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 2026-09-19.
Vistra Corp. · Utilities
$140.67
-23.0% upside to fair value
Med Conviction
Grade C
VS
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
WDC has more upside to fair value
(-16.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
VST |
WDC |
| Current Price |
$140.67 |
$441.36 |
| Fair Value Estimate |
$108.27 |
$367.30 |
| Upside to Fair Value |
-23.0%
|
-16.8%
|
| Market Cap |
$47.4B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
10.3x
|
17.4x
|
| Price / Sales |
3.0x
|
11.8x
|
| Price / FCF |
34.7x
|
47.3x
|
| Revenue Growth YoY |
-5.5%
|
+43.8%
|
| Gross Margin |
13.0%
|
48.9%
|
| Operating Margin |
2.3%
|
34.9%
|
| Return on Equity |
41.5%
|
118.6%
|
| Dividend Yield |
0.65% |
0.12% |
| FCF Yield |
2.88%
|
2.12%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
VST |
WDC |
| Zone Low |
$81.20 |
$275.48 |
| Zone High |
$92.03 |
$312.20 |
| In Buy Zone? |
No
|
No
|