BHP Billiton Limited vs Vistra Corp — how do they compare? BHP Billiton Limited trades at $90.33 (market cap $227.94B), while Vistra Corp trades at $145.5 (market cap $47.95B). The key difference: BHP Billiton Limited is far larger — about 4.8× Vistra Corp's market cap, and BHP Billiton Limited pays the higher dividend (2.94%). Which is the better fit depends on your goals.
| BHP | VST | |
|---|---|---|
Market Cap | $227.94B | $47.95B |
Sector | Basic Materials | Technology |
52-Week High | $93.15 | $217.92 |
52-Week Low | $52.14 | $134.71 |
Enterprise Value | $242.14B | $69.89B |
Dividend Yield | 2.94% | 0.64% |
Signals from Pluang's Aura AI — not financial advice
BHP trades at $90.41, up 2.86% today, with a bullish technical signal from moving averages and strong support at $88-89. The company maintains solid profitability with 18.97% net income margin and 20.13% ROE, though recent earnings showed a Q4 2025 miss. Current labor strikes at Port Hedland operations pose near-term operational risks while copper production declines in Chile.
BHP presents a mixed outlook with strong fundamentals offset by operational challenges. The stock's valuation appears reasonable with P/E of 22.46 and EV/EBITDA of 8.24, but analyst consensus leans cautious with 64.5% hold ratings. Key opportunities include AI-driven copper demand growth, while risks center on labor disputes and production volatility.
Vistra (VST) trades at $140.59, down 0.56% on the day, with a bearish technical signal driven by selling pressure in moving averages. The stock shows strong profitability with a net income margin of 11.55% and ROE of 75.73%, though recent quarterly EPS results were mixed with two misses against expectations. Analyst consensus remains overwhelmingly bullish with a 90.91% buy rating and a $239.75 price target, highlighting growth potential from data center electricity demand.
The outlook is supported by strategic positioning in power generation for AI infrastructure, but risks include volatile hedging impacts and high P/B valuation. Earnings growth from hyperscaler deals and nuclear assets offers upside, while technical weakness near support at $136 requires monitoring for stability.
Trailing returns across standard periods
Latest headlines on both assets
BHP Group Limited operates as a mining company. The Company engages in the exploration, development, production, and processing of iron ore, metallurgical coal, and copper. BHP Group serves customers worldwide.
Read more on BHP →Vistra is a leading integrated retail electricity and power generation company that serves as a critical infrastructure provider for the digital economy. It operates a diversified portfolio of zero-carbon nuclear and renewable assets alongside a massive, flexible natural gas fleet, positioning it as an indispensable partner for energy-intensive AI data centers and industrial electrification.
Read more on VST →