WallStSmart

Philip Morris International Inc (PM)vsVistra Corp. (VST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Philip Morris International Inc generates 134% more annual revenue ($41.49B vs $17.74B). PM leads profitability with a 26.7% profit margin vs 5.3%. VST appears more attractively valued with a PEG of 1.38. PM earns a higher WallStSmart Score of 54/100 (C-).

PM

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 8.5Value: 4.0Quality: 5.3
Piotroski: 5/9Altman Z: 2.18

VST

Buy

53

out of 100

Grade: C-

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PMSignificantly Overvalued (-48.0%)

Margin of Safety

-48.0%

Fair Value

$115.64

Current Price

$170.99

$55.35 premium

UndervaluedFair: $115.64Overvalued
VSTSignificantly Overvalued (-53.3%)

Margin of Safety

-53.3%

Fair Value

$101.06

Current Price

$147.72

$46.66 premium

UndervaluedFair: $101.06Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PM3 strengths · Avg: 9.7/10
Market CapQuality
$266.69B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
36.0%10/10

Strong operational efficiency at 36.0%

Profit MarginProfitability
26.7%9/10

Keeps 27 of every $100 in revenue as profit

VST1 strengths · Avg: 9.0/10
Market CapQuality
$52.12B9/10

Large-cap with strong market position

Areas to Watch

PM4 concerns · Avg: 2.8/10
PEG RatioValuation
1.934/10

Expensive relative to growth rate

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

EPS GrowthGrowth
-9.3%2/10

Earnings declined 9.3%

Free Cash FlowQuality
$-752.00M2/10

Negative free cash flow — burning cash

VST4 concerns · Avg: 3.0/10
Price/BookValuation
19.1x4/10

Trading at 19.1x 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
70.6x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : PM

The strongest argument for PM centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 26.7% and operating margin at 36.0%.

Bull Case : VST

The strongest argument for VST centers on Market Cap. Revenue growth of 13.6% demonstrates continued momentum. PEG of 1.38 suggests the stock is reasonably priced for its growth.

Bear Case : PM

The primary concerns for PM are PEG Ratio, Return on Equity, EPS Growth.

Bear Case : VST

The primary concerns for VST are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 70.6x leaves little room for execution misses. Debt-to-equity of 3.36 is elevated, increasing financial risk.

Key Dynamics to Monitor

PM 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.

VST generates stronger free cash flow (-82M), providing more financial flexibility.

Bottom Line

PM scores higher overall (54/100 vs 53/100), backed by strong 26.7% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Philip Morris International Inc

CONSUMER DEFENSIVE · TOBACCO · USA

Philip Morris International Inc. (PMI) is a Swiss-American multinational cigarette and tobacco manufacturing company, with products sold in over 180 countries. The most recognized and best selling product of the company is Marlboro.

Vistra Corp.

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

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

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