COMP <GO>
AVA vs DUK // RETURN ON INVESTED CAPITAL (ROIC)
Avista Corporation (NYSE) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: AVA 4
— DUK 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AVA
LAST: $37.45 (+1.19%) • MKT CAP: $3.14B
roic
10.40%
LAST: $125.90 (+1.89%) • MKT CAP: $98.16B
roic
5.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AVA VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AVA | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 10.40% | 5.20% | +5.20 | AVA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.7x | 8.7x | -5.00 | AVA | /valuation <GO> |
| Free Cash Flow Yield | -3.22% | -1.73% | -1.49 | DUK | /fcf-yield <GO> |
| Operating Margin | 18.00% | 31.40% | -13.40 | DUK | /operating-margins <GO> |
| Net Profit Margin | 9.80% | 18.10% | -8.30 | DUK | /net-margins <GO> |
| Revenue Growth (YoY) | 1.30% | 3.30% | -2.00 | DUK | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.07% | 3.40% | +1.67 | AVA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.84 | 0.89 | -0.05 | DUK | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | DUK | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.3 | 63.8 | -3.55 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.76 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.2x | 18.4x | -3.20 | AVA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.14B | $98.16B | -$95.03B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AVA REV | DUK REV | AVA GROSS % | DUK GROSS % | AVA FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.96B | $0 | — | — | -$101.0M | -$1.69B |
| FY 2024 | $1.94B | $0 | — | — | $1.0M | $48.0M |
| FY 2023 | $1.75B | $0 | — | — | $447.0M | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AVA // BETA —
DUK // BETA 0.76