Added to YB: 2026-06-04
Pitch date: 2026-06-02
VSNT [neutral]
Versant Media Group, Inc.
-3.16%
current return
Author Info
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Company Info
Versant Media Group, Inc. engages in the media and entertainment business in the United States. It produces, licenses, and acquires content that is distributed through various outlets, including networks and digital platforms.
Market Cap
N/A
Pitch Price
$41.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
7.11
EV/Sales
N/A
Sector
Media
Category
special_situation
$VSNT: the Comcast cable spin at ~6x earnings
VSNT (overview): Comcast cable spin (CNBC, USA, E!, Fandango) dumped by index funds, ~6x P/E, high-teens FCF yield on $1.0-1.2B 2026 guide vs ~$6B cap. Q1'26 rev $1.69B (-1.1%), FCF $558M, <1x net leverage. 3.5% div + buybacks. Risk: linear distribution -7.3%, capital allocation is whole thesis.
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