COMPARE · Reviewed July 2, 2026
MWH vs VST
Verdict: Side-by-side breakdown using the Bull Rankings model. MWH scored 72, VST scored 73.8 — VST ahead by 1.7999999999999972.
MWH
SOLV Energy, Inc.
72
$30.45
Score gap
1.7999999999999972
VST leads
VST
Vistra Corp.
73.8
$151.05
The companies
MWHSOLV Energy, Inc.
Why now
Utilities - Renewable · market cap $6.4b. Down 37% from 52-week high of $48.40 — deep drawdown territory. Revenue growing +35% — in hypergrowth territory. 11 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $48.36 (implying +59% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Down 37% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 49x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 4.6% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
VSTVistra Corp.
Why now
Utilities - Independent Power Producers · market cap $50.9b. Down 31% 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 +48% 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. $50.9b 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. Down 31% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. 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.
Base grades (each contributes ~14.3% of base composite)
| MWH | Component | VST |
|---|---|---|
| C65 | FCF | C+70 |
| A95 | Rev | B+85 |
| A95 | D/E | D50 |
| D50 | P/E or P/S | C65 |
| B80 | PEG | A95 |
| Supplemental signals · feed the score, not on the row card | ||
| B+85 | FCF Yield | B80 |
| C65 | ROE | A95 |
| 78.3 | Base composite | 77.5 |
Adjustments (signed deltas applied on top of base)
MWH
hypergrowth premium (rev +35%)+2
analyst consensus bullish (91% buy/strong-buy)+2
Total+4
VST
GARP sweet spot (PEG <1, positive FCF)+1
high leverage (D/E 3.6)-2
analyst consensus bullish (95% buy/strong-buy)+2
insider cluster buying (net +49.5%, 29 txns)+2
forward P/E cheaper (25 → 14)+1
DCF cross-check (avg upside -33%)-1
Total+3
DCF cross-check (per-share value vs. live price)
| MWH upside | Horizon | VST upside |
|---|---|---|
| -4% | 1Y | -52% |
| +14% | 5Y | -38% |
| +48% | 10Y | -9% |
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.