BA vs VST: Which Is the Better Buy?

Side-by-side comparison of The Boeing Company and Vistra Corp. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-08-06.
The Boeing Company Β· Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
Vistra Corp. Β· Utilities
$140.58
+20.9% upside to fair value
Med Conviction Grade B
QuantHub Verdict
BA has more upside to fair value (+45.0%). VST trades at a lower forward P/E (15.4x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric BA VST
Current Price $234.54 $140.58
Fair Value Estimate $340.08 $170.00
Upside to Fair Value +45.0% +20.9%
Market Cap $184.9B $47.4B
Forward P/E 96.9x 15.4x
EV / EBITDA 30.4x 9.3x
Price / Sales 2.0x 2.9x
Price / FCF -177.6x 42.5x
Revenue Growth YoY +14.0% +20.0%
Gross Margin 4.8% 12.7%
Operating Margin -5.9% 2.1%
Return on Equity -8723.1% 35.0%
Dividend Yield 0% 0.65%
FCF Yield β€” 2.4%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
BA β€” The Boeing Company
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
VST β€” Vistra Corp.
Vistra is an integrated merchant power producer and retail electricity supplier with roughly 38,700 MW of generation across natural gas, nuclear, coal, solar and battery storage, plus a roughly 4.3 million customer retail book (TXU and affiliated brands) across 20 states. The 2024 Energy Harbor deal made it the second-largest nuclear operator in the US, and that nuclear and gas fleet is now centr…
Accumulation Zones
Metric BA VST
Zone Low $255.06 $128.00
Zone High $289.07 $145.00
In Buy Zone? Yes Yes
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