VST · NYQ · Utilities
Vistra Corp.
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 28.60
Market price
USD 140.67
Implied upside
-79.7%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Value Per Share
Same forecast, different terminal treatment. Percentages vs price.
Forecast Cashflows
Reporting currency (USD). Outflows negative.
| Line | FY26 | FY27 | FY28 | FY29 | FY30 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | USD 19.3bn | USD 21.0bn | USD 22.9bn | USD 25.0bn | USD 27.2bn | +8.9% |
| EBIT | USD 2.2bn | USD 2.4bn | USD 2.6bn | USD 2.9bn | USD 3.1bn | +8.9% |
| NOPAT | USD 1.8bn | USD 2.0bn | USD 2.1bn | USD 2.3bn | USD 2.5bn | +8.9% |
| Add depreciation & amortisation | USD 2.9bn | USD 3.2bn | USD 3.4bn | USD 3.7bn | USD 4.1bn | +8.9% |
| Less capital expenditure | USD -2.3bn | USD -2.5bn | USD -2.8bn | USD -3.0bn | USD -3.3bn | +8.9% |
| Less increase in working capital | USD -269.1m | USD -293.1m | USD -319.3m | USD -347.8m | USD -378.8m | +8.9% |
| Free cashflow to firm | USD 2.1bn | USD 2.3bn | USD 2.5bn | USD 2.7bn | USD 3.0bn | +8.9% |
| Discount factor | 0.9547 | 0.8701 | 0.7931 | 0.7228 | 0.6588 | - |
| Present value | USD 2.0bn | USD 2.0bn | USD 2.0bn | USD 2.0bn | USD 1.9bn | -0.7% |
| Present Value Of The Forecast | USD 9.9bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 5.00% | US 10-year Treasury (^TNX) |
| Equity risk premium | 5.50% | Market assumption |
| Beta | 1.277 | Reported 1.414, pulled toward 1.0 (Blume) |
| Cost of equity | 12.02% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.29% | Interest expense / average total debt |
| Market capitalisation | USD 47.2bn | 70.2% of capital |
| Total debt | USD 20.1bn | 29.8% of capital, book value as a proxy |
| Tax rate | 18.9% | Effective, capped at statutory |
| WACC | 9.72% | E/V x Re + D/V x Rd x (1 - t) |
Terminal Value
Perpetuity growth is intrinsic. The exit multiple defaults to the company's current EV/EBITDA, so it answers a different question - what the shares are worth if today's rating holds and EBITDA grows as forecast.
Perpetuity growth at 2.50%
66% of EV
- Forecast FCFF, final year
- USD 3.0bn
- Capex at depreciation, working capital in reinvestment
- USD 2.5bn
- Less reinvestment at g/ROIC (19.6% of NOPAT)
- USD -497.4m
- Capitalised
- USD 2.0bn
- ROIC (reported)
- 12.8%
- Terminal value, undiscounted
- USD 29.0bn
- Terminal value, discounted
- USD 19.1bn
- Enterprise value
- USD 29.0bn
- Less net debt
- USD 19.3bn
- Equity value
- USD 9.7bn
Exit at 13.1x EBITDA
86% of EV
- Terminal value, undiscounted
- USD 94.3bn
- Terminal value, discounted
- USD 62.1bn
- Enterprise value
- USD 72.0bn
- Less net debt
- USD 19.3bn
- Equity value
- USD 52.7bn
Spread between methods: 138%.
Sensitivity
Value per share (USD) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 7.72% | 50.90 | 54.32 | 58.36 | 63.22 | 69.17 |
| 8.72% | 36.76 | 38.79 | 41.12 | 43.81 | 46.99 |
| 9.72% | 26.04 | 27.25 | 28.60 | 30.13 | 31.87 |
| 10.72% | 17.62 | 18.33 | 19.10 | 19.95 | 20.89 |
| 11.72% | 10.83 | 11.22 | 11.63 | 12.06 | 12.53 |
Outlined: this model. Green text: above today's price of 140.67. Shading: distance from this model's own value.
Priced In
What each input would have to be to justify the current price, one at a time.
| Input | Model | Implied | Gap |
|---|---|---|---|
| Revenue growth, every year | 8.9% | 33.6% | +24.7pp |
| EBIT margin | 11.5% | 27.3% | +15.8pp |
| Discount rate | 9.7% | 5.4% | -4.3pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.