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EVRG vs AVA
Revenue, margins, valuation, and 5-year total return — side by side.
Diversified Utilities
EVRG vs AVA — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Regulated Electric | Diversified Utilities |
| Market Cap | $19.05B | $3.39B |
| Revenue (TTM) | $5.99B | $1.92B |
| Net Income (TTM) | $882M | $206M |
| Gross Margin | 41.5% | 45.9% |
| Operating Margin | 25.4% | 18.9% |
| Forward P/E | 19.5x | 16.0x |
| Total Debt | $15.44B | $3.38B |
| Cash & Equiv. | $25M | $19M |
EVRG vs AVA — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Evergy, Inc. (EVRG) | 100 | 134.1 | +34.1% |
| Avista Corporation (AVA) | 100 | 104.6 | +4.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: EVRG vs AVA
Each card shows where this stock fits in a portfolio — not just who wins on paper.
EVRG carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 1.7%, EPS growth -3.4%, 3Y rev CAGR 0.3%
- 100.7% 10Y total return vs AVA's 40.1%
- PEG 3.19 vs AVA's 3.47
AVA is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 22 yrs, beta -0.00, yield 4.8%
- Lower volatility, beta -0.00, current ratio 0.83x
- Beta -0.00, yield 4.8%, current ratio 0.83x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 1.7% revenue growth vs AVA's 1.3% | |
| Value | PEG 3.19 vs 3.47 | |
| Quality / Margins | 14.7% margin vs AVA's 10.7% | |
| Stability / Safety | Lower D/E ratio (124.6% vs 150.4%) | |
| Dividends | 4.8% yield, 22-year raise streak, vs EVRG's 3.2% | |
| Momentum (1Y) | +22.7% vs AVA's +4.7% | |
| Efficiency (ROA) | 2.6% ROA vs AVA's 2.5%, ROIC 4.5% vs 4.5% |
EVRG vs AVA — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
EVRG vs AVA — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
EVRG leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
EVRG is the larger business by revenue, generating $6.0B annually — 3.1x AVA's $1.9B. Profitability is closely matched — net margins range from 14.7% (EVRG) to 10.7% (AVA). On growth, EVRG holds the edge at +5.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $6.0B | $1.9B |
| EBITDAEarnings before interest/tax | $2.7B | $648M |
| Net IncomeAfter-tax profit | $882M | $206M |
| Free Cash FlowCash after capex | -$1.1B | $417M |
| Gross MarginGross profit ÷ Revenue | +41.5% | +45.9% |
| Operating MarginEBIT ÷ Revenue | +25.4% | +18.9% |
| Net MarginNet income ÷ Revenue | +14.7% | +10.7% |
| FCF MarginFCF ÷ Revenue | -18.3% | +21.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +5.5% | -7.6% |
| EPS Growth (YoY)Latest quarter vs prior year | +18.5% | +14.3% |
Valuation Metrics
AVA leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 17.2x trailing earnings, AVA trades at a 24% valuation discount to EVRG's 22.6x P/E. Adjusting for growth (PEG ratio), EVRG offers better value at 3.70x vs AVA's 3.74x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $19.1B | $3.4B |
| Enterprise ValueMkt cap + debt − cash | $34.5B | $6.7B |
| Trailing P/EPrice ÷ TTM EPS | 22.60x | 17.22x |
| Forward P/EPrice ÷ next-FY EPS est. | 19.52x | 15.99x |
| PEG RatioP/E ÷ EPS growth rate | 3.70x | 3.74x |
| EV / EBITDAEnterprise value multiple | 12.72x | 10.49x |
| Price / SalesMarket cap ÷ Revenue | 3.22x | 1.72x |
| Price / BookPrice ÷ Book value/share | 1.88x | 1.23x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
AVA leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
EVRG delivers a 8.6% return on equity — every $100 of shareholder capital generates $9 in annual profit, vs $8 for AVA. AVA carries lower financial leverage with a 1.25x debt-to-equity ratio, signaling a more conservative balance sheet compared to EVRG's 1.50x. On the Piotroski fundamental quality scale (0–9), AVA scores 5/9 vs EVRG's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +8.6% | +7.6% |
| ROA (TTM)Return on assets | +2.6% | +2.5% |
| ROICReturn on invested capital | +4.5% | +4.5% |
| ROCEReturn on capital employed | +4.9% | +4.7% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | 1.50x | 1.25x |
| Net DebtTotal debt minus cash | $15.4B | $3.4B |
| Cash & Equiv.Liquid assets | $25M | $19M |
| Total DebtShort + long-term debt | $15.4B | $3.4B |
| Interest CoverageEBIT ÷ Interest expense | 2.46x | 2.47x |
Total Returns (Dividends Reinvested)
EVRG leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in EVRG five years ago would be worth $14,912 today (with dividends reinvested), compared to $10,688 for AVA. Over the past 12 months, EVRG leads with a +22.7% total return vs AVA's +4.7%. The 3-year compound annual growth rate (CAGR) favors EVRG at 13.4% vs AVA's 1.7% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +14.2% | +7.1% |
