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Alliant Energy Corporation

LNT - NMS
Energy & Transportation
Electric & Other Services Combined
Country
USA
Market Cap
$16.4B
Dividend Yield
3%
Beta
0.54 (Low)
Trading Volume
302.9K (Low)
Momentum
Very Weak Neutral Very Strong
Value vs. Growth
Deep Value Fair Value Rapid Growth
Quality
Poor Below Average Excellent
Size
Micro Large Mega Cap

Alliant Energy is a public utility holding company headquartered in Madison, Wisconsin providing power in Iowa and Wisconsin.

Valuation
Financials
Momentum
Analyst Ratings
Trailing P/E
23.89
Forward P/E
20.62
PEG Ratio
2.11
Price/Book
2.42
EV/EBITDA
15.18
EV/Revenue
6.85

Income Statement

Revenue (TTM)
$4.0B
Gross Profit (TTM)
$1.8B
EBITDA
$1.7B

Financial Ratios

Profit Margin
17%
Operating Margin (TTM)
-31%
Gross Profit Margin
46%
EBITDA Margin
43%
ROE (TTM)
10%
ROA (TTM)
3%

Growth

Quarterly Revenue Growth (YoY)
2%
Quarterly Earnings Growth (YoY)
24%
52-Week Range
$45.60
$63.92
$66.54
50-Day Moving Average
$60.08
Price vs. 50-Day MA
6.39%
200-Day Moving Average
$57.73
Price vs. 200-Day MA
10.72%
Analyst Ratings Distribution
0
0
10
4
0
Strong Sell Strong Buy
Median Price Target
$63.57
Price to Target
101%

WEC Energy Group, Inc.

WEC - NYQ
View WEC's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Electric & Other Services Combined
Market Cap: $33.1B
Volume: 941.6K (Low)
Beta: 0.44 (Low)
Dividend Yield: 3%
Neutral Momentum
Fair Value
Average Quality
Large Cap

WEC Energy Group, based in Milwaukee, Wisconsin, provides electricity and natural gas to 4.4 million customers across four states.

Compare
Valuation
Financials
Momentum
Ratings

WEC Energy Group is a utility company based in Wisconsin, similar to Alliant Energy, focusing on electric and natural gas distribution, thus sharing a geographic and operational profile.

correlation
A+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 79%

R-squared: 63%

This indicates a strong positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 6
  • LNT in WEC's comparables: No
  • WEC in LNT's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A-

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 2% vs 3%
  • Profit Margin: 17% vs 18%
  • ROE: 10% vs 12%
  • Operating Margin: -31% vs 21%
  • Revenue (TTM): $4.0B vs $8.6B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $16.4B vs $33.1B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 23.76 vs 21.58
  • P/B Ratio: 2.42 vs 2.78
  • EV/EBITDA: 15.18 vs 13.99
  • Forward P/E: 20.62 vs 20.66
  • PEG Ratio: 2.11 vs 2.65

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: ENERGY & TRANSPORTATION vs ENERGY & TRANSPORTATION
  • Industry: ELECTRIC & OTHER SERVICES COMBINED vs ELECTRIC & OTHER SERVICES COMBINED

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • LNT Rating: Hold
  • WEC Rating: Hold

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • LNT Country: USA
  • WEC Country: USA
  • Currency: USD vs USD
  • Exchange: NMS vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • LNT Beta: 0.54 (Low)
  • WEC Beta: 0.44 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • LNT Price vs 200-day MA: 110.72%
  • WEC Price vs 200-day MA: 112.82%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • LNT Dividend Yield: 3%
  • WEC Dividend Yield: 3%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
21.84
Forward P/E
20.66
PEG Ratio
2.65
Price/Book
2.78
EV/EBITDA
13.99
EV/Revenue
6.37

Income Statement

Revenue (TTM)
$8.6B
Gross Profit (TTM)
$3.8B
EBITDA
$3.4B

Financial Ratios

Profit Margin
18%
Operating Margin (TTM)
21%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
12%
ROA (TTM)
3%

