3 models fit Versant Media Group Inc. Class A Common Stock and they disagree: 1 of 3 land within 15% of the average. The price is below every model.
Two or more of our models back this value.
Large discount(i)Silver61
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, Graham number, and Dividend discount.
ACCE opinionVersant Media Group Inc. Class A Common Stock (VSNT)
Fair value (3 models)
$93.57
ACCE price target
$46.00
Rating
Undervalued
Horizon
12 months
Fair value published on 15 Oct 2026, 00:00 CEST; previously $91.73 since 11 Oct 2026, 00:00 CEST.
ACCE price target published on 28 Sept 2026, 00:00 CEST.
Rating published on 18 Oct 2026, 17:04 CEST.
Price used: $31.43 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, Dividend discount, EV/EBITDA comparison, Graham number, and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
66.4% below
+197.7% to fair value
ACCE score
49
out of 100
Analysts
33% buy
9 covering
P/E
6.1x
forward 8.7x
Dividend yield
2.39%
Versant Media Group Inc. Class A Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Versant Media Group owns a portfolio of cable networks spun out of Comcast, and earns affiliate fees from distributors plus advertising. The networks generate steady cash even as the cable bundle shrinks. The key question is how fast subscriber losses are offset by rate increases and cost control. Revenue fell 3.7%, but the operating margin is 22.3% and the stock trades at 5.8x trailing and 8.7x forward earnings.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
Earnings collapse and score deterioration
Earnings down 28.7% YoY while ACCE score fell 12 points in 90 days (61→49). M-score at 17/100 signals quality concerns despite solid margins.
high
Revenue decline with negative CAGR
Revenue down 3.7% YoY and -5.1% over 5 years. Persistent contraction in a mature entertainment business raises structural headwinds.
moderate
Valuation disconnect vs fundamentals
P/E 5.8 and EV/EBITDA 2.8 appear cheap, but earnings collapse and negative growth suggest the market is pricing in further deterioration, not opportunity.
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Stock trades at 5.8x trailing P/E, well below the 16.8x sector median, suggesting deep undervaluation.
Company generated $1.9B in free cash flow with a 43.5% yield, providing substantial shareholder return capacity.
Conservative balance sheet with 0.10 debt to equity and flat share count allows financial flexibility.
Why it could disappoint
Revenue declined 3.7% year over year and 5.1% on a five-year average, signaling structural headwinds.
ROE of 8.1% and ROIC of 6.8% lag cost of capital, indicating capital is not being deployed productively.
Analyst consensus fair value of $91.73 implies +199.4% upside, but only 38% of analysts rate Buy or Strong Buy.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 3, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where VSNT's valuation models land
Price
$31.43
Model fair value
$93.57
Model range
$69.11 to $110
Fair value $93.57
Price $31.43
The price is below the whole model range.
Model
Fair value
Upside
Discounted cash flow
Dividend discount
EV/EBITDA comparison
Graham number
P/E comparison
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores