Core Viewpoint - Vistra expresses condolences and support for communities affected by flooding in Kerr County and Central Texas, committing $500,000 for immediate relief and recovery efforts [1][2]. Group 1: Company Response - Vistra is contributing $500,000 to organizations aiding in relief efforts, including the Community Foundation of the Texas Hill Country and local nonprofits [1]. - The company is enhancing its Energy Aid program to assist residents with electricity bills during this crisis [1]. - Vistra encourages Texans needing assistance with electricity bill payments to contact local help through the 2-1-1 service [2]. Group 2: Company Overview - Vistra is a leading integrated retail electricity and power generation company based in Irving, Texas, serving customers from California to Maine [3]. - The company focuses on reliability, affordability, and sustainability, operating a diverse power generation fleet that includes natural gas, nuclear, coal, solar, and battery energy storage facilities [3]. - Vistra employs a customer-centric approach in its retail business, operating under various brands such as TXU Energy, Ambit Energy, and others [2][3].

With Perry re-license, each of Vistra's six reactors has now received license extension, ensuring continued reliable generation of emission-free electricity in key marketsIRVING, Texas, July 7, 2025 /PRNewswire/ -- Vistra (NYSE: VST) today announced that it has received approval from the Nuclear Regulatory Commission to extend the operation of its 1,268-megawatt Perry Nuclear Power Plant through 2046, an additional 20 years beyond its original license. The plant first connected to the grid in 1986 and is cu ...

Company Performance - Vistra Corp. ended the recent trading session at $187.02, showing a +1.04% change from the previous day's closing price, outperforming the S&P 500's 0.48% gain [1] - The company's shares gained 5.17% over the previous month, surpassing the Utilities sector's gain of 1.16% and the S&P 500's gain of 5.13% [1] Upcoming Earnings - Investors are anticipating Vistra Corp. to report an EPS of $1.32, which would represent a 46.67% increase compared to the same quarter of the previous year [2] - The consensus estimate for revenue is $5.26 billion, indicating a 36.83% increase compared to the year-ago quarter [2] Full Year Estimates - For the full year, analysts expect earnings of $6.45 per share and revenue of $22.2 billion, reflecting changes of -7.86% and +28.91%, respectively, from last year [3] - Recent changes to analyst estimates suggest positive sentiment regarding the company's near-term business trends [3] Valuation Metrics - Vistra Corp. is currently traded at a Forward P/E ratio of 28.71, which is a premium compared to the industry average Forward P/E of 18.19 [6] - The company has a PEG ratio of 2.18, which is lower than the Utility - Electric Power industry's average PEG ratio of 2.57 [6] Industry Ranking - The Utility - Electric Power industry holds a Zacks Industry Rank of 78, placing it within the top 32% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - Vistra's stock has seen significant growth over the past year, but recent warnings about the challenges of a nuclear power renaissance in the U.S. may impact future performance [1][4]. Group 1: Stock Performance - Vistra's shares have increased by over 120% in the past year, driven by expectations of rising demand for nuclear power due to AI's energy needs and support from President Trump [3]. - However, shares fell by 4.1% following concerns about the feasibility of the nuclear renaissance plan [1]. Group 2: Nuclear Renaissance Challenges - The target set by President Trump for the Nuclear Regulatory Commission to approve reactor design applications within 18 months is considered aggressive and potentially unrealistic, as typical approval times can extend to five years [4]. - The Journal suggests that any growth in nuclear power supply may come from extending licenses of existing reactors or restarting closed reactors, rather than new constructions [4]. Group 3: Financial Outlook - Analysts project strong earnings growth for Vistra, forecasting over 20% annual growth, which could justify the stock's current valuation of 27.5 times earnings [5]. - Vistra's stock appears approximately 20% cheaper when assessed on free cash flow (FCF) compared to GAAP earnings, with a valuation of 23 times FCF and a modest dividend yield of 0.5% [6].