Growth

Quarterly Revenue Growth (YoY)
3%
Quarterly Earnings Growth (YoY)
106%
52-Week Range
$74.76
$104.23
$108.87
50-Day Moving Average
$99.08
Price vs. 50-Day MA
5.20%
200-Day Moving Average
$92.39
Price vs. 200-Day MA
12.82%
Analyst Ratings Distribution
1
0
11
4
2
Strong Sell Strong Buy
Median Price Target
$102.69
Price to Target
101%

DTE Energy Company

DTE - NYQ
View DTE's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Electric Services
Market Cap: $27.2B
Volume: 429.6K (Low)
Beta: 0.60 (Low)
Dividend Yield: 3%
Neutral Momentum
Fair Value
Average Quality
Large Cap

DTE Energy (formerly Detroit Edison until 1996) is a Detroit-based diversified energy company involved in the development and management of energy-related businesses and services in the United States and Canada.

Compare
Valuation
Financials
Momentum
Ratings

DTE Energy Company operates in the same utility sector, providing electric and natural gas services primarily in Michigan, making it a relevant comparison to Alliant Energy.

correlation
A+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 79%

R-squared: 63%

This indicates a strong positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 6
  • DTE in LNT's comparables: Yes
  • LNT in DTE's comparables: No

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A-

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 1% vs 2%
  • Profit Margin: 11% vs 17%
  • ROE: 12% vs 10%
  • Operating Margin: 17% vs -31%
  • Revenue (TTM): $12.5B vs $4.0B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $27.2B vs $16.4B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 19.38 vs 23.76
  • P/B Ratio: 2.40 vs 2.42
  • EV/EBITDA: 12.64 vs 15.18
  • Forward P/E: 18.80 vs 20.62
  • PEG Ratio: 2.09 vs 2.11

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: ENERGY & TRANSPORTATION vs ENERGY & TRANSPORTATION
  • Industry: ELECTRIC SERVICES vs ELECTRIC & OTHER SERVICES COMBINED

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • DTE Rating: Buy
  • LNT Rating: Hold

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • DTE Country: USA
  • LNT Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NMS

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • DTE Beta: 0.60 (Low)
  • LNT Beta: 0.54 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A-

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • DTE Price vs 200-day MA: 108.31%
  • LNT Price vs 200-day MA: 110.72%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • DTE Dividend Yield: 3%
  • LNT Dividend Yield: 3%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
19.46
Forward P/E
18.80
PEG Ratio
2.09
Price/Book
2.40
EV/EBITDA
12.64
EV/Revenue
4.11

Income Statement

Revenue (TTM)
$12.5B
Gross Profit (TTM)
$4.3B
EBITDA
$3.3B

Financial Ratios

Profit Margin
11%
Operating Margin (TTM)
17%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
12%
ROA (TTM)
3%

Growth

Quarterly Revenue Growth (YoY)
1%
Quarterly Earnings Growth (YoY)
-30%
52-Week Range
$100.39
$131.18
$136.28
50-Day Moving Average
$123.63
Price vs. 50-Day MA
6.11%
200-Day Moving Average
$121.12
Price vs. 200-Day MA
8.31%
Analyst Ratings Distribution
0
0
8
9
2
Strong Sell Strong Buy
Median Price Target
$138.33
Price to Target
95%

Xcel Energy Inc.

XEL - NMS
View XEL's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Electric & Other Services Combined
Market Cap: $39.6B
Volume: 1.0M (Moderate)
Beta: 0.39 (No Correlation)
Dividend Yield: 3%
Neutral Momentum
Fair Value
Average Quality
Large Cap

Xcel Energy Inc. is a utility holding company based in Minneapolis, Minnesota, serving more than 3.7 million electric customers and 2.1 million natural gas customers in Minnesota, Michigan, Wisconsin, North Dakota, South Dakota, Colorado, Texas, and New Mexico as of 2019. It consists of four operating subsidiaries: Northern States Power-Minnesota, Northern States Power-Wisconsin, Public Service Company of Colorado, and Southwestern Public Service Co.

Compare
Valuation
Financials
Momentum
Ratings

Xcel Energy Inc. is a public utility that provides electricity and natural gas to millions of customers, comparable to Alliant Energy in terms of services and market dynamics.

correlation
A+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 70%

R-squared: 49%

This indicates a strong positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 3
  • LNT in XEL's comparables: No
  • XEL in LNT's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B-

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 2% vs -9%
  • Profit Margin: 17% vs 14%
  • ROE: 10% vs 10%
  • Operating Margin: -31% vs 11%
  • Revenue (TTM): $4.0B vs $13.4B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $16.4B vs $39.6B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 23.76 vs 20.02
  • P/B Ratio: 2.42 vs 2.12
  • EV/EBITDA: 15.18 vs 12.76
  • Forward P/E: 20.62 vs 18.83
  • PEG Ratio: 2.11 vs 2.32

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: ENERGY & TRANSPORTATION vs ENERGY & TRANSPORTATION
  • Industry: ELECTRIC & OTHER SERVICES COMBINED vs ELECTRIC & OTHER SERVICES COMBINED

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • LNT Rating: Hold
  • XEL Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • LNT Country: USA
  • XEL Country: USA
  • Currency: USD vs USD
  • Exchange: NMS vs NMS

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • LNT Beta: 0.54 (Low)
  • XEL Beta: 0.39 (No Correlation)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A+

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • LNT Price vs 200-day MA: 110.72%
  • XEL Price vs 200-day MA: 109.75%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • LNT Dividend Yield: 3%
  • XEL Dividend Yield: 3%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
20.90
Forward P/E
18.83
PEG Ratio
2.32
Price/Book
2.12
EV/EBITDA
12.76
EV/Revenue
5.31

Income Statement

Revenue (TTM)
$13.4B
Gross Profit (TTM)
$6.0B
EBITDA
$5.3B

Financial Ratios

Profit Margin
14%
Operating Margin (TTM)
11%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
10%
ROA (TTM)
2%

Growth

Quarterly Revenue Growth (YoY)
-9%
Quarterly Earnings Growth (YoY)
9%
52-Week Range
$46.89
$68.87
$72.77
50-Day Moving Average
$67.55
Price vs. 50-Day MA
1.95%
200-Day Moving Average
$62.75
Price vs. 200-Day MA
9.75%
Analyst Ratings Distribution
1
0
4
9
3
Strong Sell Strong Buy
Median Price Target
$73.03
Price to Target
94%

Consolidated Edison, Inc.

ED - NYQ
View ED's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Electric & Other Services Combined
Market Cap: $34.7B
Volume: 2.7M (Moderate)
Beta: 0.29 (No Correlation)
Dividend Yield: 3%
Neutral Momentum
Fair Value
Average Quality
Large Cap

Consolidated Edison, Inc., commonly known as Con Edison (stylized as conEdison) or ConEd, is one of the largest investor-owned energy companies in the United States, with approximately $12 billion in annual revenues as of 2017, and over $48 billion in assets. The company provides a wide range of energy-related products and services to its customers through its subsidiaries.

Compare
Valuation
Financials
Momentum
Ratings

Consolidated Edison, Inc. operates in the electric utility sector, serving customers in New York, and is comparable due to its focus on regulated utility services and consistent dividend payments.

correlation
A+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 71%

R-squared: 50%

This indicates a strong positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 3
  • ED in LNT's comparables: Yes
  • LNT in ED's comparables: No

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 7% vs 2%
  • Profit Margin: 12% vs 17%
  • ROE: 8% vs 10%
  • Operating Margin: 29% vs -31%
  • Revenue (TTM): $15.3B vs $4.0B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $34.7B vs $16.4B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 19.08 vs 23.76
  • P/B Ratio: 1.64 vs 2.42
  • EV/EBITDA: 11.42 vs 15.18
  • Forward P/E: 18.59 vs 20.62
  • PEG Ratio: 8.67 vs 2.11

