COMPARE · Reviewed July 9, 2026
BIPC vs VST
Verdict: Side-by-side breakdown using the Bull Rankings model. BIPC scored 64.6, VST scored 73.6 — VST leads.
Compare another set
BIPC
Brookfield Infrastructure Corporation
64.6
$39.18 · $4.8B
Score gap
9.0
VST leads
VST
Vistra Corp.
73.6
$157.98 · $53.3B
The model, pillar by pillar (0–100 each)
BIPC
stronger →← stronger
VST
75
Qualityreturns · margins · balance sheet
64
44
Growthrevenue & earnings expansion
92
82
Valuevaluation vs sector peers
67
BIPC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BIPC
VST
$2mC-
FCF
$1.8bC+
+0.1%C
Rev
+19.1%B+
7.06D
D/E
3.55D
1.3xA-
P/S
—
—
PEG
0.47A
—
P/E
26.4xC
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
BIPC
VST
12631% above
Price vs fair valuelower is cheaper
68% above
-99%
1-yr DCF upside
-54%
-99%
5-yr DCF upside
-40%
-99%
10-yr DCF upside
-13%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BIPC
Why this score
- Raising its dividend
- Durable high returns
VST
No notable signals flagged.
The companies
BIPCBrookfield Infrastructure Corporation
Why now
Utilities - Regulated Gas · market cap $4.8b. Down 24% from 52-week high of $51.72 — deep drawdown territory.
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 35% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
D/E 7.06 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Hedge-book exposure — many commodity producers hedge forward production; if the hedge book is concentrated at prices well below spot, the upside the market expects is already locked away.
VSTVistra Corp.
Why now
Utilities - Independent Power Producers · market cap $53.3b. Down 28% from 52-week high of $219.82 — deep drawdown territory. Revenue growing +19%, comfortably above the S&P median. PEG 0.47 — paying under fair value for the growth rate. 18 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $222.89 (implying +41% upside).
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 40% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $53.3b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
D/E 3.55 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Beta 1.41 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.