COMPARE · Reviewed July 13, 2026
NEE vs VST
Verdict: Side-by-side breakdown using the Bull Rankings model. NEE scored 62.6, VST scored 72.7 — VST leads.
Compare another set
NEE
NextEra Energy, Inc.
62.6
$88.38 · $184.3B
Score gap
10.1
VST leads
VST
Vistra Corp.
72.7
$158.12 · $53.3B
The model, pillar by pillar (0–100 each)
NEE
stronger →← stronger
VST
60
Qualityreturns · margins · balance sheet
64
70
Growthrevenue & earnings expansion
89
58
Valuevaluation vs sector peers
68
VST is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
NEE
VST
$2.4bB
FCF
$1.8bC+
+8.3%B
Rev
+15.7%B+
1.57B
D/E
3.55D
22.4xB
P/E
26.6xC
1.93C+
PEG
0.47A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
NEE
VST
242% above
Price vs fair valuelower is cheaper
68% above
~37%/yr
Growth the price implies10-yr FCF · lower = less priced in
~29%/yr
-73%
1-yr DCF upside
-54%
-71%
5-yr DCF upside
-40%
-67%
10-yr DCF upside
-13%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
NEE
Why this score
- Raising its dividend
VST
No notable signals flagged.
The companies
NEENextEra Energy, Inc.
Why now
Utilities - Regulated Electric · market cap $184.3b. 11% off the 52-week high of $98.75. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $99.25 (implying +12% upside).
Moat
Net margin 31% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. $184.3b 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
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
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 +16%, 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.