality scale (0–9), AVA scores 5/9 vs IDA's 4/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +7.6% | +9.4% | +6.3% | +5.8% |
| ROA (TTM)Return on assets | +2.5% | +4.3% | +1.9% | +2.0% |
| ROICReturn on invested capital | +4.5% | +4.6% | +4.5% | +4.0% |
| ROCEReturn on capital employed | +4.7% | +4.3% | +4.6% | +4.4% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 4 | 5 | 5 |
| Debt / EquityFinancial leverage | 1.25x | 1.02x | 1.34x | 1.14x |
| Net DebtTotal debt minus cash | $3.4B | $3.4B | $5.5B | $3.3B |
| Cash & Equiv.Liquid assets | $19M | $216M | $76M | $9M |
| Total DebtShort + long-term debt | $3.4B | $3.7B | $5.5B | $3.3B |
| Interest CoverageEBIT ÷ Interest expense | 2.47x | 2.85x | 2.38x | 2.25x |
Total Returns (Dividends Reinvested)
IDA leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in IDA five years ago would be worth $15,444 today (with dividends reinvested), compared to $10,688 for AVA. Over the past 12 months, NWE leads with a +30.2% total return vs AVA's +4.7%. The 3-year compound annual growth rate (CAGR) favors IDA at 11.8% vs AVA's 1.7% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +7.1% | +13.9% | +1.4% | +12.9% |
| 1-Year ReturnPast 12 months | +4.7% | +26.1% | +19.1% | +30.2% |
| 3-Year ReturnCumulative with dividends | +5.2% | +39.8% | +6.7% | +34.7% |
| 5-Year ReturnCumulative with dividends | +6.9% | +54.4% | +15.8% | +25.9% |
| 10-Year ReturnCumulative with dividends | +40.1% | +132.6% | +57.6% | +65.7% |
| CAGR (3Y)Annualised 3-year return | +1.7% | +11.8% | +2.2% | +10.4% |
Risk & Volatility
Evenly matched — AVA and NWE each lead in 1 of 2 comparable metrics.
Risk & Volatility
AVA is the less volatile stock with a -0.00 beta — it tends to amplify market swings less than NWE's 0.24 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NWE currently trades 96.3% from its 52-week high vs POR's 89.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.00x | 0.15x | 0.09x | 0.24x |
| 52-Week HighHighest price in past year | $43.49 | $149.73 | $54.62 | $75.18 |
| 52-Week LowLowest price in past year | $35.50 | $108.15 | $39.55 | $50.46 |
| % of 52W HighCurrent price vs 52-week peak | +94.2% | +95.6% | +89.0% | +96.3% |
| RSI (14)Momentum oscillator 0–100 | 47.4 | 47.5 | 33.5 | 51.8 |
| Avg Volume (50D)Average daily shares traded | 546K | 422K | 1.2M | 462K |
Analyst Outlook
AVA leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: AVA as "Hold", IDA as "Buy", POR as "Hold", NWE as "Hold". Consensus price targets imply 7.6% upside for POR (target: $52) vs -8.4% for NWE (target: $66). For income investors, AVA offers the higher dividend yield at 4.79% vs IDA's 2.40%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | $40.67 | $147.71 | $52.33 | $66.33 |
| # AnalystsCovering analysts | 15 | 13 | 23 | 18 |
| Dividend YieldAnnual dividend ÷ price | +4.8% | +2.4% | +4.2% | +3.6% |
| Dividend StreakConsecutive years of raises | 22 | 15 | 11 | 20 |
| Dividend / ShareAnnual DPS | $1.96 | $3.44 | $2.03 | $2.63 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.0% | 0.0% | 0.0% |
IDA leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). POR leads in 1 (Valuation Metrics). 2 tied.
AVA vs IDA vs POR vs NWE: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is AVA or IDA or POR or NWE a better buy right now?
For growth investors, Northwestern Energy Group Inc (NWE) is the stronger pick with 6.
4% revenue growth year-over-year, versus -1. 9% for Portland General Electric Company (POR). Avista Corporation (AVA) offers the better valuation at 17. 2x trailing P/E (16. 0x forward), making it the more compelling value choice. Analysts rate IDACORP, Inc. (IDA) a "Buy" — based on 13 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — AVA or IDA or POR or NWE?
On trailing P/E, Avista Corporation (AVA) is the cheapest at 17.
2x versus Northwestern Energy Group Inc at 24. 6x. On forward P/E, Portland General Electric Company is actually cheaper at 14. 3x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Portland General Electric Company wins at 1. 44x versus IDACORP, Inc. 's 4. 79x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — AVA or IDA or POR or NWE?
Over the past 5 years, IDACORP, Inc.
(IDA) delivered a total return of +54. 4%, compared to +6. 9% for Avista Corporation (AVA). Over 10 years, the gap is even starker: IDA returned +132. 6% versus AVA's +40. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — AVA or IDA or POR or NWE?
By beta (market sensitivity over 5 years), Avista Corporation (AVA) is the lower-risk stock at -0.
00β versus Northwestern Energy Group Inc's 0. 24β — meaning NWE is approximately -8040% more volatile than AVA relative to the S&P 500. On balance sheet safety, IDACORP, Inc. (IDA) carries a lower debt/equity ratio of 102% versus 134% for Portland General Electric Company — giving it more financial flexibility in a downturn.
05Which is growing faster — AVA or IDA or POR or NWE?
By revenue growth (latest reported year), Northwestern Energy Group Inc (NWE) is pulling ahead at 6.
4% versus -1. 9% for Portland General Electric Company (POR). On earnings-per-share growth, the picture is similar: IDACORP, Inc. grew EPS 7. 3% year-over-year, compared to -19. 5% for Northwestern Energy Group Inc. Over a 3-year CAGR, POR leads at 8. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — AVA or IDA or POR or NWE?
IDACORP, Inc.
(IDA) is the more profitable company, earning 17. 8% net margin versus 9. 1% for Portland General Electric Company — meaning it keeps 17. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IDA leads at 21. 9% versus 16. 4% for POR. At the gross margin level — before operating expenses — NWE leads at 82. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is AVA or IDA or POR or NWE more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Portland General Electric Company (POR) is the more undervalued stock at a PEG of 1. 44x versus IDACORP, Inc. 's 4. 79x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Portland General Electric Company (POR) trades at 14. 3x forward P/E versus 22. 5x for IDACORP, Inc. — 8. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for POR: 7. 6% to $52. 33.
08Which pays a better dividend — AVA or IDA or POR or NWE?
All stocks in this comparison pay dividends.
Avista Corporation (AVA) offers the highest yield at 4. 8%, versus 2. 4% for IDACORP, Inc. (IDA).
09Is AVA or IDA or POR or NWE better for a retirement portfolio?
For long-horizon retirement investors, Avista Corporation (AVA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
00), 4. 8% yield). Both have compounded well over 10 years (AVA: +40. 1%, NWE: +65. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between AVA and IDA and POR and NWE?
Both stocks operate in the Utilities sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: AVA is a small-cap deep-value stock; IDA is a small-cap quality compounder stock; POR is a small-cap deep-value stock; NWE is a small-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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