Análisis Argos
VNET
VNETSin veredicto3 señales de riesgo
VNET Group, Inc. · Technology
US$ 7.92
precio al 2026-07-04
Valor justo Argos*
US$ 6
vs. su valor justo
−26%
Score Argos
22/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Sin recompensas destacadas.
Riesgos
!Cotiza 26% por encima de su valor justo.
!Balance frágil: la deuda pesa sobre el negocio.
!Altman Z'' en zona roja (-0.67)
!Piotroski F-Score débil (3/9)
VALOR1/6FUTURO4/6PASADO1/6SALUD1/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO4/6PASADO1/6SALUD1/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial débil
SaludBalance frágil
DividendoRetorno al accionista moderado
Score Argos22de 100Sin veredicto
Ingresos17%
US$ 9.7 B
Margen operativo6%
7.6%
Flujo de caja libre91%
US$ -6 B
Deuda neta
US$ 22.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.2B
P/E
EV/EBITDA9.2x
FCF yield-268.7%
ROIC1.3%
Margen operativo7.6%
Crecim. ingresos+17.2%/año
Piotroski F3/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

businesswire.com · 25 jun
VNET Fiber Invests in Secure Agentic AI With Calix One To Extend an 87 NPS Advantage and Expand into MDU
SAN JOSE, Calif.--(BUSINESS WIRE)---- $CALX #calix--Calix, Inc. (NYSE: CALX) announced today that Velocity Network (VNET Fiber) is investing in Calix Agent Workforce™ Cloud on the AI-native Calix One™ platform to accelerate revenue growth while lowering operational expense (OPEX). Building on their legacy of winning residential and business markets through the strength of differentiated subscriber experiences, the provider is now also deploying SmartMDU™ to further advance their growth. This strategy builds on.
globenewswire.com · 10 jun
Pomerantz LLP Announces Proposed Class Action Settlement on Behalf of all Persons and Entities that Purchased and/or Otherwise Acquired the American Depositary Shares of VNET Group, Inc. (VNET)
NEW YORK, June 10, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that the United States District Court for the Southern District of New York has approved the following announcement of a proposed class action settlement that would benefit all persons and entities that purchased or otherwise acquired the American Depositary Shares of VNET Group, Inc. (NASDAQ: VNET):
zacks.com · 3 jun
Wall Street Analysts Predict a 53.99% Upside in VNET Group (VNET): Here's What You Should Know
The mean of analysts' price targets for VNET Group (VNET) points to a 54% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
seekingalpha.com · 2 jun
VNET Group: A 'Buy' On EBITDA Beat And Major Ownership Shift
My Buy rating for VNET Group, Inc. is left unchanged based on my assessment of its 1Q2026 results and the implications of a significant change in its shareholder base. Q1 EBITDA rose 30.6% YoY to CNY0.89B, exceeding consensus by 6%, thanks to AI-related demand and good cost control. The entry of CYATY's affiliates as the new 38.1% shareholder ensures strategic continuity and puts VNET in a better position to meet green energy compliance requirements.
seekingalpha.com · 26 may
VNET Group, Inc. (VNET) Q1 2026 Earnings Call Transcript
VNET Group, Inc. (VNET) Q1 2026 Earnings Call Transcript
marketbeat.com · 26 may
VNET Group Q1 Earnings Call Highlights
VNET Group NASDAQ: VNET said its first-quarter 2026 results were driven by rapid expansion in its wholesale internet data center business, as management pointed to rising artificial intelligence-related demand and new large-scale orders as key growth catalysts.
feeds.benzinga.com · 26 may
VNET Group, Akari Therapeutics And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
US stock futures up, VNET Group shares down 3.8% after reporting Q1 loss of $(1.20) per share on $390.133 million sales. Other stocks also fall.
gurufocus.com · 26 may
VNET Reports Unaudited First Quarter 2026 Financial Results
VNET Reports Unaudited First Quarter 2026 Financial Results PR Newswire BEIJING, May 26, 2026

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.