Stock comparison
Avista
Xcel Energy
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
AVA
Avista
Market cap
$3.43B
Sector
Utilities
XEL
Xcel Energy
Market cap
$50.62B
Sector
Utilities
Overall winner
Xcel Energy XEL
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | AVA | XEL | Winner |
|---|---|---|---|
| Warren Buffett | 38D | 56D | XEL |
| Benjamin Graham | 39D | 54C | XEL |
| Philip Fisher | 35D | 35D | Tie |
| Peter Lynch | 53C | 53C | Tie |
| Joel Greenblatt | 30F | 45D | XEL |
| Charlie Munger | 37D | 41D | XEL |
| Terry Smith | 23F | 36D | XEL |
Side-by-side metrics
| Metric | AVA | XEL |
|---|---|---|
| Market cap | $3.43B | $50.62B |
| P/E (TTM) | 16.3x | 23.6x |
| EV/EBIT | 18.8x | 29.6x |
| ROIC (TTM) | 4.06% | 3.75% |
| Gross margin | 56.08% | 18.91% |
| Net margin | 10.75% | 14.14% |
| Revenue CAGR 5y | 8.09% | 2.23% |
| EPS CAGR 5y | 3.06% | 3.83% |
| Debt / Equity | 1.2x | 1.6x |
| Dividend yield | 4.81% | 2.92% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
AVA leads on
- Revenue CAGR 5y8.09%vs 2.23%+72%
- Gross margin56.08%vs 18.91%+66%
- Dividend yield4.81%vs 2.92%+39%
- EV/EBIT18.8xvs 29.6x+37%
XEL leads on
- Market cap$50.62Bvs $3.43B+93%
- Net margin14.14%vs 10.75%+24%
- EPS CAGR 5y3.83%vs 3.06%+20%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.