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Upturn AI SWOT - About
VNET Group Inc DRC (VNET)
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Upturn Advisory Summary
10/14/2025: VNET (3-star) is a SELL. SELL since 1 days. Simulated Profits (-4.08%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
13 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $14.09
1 Year Target Price $14.09
| 7 | Strong Buy |
| 5 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 41.75% | Avg. Invested days 30 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.53B USD | Price to earnings Ratio - | 1Y Target Price 14.09 |
Price to earnings Ratio - | 1Y Target Price 14.09 | ||
Volume (30-day avg) 13 | Beta 0.2 | 52 Weeks Range 3.25 - 16.13 | Updated Date 10/14/2025 |
52 Weeks Range 3.25 - 16.13 | Updated Date 10/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.05 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.63% | Operating Margin (TTM) 7.11% |
Management Effectiveness
Return on Assets (TTM) 1.54% | Return on Equity (TTM) 1.87% |
Valuation
Trailing PE - | Forward PE 25.64 | Enterprise Value 5857394194 | Price to Sales(TTM) 0.28 |
Enterprise Value 5857394194 | Price to Sales(TTM) 0.28 | ||
Enterprise Value to Revenue 4.61 | Enterprise Value to EBITDA 51.06 | Shares Outstanding 263895614 | Shares Floating 861126183 |
Shares Outstanding 263895614 | Shares Floating 861126183 | ||
Percent Insiders 2.12 | Percent Institutions 50.28 |
Upturn AI SWOT
VNET Group Inc DRC
Company Overview
History and Background
VNET Group Inc DRC, formerly known as China Broadband, was founded in 1999. It is a leading carrier-neutral internet data center (IDC) service provider in China, focusing on providing hosting and related services. Over time, it has expanded its service offerings and geographic footprint to become a major player in the Chinese data center market.
Core Business Areas
- IDC Services: Provides hosting and related services, including server co-location, bandwidth, and managed services. Also includes cloud services.
- Cloud Services: Offers cloud computing solutions, leveraging its IDC infrastructure to provide Infrastructure-as-a-Service (IaaS) and other cloud-based offerings.
- Network Services: Offers connectivity and networking solutions to businesses across China.
Leadership and Structure
The leadership team consists of key executives with experience in the telecommunications and technology industries. The organizational structure is hierarchical, with different departments responsible for various aspects of the business, such as sales, operations, and engineering.
Top Products and Market Share
Key Offerings
- IDC Services: Provides colocation, bandwidth, and managed services. VNET is a significant player in the Chinese IDC market, but specific market share data is difficult to obtain due to the fragmented nature of the market. Key competitors include GDS Holdings (GDS), Alibaba Cloud, and Tencent Cloud. Colocation revenue drives a large portion of VNET's total revenue.
- Cloud Services: Offers cloud computing solutions, primarily targeting enterprise customers. The cloud services market in China is dominated by Alibaba Cloud and Tencent Cloud, making it a highly competitive space for VNET. VNETu2019s cloud offering represents a smaller part of its revenue compared to its IDC services. Major competitors are Alibaba Cloud, Tencent Cloud and AWS.
Market Dynamics
Industry Overview
The IDC market in China is experiencing rapid growth, driven by increasing demand for data storage and processing capabilities. This growth is fueled by the expansion of e-commerce, cloud computing, and big data analytics. However, the market is also becoming increasingly competitive, with both domestic and international players vying for market share.
Positioning
VNET positions itself as a carrier-neutral provider, offering services to a wide range of customers. Its competitive advantages include its extensive network of data centers, its strong relationships with telecom carriers, and its focus on providing high-quality services.
Total Addressable Market (TAM)
The TAM for data centers in China is estimated to be in the tens of billions of dollars, growing rapidly. VNET is well positioned to capture a share of this market, but faces strong competition from larger players.
Upturn SWOT Analysis
Strengths
- Extensive network of data centers in key Chinese cities
- Carrier-neutrality, providing flexibility for customers
- Strong relationships with telecom carriers
- Experienced management team
- Established brand recognition in the Chinese market
Weaknesses
- High debt levels
- Intense competition from larger players
- Dependence on the Chinese market
- Profitability is often challenged due to rising operating costs
Opportunities
- Growing demand for data center services in China
- Expansion into new geographic markets
- Development of new service offerings, such as cloud computing
- Strategic partnerships with other technology companies
Threats
- Increasing competition from domestic and international players
- Government regulations impacting the data center industry
- Economic slowdown in China
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- GDS (GDS)
- BABA
- TCEHY
- Equinix (EQIX)
Competitive Landscape
VNET faces intense competition from GDS, Alibaba, and Tencent, which have larger resources and broader service offerings. VNET's carrier-neutrality and focus on specific market segments provide some competitive advantages.
Major Acquisitions
Shanghai Blue Cloud Technology Co., Ltd.
- Year: 2015
- Acquisition Price (USD millions): 55
- Strategic Rationale: Expanded VNET's cloud service capabilities and customer base.
Growth Trajectory and Initiatives
Historical Growth: VNET has experienced significant growth in revenue over the past few years, driven by the increasing demand for data center services in China.
Future Projections: Future growth is projected to be driven by continued expansion of the data center market in China. Analyst estimates vary, but generally suggest continued revenue growth, although profitability remains a concern.
Recent Initiatives: Recent initiatives include expanding its data center footprint, developing new cloud service offerings, and forming strategic partnerships.
Summary
VNET is a key player in China's growing IDC market, leveraging its carrier-neutral stance and extensive data center network. However, it faces intense competition and high debt levels. The company is focusing on expansion and cloud services to drive future growth, but must navigate regulatory challenges and macroeconomic uncertainties. Overall, VNET faces a volatile and uncertain operating environment. VNET's strong infrastructure and market position offer potential, but execution is crucial for success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data is dynamic, and the accuracy of data may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About VNET Group Inc DRC
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2011-04-21 | Co-Founder, Executive Co-Chairman & Interim CEO Mr. Sheng Chen | ||
Sector Technology | Industry Information Technology Services | Full time employees 2581 | Website https://www.vnet.com |
Full time employees 2581 | Website https://www.vnet.com | ||
VNET Group, Inc., an investment holding company, provides hosting and related services in China. The company offers managed hosting services consisting of 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, such as 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.
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