Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
VNET.L
Strong BuyFLAGVianet Group plc · Industrials · United Kingdom · $25M · Avg Vol: $37K/d
Vianet Group clears the floors at Q57 V57 M56 but none of the all-three-above-60 path is met, and a positive revision is not accepted corroboration, so stage one fails.
COMPANY DESCRIPTION
Vianet Group plc is a provider of real-time monitoring systems, data connectivity, and actionable business intelligence for the leisure, hospitality, and unattended retail sectors. The company's competitive advantage lies in its large installed base of connected Internet of Things (IoT) devices, which generate highly predictable, recurring SaaS revenue. It operates as a niche data analytics specialist, helping operators optimize asset performance, reduce waste, and streamline contactless payment systems.
FINANCIAL SUMMARY (GBP)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 13.2M | 14.1M | 14.9M | 15.0M | 15.2M | 3.6% | 15.3M | 15.5M | 15.8M | 1.9% |
| EPS (GBp) | 0.65 | 0.56 | 2.72 | 2.92 | 1.43 | 21.8% | 1.01 | 1.72 | 1.86 | 14.1% |
| Shares | 28.8M | 28.8M | 29.4M | 29.0M | 28.4M | -1.3% | 28.4M | — | — | — |
| Debt | 4.6M | 3.6M | 3.6M | 3.3M | 3.0M | -9.9% | 3.1M | — | — | — |
| Equity | 25.7M | 26.0M | 26.9M | 27.1M | 26.8M | 1.0% | — | — | — | — |
| Op CF | 2.4M | 2.0M | 4.6M | 4.6M | 4.1M | 14.1% | 4.1M | — | — | — |
| Inv CF | -2.4M | -2.4M | -2.3M | -2.3M | -2.1M | — | — | — | — | — |
| Fin CF | -1.6M | -1.0M | 0.6M | -1.4M | -1.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of VNET.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| VNET.L | Vianet Group plc(you) | $25M | 82 | Strong Buy |
| WATR.L | Water Intelligence plc | $79M | 87 | Strong Buy |
| CTG.L | Christie Group plc | $56M | 97 | Strong Buy |
| KGH.L | Knights Group Holdings plc | $194M | 85 | Strong Buy |
| KEYS.L | Keystone Law Group plc | $248M | 89 | Strong Buy |
| FRAN.L | Franchise Brands plc | $399M | 87 | Strong Buy |
| MHA.L | Mha Plc | $513M | 79 | Buy |
| AQUA.OL | Aqualis ASA | $125M | 46 | Hold |
| SFT.L | Software Circle plc | $82M | 36 | Hold |
| RST.L | Restore plc | $532M | 70 | Buy |
Peer medians: ROE 11.7% · P/E 21.0x · Gross margin 36.4%