AVA (Avista) 3-Year RORE % : 5.82% (As of Mar. 2026)


AVA Avista Corp AVA
74 GF Score
Price $41.40
GF Value $36.59
Valuation Modestly Overvalued
! 14 Warning Signs
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What is Avista 3-Year RORE %?

Avista AVA +2.12% 74 3-Year RORE % is 5.82 as of Mar. 2026. GuruFocus rates AVA with a GF Score™ of 74/100 and a GF Value™ of $36.59 (Modestly Overvalued). The stock has 14 warning signs investors should review. Among 492 Utilities - Regulated companies, Avista ranks worse than 51.42% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Avista's 3-Year RORE % for the quarter that ended in Mar. 2026 was 5.82%.

The industry rank for Avista's 3-Year RORE % or its related term are showing as below:

AVA's 3-Year RORE % is ranked worse than
51.42% of 492 companies
in the Utilities - Regulated industry
Industry Median: 6.97 vs AVA: 5.82

Avista  (NYSE:AVA) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Avista 3-Year RORE % Related Terms


Avista 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Avista's 3-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Avista 3-Year RORE % Chart

Avista Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -41.95 20.79 12.84 13.04 11.67

Avista Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 44.04 27.62 10.42 11.67 5.82

AVA vs UTL, AES, SRE: 3-Year RORE % Comparison

For the Utilities - Diversified subindustry, Avista's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Avista 3-Year RORE % vs Utilities - Regulated Industry

For the Utilities - Regulated industry and Utilities sector, Avista's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Avista's 3-Year RORE % falls into.


AVA
74GF Score
Avista Corp AVA
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Avista 3-Year RORE % Calculation

Avista's 3-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 2.51-2.42 )/( 7.28-5.733 )
=0.09/1.547
=5.82 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of 5.82 mean?
Avista (AVA) has a 3-Year RORE % of 5.82 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Avista and its competitors. According to the industry distribution chart, Avista ranks #253 out of 492 companies in the Utilities - Regulated industry, placing it in the top 51.4%.
Is Avista's 3-Year RORE % too high?
Avista's current 3-Year RORE % is 5.82. The Utilities - Regulated industry median 3-Year RORE % is 6.97. Avista's value of 5.82 is 16.5% below this industry median. Based on the distribution chart, Avista ranks #253 out of 492 companies in the Utilities - Regulated industry, which is below the industry midpoint. Overall, Avista has a GF Score™ of 74/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Avista's 3-Year RORE % compare to UTL and AES?
According to the Utilities - Regulated industry distribution chart, Avista ranks #253 out of 492 companies for 3-Year RORE %. This places Avista in the lower half of its industry. The industry median 3-Year RORE % is 6.97. Avista's value of 5.82 is 16.5% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Utilities - Regulated company?
The median 3-Year RORE % among Utilities - Regulated companies is 6.97, based on 492 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Avista's current 3-Year RORE % of 5.82 is 16.5% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Avista and its competitors. For the Utilities - Regulated industry, the median 3-Year RORE % is 6.97 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Avista's current 3-Year RORE % is 5.82. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Avista stock overvalued right now?
Based on GuruFocus' analysis, Avista (AVA) is currently considered Modestly Overvalued. The stock's GF Value™ is $36.59, compared to a current price of $41.40 — trading 13.1% above its estimated fair value. The current 3-Year RORE % is 5.82 and 16.5% below the Utilities - Regulated industry median of 6.97. Avista's overall GF Score™ is 74/100 with 14 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Avista (AVA), the current 3-Year RORE % is 5.82 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Avista (AVA) Overvalued in 2026?

Based on GuruFocus' analysis, Avista stock appears to be overvalued. The current stock price of $41.40 is trading 13.1% above its estimated GF Value™ of $36.59. GuruFocus considers Avista to be Modestly Overvalued.

Key valuation signals for AVA:

  • 3-Year RORE %: 5.82
  • GF Value™: $36.59 vs. price of $41.40 (13.1% above fair value)
  • GF Score™: 74/100 with 14 warning signs
  • Industry Position: 16.5% below the Utilities - Regulated median (#253 of 492)

No single metric tells the full story. See the AVA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Avista Business Description

Other Exchanges AV6:Germany
Address 1411 East Mission Avenue, Spokane, WA, USA, 99202-2600
Avista Corp is an electric and natural gas utility company. The company has two business segments including Avista Utilities, which provides electric distribution and transmission, and natural gas distribution services in parts of eastern Washington and northern Idaho, and also provides natural gas distribution service in parts of northeastern and southwestern Oregon. Avista Utilities has electric generating facilities in Washington, Idaho, Oregon, and Montana. AEL&P segment is a regulated utility providing electric services in Juneau, Alaska that is a wholly-owned subsidiary and the primary operating subsidiary of AERC.
74GF Score

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3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$41.40
Price
$36.59
GF Value