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: ENERGY & TRANSPORTATION vs ENERGY & TRANSPORTATION
  • Industry: ELECTRIC & OTHER SERVICES COMBINED vs ELECTRIC & OTHER SERVICES COMBINED

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • ED Rating: Hold
  • LNT Rating: Hold

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • ED Country: USA
  • LNT Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NMS

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A-

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • ED Beta: 0.29 (No Correlation)
  • LNT Beta: 0.54 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • ED Price vs 200-day MA: 103.21%
  • LNT Price vs 200-day MA: 110.72%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • ED Dividend Yield: 3%
  • LNT Dividend Yield: 3%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
19.84
Forward P/E
18.59
PEG Ratio
8.67
Price/Book
1.64
EV/EBITDA
11.42
EV/Revenue
4.10

Income Statement

Revenue (TTM)
$15.3B
Gross Profit (TTM)
$8.2B
EBITDA
$5.4B

Financial Ratios

Profit Margin
12%
Operating Margin (TTM)
29%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
8%
ROA (TTM)
3%

Growth

Quarterly Revenue Growth (YoY)
7%
Quarterly Earnings Growth (YoY)
-8%
52-Week Range
$84.23
$99.98
$105.88
50-Day Moving Average
$93.48
Price vs. 50-Day MA
6.95%
200-Day Moving Average
$96.87
Price vs. 200-Day MA
3.21%
Analyst Ratings Distribution
3
1
11
3
0
Strong Sell Strong Buy
Median Price Target
$99.40
Price to Target
101%

Avista Corporation

AVA - NYQ
View AVA's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Electric & Other Services Combined
Market Cap: $3.2B
Volume: 154.1K (Low)
Beta: 0.45 (Low)
Dividend Yield: 5%
Neutral Momentum
Fair Value
Below Average Quality
Mid Cap

Avista Corporation is a natural gas and electric utility company. The company is headquartered in Spokane, Washington.

Compare
Valuation
Financials
Momentum
Ratings

Avangrid, Inc. is involved in the generation and distribution of energy in the U.S., making it a fitting comparison given its focus on renewable and regulated energy services like Alliant Energy.

correlation
A+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 72%

R-squared: 52%

This indicates a strong positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 4
  • AVA in LNT's comparables: Yes
  • LNT in AVA's comparables: No

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B+

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 3% vs 2%
  • Profit Margin: 9% vs 17%
  • ROE: 7% vs 10%
  • Operating Margin: 19% vs -31%
  • Revenue (TTM): $1.9B vs $4.0B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A-

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $3.2B vs $16.4B

Size Category: Mid Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 17.22 vs 23.76
  • P/B Ratio: 1.23 vs 2.42
  • EV/EBITDA: 10.44 vs 15.18
  • Forward P/E: 15.36 vs 20.62
  • PEG Ratio: 2.79 vs 2.11

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: ENERGY & TRANSPORTATION vs ENERGY & TRANSPORTATION
  • Industry: ELECTRIC & OTHER SERVICES COMBINED vs ELECTRIC & OTHER SERVICES COMBINED

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • AVA Rating: Hold
  • LNT Rating: Hold

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • AVA Country: USA
  • LNT Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NMS

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • AVA Beta: 0.45 (Low)
  • LNT Beta: 0.54 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A+

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • AVA Price vs 200-day MA: 105.82%
  • LNT Price vs 200-day MA: 110.72%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
B+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • AVA Dividend Yield: 5%
  • LNT Dividend Yield: 3%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
17.46
Forward P/E
15.36
PEG Ratio
2.79
Price/Book
1.23
EV/EBITDA
10.44
EV/Revenue
3.24

