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9.61 (1y: -15%)
Market Cap 564.8 M P/E(ttm) 67.00
Enterprise Value 521.39 M P/B 1.80
VNET- NAS (USA)
21Vianet Group Inc
Not Rated
Top Ranked Predictable Companies
$9.61
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GuruFocus Financial Strength Rank measures how strong a companyย’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength

vs
industry		 vs
history
Cash to Debt 1.318
VNET's Cash to Debt is ranked lower than
75% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 10000.00 vs. VNET: 1.318 )
VNET' s 10-Year Cash to Debt Range
Min: 0.73   Max: 6.38
Current: 1.32
0.73
6.38
Equity to Asset 0.427
VNET's Equity to Asset is ranked lower than
60% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 0.49 vs. VNET: 0.427 )
VNET' s 10-Year Equity to Asset Range
Min: -2.93   Max: 0.53
Current: 0.43
-2.93
0.53
Interest Coverage No Debt
VNET's Interest Coverage is ranked higher than
77% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 10000.00 vs. VNET: No Debt )
VNET' s 10-Year Interest Coverage Range
Min: No Debt   Max: No Debt
Current: No Debt
Z-Score: 1.98
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth

vs
industry		 vs
history
Operating margin (%) 5.30
VNET's Operating margin (%) is ranked lower than
60% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 5.40 vs. VNET: 5.30 )
VNET' s 10-Year Operating margin (%) Range
Min: -44.3   Max: 8.7
Current: 5.3
-44.3
8.7
Net-margin (%) 3.7
VNET's Net-margin (%) is ranked lower than
51% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.50 vs. VNET: 3.7 )
VNET' s 10-Year Net-margin (%) Range
Min: -48.6   Max: 3.7
Current: 3.7
-48.6
3.7
ROE (%) 3
VNET's ROE (%) is ranked lower than
56% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 6.80 vs. VNET: 3 )
VNET' s 10-Year ROE (%) Range
Min: -158.4   Max: 3
Current: 3
-158.4
3
ROA (%) 1.9
VNET's ROA (%) is ranked lower than
58% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 4.00 vs. VNET: 1.9 )
VNET' s 10-Year ROA (%) Range
Min: -35.2   Max: 1.9
Current: 1.9
-35.2
1.9
ROC (Joel Greenblatt) (%) 5.20
VNET's ROC (Joel Greenblatt) (%) is ranked higher than
50% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 21.20 vs. VNET: 5.20 )
VNET' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -104.8   Max: 5.2
Current: 5.2
-104.8
5.2
ยป VNET's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

VNET Guru Trades in Q2 2012

Jim Simons 37,700 sh (New)
Steven Cohen 1,035,000 sh (+397.09%)
Robert Karr 2,142,106 sh (+1.53%)
Ron Baron 68,000 sh (unchged)
Louis Moore Bacon 91,530 sh (-83.27%)
» More
Q3 2012

VNET Guru Trades in Q3 2012

Steven Cohen 1,175,000 sh (+13.53%)
Ron Baron 74,000 sh (+8.82%)
Robert Karr 2,142,106 sh (unchged)
Louis Moore Bacon Sold Out
Jim Simons Sold Out
» More
Q4 2012

VNET Guru Trades in Q4 2012

Ron Baron 74,000 sh (unchged)
Robert Karr 1,799,206 sh (-16.01%)
Steven Cohen 950,200 sh (-19.13%)
» More
Q1 2013

VNET Guru Trades in Q1 2013

Robert Karr 1,799,206 sh (unchged)
Ron Baron 68,000 sh (-8.11%)
Steven Cohen 800,073 sh (-15.8%)
» More
» Details

Insider Trades

Latest Guru Trades with VNET

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ron Baron 2012-03-31 New Buy$9.32 - $12.74 $ 9.61-8%68000
Ron Baron 2011-09-30 Sold Out 0.0008%$9.92 - $14.73 $ 9.61-21%0
Ron Baron 2011-06-30 New Buy$9.92 - $18.8 $ 9.61-26%10000
Premium More recent guru trades are included for Premium Members only!!

