VRTV vs VST: Which Is the Better Buy?
Side-by-side comparison of Veritiv Corporation and Vistra Corp. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Veritiv Corporation · Industrials
$169.99
-43.3% upside to fair value
Grade D
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%).
VRTV trades at a lower forward P/E
(7.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
VRTV |
VST |
| Current Price |
$169.99 |
$140.58 |
| Fair Value Estimate |
$96.38 |
$170.00 |
| Upside to Fair Value |
-43.3%
|
+20.9%
|
| Market Cap |
$2.3B |
$47.4B |
| Forward P/E |
7.1x
|
15.4x
|
| EV / EBITDA |
5.4x
|
9.3x
|
| Price / Sales |
0.3x
|
2.9x
|
| Price / FCF |
10.0x
|
42.5x
|
| Revenue Growth YoY |
-19.0%
|
+20.0%
|
| Gross Margin |
22.7%
|
12.7%
|
| Operating Margin |
5.9%
|
2.1%
|
| Return on Equity |
48.6%
|
35.0%
|
| Dividend Yield |
0% |
0.65% |
| FCF Yield |
9.99%
|
2.4%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Veritiv Corporation operates as a distributor primarily in packaging, facility solutions, and print markets, with a business quality characterized by scale and network density rather than proprietary products or pricing power. The company has undergone significant transformation under CEO Salvatore A. Abbate, including a take-private transaction by Clayton, Dubilier & Rice in 2023 and a strategic…
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 |
VRTV |
VST |
| Zone Low |
$72.28 |
$128.00 |
| Zone High |
$81.92 |
$145.00 |
| In Buy Zone? |
No
|
Yes
|