GEV vs VST: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and Vistra Corp. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
GE Vernova Inc. · Industrials
$951.82
+35.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
Vistra Corp. · Utilities
$140.67
-23.0% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
GEV has more upside to fair value
(+35.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GEV |
VST |
| Current Price |
$951.82 |
$140.67 |
| Fair Value Estimate |
$1,288.67 |
$108.27 |
| Upside to Fair Value |
+35.4%
|
-23.0%
|
| Market Cap |
$253.5B |
$47.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.2x
|
10.3x
|
| Price / Sales |
6.1x
|
3.0x
|
| Price / FCF |
20.5x
|
34.7x
|
| Revenue Growth YoY |
+21.9%
|
-5.5%
|
| Gross Margin |
20.2%
|
13.0%
|
| Operating Margin |
4.4%
|
2.3%
|
| Return on Equity |
83.4%
|
41.5%
|
| Dividend Yield |
0.18% |
0.65% |
| FCF Yield |
4.88%
|
2.88%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,…
Vistra Corp. is a vertically integrated independent power producer and retail electricity supplier operating roughly 38,700 megawatts of generation across natural gas, nuclear, coal, solar, and battery storage, serving about 4.3 million retail customers in 20 states and the District of Columbia. The business quality is mixed: the diversified PJM and ERCOT fleet plus retail load is a genuine struc…
Accumulation Zones
| Metric |
GEV |
VST |
| Zone Low |
$966.50 |
$81.20 |
| Zone High |
$1,095.37 |
$92.03 |
| In Buy Zone? |
Yes
|
No
|