Added to YB: 2026-04-30
Pitch date: 2026-04-28
VISN [bullish]
Vistance Networks, Inc.
+5.76%
current return
Author Info
Fundamental Digest is an independent investing publication written by Kenny Chan, founder of Korwell Capital. I am a value investor. I look for stocks with a tangible margin of safety or a significant discount to sustainable long-term earning power. Sign up for the newsletter.
Company Info
Vistance Networks, Inc. provides infrastructure solutions for communications, data center, and entertainment networks in the United States, Europe, the Middle East, Africa, the Asia Pacific, Caribbean, and Latin America.
Market Cap
$4.4B
Pitch Price
$9.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.29
P/E
17.59
EV/Sales
6.35
Sector
Communications Equipment
Category
special_situation
Vistance Networks (VISN): Undervalued Stub
VISN: Ex-dividend tomorrow for $10/share distribution (half of $19.53 price). Remaining stub at ~$2B EV trades 5x fwd EBITDA vs peers at 12-13x. Aurora Networks (HFC DOCSIS 4.0 upgrade, Comcast/Charter wins) & Ruckus (Wi-Fi 7 cycle). Multi-year tailwinds, net cash post-delever. Risk: 35% Comcast concentration.
Read full article (4 min)