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BE vs. VST
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

BE vs. VST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bloom Energy Corporation (BE) and Vistra Corp. (VST). The values are adjusted to include any dividend payments, if applicable.

-40.00%-20.00%0.00%20.00%40.00%60.00%80.00%JuneJulyAugustSeptemberOctoberNovember
76.55%
56.11%
BE
VST

Returns By Period

In the year-to-date period, BE achieves a 54.12% return, which is significantly lower than VST's 272.14% return.


BE

YTD

54.12%

1M

124.51%

6M

76.55%

1Y

81.46%

5Y (annualized)

28.72%

10Y (annualized)

N/A

VST

YTD

272.14%

1M

4.76%

6M

51.85%

1Y

314.98%

5Y (annualized)

44.19%

10Y (annualized)

N/A

Fundamentals


BEVST
Market Cap$3.09B$48.37B
EPS-$1.29$5.90
PEG Ratio1.410.81
Total Revenue (TTM)$1.26B$15.85B
Gross Profit (TTM)$314.92M$7.62B
EBITDA (TTM)$13.58M$2.73B

Key characteristics


BEVST
Sharpe Ratio0.895.91
Sortino Ratio2.104.83
Omega Ratio1.241.66
Calmar Ratio1.059.05
Martin Ratio2.9324.37
Ulcer Index28.52%12.94%
Daily Std Dev94.15%53.42%
Max Drawdown-92.54%-53.32%
Current Drawdown-46.52%-2.50%

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Correlation

-0.50.00.51.00.3

The correlation between BE and VST is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Risk-Adjusted Performance

BE vs. VST - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bloom Energy Corporation (BE) and Vistra Corp. (VST). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for BE, currently valued at 0.89, compared to the broader market-4.00-2.000.002.004.000.895.90
The chart of Sortino ratio for BE, currently valued at 2.10, compared to the broader market-4.00-2.000.002.004.002.104.82
The chart of Omega ratio for BE, currently valued at 1.24, compared to the broader market0.501.001.502.001.241.66
The chart of Calmar ratio for BE, currently valued at 1.05, compared to the broader market0.002.004.006.001.059.04
The chart of Martin ratio for BE, currently valued at 2.93, compared to the broader market0.0010.0020.0030.002.9324.34
BE
VST

The current BE Sharpe Ratio is 0.89, which is lower than the VST Sharpe Ratio of 5.91. The chart below compares the historical Sharpe Ratios of BE and VST, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio0.002.004.006.008.0010.00JuneJulyAugustSeptemberOctoberNovember
0.89
5.90
BE
VST

Dividends

BE vs. VST - Dividend Comparison

BE has not paid dividends to shareholders, while VST's dividend yield for the trailing twelve months is around 0.61%.


TTM20232022202120202019201820172016
BE
Bloom Energy Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VST
Vistra Corp.
0.61%2.13%3.12%2.64%2.75%2.17%0.00%0.00%14.97%

Drawdowns

BE vs. VST - Drawdown Comparison

The maximum BE drawdown since its inception was -92.54%, which is greater than VST's maximum drawdown of -53.32%. Use the drawdown chart below to compare losses from any high point for BE and VST. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-46.52%
-2.50%
BE
VST

Volatility

BE vs. VST - Volatility Comparison

Bloom Energy Corporation (BE) has a higher volatility of 52.75% compared to Vistra Corp. (VST) at 14.54%. This indicates that BE's price experiences larger fluctuations and is considered to be riskier than VST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%20.00%30.00%40.00%50.00%JuneJulyAugustSeptemberOctoberNovember
52.75%
14.54%
BE
VST

Financials

BE vs. VST - Financials Comparison

This section allows you to compare key financial metrics between Bloom Energy Corporation and Vistra Corp.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items