WallStSmart

Kenon Holdings (KEN)vsVistra Energy Corp (VST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vistra Energy Corp generates 2191% more annual revenue ($17.74B vs $774.30M). KEN leads profitability with a 63.8% profit margin vs 5.3%. VST earns a higher WallStSmart Score of 53/100 (C-).

KEN

Hold

44

out of 100

Grade: D

Growth: 5.3Profit: 7.5Value: 5.0Quality: 9.0
Piotroski: 7/9Altman Z: 2.05

VST

Buy

53

out of 100

Grade: C-

Growth: 3.3Profit: 6.0Value: 4.7Quality: 2.5
Piotroski: 2/9Altman Z: 0.73
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for KEN.

VSTSignificantly Overvalued (-975.5%)

Margin of Safety

-975.5%

Fair Value

$14.89

Current Price

$146.02

$131.13 premium

UndervaluedFair: $14.89Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KEN2 strengths · Avg: 9.5/10
Profit MarginProfitability
63.8%10/10

Keeps 64 of every $100 in revenue as profit

Return on EquityProfitability
24.1%9/10

Every $100 of equity generates 24 in profit

VST1 strengths · Avg: 9.0/10
Market CapQuality
$54.89B9/10

Large-cap with strong market position

Areas to Watch

KEN2 concerns · Avg: 1.5/10
EPS GrowthGrowth
-95.6%2/10

Earnings declined 95.6%

Operating MarginProfitability
-102.0%1/10

Operating margin of -102.0%

VST4 concerns · Avg: 3.0/10
Price/BookValuation
18.8x4/10

Trading at 18.8x book value

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
74.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : KEN

The strongest argument for KEN centers on Profit Margin, Return on Equity. Profitability is solid with margins at 63.8% and operating margin at -102.0%.

Bull Case : VST

The strongest argument for VST centers on Market Cap. Revenue growth of 13.6% demonstrates continued momentum. PEG of 1.34 suggests the stock is reasonably priced for its growth.

Bear Case : KEN

The primary concerns for KEN are EPS Growth, Operating Margin.

Bear Case : VST

The primary concerns for VST are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 74.0x leaves little room for execution misses. Debt-to-equity of 3.36 is elevated, increasing financial risk.

Key Dynamics to Monitor

KEN profiles as a mature stock while VST is a value play — different risk/reward profiles.

VST carries more volatility with a beta of 1.45 — expect wider price swings.

VST is growing revenue faster at 13.6% — sustainability is the question.

KEN generates stronger free cash flow (71M), providing more financial flexibility.

Bottom Line

VST scores higher overall (53/100 vs 44/100) and 13.6% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Kenon Holdings

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

Kenon Holdings Ltd., is the owner, developer and operator of power generation facilities in Israel and internationally. The company is headquartered in Singapore.

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Vistra Energy Corp

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

Vistra Corp. The company is headquartered in Irving, Texas.

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