S&P500 Worst Performers September 2024 📉
Quelle: https://x.com/bespokeinvest/status/1832113048045158634
Vistra CorpUS92840M1027VSTVST
Vistra Corp
US92840M1027
VST
VST
3Wk·
Portfolio Feedback
Just wanted to share a little test I'm using as benchmark:
I selected by screener the biggest 10 companies by Market Cap with these parameters:
- ROIC > 15%
- Net debt / EBITDA LTM <3x
- Total return 5Y >100% (20% CAGR)
- PE NTM <40x
- Analysts Estimated EPS Forwards 5Y CAGR >12%
Equal weighted buying in January 2nd 2024
Results:
$UNH (+0.45%) (I removed this because the PE LTM was too close to 40)
$BKNG (+0.62%) (I removed this one total return 5Y was too close to 100%)
$KLAC (-0.88%) (added the next one to replace the removed one)
$HCA (+0.39%) (same)
I know that in January the screener results maybe wouldn't be these, and that most companies are the easy ones, but... 30% returns YTD, without using the 10 best performance of the SP500 YTD ($NVDA (-1.92%) , $VST (-0.24%) , $SMCI (-0.11%) , $HWM (+0.05%) , $CEG , $TRGP (+0.07%) , $LLY (-0.05%) , $IRM (+0.41%) , $NRG (+0.74%) , $GDDY (+0.36%) and no crypto,)
If I reached half of it every year, I will be very proud of myself.
Hope it helps
10Positions
€2,595.69
29.53%
app.getquin.comInvestor portfolio on getquin
1212
6 Comments
jasper H.@Jasheij
3Wk
••
Show answer
1Mon·
Why is it not possible to $VST (-0.24%) not make a savings plan mhmm ? 🤦♂️
7 Comments
Because your broker doesn't offer it 🫣
•
33
•Financials
Market Cap
$31.32B5Y beta
1.09EPS (TTM)
$1.283Free Float
341.38MP/E ratio (TTM)
71.05Revenue (TTM)
$14.06BEBITDA (TTM)
$4.03BFree Cashflow (TTM)
$536.00MPricing
1D span
$90.74$93.60
52W span
$31.16$107.24
Analyst Ratings
The price target is $116.69 and the stock is covered by 10 analysts.
Buy
9
Hold
1
Sell
0
Information
4870Electric UtilitiesUtilities
Vistra Corp. is an integrated retail and electric power generation company. The Company operates in six business segments: Retail, Texas, East, West, Sunset and Asset Closure. The Retail segment represents its retail sales of electricity and natural gas to residential, small business and commercial and industrial customers. The Texas and East segments are engaged in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The East segment includes operations in the PJM, ISO-NE and NYISO markets. The West segment represents results from the CAISO market, including its battery ESS projects at its Moss Landing power plant site. The Sunset segment represents generation plants with announced retirement plans. The Asset Closure segment is engaged in the decommissioning and reclamation of retired plants and mines. The Company operates in approximately 41,000 megawatts of installed generation capacity.
Identifier
ISIN
US92840M1027
Primary Ticker
VST