ORCL vs VST: Which Is the Better Buy?

Side-by-side comparison of Oracle Corporation and Vistra Corp. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-23.
Oracle Corporation Β· Technology
$149.12
+45.0% upside to fair value
Med Conviction Grade B High Quality
VS
Vistra Corp. Β· Utilities
$140.67
-23.0% upside to fair value
Med Conviction Grade C
QuantHub Verdict
ORCL has more upside to fair value (+45.0%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric ORCL VST
Current Price $149.12 $140.67
Fair Value Estimate $216.22 $108.27
Upside to Fair Value +45.0% -23.0%
Market Cap $429.5B $47.4B
Forward P/E β€” β€”
EV / EBITDA 14.6x 10.3x
Price / Sales 6.0x 3.0x
Price / FCF β€” 34.7x
Revenue Growth YoY +29.6% -5.5%
Gross Margin 63.9% 13.0%
Operating Margin 32.4% 2.3%
Return on Equity 42.6% 41.5%
Dividend Yield 1.34% 0.65%
FCF Yield β€” 2.88%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
ORCL β€” Oracle Corporation
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
VST β€” Vistra Corp.
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 ORCL VST
Zone Low $162.16 $81.20
Zone High $183.79 $92.03
In Buy Zone? Yes No
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