Keel Infrastructure Corp (KEEL) vs VNET Group, Inc. - Unsponsored ADR (VNET)

Keel Infrastructure Corp and VNET Group, Inc. - Unsponsored ADR are both Information Technology Services companies. Keel Infrastructure Corp is the larger, with a market value of $2.4B against $1.9B — 1.3× the size. VNET Group, Inc. - Unsponsored ADR grew revenue faster over the last twelve months: 26.5% against 25.5%. VNET Group, Inc. - Unsponsored ADR has the higher net margin (−22.1% vs −230.6%) and the higher return on invested capital (2.30% vs −32.8%). Across the 18 metrics below, VNET Group, Inc. - Unsponsored ADR leads on 12 and Keel Infrastructure Corp on 6.

Valuation

Metric KEEL VNET Information Technology Services median
P/E n/m n/m 14.63
P/S 12.23 1.20 1.13
P/B 7.00 2.67 2.10
Price to free cash flow n/m n/m 10.11
EV/EBITDA n/m 36.74 8.56
EV/Sales 13.89 2.87 1.20
Earnings yield (19.47%) (19.58%) 4.56%
Free cash flow yield (10.14%) (74.67%) 4.37%

Profitability

Metric KEEL VNET Information Technology Services median
Gross margin (68.22%) 20.53% 31.05%
Operating margin (178.74%) 7.80% 3.30%
Net margin (230.59%) (22.05%) 2.09%
Free cash flow margin (123.96%) 0.00% 0.00%
Return on equity (87.54%) (42.08%) 4.12%
Return on assets (38.67%) (5.40%) 0.61%
Return on invested capital (32.81%) 2.30% 0.57%

Growth

Metric KEEL VNET Information Technology Services median
Revenue growth (TTM) 25.45% 26.49% 7.12%
EPS growth (last fiscal year) (300.00%) (700.00%) —
Revenue growth, 5-year CAGR 45.88% 13.96% 7.71%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric KEEL VNET Information Technology Services median
Debt to equity 3.13 5.22 0.45
Current ratio 16.26 0.97 1.66
Net debt to EBITDA 65.01 5.17 0.44

Dividend

Metric KEEL VNET Information Technology Services median
Dividend yield — — 1.21%
Payout ratio 0.00 0.00 0.00

Size

Metric KEEL VNET Information Technology Services median
Market cap 2.44b 1.93b 1.36b

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