AVA vs STEP

Comparison between Avista Corp (AVA, Company) and StepStone Group Inc - Class A (STEP, Company).

AVA is from the Utilities sector, while STEP is from the Financial Services sector.

5-Year PerformanceSTEP has outperformed AVA, delivering a return of +5.1% compared to +4.5%

AVA vs STEP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVA(COMPANY)	STEP(COMPANY)
Market Cap	$3.43B	$3.43B
Max Drawdown	80.43%	61.63%
Sharpe Ratio	0.79	-0.45
5Y Beta	0.08	1.67
Industry	Utilities - Diversified	Asset Management
P/E Ratio	16.54	-4.63
Forward P/E	16.00	17.73
PEG Ratio	2.49	N/A
Dividend Yield	4.69%	2.49%
5Y Dividends CAGR	3.71%	88.59%
5Y EPS CAGR	3.04%	N/A
Debt to Equity	13.87%	-71.34%
Free Cash Flow Yield	-4.47%	0.54%
P/S Ratio	1.80	3.45
P/B Ratio	1.25	32.40

Market Cap

AVA

$3.43B

Winner

STEP

$3.43B

Max Drawdown

AVA

80.43%

Winner

STEP

61.63%

Sharpe Ratio

Winner

AVA

0.79

STEP

-0.45

5Y Beta

Winner

AVA

0.08

STEP

1.67

Industry

AVA

Utilities - Diversified

STEP

Asset Management

P/E Ratio

AVA

16.54

Winner

STEP

-4.63

Forward P/E

Winner

AVA

16.00

STEP

17.73

PEG Ratio

AVA

2.49

STEP

N/A

Dividend Yield

Winner

AVA

4.69%

STEP

2.49%

5Y Dividends CAGR

AVA

3.71%

Winner

STEP

88.59%

5Y EPS CAGR

AVA

3.04%

STEP

N/A

Debt to Equity

AVA

13.87%

Winner

STEP

-71.34%

Free Cash Flow Yield

AVA

-4.47%

Winner

STEP

0.54%

P/S Ratio

Winner

AVA

1.80

STEP

3.45

P/B Ratio

Winner

AVA

1.25

STEP

32.40

AVA vs STEP - Historical Returns

Returns include dividend reinvestment.

Period	AVA	STEP
1 month	+3.12%	-10.35%
3 months	+2.22%	-18.91%
6 months	+7.84%	-41.84%
1 year	+17.93%	-24.95%
5 years(CAGR)	+4.50%	+5.12%
10 years(CAGR)	+3.90%	N/A
Max(CAGR)	+7.29%	+12.69%

Winner

AVA

+3.12%

STEP

-10.35%

Winner

AVA

+2.22%

STEP

-18.91%

Winner

AVA

+7.84%

STEP

-41.84%

Winner

AVA

+17.93%

STEP

-24.95%

5Y(CAGR)

AVA

+4.50%

Winner

STEP

+5.12%

10Y(CAGR)

AVA

+3.90%

STEP

N/A

Max(CAGR)

AVA

+7.29%

Winner

STEP

+12.69%

AVA vs STEP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AVA	STEP
2026	+11.90%	-33.40%
2025	+11.46%	+12.07%
2024	+6.92%	+86.60%
2023	-16.18%	+33.05%
2022	+9.33%	-36.47%
2021	+12.18%	+9.73%
2020	-11.98%	+59.20%
2019	+16.36%	N/A
2018	-15.09%	N/A
2017	+33.80%	N/A
2016	+18.11%	N/A
2015	+3.91%	N/A
2014	+32.10%	N/A
2013	+19.96%	N/A
2012	-1.26%	N/A
2011	+18.33%	N/A
2010	+9.47%	N/A
2009	+15.36%	N/A
2008	-6.20%	N/A
2007	-13.33%	N/A
2006	+45.14%	N/A
2005	+4.34%	N/A
2004	-1.09%	N/A
2003	+59.09%	N/A
2002	-12.78%	N/A
2001	-29.05%	N/A
2000	+42.36%	N/A
1999	-13.04%	N/A

AVA vs STEP Drawdown Comparison

The maximum drawdown for AVA was -78.87%, occurring on Oct 9, 2002. Recovery took 3402 trading sessions.

The maximum drawdown for STEP was -60.20%, occurring on May 4, 2023. Recovery took 688 trading sessions.

The current AVA drawdown is -0.31%. The current STEP drawdown is -41.84%.

Rank	AVA	STEP
#1	-78.87% Jan 21, 2000 - Aug 1, 2013	-60.20% Nov 15, 2021 - Aug 13, 2024
#2	-37.17% Mar 6, 2020 - Apr 1, 2025	-46.90% Jan 16, 2026 - Jun 26, 2026
#3	-22.66% Nov 9, 2018 - Jan 30, 2020	-38.28% Nov 11, 2024 - Oct 6, 2025
#4	-19.42% Jan 29, 2015 - Jan 29, 2016	-23.44% Dec 31, 2020 - Jul 12, 2021
#5	-17.81% Nov 2, 1999 - Jan 12, 2000	-15.84% Sep 2, 2021 - Nov 9, 2021
#6	-14.19% Jul 6, 2016 - Jun 2, 2017	-13.33% Nov 13, 2020 - Dec 4, 2020
#7	-14.01% Apr 2, 2025 - Nov 11, 2025	-12.47% Oct 6, 2025 - Jan 5, 2026
#8	-11.25% Aug 1, 2013 - Jan 21, 2014	-7.28% Oct 9, 2020 - Nov 3, 2020
#9	-9.85% Feb 13, 2026 - Jun 5, 2026	-6.89% Aug 30, 2024 - Sep 18, 2024
#10	-9.07% Nov 26, 2025 - Feb 3, 2026	-6.65% Sep 22, 2020 - Oct 9, 2020
#11	-8.98% Feb 19, 2020 - Mar 4, 2020	-6.27% Aug 10, 2021 - Aug 30, 2021
#12	-8.11% Jun 30, 2014 - Oct 14, 2014	-5.08% Jul 29, 2021 - Aug 6, 2021
#13	-7.49% Aug 1, 2017 - Mar 20, 2018	-4.76% Oct 29, 2024 - Nov 6, 2024
#14	-7.14% Jun 12, 2026 - Jun 17, 2026	-4.11% Dec 14, 2020 - Dec 18, 2020
#15	-6.87% Jun 16, 2017 - Jul 20, 2017	-3.97% Jul 12, 2021 - Jul 20, 2021

Correlation

Correlation between AVA and STEP is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48

-101

Dividend Comparison (1999 - 2026)

AVA vs STEP dividend yield comparison.

Year	AVA	STEP
2026	2.33%	2.56%
2025	5.09%	2.24%
2024	5.19%	1.81%
2023	5.15%	3.36%
2022	3.97%	2.98%
2021	3.98%	0.87%
2020	4.04%	0.00%
2019	3.22%	0.00%
2018	3.51%	0.00%
2017	2.78%	0.00%
2016	3.43%	0.00%
2015	3.73%	0.00%
2014	3.59%	0.00%
2013	4.33%	0.00%
2012	4.81%	0.00%
2011	4.27%	0.00%
2010	4.44%	0.00%
2009	3.75%	0.00%
2008	3.56%	0.00%
2007	2.76%	0.00%
2006	2.25%	0.00%
2005	3.08%	0.00%
2004	2.91%	0.00%
2003	2.70%	0.00%
2002	4.15%	0.00%
2001	3.62%	0.00%
2000	2.34%	0.00%
1999	0.78%	0.00%