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 2026-09-19.
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
High Quality
VS
Vistra Corp. · Utilities
$140.67
-23.0% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
NFLX has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NFLX |
VST |
| Current Price |
$76.41 |
$140.67 |
| Fair Value Estimate |
$110.00 |
$108.27 |
| Upside to Fair Value |
+44.0%
|
-23.0%
|
| Market Cap |
$318.2B |
$47.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
10.6x
|
10.3x
|
| Price / Sales |
6.6x
|
3.0x
|
| Price / FCF |
29.1x
|
34.7x
|
| Revenue Growth YoY |
+13.4%
|
-5.5%
|
| Gross Margin |
49.1%
|
13.0%
|
| Operating Margin |
29.7%
|
2.3%
|
| Return on Equity |
48.0%
|
41.5%
|
| Dividend Yield |
0% |
0.65% |
| FCF Yield |
3.44%
|
2.88%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Netflix is a global subscription and advertising-supported entertainment platform with a high-quality brand, content engine, recommendation technology and distribution scale, evidenced by more than 97 billion viewing hours in the first half of 2026 and an audience approaching one billion people. Fundamentals remain strong: revenue grew 13.4% year over year in the most recent quarter, TTM gross, o…
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 |
NFLX |
VST |
| Zone Low |
$82.50 |
$81.20 |
| Zone High |
$93.50 |
$92.03 |
| In Buy Zone? |
Yes
|
No
|