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$35.90
$0.45 (-1.24%)
EOD Jul 17, 2026
19.02% operating margin is respectable but not wide. ROIC at 8.83%. Suggests the business covers its cost of capital, but doesn't point to a wide moat.
Revenue declined 5.3% YoY. Margins deteriorated 7.0pp alongside, both lines moving the wrong way.
Free cash flow declined 14% versus the prior year, cash generation momentum has weakened. ROIC dropped from 12.13% to 8.83%, capital efficiency is deteriorating.
5.6x earnings, 2.8x FCF. The multiple is below average. Either the market is pricing in deterioration you should investigate, or there's genuine value here.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$6.69B
▼ -5.3% YoY
Net Income (TTM)
$930M
▼ -31.8% YoY
Op. Margin
19.02%
▼ -7.0pp YoY
ROIC
8.83%
▼ -3.3pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$1.85B
▼ -14.0% YoY
Op. Cash Flow (TTM)
$2.02B
▼ -8.5% YoY
Net Debt
$928M
Cash & Equiv.
$55M
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At a P/E of 5.6 and a price-to-free-cash-flow of 2.8, Versant Media Group (VSNT) trades below a two-stage DCF intrinsic value of about $217.11 per share, so at $35.90 the stock looks undervalued (504.8% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Versant Media Group scores 35/100 on Intrinsiqq's quality scorecard (a lower-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $217.11 per share for VSNT, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $162.83. At today's $35.90, that puts the stock about 504.8% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Versant Media Group scores 35 out of 100 on Intrinsiqq's quality score, a weighted blend of 7 metrics each scored 0 to 100, which makes it a lower-quality business on these measures. Recent fundamentals include a 19.0% operating margin and a 8.8% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
That depends on valuation and quality together, not either alone. VSNT currently trades below its estimated intrinsic value and scores 35/100 on quality (lower-quality). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.