VNET Group Inc
NASDAQ:VNET

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VNET Group Inc
NASDAQ:VNET
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Price: 7.75 USD 9.46% Market Closed
Market Cap: 2.1B USD

Relative Value

The Relative Value of one VNET stock under the Base Case scenario is 20.95 USD. Compared to the current market price of 7.75 USD, VNET Group Inc is Undervalued by 63%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

VNET Relative Value
Base Case
20.95 USD
Undervaluation 63%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

vs History
38
vs Industry
50
Median 3Y
1
Median 5Y
1.5
Industry
2.5
Forward
1.6
vs History
3
vs Industry
7
Median 3Y
-3.3
Median 5Y
-9.3
Industry
23.1
Forward
207
vs History
38
vs Industry
51
Median 3Y
3.5
Median 5Y
5.1
Industry
17.4
vs History
vs Industry
45
Median 3Y
-2.7
Median 5Y
-2.3
Industry
21.6
vs History
31
vs Industry
45
Median 3Y
1.1
Median 5Y
1.6
Industry
3
vs History
36
vs Industry
35
Median 3Y
2.1
Median 5Y
2.6
Industry
2.5
Forward
2.9
vs History
36
vs Industry
16
Median 3Y
10.2
Median 5Y
11.9
Industry
5
vs History
57
vs Industry
32
Median 3Y
8.5
Median 5Y
10.8
Industry
12.7
Forward
9.8
vs History
74
vs Industry
13
Median 3Y
44.7
Median 5Y
111.3
Industry
16.4
Forward
37.9
vs History
38
vs Industry
36
Median 3Y
6.6
Median 5Y
10.2
Industry
15.9
vs History
vs Industry
Median 3Y
-9.1
Median 5Y
-15
Industry
19.1
vs History
39
vs Industry
70
Median 3Y
0.6
Median 5Y
0.8
Industry
2.5

Multiples Across Competitors

VNET Competitors Multiples
VNET Group Inc Competitors

Market Cap P/S P/E EV/EBITDA EV/EBIT
CN
VNET Group Inc
NASDAQ:VNET
2.1B USD 1.7 111.7 10.2 24.7
CA
Shopify Inc
NYSE:SHOP
151.1B USD 16.1 93.9 118.8 122.2
US
Snowflake Inc.
NYSE:SNOW
73.9B USD 19.2 -52.8 -58.4 -50.6
US
Cloudflare Inc
NYSE:NET
66.3B USD 37.4 -811.2 -4 813 -427.8
US
Verisign Inc
NASDAQ:VRSN
26.9B USD 17.1 34.1 25.4 26.2
US
GoDaddy Inc
NYSE:GDDY
25.3B USD 5.4 33.5 25.4 28.8
ID
DCI Indonesia Tbk PT
IDX:DCII
358.9T IDR 160.8 334.5 278.6 278.6
US
Twilio Inc
NYSE:TWLO
18.4B USD 4 -541.5 82 3 644.2
US
Okta Inc
NASDAQ:OKTA
17.4B USD 6.5 133.5 122.7 483.1
US
MongoDB Inc
NASDAQ:MDB
17.3B USD 8.2 -200.6 -95.6 -86.6
US
Akamai Technologies Inc
NASDAQ:AKAM
11.6B USD 2.9 25.6 9.4 18.4
P/S Multiple
Revenue Growth P/S to Growth
CN
VNET Group Inc
NASDAQ:VNET
Average P/S: 25.4
1.7
18%
0.1
CA
Shopify Inc
NYSE:SHOP
16.1
21%
0.8
US
Snowflake Inc.
NYSE:SNOW
19.2
25%
0.8
US
Cloudflare Inc
NYSE:NET
37.4
27%
1.4
US
Verisign Inc
NASDAQ:VRSN
17.1
6%
2.9
US
GoDaddy Inc
NYSE:GDDY
5.4
8%
0.7
ID
DCI Indonesia Tbk PT
IDX:DCII
160.8
N/A N/A
US
Twilio Inc
NYSE:TWLO
4
9%
0.4
US
Okta Inc
NASDAQ:OKTA
6.5
11%
0.6
US
MongoDB Inc
NASDAQ:MDB
8.2
16%
0.5
US
Akamai Technologies Inc
NASDAQ:AKAM
2.9
6%
0.5
P/E Multiple
Earnings Growth PEG
CN
VNET Group Inc
NASDAQ:VNET
Average P/E: 109.5
111.7
-11%
N/A
CA
Shopify Inc
NYSE:SHOP
93.9
15%
6.3
US
Snowflake Inc.
NYSE:SNOW
Negative Multiple: -52.8 N/A N/A
US
Cloudflare Inc
NYSE:NET
Negative Multiple: -811.2 N/A N/A
US
Verisign Inc
NASDAQ:VRSN
34.1
9%
3.8
US
GoDaddy Inc
NYSE:GDDY
33.5
11%
3
ID
DCI Indonesia Tbk PT
IDX:DCII
334.5
N/A N/A
US
Twilio Inc
NYSE:TWLO
Negative Multiple: -541.5 N/A N/A
US
Okta Inc
NASDAQ:OKTA
133.5
196%
0.7
US
MongoDB Inc
NASDAQ:MDB
Negative Multiple: -200.6 N/A N/A
US
Akamai Technologies Inc
NASDAQ:AKAM
25.6
30%
0.9
EV/EBITDA Multiple
EBITDA Growth EV/EBITDA to Growth
CN
VNET Group Inc
NASDAQ:VNET
Average EV/EBITDA: 84.1
10.2
27%
0.4
CA
Shopify Inc
NYSE:SHOP
118.8
45%
2.6
US
Snowflake Inc.
NYSE:SNOW
Negative Multiple: -58.4 N/A N/A
US
Cloudflare Inc
NYSE:NET
Negative Multiple: -4 813 N/A N/A
US
Verisign Inc
NASDAQ:VRSN
25.4
7%
3.6
US
GoDaddy Inc
NYSE:GDDY
25.4
23%
1.1
ID
DCI Indonesia Tbk PT
IDX:DCII
278.6
N/A N/A
US
Twilio Inc
NYSE:TWLO
82
102%
0.8
US
Okta Inc
NASDAQ:OKTA
122.7
247%
0.5
US
MongoDB Inc
NASDAQ:MDB
Negative Multiple: -95.6 N/A N/A
US
Akamai Technologies Inc
NASDAQ:AKAM
9.4
14%
0.7
EV/EBIT Multiple
EBIT Growth EV/EBIT to Growth
CN
VNET Group Inc
NASDAQ:VNET
Average EV/EBIT: 578.3
24.7
28%
0.9
CA
Shopify Inc
NYSE:SHOP
122.2
45%
2.7
US
Snowflake Inc.
NYSE:SNOW
Negative Multiple: -50.6 N/A N/A
US
Cloudflare Inc
NYSE:NET
Negative Multiple: -427.8 N/A N/A
US
Verisign Inc
NASDAQ:VRSN
26.2
6%
4.4
US
GoDaddy Inc
NYSE:GDDY
28.8
19%
1.5
ID
DCI Indonesia Tbk PT
IDX:DCII
278.6
N/A N/A
US
Twilio Inc
NYSE:TWLO
3 644.2
N/A N/A
US
Okta Inc
NASDAQ:OKTA
483.1
N/A N/A
US
MongoDB Inc
NASDAQ:MDB
Negative Multiple: -86.6 N/A N/A
US
Akamai Technologies Inc
NASDAQ:AKAM
18.4
23%
0.8