Core Insights - Vistra Corp.'s aggressive share repurchase initiative is a key component of its long-term value creation strategy, having repurchased $5.2 billion in shares since November 2021, with an additional $1.5 billion authorized through 2026 [1][7]. Group 1: Share Repurchase Strategy - The share buyback program is supported by strong free cash flow generation, with expected adjusted free cash flow between $3.0 billion and $3.6 billion in 2025, highlighting financial discipline [2]. - The repurchase strategy aligns with Vistra's transition to a low-carbon portfolio, consolidating renewable and nuclear operations, which contributes to robust EBITDA and cash flow growth [3]. - The buyback program enhances shareholder confidence, improves capital efficiency, and strengthens Vistra's growth trajectory, making it a critical element of its long-term investment thesis [3]. Group 2: Industry Context - Other utilities, such as NextEra Energy and Constellation Energy, are also engaging in share repurchase programs to enhance shareholder value, indicating a broader trend in the industry [4][5]. - Vistra's shares have outperformed the Utility-Electric Power industry, rising 41.4% in the past six months compared to the industry's 8% growth [7][10]. Group 3: Valuation Metrics - Vistra is currently trading at a premium valuation with a forward 12-month price-to-earnings ratio of 27.06X, compared to the industry average of 14.58X [8]. - The Zacks Consensus Estimate for Vistra's earnings per share indicates an increase of 3.53% and 2.84% for 2025 and 2026, respectively, over the past 60 days [6].

Vistra Energy 2017 Results February 26, 2018 Safe Harbor Statements Cautionary Note Regarding Forward-Looking Statements The information presented herein includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements, which are based on current expectations, estimates and projections about the industry and markets in which Vistra Energy operates and beliefs of and assumptions made by Vistra Energy's management, involve risks a ...

2018 Financial and Business Highlights - Ongoing Operations Adjusted EBITDA reached $2809 million[12], with results exceeding consensus and aligning with guidance midpoint[14] - Ongoing Operations Adjusted FCFbG was $1611 million[12], surpassing guidance and achieving nearly 60% EBITDA to FCF conversion due to capex discipline[14] - Vistra Energy Retail achieved net organic growth of 15000 residential customers in ERCOT in 2018[14] Merger Value Levers - Synergy Adjusted EBITDA value levers achieved $290 million in 2018, reaching 100% of the run-rate value levers[16] - OPI Adjusted EBITDA value levers achieved $135 million in 2018, reaching 84% of the run-rate value levers[16] - After-tax, annual free cash flow value levers increased to $310 million[15], reflecting the February 2019 refinancing transaction[17] 2019 Guidance and Capital Allocation - 2019 Ongoing Operations Adjusted EBITDA guidance is reaffirmed at $3220-$3420 million, with a 66% FCF conversion[18] - The company authorized a $175 billion share repurchase program, with $500 million executed from May-Oct 2018 and $437 million from Nov 2018-Feb 15 2019[19] - A quarterly dividend of approximately $0125/share was approved, resulting in an annual dividend of approximately $050/share[19] Crius Energy Acquisition - The Crius Energy acquisition is projected to be immediately accretive at 4x EV/EBITDA, with returns exceeding the investment threshold and >90% FCF conversion[14, 28] - Projected annual EBITDA synergies of $15 million and annual FCF synergies of $12 million are expected from the Crius acquisition[28] - The acquisition expands Vistra's Retail presence from 5 to 19 states and the District of Columbia, adding dual-energy market offerings[28]

F e b r u a r y 2 8 , 2 0 2 0 Fourth Quarter and Full Year 2019 R E S U L T S SAFE HARBOR STATEMENTS Cautionary Note Regarding Forward-Looking Statements The information presented herein includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements, which are based on current expectations, estimates and projections about the industry and markets in which Vistra Energy Corp. ("Vistra Energy") operates and beliefs of and assump ...

F e b r u a r y 2 6 , 2 0 2 1 Fourth Quarter and Full Year 2020 R E S U L T S SAFE HARBOR STATEMENTS Cautionary Note Regarding Forward-Looking Statements The information presented herein includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements, which are based on current expectations, estimates and projections about the industry and markets in which Vistra Corp. ("Vistra") operates and beliefs of and assumptions made by ...

Vistra Corp. (VST) closed the most recent trading day at $190.40, moving +2.19% from the previous trading session. The stock's change was more than the S&P 500's daily gain of 0.8%. Meanwhile, the Dow gained 0.94%, and the Nasdaq, a tech-heavy index, added 0.97%. The stock of company has risen by 14.76% in the past month, leading the Utilities sector's loss of 0.37% and the S&P 500's gain of 5.12%.Investors will be eagerly watching for the performance of Vistra Corp. in its upcoming earnings disclosure. On ...