ORCL vs VST: Which Is the Better Buy?
Side-by-side comparison of Oracle Corporation and Vistra Corp. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
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 |
ORCL |
VST |
| Current Price |
$184.31 |
$140.58 |
| Fair Value Estimate |
$210.13 |
$170.00 |
| Upside to Fair Value |
+14.0%
|
+20.9%
|
| Market Cap |
$530.1B |
$47.4B |
| Forward P/E |
31.0x
|
15.4x
|
| EV / EBITDA |
20.4x
|
9.3x
|
| Price / Sales |
7.9x
|
2.9x
|
| Price / FCF |
-22.4x
|
42.5x
|
| Revenue Growth YoY |
+20.6%
|
+20.0%
|
| Gross Margin |
65.8%
|
12.7%
|
| Operating Margin |
30.8%
|
2.1%
|
| Return on Equity |
50.4%
|
35.0%
|
| Dividend Yield |
0% |
0.65% |
| FCF Yield |
—
|
2.4%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
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 |
ORCL |
VST |
| Zone Low |
$157.60 |
$128.00 |
| Zone High |
$178.61 |
$145.00 |
| In Buy Zone? |
No
|
Yes
|