British American Tobacco p.l.c. (BTI)vsVistra Corp. (VST)
BTI
British American Tobacco p.l.c.
$58.28
+0.34%
CONSUMER DEFENSIVE · Cap: $125.67B
VST
Vistra Corp.
$147.72
-4.05%
UTILITIES · Cap: $52.12B
Smart Verdict
WallStSmart Research — data-driven comparison
British American Tobacco p.l.c. generates 44% more annual revenue ($25.61B vs $17.74B). BTI leads profitability with a 30.3% profit margin vs 5.3%. VST appears more attractively valued with a PEG of 1.38. BTI earns a higher WallStSmart Score of 60/100 (C+).
BTI
Buy60
out of 100
Grade: C+
VST
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.4%
Fair Value
$78.80
Current Price
$58.28
$20.52 discount
Margin of Safety
-53.3%
Fair Value
$101.06
Current Price
$147.72
$46.66 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 34.6%
Large-cap with strong market position
Attractively priced relative to earnings
Generating 3.0B in free cash flow
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Trading at 10.1x book value
0.1% revenue growth
1.6% earnings growth
Trading at 19.1x book value
5.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BTI
The strongest argument for BTI centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 30.3% and operating margin at 34.6%.
Bull Case : VST
The strongest argument for VST centers on Market Cap. Revenue growth of 13.6% demonstrates continued momentum. PEG of 1.38 suggests the stock is reasonably priced for its growth.
Bear Case : BTI
The primary concerns for BTI are PEG Ratio, Price/Book, Revenue Growth.
Bear Case : VST
The primary concerns for VST are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 70.6x 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 1.45 — expect wider price swings.
VST is growing revenue faster at 13.6% — sustainability is the question.
BTI generates stronger free cash flow (3.0B), providing more financial flexibility.
Monitor TOBACCO industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BTI scores higher overall (60/100 vs 53/100), backed by strong 30.3% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
British American Tobacco p.l.c.
CONSUMER DEFENSIVE · TOBACCO · USA
British American Tobacco plc offers tobacco and nicotine products to consumers around the world. The company is headquartered in London, the United Kingdom.
Vistra Corp.
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
Vistra Corp. The company is headquartered in Irving, Texas.
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