Assessing Potential US Nuclear Plant-Data Center Partnerships
We reaffirm our fair value estimates and economic moat ratings for US utilities as we assess potential partnerships between data centers and nuclear plants.
We reaffirm our fair value estimates and economic moat ratings for US utilities as we assess potential partnerships between data centers and nuclear plants.
Vistra’s debt reduction in 2019-20 gives it financial flexibility to repurchase stock, raise the dividend, and finance the Energy Harbor acquisition.
Low gas and electricity prices hurt the profitability of Vistra’s coal and nuclear fleet.
Metric
|
VST
|
NRG
|
AES
|
---|---|---|---|
Price/Earnings (Normalized) | 42.31 | 21.37 | 8.54 |
Price/Book Value | 15.33 | 6.65 | 4.35 |
Price/Sales | 3.56 | 0.73 | 1.08 |
Price/Cash Flow | 11.33 | 7.59 | 4.75 |
Metric
|
VST
|
NRG
|
AES
|
---|---|---|---|
Quick Ratio | 0.37 | 0.46 | 0.34 |
Current Ratio | 0.98 | 1.18 | 0.97 |
Interest Coverage | 2.40 | 5.11 | 0.68 |
Metric
|
VST
|
NRG
|
AES
|
---|---|---|---|
Return on Assets (Normalized) | 2.27% | 4.94% | 4.17% |
Return on Equity (Normalized) | 24.51% | 49.29% | 83.30% |
Return on Invested Capital (Normalized) | 5.89% | 12.41% | 7.76% |
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
---|---|---|---|---|---|---|
Uniper SE
UNPRF
| — | Mnkgqhs | $23.5 Bil | |||
NRG Energy Inc
NRG
| Svmnswbdr | Mjf | $19.7 Bil | |||
Huaneng Power International Inc Class H
HUNGF
| — | Bmwzx | $15.0 Bil | |||
Power Assets Holdings Ltd ADR
HGKGY
| — | Jhw | $13.6 Bil | |||
Power Assets Holdings Ltd
HGKGF
| — | Tbptj | $13.6 Bil | |||
China Resources Power Holdings Co Ltd ADR
CRPJY
| Ntzvzlthj | Srxx | $13.4 Bil | |||
China Resources Power Holdings Co Ltd
CRPJF
| — | Sqqq | $13.4 Bil | |||
Talen Energy Corp Ordinary Shares New
TLN
| — | Mhff | $9.7 Bil | |||
Centrica PLC ADR
CPYYY
| Vqrmmstn | Bsjr | $8.1 Bil |