WallStSmart

Oklo Inc. (OKLO)vsVistra Energy Corp (VST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

VST leads profitability with a 5.3% profit margin vs 0.0%. VST earns a higher WallStSmart Score of 53/100 (C-).

OKLO

Avoid

29

out of 100

Grade: F

Growth: 5.7Profit: 3.0Value: 5.0Quality: 6.0
Piotroski: 3/9

VST

Buy

53

out of 100

Grade: C-

Growth: 3.3Profit: 6.0Value: 4.7Quality: 2.5
Piotroski: 2/9Altman Z: 0.73
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for OKLO.

VSTSignificantly Overvalued (-975.5%)

Margin of Safety

-975.5%

Fair Value

$14.89

Current Price

$146.02

$131.13 premium

UndervaluedFair: $14.89Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OKLO1 strengths · Avg: 8.0/10
EPS GrowthGrowth
29.7%8/10

Earnings expanding 29.7% YoY

VST1 strengths · Avg: 9.0/10
Market CapQuality
$54.89B9/10

Large-cap with strong market position

Areas to Watch

OKLO4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

VST4 concerns · Avg: 3.0/10
Price/BookValuation
18.8x4/10

Trading at 18.8x book value

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
74.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : OKLO

The strongest argument for OKLO centers on EPS Growth.

Bull Case : VST

The strongest argument for VST centers on Market Cap. Revenue growth of 13.6% demonstrates continued momentum. PEG of 1.34 suggests the stock is reasonably priced for its growth.

Bear Case : OKLO

The primary concerns for OKLO are Revenue Growth, Profit Margin, Operating Margin.

Bear Case : VST

The primary concerns for VST are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 74.0x 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.

OKLO generates stronger free cash flow (-60M), providing more financial flexibility.

Monitor UTILITIES - INDEPENDENT POWER PRODUCERS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

VST scores higher overall (53/100 vs 29/100) and 13.6% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Oklo Inc.

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

Oklo Inc. designs and develops fission power plants to provide reliable and commercial-scale energy to customers in the United States. The company is headquartered in Santa Clara, California.

Vistra Energy Corp

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

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

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