Professional
Added to YB: 2024-02-16
Pitch date: 2024-01-27
VST [bullish]
Vistra Corp.
+311.91%
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
$49.9B
Pitch Price
$40.45
Price Target
N/A
Dividend
0.60%
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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