Versant Media Group (VSNT) Fair Value & Analysis
Communication Services · US · Market cap $5.1B
Fair value as of: Jul 16, 2026
From 22 valuation models · updated 24 days ago
Fair value updated Jul 16, 2026, revised from $142.13 to $109.05 (−23.3%) since Jun 25, 2026. Share price +7.4% over the past month.
A solid business, screening 182% undervalued on our models.
What matters now
- The rarer combination: high quality (72/100) AND below fair value. That earns a closer look rather than a quick verdict.
- The price is below even our cautious bear case ($79.82). The market is more pessimistic than our downside scenario.
Price vs Fair Value (8 months)
White line = price, green steps = our fair value per fiscal year. As of Jul 16, 2026.
How to read this chart
8‑month range $26.86 – $46.48 · fair‑value band $79.82 – $139.05 · the $38.67 price screens below the $109.05 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Jul 16, 2026.
Analysis
Versant Media Group (VSNT) currently trades at $38.67, while our model-based Fair Value estimate is $109.05, implying the stock looks roughly 182.0% undervalued today. The Quality Score stands at 72/100 (solid quality), in the Communication Services 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, Versant Media Group generated revenue of $6.7B at a net margin of 12.7%. Revenue declined 1.1% year over year. It earns a return on equity of 8.9%. Net debt stands at $928M. Fundamentals as of Jul 16, 2026
Our scenario range runs from $79.82 (bear case) to $139.05 (bull case); at $38.67, 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 34% below its 52-week high and 44% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at -52% fair-value upside, at 182%, VSNT 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 22 models by family
Widest divergence: DCF Models ($142.13) versus Asset-Based ($48.86). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 67 · Market factors (momentum, volatility) 45
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
Versant Media Group, Inc. engages in the media and entertainment business in the United States. It produces, licenses, and acquires content that is distributed through various outlets, including networks and digital platforms.
Full company description
Versant Media Group, Inc. engages in the media and entertainment business in the United States. It produces, licenses, and acquires content that is distributed through various outlets, including networks and digital platforms. The company delivers news, sports and entertainment content through its portfolio of brands, which includes MS NOW, CNBC, USA Network, Golf Channel, GolfNow, SportsEngine, E!, SYFY, Oxygen True Crime, Fandango, and Free TV Networks. The company serves political news and opinion, business news and personal finance, golf and athletics participation, and sports and genre entertainment markets through television networks and digital platforms. The company was incorporated in 2025 and is based in New York, New York. Versant Media Group, Inc. was formerly a subsidiary of Comcast Corporation.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2025 · reported fiscal years
Versant Media Group reported revenue of $6.7B in FY2025 versus $7.8B in FY2022, a compound −5.1%/yr. Reported net income was $930M in FY2025, compounding −19.2%/yr from FY2022.
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Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Versant Q2 Earnings Call Highlights
- Versant outlines 2026 revenue of $6.2B-$6.45B while expanding share repurchases with an additional $100M ASR
- VSNT or PSO: Which Is the Better Value Stock Right Now?
Peer Group
Entertainment · 267 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 Entertainment 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: 86/100
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 Entertainment stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Netflix, Inc ZNFL | C$6.77 | C$2.96 | -56% |
| The Walt Disney Company DIS | $96.30 | $89.55 | -7% |
| Warner Bros. Discovery, Inc WBD | $26.87 | $9.13 | -66% |
| Live Nation Entertainment, Inc LYV | $178.44 | $46.89 | -74% |
| Universal Music Group UMG | €18.91 | €14.78 | -22% |
| TKO Group TKO | $184.40 | $22.16 | -88% |
| Empresas Cablevisión, S.A. CABLECPO | 55.00 MXN | 60.49 MXN | +10% |
| Beijing Enlight Media Co 300251 | ¥11.77 | ¥10.97 | -7% |
| PT MNC Digital Entertainment Tbk, MSIN | 456.00 IDR | 221.09 IDR | -52% |
| Prime Focus Limited PFOCUS | ₹298.25 | ₹63.45 | -79% |
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Frequently asked questions
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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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