Professional
Added to YB: 2024-02-16
Pitch date: 2024-01-27
VST [bullish]
Vistra Corp.
+186.3%
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 in the United States.
Market Cap
$33.2B
Pitch Price
$40.31
Price Target
N/A
Dividend
0.91%
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.
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