Added to YB: 2026-09-03
Pitch date: 2026-08-31
VST [bullish]
Vistra Corp.
+5.1%
current return
Author Info
No bio for this author
Company Info
Vistra Corp., together with its subsidiaries, operates as an integrated retail electricity and power generation company in the United States.
Market Cap
$46.1B
Pitch Price
$136.50
Price Target
N/A
Dividend
0.67%
EV/EBITDA
10.33
P/E
23.42
EV/Sales
3.57
Sector
Independent Power and Renewable Electricity Producers
Category
growth
Vistra Deep Dive
VST (deep dive): Vistra is a utilization thesis, not a power-price bet: flat, high-load-factor data-center demand should let its existing gas plants run more hours without significant incremental investment. Moving the roughly 26 GW combined-cycle fleet from 60% toward management’s mid-80% capacity-factor target could add about $712M of annual gross margin; Texas utilization is already rising despite lower forward prices. Local opposition is a political risk at the Comanche Peak data-center site, whose likely Amazon counterparty remains unconfirmed.
Read full article (12 min)