Guru Investment Theses on 21Vianet Group Inc

Baron Funds Comments on 21Vianet Group - May 24, 2012

From Baron Funds' first quarter letter: We also initiated a position in 21Vianet Group, Inc. (VNET), a leading carrier neutral Internet infrastructure company in China.We believe rising broadband Internet penetration and the spread of Internet video, e-commerce, social networking and cloud services in China is driving explosive demand for data center and related Internet infrastructure services, and we see 21Vianet as one of the best positioned companies to benefit.Vianet's key customers are the "who's who" of China's Internet industry, and we believe the company's pricing power and value proposition are on the rise. During the quarter, we also took advantage of the market's surge to exit small, underperforming positions such as Vero Energy Inc., Ecosynthetix, Inc., Niko Resources Ltd. and THK Ltd.
Check out Ron Baron latest stock trades

Top Ranked Articles about 21Vianet Group Inc

Baron Funds Comments on 21Vianet Group
May 24, 2012
From Baron Funds' first quarter letter: We also initiated a position in 21Vianet Group, Inc. (VNET), a leading carrier neutral Internet infrastructure company in China.We believe rising broadband Internet penetration and the spread of Internet video, e-commerce, social networking and cloud services in China is driving explosive demand for data center and related Internet infrastructure services, and we see 21Vianet as one of the best positioned companies to benefit.Vianet's key customers are the "who's who" of China's Internet industry, and we believe the company's pricing power and value proposition are on the rise. During the quarter, we also took advantage of the market's surge to exit small, underperforming positions such as Vero Energy Inc., Ecosynthetix, Inc., Niko Resources Ltd. and THK Ltd. Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 67.00
VNET's P/E(ttm) is ranked lower than
70% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 25.05 vs. VNET: 67.00 )
VNET' s 10-Year P/E(ttm) Range
Min: 38.37   Max: 325.71
Current: 67
38.37
325.71
P/B 1.80
VNET's P/B is ranked lower than
51% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.90 vs. VNET: 1.80 )
VNET' s 10-Year P/B Range
Min: 1.72   Max: 2.93
Current: 1.8
1.72
2.93
P/S 2.31
VNET's P/S is ranked lower than
65% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.40 vs. VNET: 2.31 )
VNET' s 10-Year P/S Range
Min: 1.99   Max: 3.89
Current: 2.31
1.99
3.89
EV-to-EBIT 41.7
VNET's EV-to-EBIT is ranked lower than
51% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 18.35 vs. VNET: 41.7 )
VNET' s 10-Year EV-to-EBIT Range
Min: 25.2   Max: 218.5
Current: 41.7
25.2
218.5

Valuation & Return

vs
industry		 vs
history
Price/Net Cash 7.2
VNET's Price/Net Cash is ranked higher than
62% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 12.20 vs. VNET: 7.2 )
VNET' s 10-Year Price/Net Cash Range
Min: 2.5   Max: 7.4
Current: 7.2
2.5
7.4
Price/Net Current Asset Value 14.1
VNET's Price/Net Current Asset Value is ranked lower than
53% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 13.80 vs. VNET: 14.1 )
VNET' s 10-Year Price/Net Current Asset Value Range
Min: 14.6   Max: 17.9
Current: 14.1
14.6
17.9
Price/Tangible Book 2.7
VNET's Price/Tangible Book is ranked lower than
66% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.85 vs. VNET: 2.7 )
VNET' s 10-Year Price/Tangible Book Range
Min: 2.3   Max: 2.8
Current: 2.7
2.3
2.8
Price/Median PS Value 0.9
VNET's Price/Median PS Value is ranked lower than
60% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 0.80 vs. VNET: 0.9 )
VNET' s 10-Year Price/Median PS Value Range
Min: 0.8   Max: 0.9
Current: 0.9
0.8
0.9
Price/Graham Number 1.1
VNET's Price/Graham Number is ranked higher than
51% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.20 vs. VNET: 1.1 )
VNET' s 10-Year Price/Graham Number Range
Min: 1   Max: 1.1
Current: 1.1
1
1.1
Earnings Yield (Greenblatt) 2.40
VNET's Earnings Yield (Greenblatt) is ranked lower than
54% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 4.80 vs. VNET: 2.40 )
VNET' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.5   Max: 4
Current: 2.4
0.5
4

Business Description

21Vianet Group, Inc. was incorporated in the Cayman Islands. The Company is a carrier-neutral Internet data center services provider. It also provides managed network services to enable customers to deliver data across the Internet in a faster and more reliable manner through its extensive data transmission network and its proprietary BroadEx smart routing technology. The Company's infrastructure consists of its high-quality data centers and an extensive data transmission network. The Company manages over 6,600 cabinets for over 1,400 customers. It currently operates 51 data centers located in 33 cities in China, including all of China's major Internet network access points, such as Beijing, Shanghai, Shenzhen and Guangzhou. Each of 21Vianet's data centers features advanced design, security, power and cooling elements to provide customers with industry-leading reliability in China. 21Vianet's data centers are interconnected with networks operated by all carriers, major non-carriers and local ISPs in China. Most of its data centers are connected by its private optical fiber network that includes redundant connections. The Company's diversified customer base includes major Internet companies, government entities, bluechip enterprises and small- to mid-sized enterprises.
Company Website
Industry: Information Technology Services
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