# Versant Media Group, Inc. (VSNT)

> Source: Nexqual · https://nexqual.com/VSNT · data as of 2026-10-15 20:00 UTC · cite as "Nexqual, Versant Media Group, Inc. (VSNT), nexqual.com/VSNT" · informational, not investment advice.

**Price:** USD 31.24 (+0.84% on the day) · last close of Oct 15, 2026; US market closed, not a live price. Prev close 30.98 · day 30.9–31.5 · 52w 27.17–59 · market cap $4.35B · NMS

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $6.75B, net income $1.17B (17.3% margin), free cash flow $1.96B (SEC filings).
- Valuation: P/E 3.7x, net debt $1.48B.
- 3 of 80 tracked superinvestors hold VSNT (13F, Q2 2026): 0 new, 1 added, 2 reduced, 0 unchanged.
- Analysts: Hold (mean 2.63 on a 1–5 scale) (8 analysts), mean target USD 44.57 (range 39–60).
- Total return with dividends: 1Y -29.3% vs S&P 500 +18.1%; 5Y -31.3% vs S&P 500 +85.1%.
- Next earnings: 2026-11-03, EPS estimate USD -0.04, revenue estimate $1.57B.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2025 | FY2025 | FY2025 | TTM |
|---|---|---|---|---|
| Revenue | $7.45B | $7.06B | $6.69B | $6.75B |
| Operating income | $2.07B | $1.84B | $1.27B | $1.72B |
| Net income | $1.54B | $1.36B | $930M | $1.17B |
| Free cash flow | $2.37B | $2.16B | $1.85B | $1.96B |
| Operating margin | 27.8% | 26.1% | 19.0% | 25.5% |
| Net margin | 20.7% | 19.3% | 13.9% | 17.3% |
| Revenue growth | — | -5.1% | -5.3% | — |
| Cash + short-term investments | $23.0M | $8.0M | $55.0M | — |
| Total debt | — | $0K | $983M | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/E 3.7x · P/S 0.6x · EV/Sales 0.9x · P/FCF 2.2x · P/B 0.5x · FCF yield 45.04% · Earnings yield 26.82% · Buyback yield (TTM) 4.60% · Net debt $1.48B · EV $5.82B

## Superinvestors (SEC 13F-HR, Q2 2026)
3 of 80 tracked investors hold VSNT. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| David Einhorn | Greenlight Capital | 1.77% | $69.2M | Reduced -36.5% |
| Tweedy Browne |  | 0.19% | $2.5M | Added +84.0% |
| Dodge & Cox Funds | Dodge & Cox | 0.08% | $161M | Reduced -0.9% |

## Analysts
Consensus Hold (mean 2.63 on a 1–5 scale), 8 analysts; mean target USD 44.57 (low 39, high 60).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-15 | Morgan Stanley | Initiated | Equal-Weight | $38 |
| 2026-09-24 | Citigroup | Initiated | Buy | $41 |
| 2026-08-07 | TD Cowen | Target raised | Hold | $35 → $39 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-12-15) | 5Y (from 2025-12-15) |
|---|---|---|
| Total return | -29.3% | -31.3% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | — | — |
| Volatility (annualized) | 41.7% | 48.1% |
| Max drawdown | -42.2% (Dec 2025→Feb 2026) | -38.9% (Dec 2025→Feb 2026) |

## Peers (Entertainment)
CNK (Cinemark Holdings Inc Cinemark ) USD 38.52 +1.53% · SPHR (Sphere Entertainment Co.) USD 108.85 +6.24% · MANU (Manchester) USD 20.58 -2.37% · BATRA (Atlanta Braves Holdings, Inc. -) USD 54.66 -5.24% · LION (Lionsgate Studios Corp) USD 11.02 -0.90% · IMAX (Imax Corporation) USD 51.55 -0.21%

## More
Full page: https://nexqual.com/VSNT · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt