VNET Group (VNET) Fair Value & Analysis
Technology · US · Market cap $2.4B
VNET Group
VNET · US
Fair value as of: Jul 21, 2026
From 4 valuation models · updated 20 days ago
Fair value updated Jul 21, 2026, revised from $9.82 to $13.74 (+39.9%) since Jun 25, 2026. Share price −12.0% over the past month.
Below-average quality, screening 87% undervalued on our models.
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 ($8.83). The market is more pessimistic than our downside scenario.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 21, 2026.
How to read this chart
60‑month range $1.42 – $27.91 · fair‑value band $8.83 – $13.74 · the $7.33 price screens below the $13.74 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 21, 2026.
Analysis
VNET Group (VNET) currently trades at $7.33, while our model-based Fair Value estimate is $13.74, implying the stock looks roughly 87.5% undervalued today. The Quality Score stands at 26/100 (below-average quality), in the Technology sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.
Over the trailing twelve months, VNET Group 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 Jul 21, 2026
Our scenario range runs from $8.83 (bear case) to $13.74 (bull case); at $7.33, 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 49% below its 52-week high and 21% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -25% fair-value upside, at 87%, 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 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.
All 4 models by family
Widest divergence: Asset-Based ($14.90) versus Multiples ($7.09). Highest evidence: EV/EBITDA (54).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 27 · Market factors (momentum, volatility) 29
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.
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 reported revenue of $9.7B in FY2025 versus $6.2B in FY2021, a compound +11.8%/yr. Reported net income was −$250M in FY2025.
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Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- VNET Group (VNET) is One of the Best Mid-Cap Stocks, Here is Why
- Is VNET Group, Inc. (VNET) A Good Stock To Buy Now?
- GDS and Vnet Rally on Reports of Major China Data Center Investment Plan
Peer Group
Information Technology Services · 480 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
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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Information Technology Services stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| International Business Machines Corporation IBM | $235.92 | $143.90 | -39% |
| Accenture plc ACNN | 2,460 MXN | 250.95 MXN | -90% |
| Infosys Limited INFY | ₹1,156 | ₹1,457 | +26% |
| HCL Technologies Limited HCLTECH | ₹1,204 | ₹1,230 | +2% |
| Wipro Limited WIPRO | ₹178.43 | ₹226.81 | +27% |
| Tech Mahindra Limited TECHM | ₹1,455 | ₹1,086 | -25% |
| Samsung SDS Co 018260 | 199,300 KRW | 196,390 KRW | -1% |
| Persistent Systems Limited PERSISTENT | ₹5,059 | ₹2,364 | -53% |
| Hyundai Autoever Corporation 307950 | 393,000 KRW | 133,088 KRW | -66% |
| Coforge Limited COFORGE | ₹1,541 | ₹702.84 | -54% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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