Income Statement

Revenue (TTM)
$1.9B
Gross Profit (TTM)
$1.1B
EBITDA
$582.0M

Financial Ratios

Profit Margin
9%
Operating Margin (TTM)
19%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
7%
ROA (TTM)
2%

Growth

Quarterly Revenue Growth (YoY)
3%
Quarterly Earnings Growth (YoY)
-22%
52-Week Range
$31.40
$39.43
$40.21
50-Day Moving Average
$36.96
Price vs. 50-Day MA
6.68%
200-Day Moving Average
$37.26
Price vs. 200-Day MA
5.82%
Analyst Ratings Distribution
1
0
4
1
0
Strong Sell Strong Buy
Median Price Target
$39.60
Price to Target
100%

Salesforce, Inc.

CRM - NYQ
View CRM's Comps
B
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Technology
Services-prepackaged Software
Market Cap: $275.5B
Volume: 1.6M (Moderate)
Beta: 1.35 (High)
Dividend Yield: 1%
Weak Momentum
Fair Value
Good Quality
Mega Cap

Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.

Compare
Valuation
Financials
Momentum
Ratings

correlation
C+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 11%

R-squared: 1%

This indicates a negligible relationship between the price movements of these stocks.

network
B

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 0
  • CRM in LNT's comparables: No
  • LNT in CRM's comparables: No

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 8% vs 2%
  • Profit Margin: 16% vs 17%
  • ROE: 10% vs 10%
  • Operating Margin: 21% vs -31%
  • Revenue (TTM): $37.9B vs $4.0B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
B-

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $275.5B vs $16.4B

Size Category: Mega Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A-

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 45.34 vs 23.76
  • P/B Ratio: 4.59 vs 2.42
  • EV/EBITDA: 24.93 vs 15.18
  • Forward P/E: 26.32 vs 20.62
  • PEG Ratio: 1.62 vs 2.11

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
B-

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: TECHNOLOGY vs ENERGY & TRANSPORTATION
  • Industry: SERVICES-PREPACKAGED SOFTWARE vs ELECTRIC & OTHER SERVICES COMBINED

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • CRM Rating: Buy
  • LNT Rating: Hold

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • CRM Country: USA
  • LNT Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NMS

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
B

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • CRM Beta: 1.35 (High)
  • LNT Beta: 0.54 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
B-

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • CRM Price vs 200-day MA: 99.32%
  • LNT Price vs 200-day MA: 110.72%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
B+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • CRM Dividend Yield: 1%
  • LNT Dividend Yield: 3%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Trailing P/E
46.05
Forward P/E
26.32
PEG Ratio
1.62
Price/Book
4.59
EV/EBITDA
24.93
EV/Revenue
7.33

Income Statement

Revenue (TTM)
$37.9B
Gross Profit (TTM)
$29.3B
EBITDA
$11.1B

Financial Ratios

Profit Margin
16%
Operating Margin (TTM)
21%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
10%
ROA (TTM)
5%

Growth

Quarterly Revenue Growth (YoY)
8%
Quarterly Earnings Growth (YoY)
19%
52-Week Range
$211.10
$287.92
$368.58
50-Day Moving Average
$327.99
Price vs. 50-Day MA
-12.22%
200-Day Moving Average
$289.88
Price vs. 200-Day MA
-0.68%
Analyst Ratings Distribution
1
0
11
26
12
Strong Sell Strong Buy
Median Price Target
$380.34
Price to Target
76%
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A+
$68.87 -1.17 (-1.66%)
Energy & Transportation
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Consolidated Edison, Inc.

ED - NYQ
A+
$99.98 -2.18 (-2.13%)
Energy & Transportation
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Avista Corporation

AVA - NYQ
A+
$39.43 -0.37 (-0.93%)
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Neutral Momentum
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Mid Cap
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$31.40 $40.21

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CRM - NYQ
B
$287.92 +0.58 (0.20%)
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Services-prepackaged Software
Market Cap: $275.5B
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Beta: 1.35 (High)
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Weak Momentum
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