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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 Small Cap
VNET Group, Inc. (VNET), is a Small Cap company, in the Information Technology Services industry, last closed at $3.00, about 634.0% undervalued vs fair value, -69.9% 1Y return, ranked 465/780 in sector.
Metrics Rev Growth 20.5% ROE -4.1% Gross Margin 22.0%
USD 3.00
-6.83%
(Delayed)
• Vol 90d: 84.6%
Market Cap
$851.20M
Enterprise Value
$4.24B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Fair
Valuation
Fair
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Fair
Valuation
Fair
Completeness: 88%
Confidence: 94%
Updated: Oct 31
Top Beats

Quick Facts

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

Next Events

Earnings Nov 19 Estimated

Fair Value Snapshot

Bear Base Bull
$20
$22
$24
Current: $3.00 +634% vs base

Engine Room Money Flow™

Small Cap

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

Flow Steps
Total Revenue
CNY 9.9B
20.5%%
Gross Profit
CNY 2.2B
19.7%%
Operating Income (GAAP)
CNY 780.3M
16.6%%
Operating Cash Flow
CNY 1.9B
-4.3%%
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
22.0%
Fair

Gross Profit / Revenue — delivery margin (IT services benchmark: 30–50%)

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

CNY 17.2M

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
2
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
43
/100
Developing
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • R&D Reinvestment Supports Growth R&D commitment is strong relative to peers (score 0.66).

Key risks

  • Returns Trail Peers Return profile is weak (score 0.35), pointing to limited capital efficiency.
  • Debt Burden Limits Flexibility Debt capacity is weak (score 0.33), reducing financial flexibility.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Developing
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Recurring Revenue Stickiness

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Signals, strengths and risks for Innovation Engine

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Signals, strengths and risks for Cash Scalability

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Balance Sheet Resilience

Trade-Off Ledger™

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

Software SaaS vs Industry Peers 96% Coverage
Trade-Off Triangle Visualization A ternary plot showing VNET's balance between Growth (46.0%), Profitability (30.9%), and Safety (23.1%). Growth 46% Safety 23% Profitability 31%

Click axes to expand details. Marker shows current allocation.

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Growth

48th percentile vs peers
49
Key Signals
Rev Growth YoY 20.5% 72p Revenue CAGR 3Y 12.1% 57p Buyback % 0.6% 58p Def Rev Growth -20.8% 17p EPS Growth YoY -2.50 6p
Strengths

No notable strengths identified for this axis.

Risks
  • Def Rev Growth in bottom 20% of peers (-20.8%)

Profitability

32th percentile vs peers
33
Key Signals
Strengths
Risks
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Safety

24th percentile vs peers
24
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
$22.02
- - -
+634.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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