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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 Framework: Software & SaaS Mid Cap
VNET Group, Inc. (VNET), is a Mid Cap company, in the Information Technology Services industry, last closed at $8.87, about 1326.9% undervalued vs fair value, +56.2% 1Y return, ranked 198/770 in sector.
USD 8.87
-0.89%
(Delayed)
• Vol 90d: 81.5%
52-Week Range
Market Cap
$2.45B
Enterprise Value
$25.61B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Weak
Valuation
Weak
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Weak
Valuation
Weak
Completeness: 82%
Confidence: 90%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.vnet.com
HQ Beijing
Employees 2,581
Fiscal year Dec 31

Next Events

Earnings Aug 20 Estimated

Fair Value Snapshot

Bear Base Bull
$115
$127
$139
Current: $8.87 +1327% vs base

Engine Room Money Flow™

Mid Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$8.3B
11.4%%
Gross Profit
$1.8B
41.8%%
Operating Income (GAAP)
$669.4M
769.3%%
Operating Cash Flow
$2.0B
-2.8%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
22.2%
Poor

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

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Owner's Pocket - Capital Allocation

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
5
Active Leaks
1/5
Improving
0
High Impact
3
Critical
Locked Leak
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Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

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

Overall Moat Strength
51
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
58
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

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

Software SaaS vs Industry Peers 81% Coverage
Trade-Off Triangle Visualization A ternary plot showing VNET's balance between Growth (49.4%), Profitability (29.8%), and Safety (20.8%). Growth 49% Safety 21% Profitability 30%

Click axes to expand details. Marker shows current allocation.

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Growth

58th percentile vs peers
59
Key Signals
Rev Growth YoY 11.4% 57p Revenue CAGR 3Y 10.1% 48p EPS Growth YoY 1.04 83p
Strengths
  • EPS Growth YoY in top 20% of peers (1.04, 83th percentile)
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

35th percentile vs peers
35
Key Signals
Strengths
Risks
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Safety

24th percentile vs peers
25
Key Signals
Strengths
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Two Futures

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

Loading valuation model...
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:

  • Recently listed companies (IPOs, SPACs)
  • 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
$126.57
- - -
+1326.9% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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