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 2026-08-06.
GE Vernova Inc. · Industrials
$1,014.75
-16.2% upside to fair value
Med Conviction
Grade C+
VS
Vistra Corp. · Utilities
$140.58
+20.9% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
VST has more upside to fair value
(+20.9%).
VST trades at a lower forward P/E
(15.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GEV |
VST |
| Current Price |
$1,014.75 |
$140.58 |
| Fair Value Estimate |
$850.00 |
$170.00 |
| Upside to Fair Value |
-16.2%
|
+20.9%
|
| Market Cap |
$270.3B |
$47.4B |
| Forward P/E |
34.3x
|
15.4x
|
| EV / EBITDA |
25.6x
|
9.3x
|
| Price / Sales |
6.6x
|
2.9x
|
| Price / FCF |
22.0x
|
42.5x
|
| Revenue Growth YoY |
+15.0%
|
+20.0%
|
| Gross Margin |
21.3%
|
12.7%
|
| Operating Margin |
5.9%
|
2.1%
|
| Return on Equity |
30.0%
|
35.0%
|
| Dividend Yield |
0.17% |
0.65% |
| FCF Yield |
4.5%
|
2.4%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
GE Vernova is the premier pure-play on the electricity side of the AI infrastructure supercycle. Its Power (heavy-duty gas turbines) and Electrification (grid equipment) segments are structurally supply-constrained, backed by a record $176B backlog that management says is 'mostly sold out through 2030.' The company raised FY2026 guidance for a second straight quarter to $45.5-46.5B revenue and $1…
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 |
GEV |
VST |
| Zone Low |
$640.00 |
$128.00 |
| Zone High |
$723.00 |
$145.00 |
| In Buy Zone? |
No
|
Yes
|