NFLX vs VST: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and Vistra Corp. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Netflix, Inc. · Communication Services
$73.68
+45.0% upside to fair value
Grade B
High Quality
VS
Vistra Corp. · Utilities
$140.58
+20.9% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
NFLX has more upside to fair value
(+45.0%).
VST trades at a lower forward P/E
(15.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NFLX |
VST |
| Current Price |
$73.68 |
$140.58 |
| Fair Value Estimate |
$106.84 |
$170.00 |
| Upside to Fair Value |
+45.0%
|
+20.9%
|
| Market Cap |
$310.2B |
$47.4B |
| Forward P/E |
23.3x
|
15.4x
|
| EV / EBITDA |
9.2x
|
9.3x
|
| Price / Sales |
6.6x
|
2.9x
|
| Price / FCF |
26.1x
|
42.5x
|
| Revenue Growth YoY |
+16.2%
|
+20.0%
|
| Gross Margin |
49.0%
|
12.7%
|
| Operating Margin |
29.7%
|
2.1%
|
| Return on Equity |
49.2%
|
35.0%
|
| Dividend Yield |
0% |
0.65% |
| FCF Yield |
3.83%
|
2.4%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Netflix, Inc. operates as a leading global streaming entertainment service, delivering a wide variety of TV series, documentaries, and feature films across multiple genres and languages. The company exhibits high business quality with a durable competitive moat supported by strong brand recognition, intangible assets, and network effects. Its recent financial performance shows robust earnings gro…
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 |
NFLX |
VST |
| Zone Low |
$80.13 |
$128.00 |
| Zone High |
$90.81 |
$145.00 |
| In Buy Zone? |
Yes
|
Yes
|