VNET's Dual-Core strategy is driving robust top-line growth, with revenue accelerating to 13.8% YoY in 2026Q2, but this expansion is heavily debt-funded and eroding profitability. Gross margins have contracted from 25.2% in 2025Q1 to 18.2% in 2026Q2, while net...
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Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 18, 2026 | -$0.06+0.0% vs -$0.06 | $409M+1.8% vs $402M |
Q2 2026 May 26, 2026 | -$1.20-3382.3% vs -$0.03 | $390M+0.4% vs $388M |
Q2 2026 Mar 16, 2026 | -$0.00-103.6% vs $0.04 | $384M+2.6% vs $375M |
Q4 2025 Nov 20, 2025 | $0.02+0.0% vs $0.02 | $298M-13.0% vs $342M |
GoDaddy (NYSE: GDDY - Get Free Report) and VNET Group (NASDAQ: VNET - Get Free Report) are both technology companies, but which is the better stock? We will compare the two businesses based on the strength of their dividends, analyst recommendations, valuation, earnings, risk, institutional ownership and profitability. Insider and Institutional Ownership 90.3% of GoDaddy shares are
VNET Group remains rated Neutral as the market shifts focus from event-driven catalysts to fundamentals amid uncertainty around the CATL transaction. Despite strong wholesale IDC demand and recurring revenue, higher capex, negative free cash flow, and rising leverage weigh on VNET's valuation and sentiment. The CATL deal's closure, expected Q4, is critical; delays or regulatory hurdles could exacerbate downside risk given VNET's balance sheet pressures.
VNET Group, Inc. (VNET) Q2 2026 Earnings Call Transcript
VNET Group NASDAQ: VNET reported second-quarter 2026 revenue growth driven by its wholesale internet data center business, while management said demand for AI computing infrastructure continued to support new orders, capacity expansion and longer-term customer reservations.
Benchmark VNET against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for VNET Group, Inc. (VNET)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $6.92 | $1.93B | -51.65 | 17.18% | -2.58% | -3.23% | — | |
| $33.11 | $6.45B | 52.46 | 10.76% | 30.52% | 12.46% | — | |
| $181.45 | $67.13B | 50.68 | 10.04% | 11.67% | 3.05% | — | |
| $1037.66 | $102.39B | 75.41 | 5.85% | 15.6% | 10.75% | — | |
| $115.09 | $34.24B | 234.88 | 12.22% | 5.54% | — | — | |
| $34.60 | $1.3B | 16.70 | 25.38% | 2.53% | 8.46% | — |
VNET Group, Inc. (VNET) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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VNET Group, Inc. (VNET) stock FAQ — growth, dividends, profitability & financials explained
VNET Group, Inc. (VNET) reported $10.68B in revenue for fiscal year 2025. This represents a 3305% increase from $313.6M in 2009.
VNET Group, Inc. (VNET) grew revenue by 17.2% over the past year. This is strong growth.
VNET Group, Inc. (VNET) reported a net loss of $2.39B for fiscal year 2025.
VNET Group, Inc. (VNET) has a return on equity (ROE) of -3.2%. Negative ROE indicates the company is unprofitable.
VNET Group, Inc. (VNET) had negative free cash flow of $7.34B in fiscal year 2025, likely due to heavy capital investments.
