WallStSmart

Brookfield Renewable Partners LP (BEP)vsVistra Energy Corp (VST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vistra Energy Corp generates 177% more annual revenue ($17.74B vs $6.41B). VST leads profitability with a 5.3% profit margin vs 0.9%. VST appears more attractively valued with a PEG of 1.36. VST earns a higher WallStSmart Score of 53/100 (C-).

BEP

Hold

48

out of 100

Grade: D+

Growth: 8.0Profit: 4.0Value: 5.7Quality: 4.0
Piotroski: 3/9

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

BEPUndervalued (+60.7%)

Margin of Safety

+60.7%

Fair Value

$79.57

Current Price

$32.08

$47.49 discount

UndervaluedFair: $79.57Overvalued
VSTSignificantly Overvalued (-54.4%)

Margin of Safety

-54.4%

Fair Value

$100.34

Current Price

$157.84

$57.50 premium

UndervaluedFair: $100.34Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BEP2 strengths · Avg: 9.0/10
EPS GrowthGrowth
4511.0%10/10

Earnings expanding 4511.0% YoY

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

VST1 strengths · Avg: 9.0/10
Market CapQuality
$53.44B9/10

Large-cap with strong market position

Areas to Watch

BEP4 concerns · Avg: 3.0/10
Return on EquityProfitability
2.0%3/10

ROE of 2.0% — below average capital efficiency

Profit MarginProfitability
0.9%3/10

0.9% margin — thin

Operating MarginProfitability
3.1%3/10

Operating margin of 3.1%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

VST4 concerns · Avg: 2.5/10
Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
72.4x2/10

Premium valuation, high expectations priced in

Price/BookValuation
20.4x2/10

Trading at 20.4x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : BEP

The strongest argument for BEP centers on EPS Growth, Price/Book.

Bull Case : VST

The strongest argument for VST centers on Market Cap. Revenue growth of 13.6% demonstrates continued momentum. PEG of 1.36 suggests the stock is reasonably priced for its growth.

Bear Case : BEP

The primary concerns for BEP are Return on Equity, Profit Margin, Operating Margin. Thin 0.9% margins leave little buffer for downturns.

Bear Case : VST

The primary concerns for VST are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 72.4x leaves little room for execution misses. Debt-to-equity of 3.36 is elevated, increasing financial risk.

Key Dynamics to Monitor

VST carries more volatility with a beta of 1.50 — 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.

Monitor UTILITIES - RENEWABLE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

VST scores higher overall (53/100 vs 48/100) and 13.6% revenue growth. BEP offers better value entry with a 60.7% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Brookfield Renewable Partners LP

UTILITIES · UTILITIES - RENEWABLE · USA

Brookfield Renewable Partners LP has a portfolio of renewable energy generation facilities primarily in North America, Colombia, Brazil, Europe, India, and China. The company is headquartered in Hamilton, Bermuda.

Vistra Energy Corp

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

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

Visit Website →

Want to dig deeper into these stocks?