Versant Media Group, Inc. (VSNT) AI Stock Analysis

Versant Media Group, Inc. engages in the media and entertainment business in the United States. Incorporated in 2025 and based in New York, the company produces, licenses, and acquires content distributed across television networks and digital outlets. Its brand portfolio includes MS NOW, CNBC, USA Network, Golf Channel, GolfNow, Rotten Tomatoes, SportsEngine, E!, SYFY, Oxygen True Crime, Fandango, and Free TV Networks. Versant serves markets spanning political news, personal finance, athletics participation, sports, and genre entertainment.

Versant Media Group has faced consistent top-line declines, recording a three-year revenue CAGR of -5.1% from FY2022 to FY2025. Annual revenue decreased from $7.83B in FY2022 to $7.44B in FY2023, $7.06B in FY2024, and $6.69B in FY2025. Over the same span, operating margin dropped from 30.8% in FY2022 to 19.0% in FY2025, while net income shrank from $1.76B to $930.0M. For the trailing twelve months, revenue was $6.60B with a profit margin of 11.5%. In the latest quarter ended June 30, 2026, quarterly revenue fell 3.7% year-over-year and quarterly earnings dropped 28.7%.

As of June 30, 2026, Versant Media Group held $1.48B in cash and short-term investments against total debt of $2.95B, resulting in net debt of $1.48B. Total assets stood at $12.74B and shareholders' equity was $8.11B, supporting a current ratio of 2.38 and a debt-to-equity ratio of 0.36. The business remains cash-generative, delivering $2.02B in operating cash flow and $1.85B in free cash flow in FY2025, while capital expenditures were $167.0M.

VSNT trades at a trailing P/E of 6.0x and a forward P/E of 8.7x, compared to medians of 16.2x and 14.1x for its US-listed Communication Services peers. Its EV/EBITDA stands at 2.8x, well below the peer median of 10.0x, and its price-to-sales of 0.7x compares to the peer median of 0.8x. At a last close of $31.77, the stock's year-to-date return is -27.1%, trading 11.5% below its 200-day average, while the S&P 500 (SPY) produced a 1-year return of 16.8%.

Versant Media Group pays a quarterly dividend with an annual forward payout of $1.50 per share, representing a dividend yield of 4.72%. The payout ratio is 23.7%, based on trailing figures. The company's last ex-dividend date was October 1, 2026.

Wall Street coverage includes 3 Strong Buy ratings, 0 Buy ratings, and 6 Hold ratings. The mean price target is $43.75, representing a 37.7% premium over the last close of $31.77. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $6.47B and EPS of $4.11. For the following fiscal year, 4 analysts estimate revenue will fall 3.4% to $6.25B while EPS is projected to rise 69.1% to $7.04. Versant beat EPS estimates in 2 of the last 4 quarters, with its next earnings date set for November 3, 2026.

This page is an AI-written research summary of Versant Media Group, Inc. (VSNT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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