VST vs. CSW

Last updated Jun 9, 2026

VST (Vistra Corp.) and CSW (CSW Industrials Inc) are both stocks. VST operates in Utilities - Independent Power Producers (Utilities), while CSW operates in Specialty Industrial Machinery (Industrials). At a 0.14 correlation, their price movements are largely independent.

Performance

VST vs. CSW - Performance Comparison

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

Returns By Period

The year-to-date returns for both investments are quite close, with VST having a -8.82% return and CSW slightly higher at -8.76%.

VST

• 1D: -1.25%
• 1M: -0.56%
• YTD: -8.82%
• 6M: -11.33%
• 1Y: -14.96%
• 3Y*: 83.12%
• 5Y*: 54.75%
• 10Y*: —

CSW

• 1D: 0.35%
• 1M: -1.56%
• YTD: -8.76%
• 6M: -9.48%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

VST vs. CSW - Yearly Performance Comparison

	2026 (YTD)	2025
VST Vistra Corp.	-8.82%	-4.39%
CSW CSW Industrials Inc	-8.76%	-2.93%

Correlation

The correlation between VST and CSW is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 10, 2025	0.14

Fundamentals

EPS VST : $8.60 CSW : $6.68
PE Ratio VST : 17.07 CSW : 39.99
PEG Ratio VST : 0.39 CSW : 2.60
PS Ratio VST : 2.18 CSW : 4.14
Total Revenue (TTM) VST : $17.20B CSW : $1.08B
Gross Profit (TTM) VST : $1.12B CSW : $453.68M
EBITDA (TTM) VST : $4.34B CSW : $211.08M

Return for Risk

VST vs. CSW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VST

VST Risk / Return Rank: 29
VST Sharpe Ratio Rank: 29
VST Sortino Ratio Rank: 28
VST Omega Ratio Rank: 28
VST Calmar Ratio Rank: 29
VST Martin Ratio Rank: 28

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VST vs. CSW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vistra Corp. (VST) and CSW Industrials Inc (CSW). 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.

	VST	CSW	Difference
Sharpe ratio: Return per unit of total volatility	-0.31	—	—
Sortino ratio: Return per unit of downside risk	-0.13	—	—
Omega ratio: Gain probability vs. loss probability	0.98	—	—
Calmar ratio: Return relative to maximum drawdown	-0.39	—	—
Martin ratio: Return relative to average drawdown	-0.74	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	VST	CSW	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.31	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.15	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.71	-0.29	+1.00

Drawdowns

VST vs. CSW - Drawdown Comparison

The maximum VST drawdown since its inception was -53.32%, which is greater than CSW's maximum drawdown of -25.35%. Use the drawdown chart below to compare losses from any high point for VST and CSW.

Drawdown Indicators

	VST	CSW	Difference
Max Drawdown Largest peak-to-trough decline	-53.32%	-25.35%	-27.97%
Max Drawdown (1Y) Largest decline over 1 year	-38.01%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-48.80%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-48.80%	—	—
Current Drawdown Current decline from peak	-32.40%	-20.10%	-12.30%
Average Drawdown Average peak-to-trough decline	-13.69%	-13.84%	+0.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	20.31%	—	—

Volatility

Volatility by Period

	VST	CSW	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.60%	—	—
Volatility (6M) Calculated over the trailing 6-month period	37.50%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	48.38%	40.13%	+8.25%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	47.87%	40.13%	+7.74%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	42.18%	40.13%	+2.05%

Dividends

VST vs. CSW - Dividend Comparison

VST's dividend yield for the trailing twelve months is around 0.62%, more than CSW's 0.42% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
CSW CSW Industrials Inc	0.42%	0.18%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VST Vistra Corp.	0.62%	0.56%	0.63%	2.13%	3.12%	2.64%	2.75%	2.17%	0.00%	0.00%	14.97%

Financials

VST vs. CSW - Profitability Comparison

The chart below illustrates the profitability comparison between Vistra Corp. and CSW Industrials Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

VST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Vistra Corp. reported a gross profit of 0.00 and revenue of 5.64B. Therefore, the gross margin over that period was 0.0%.

CSW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CSW Industrials Inc reported a gross profit of 126.61M and revenue of 308.96M. Therefore, the gross margin over that period was 41.0%.

VST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vistra Corp. reported an operating income of 1.50B and revenue of 5.64B, resulting in an operating margin of 26.6%.

CSW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CSW Industrials Inc reported an operating income of 37.44M and revenue of 308.96M, resulting in an operating margin of 12.1%.

VST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vistra Corp. reported a net income of 980.00M and revenue of 5.64B, resulting in a net margin of 17.4%.

CSW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CSW Industrials Inc reported a net income of 20.20M and revenue of 308.96M, resulting in a net margin of 6.5%.

Frequently Asked Questions

Can I hold both VST and CSW in my portfolio?

VST and CSW have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.