VNET Group Inc DRC (VNET) Fair Value & Analysis
Technology · US · Market cap $2.4B · ISIN US90138A1034
What is VNET Group Inc DRC really worth?
VNET Group Inc DRC
VNET · US
Below-average quality, trading 67% below our fair value of $18.45.
Risks
Fair value as of: Sep 3, 2026
From 4 valuation models · updated yesterday
Fair value updated Sep 3, 2026, revised from $21.35 to $18.45 (−13.6%) since Aug 13, 2026. Share price −14.8% over the past month.
What runs behind every stock
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What matters now
- The large discount to fair value meets weak quality (26/100). That raises the risk this is a value trap rather than a bargain.
- The price is below even our cautious bear case ($12.56). The market is more pessimistic than our downside scenario.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 3, 2026.
How to read this chart
60‑month range $1.42 – $24.85 · fair‑value band $12.56 – $18.45 · the $6.15 price screens below the $18.45 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Sep 3, 2026.
Analysis
VNET Group Inc DRC (VNET) currently trades at $6.15, while our model-based Fair Value estimate is $18.45, implying the stock looks roughly 66.7% undervalued today. The Quality Score stands at 26/100 (below-average quality), in the Technology sector. Bull case: the Multiples group reads highest at a median of $22.80 per share, and 3 of the 3 models we run sit above the $6.15 price. Bear case: the Asset-Based group reads lowest at $14.90, and 0 of the 3 models stay below the price. Evidence for this calculation is low.
Over the trailing twelve months, VNET Group Inc DRC generated revenue of $10.4B at a net margin of −5.3%. Revenue grew 19.8% year over year. It earns a return on equity of −4.1%. Net debt stands at $22.6B. Fundamentals as of Sep 3, 2026
Our scenario range runs from $12.56 (bear case) to $18.45 (bull case); at $6.15, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 58% below its 52-week high and 1% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at 69% fair-value upside, at 200%, VNET screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 4 models by family
Widest divergence: Multiples ($22.80) versus Asset-Based ($14.90). Highest evidence: EV/EBITDA (66).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 3, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 27 · Market factors (momentum, volatility) 20
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
VNET Group, Inc., an investment holding company, provides data center hosting and related services in China. The company offers managed hosting services comprising managed retail services, such as colocation services that dedicate data center space to house customers' servers and networking equipment, as well as allow customers to lease partial or entire …
Full company description
VNET Group, Inc., an investment holding company, provides data center hosting and related services in China. The company offers managed hosting services comprising managed retail services, such as colocation services that dedicate data center space to house customers' servers and networking equipment, as well as allow customers to lease partial or entire cabinets for their servers; interconnectivity services that allow customers to connect their servers; and value-added services, including hybrid IT, bare metal, firewall, server load balancing, data backup and recovery, data center management, server management, and standby server services. It also provides cloud services that allow customers to run applications over the internet using IT infrastructure; and VPN services that extend customers' private networks by setting up connections through the public internet. In addition, the company offers server administration services, including operating system support and assistance with updates, server monitoring, server backup and restoration, server security evaluation, firewall services, and disaster recovery services. It serves information technology and cloud services, communications and social networking, gaming and entertainment, e-commerce, automobile, financial services, and blue-chip and small-to-mid-sized enterprises; government agencies; individuals; and telecommunication carriers. The company was formerly known as 21Vianet Group, Inc. and changed its name to VNET Group, Inc. in October 2021. VNET Group, Inc. was founded in 1996 and is headquartered in Beijing, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
VNET Group Inc DRC reported revenue of 9.7B CNY in FY2025 versus 6.2B CNY in FY2021, a compound +11.8%/yr. Reported net income was −250M CNY in FY2025.
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Peer Group
Information Technology Services · 486 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Information Technology Services median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 46/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Information Technology Services stocks, each showing price versus our Fair Value estimate (as of Sep 3, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| International Business Machines Corporation IBM | $235.59 | $175.76 | −25% |
| Accenture plc ACN | $189.61 | $334.27 | +76% |
| Tata Consultancy Services Limited TCS | ₹2,302 | ₹3,473 | +51% |
| Infosys Limited INFY | ₹1,156 | ₹1,958 | +69% |
| HCL Technologies Limited HCLTECH | ₹1,282 | ₹1,722 | +34% |
| Fiserv, Inc FI | C$5.13 | C$8.07 | +57% |
| Wipro Limited WIT | $1.83 | $3.51 | +92% |
| Fidelity National Information Services, Inc FIS | $41.34 | $19.28 | −53% |
| Cognizant Technology Solutions Corporation CTSH | $64.04 | $132.01 | +106% |
| Capgemini SE CAP | €109.45 | €222.79 | +104% |
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