VST vs WDC: Which Is the Better Buy?
Side-by-side comparison of Vistra Corp. and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Vistra Corp. · Utilities
$140.58
+20.9% upside to fair value
Med Conviction
Grade B
VS
Western Digital Corporation · Technology
$519.17
-28.7% upside to fair value
Med Conviction
Grade C+
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 |
VST |
WDC |
| Current Price |
$140.58 |
$519.17 |
| Fair Value Estimate |
$170.00 |
$370.00 |
| Upside to Fair Value |
+20.9%
|
-28.7%
|
| Market Cap |
$47.4B |
$178.9B |
| Forward P/E |
15.4x
|
27.8x
|
| EV / EBITDA |
9.3x
|
37.3x
|
| Price / Sales |
2.9x
|
13.9x
|
| Price / FCF |
42.5x
|
51.0x
|
| Revenue Growth YoY |
+20.0%
|
+35.7%
|
| Gross Margin |
12.7%
|
48.9%
|
| Operating Margin |
2.1%
|
34.9%
|
| Return on Equity |
35.0%
|
43.4%
|
| Dividend Yield |
0.65% |
0.1% |
| FCF Yield |
2.4%
|
2.0%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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…
Western Digital is now a pure-play, duopoly hard-disk-drive manufacturer, having spun off its NAND flash business as SanDisk in February 2025 and sold its remaining SanDisk stake for $3.1 billion in February 2026. It is riding the same AI-storage supercycle as SanDisk and Micron, but from the mass-capacity nearline HDD side: hyperscalers are buying every high-capacity drive WDC can make for AI da…
Accumulation Zones
| Metric |
VST |
WDC |
| Zone Low |
$128.00 |
$278.00 |
| Zone High |
$145.00 |
$315.00 |
| In Buy Zone? |
Yes
|
No
|