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Versant Media Group

VSNT on Nasdaq. Versant Media Group sells news, sports and entertainment to viewers, advertisers and distributors. Market value $4.3bn.

Watch this stockFree. We tell you when something changes.

Price checks use the past 12 months to June 2026. Quality checks use five annual reports, the latest for the year to December 2025.

Should I look at this?

Not a fit for our list right now

Why it could be worth it

What to watch out for

See Media & telecom stocks that passed both tests

This is not advice. Check the numbers below.

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Cash yield
past 12 months to June 2026
39.1%very high

For every $100 of what the whole company costs, it produced $39.11 of spare cash in the past 12 months. A savings account pays about $4.

Price to profit
past 12 months to June 2026
5.0×cheap

You pay 5.0 years of operating profit for the business. The average large US company costs around 18.

Return on capital
five annual reports to December 2025
n/a

The filings do not give us enough to work this out.

Quality score: not known. Price score: 100 of 100. Our list needs 70 on quality and 60 on price.

$31.47 a share, 16% above its 1-year low

Over the past year the price has ranged from $27.17 to $59.00.

Pays no dividend

Prices from Tuesday’s close (6 October).

Five years of cash, in billions

1.9
1.7
202512 monthsto Jun '26
Revenue
$6.7bn
Operating margin
19.0%
Debt to equity
0.10
Shares outstanding
n/a

Health checks

  • Free cash flow positive1 of 1 years
  • Accounting looks honest (Beneish)Not enough data
  • Financial strength (Piotroski)Not enough data
  • Profit backed by cash (accruals)Not enough data
  • Debt0.10× equity
  • Revenue growth, five yearsUnknown

Dates

Next results (estimated)
n/a
Last annual report (10-K)
3 March 2026
Next quarterly (estimated, 10-Q)
5 November 2026

Who owns it

9 long-term investors we follow own it, down from 12 last quarter. 790 funds in all.

Dec '25
Jun '26

Sold out this quarter

Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

3 investors own more than 5%.

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 4 insiders bought $6m of shares on the open market.

  • Potter Leonard
    Director
    Bought
    Date
    13 March 2026
    Shares
    2,500
    Price
    $37.65
    Value
    $94,125
  • Potter Leonard
    Director
    Bought
    Date
    12 March 2026
    Shares
    5,000
    Price
    $37.88
    Value
    $189,400
  • Potter Leonard
    Director
    Bought
    Date
    11 March 2026
    Shares
    3,000
    Price
    $38.34
    Value
    $115,020
  • Potter Leonard
    Director
    Bought
    Date
    10 March 2026
    Shares
    3,000
    Price
    $37.31
    Value
    $111,930
  • Conway Michael Aaron
    Director
    Bought
    Date
    9 March 2026
    Shares
    1,350
    Price
    $36.14
    Value
    $48,789
  • HASSELL GERALD L
    Director
    Bought
    Date
    9 March 2026
    Shares
    10,000
    Price
    $36.07
    Value
    $360,700
  • NOVAK DAVID C
    Director
    Bought
    Date
    5 March 2026
    Shares
    143,000
    Price
    $36.85
    Value
    $5m

From Form 4 filings: insiders must report trades in their own company's shares within two days.

What could go wrong

Cheap for a reason is the question the numbers cannot answer.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.