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AVA vs SO

AVA
Avista Corporation
NEUTRAL
Price
$40.04
Market Cap
$3.26B
Sector
Utilities
AI Confidence
72%
SO
The Southern Company
NEUTRAL
Price
$97.02
Market Cap
$108.6B
Sector
Utilities
AI Confidence
85%

Valuation

P/E Ratio
AVA
16.97
SO
24.75
Forward P/E
AVA
14.49
SO
19.73
P/B Ratio
AVA
1.23
SO
3.02
P/S Ratio
AVA
1.66
SO
3.67
EV/EBITDA
AVA
10.2
SO
13.16

Profitability

Gross Margin
AVA
63.34%
SO
48.47%
Operating Margin
AVA
15.14%
SO
12.73%
Profit Margin
AVA
9.62%
SO
14.69%
ROE
AVA
7.31%
SO
11.04%
ROA
AVA
2.7%
SO
3.28%

Growth

Revenue Growth
AVA
2.3%
SO
10.1%
Earnings Growth
AVA
56.4%
SO
-22.1%

Financial Health

Debt/Equity
AVA
1.21
SO
1.91
Current Ratio
AVA
0.91
SO
0.65
Quick Ratio
AVA
0.33
SO
0.34

Dividends

Dividend Yield
AVA
4.83%
SO
3.07%
Payout Ratio
AVA
82.42%
SO
75.0%

AI Verdict

AVA NEUTRAL

The Advanced Deterministic Scorecard shows a weak Piotroski F-Score of 4/9, indicating marginal financial health, and the absence of an Altman Z-Score limits distress risk assessment. AVA trades near its analyst target price of $41.00 and slightly below the growth-based intrinsic value of $69.62, but well above the conservative Graham Number of $41.55. Strong recent earnings growth (YoY +56.4%) and a high dividend yield (4.83%) are offset by declining earnings estimate accuracy, insider selling, and weak technical momentum. Relative to sector peers, AVA has below-average revenue growth and profitability but a more stable payout and moderate leverage.

Strengths
High dividend yield of 4.83% provides income appeal in a low-growth sector
Earnings growth is strong, with YoY growth of 56.4% and Q/Q growth of 61.1%
Debt/Equity of 1.21 is below sector average of 1.72, indicating relatively conservative capital structure
Risks
Piotroski F-Score of 4/9 indicates weak financial health, particularly in profitability and leverage trends
Current ratio of 0.91 and quick ratio of 0.33 suggest near-term liquidity pressure
High payout ratio of 82.42% leaves little room for dividend sustainability under earnings volatility
SO NEUTRAL

SO shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Company has established market presence
Risks
Premium vs Graham Number ($53.27)

Compare Another Pair

AVA vs SO: Head-to-Head Comparison

This page compares Avista Corporation (AVA) and The Southern Company (SO) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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