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Added to YB: 2024-02-16

Pitch date: 2024-01-27

VST [bullish]

Vistra Corp.

+210.47%

current return

Author Info

No bio for this author

Company Info

Vistra Corp., together with its subsidiaries, operates as an integrated retail electricity and power generation company.

Market Cap

$46.6B

Pitch Price

$40.45

Price Target

N/A

Dividend

0.65%

Sector

Independent Power and Renewable Electricity Producers

Category

value

Sound Shore Fund Portfolio Holding - Vistra Corp.

VST: Stellar year as low-cost electricity generator & marketer. Diverse portfolio: solar, gas, coal, nuclear, battery. Accretive Energy Harbor deal for 2nd largest carbon-free nuclear. CEO Burke leads veteran team in sustainable transition. Buying back .40 shares in 5yrs, >half done. 9x earnings, 17% FCF yield, 2.3% div. Sound Shore conviction pick based on deep value research despite sector underperformance.

Read full article (3 min)