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VNET Group, Inc. (VNET) Company Overview

Company Analysis

VNET Group, Inc. VNET

A comprehensive view of key metrics, scores, and financial health for VNET Group, Inc.

Overview of VNET Group, Inc.

VNET NMS
Technology Information Technology Services Mid Cap
VNET Group, Inc. (VNET), is a Mid Cap company, in the Information Technology Services industry, last closed at $10.51, about 363.5% undervalued vs fair value, -7.6% 1Y return, ranked 206/761 in sector.
$10.51
-0.57%
As of March 13, 2026
Previous close • Vol 90d: 72.6%
52-Week Range
Market Cap
$2.59B
Enterprise Value
$25.75B
Overall Score
Scores locked

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Top Beats

Quick Facts

HQ Beijing
Employees 2,581
Fiscal year Dec 31

Next Events

Earnings Mar 16 Call: Mar 16

Fair Value Snapshot

Bear Base Bull
$43
$49
$55
Current: $10.51 +364% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$8.3B
11.4%%
Gross Profit
$1.8B
41.8%%
Operating Income
$669.4M
769.3%%
Net Income
$183.2M
106.9%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
-1704.7%
Poor

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
6
Active Leaks
2/6
Improving
0
High Impact
3
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating VNET Group, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
52
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
50
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 93% Coverage
Trade-Off Triangle Visualization A ternary plot showing VNET's balance between Growth (41.9%), Profitability (36.5%), and Safety (21.7%). Growth 42% Safety 22% Profitability 36%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

63th percentile vs peers
63
Key Signals
Rev Growth YoY 11.4% 78p Revenue CAGR 3Y 10.1% 66p EPS Growth YoY 1.04 74p EPS CAGR 3Y -42.1% 13p
  • D/E Ratio in top 20% of peers (2.84, 91th percentile)
  • Growth above peer median with strong metric coverage (90%)
  • Consistently strong margins across 4 metrics
  • Conservative leverage compared to industry peers

No significant risks identified for this axis.

Profitability

55th percentile vs peers
55
Key Signals
Strengths
Risks
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Safety

32th percentile vs peers
33
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for VNET Group, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$48.71
- - -
+363.5% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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