| 1-Year ReturnPast 12 months | +22.7% | +4.7% |
| 3-Year ReturnCumulative with dividends | +46.0% | +5.2% |
| 5-Year ReturnCumulative with dividends | +49.1% | +6.9% |
| 10-Year ReturnCumulative with dividends | +100.7% | +40.1% |
| CAGR (3Y)Annualised 3-year return | +13.4% | +1.7% |
Risk & Volatility
Evenly matched — EVRG and AVA 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 EVRG's 0.06 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.06x | -0.00x |
| 52-Week HighHighest price in past year | $85.27 | $43.49 |
| 52-Week LowLowest price in past year | $63.29 | $35.50 |
| % of 52W HighCurrent price vs 52-week peak | +97.0% | +94.2% |
| RSI (14)Momentum oscillator 0–100 | 45.8 | 47.4 |
| Avg Volume (50D)Average daily shares traded | 1.8M | 546K |
Analyst Outlook
AVA leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates EVRG as "Hold" and AVA as "Hold". Consensus price targets imply 7.6% upside for EVRG (target: $89) vs -0.8% for AVA (target: $41). For income investors, AVA offers the higher dividend yield at 4.79% vs EVRG's 3.17%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $89.00 | $40.67 |
| # AnalystsCovering analysts | 18 | 15 |
| Dividend YieldAnnual dividend ÷ price | +3.2% | +4.8% |
| Dividend StreakConsecutive years of raises | 6 | 22 |
| Dividend / ShareAnnual DPS | $2.62 | $1.96 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
AVA leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). EVRG leads in 2 (Income & Cash Flow, Total Returns). 1 tied.
EVRG vs AVA: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is EVRG or AVA a better buy right now?
For growth investors, Evergy, Inc.
(EVRG) is the stronger pick with 1. 7% revenue growth year-over-year, versus 1. 3% for Avista Corporation (AVA). 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 Evergy, Inc. (EVRG) a "Hold" — based on 18 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 — EVRG or AVA?
On trailing P/E, Avista Corporation (AVA) is the cheapest at 17.
2x versus Evergy, Inc. at 22. 6x. On forward P/E, Avista Corporation is actually cheaper at 16. 0x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Evergy, Inc. wins at 3. 19x versus Avista Corporation's 3. 47x.
03Which is the better long-term investment — EVRG or AVA?
Over the past 5 years, Evergy, Inc.
(EVRG) delivered a total return of +49. 1%, compared to +6. 9% for Avista Corporation (AVA). Over 10 years, the gap is even starker: EVRG returned +100. 7% 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 — EVRG or AVA?
By beta (market sensitivity over 5 years), Avista Corporation (AVA) is the lower-risk stock at -0.
00β versus Evergy, Inc. 's 0. 06β — meaning EVRG is approximately -2187% more volatile than AVA relative to the S&P 500. On balance sheet safety, Avista Corporation (AVA) carries a lower debt/equity ratio of 125% versus 150% for Evergy, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — EVRG or AVA?
By revenue growth (latest reported year), Evergy, Inc.
(EVRG) is pulling ahead at 1. 7% versus 1. 3% for Avista Corporation (AVA). On earnings-per-share growth, the picture is similar: Avista Corporation grew EPS 4. 4% year-over-year, compared to -3. 4% for Evergy, Inc.. Over a 3-year CAGR, AVA leads at 4. 7% 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 — EVRG or AVA?
Evergy, Inc.
(EVRG) is the more profitable company, earning 14. 5% net margin versus 9. 8% for Avista Corporation — meaning it keeps 14. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EVRG leads at 25. 2% versus 18. 0% for AVA. At the gross margin level — before operating expenses — EVRG leads at 32. 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 EVRG or AVA 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, Evergy, Inc. (EVRG) is the more undervalued stock at a PEG of 3. 19x versus Avista Corporation's 3. 47x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Avista Corporation (AVA) trades at 16. 0x forward P/E versus 19. 5x for Evergy, Inc. — 3. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for EVRG: 7. 6% to $89. 00.
08Which pays a better dividend — EVRG or AVA?
All stocks in this comparison pay dividends.
Avista Corporation (AVA) offers the highest yield at 4. 8%, versus 3. 2% for Evergy, Inc. (EVRG).
09Is EVRG or AVA 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%, EVRG: +100. 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 EVRG and AVA?
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: EVRG is a mid-cap income-oriented stock; AVA is a small-cap deep-value 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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