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← CockpitCompetitor Analysis › VISN Vistance Networks, Inc.Open in the cockpit ↗

Vistance Networks, Inc.VISNCompetitor analysis, valuation and peers

United States · USD·Information Technology›Telecommunications Equipment

Enterprise Wi-Fi and cable-network equipment maker (formerly CommScope) after selling its cable/connectivity business to Amphenol.

Momentum weak 30
Mkt cap
$1.27B
US dollars, full cap
Free float
95%
of shares outstanding
$/day
$106M
20-day average traded
Fwd P/E
8.7×
forward earnings
ROIC−WACC
-3.1 pp
WACC 14.9%
Hurdle
+21 pp
Req g minus delivered
Next earnings
118 days
4 Mar 2027
Close · USD$11.63
1Dn/a
1W+2.8%
1M+0.7%
3M-6.0%
6M-34.7%
YTD-35.9%
1Y-29.3%
ATR %3.9%
Beta1.69
52w lowhigh43.4% off high

What Vistance Networks does

Enterprise Wi-Fi and cable-network equipment maker (formerly CommScope) after selling its cable/connectivity business to Amphenol.

Sells network hardware mainly through distributors and resellers, with RUCKUS Wi-Fi equipment bundled with software licences and support, and cable-access equipment sold directly to cable operators. Its shape changed when Amphenol bought the connectivity and cable business, leaving a much smaller company, with proceeds used largely to reduce debt.

Products and services

  • RUCKUS enterprise Wi-Fi/wireless
  • Aurora Networks cable video infrastructure
  • Cable modem termination systems (CMTS)
  • Distribution/transmission equipment

Customers

  • Cable/telecom service providers
  • Enterprises
  • Venues/campuses (stadiums, hotels)

Where it sits in the supply chain

  • Networking equipment
  • Enterprise Wi-Fi & cable-network gear
  • RUCKUS wireless + Aurora Networks…

What could go right

  • Post-spinoff focus on higher-growth wireless
  • Enterprise Wi-Fi refresh cycles

What could go wrong

  • Loss of scale after divesting connectivity business
  • Integration/restructuring execution risk

Moat: narrow (installed base, brand). RUCKUS has an established enterprise Wi-Fi installed base, but Cisco and HPE Aruba are far larger rivals.

Headquarters: Richardson, Texas · Founded: 1976 · Employees: 4,500

Named competitors

Vistance Networks at a glance

Size Vistance Networks (VISN) is a United States Information Technology company (Telecommunications Equipment) with a market value of $1.27B, the 2103rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $11.63 on 6 Nov 2026.

Performance Over six months the shares fell 34.7%, against -18.6% for the median peer and -1.1% for the United States market (cap-weighted) — 7th lowest of 19 in its peer set.

Growth Revenue fell 38.2% over the last twelve months (peer median +15.1%); the operating margin is 12.3% (peer median 4.3%).

Valuation It trades at 8.7× forward earnings against a peer median of 14.7× (cheapest of 12).

Price implies For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is -26%, so the hurdle is +21 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 3.1 points below its cost of capital (14.9% WACC).

Short interest Short interest is 17.4% of the free float (15 Oct 2026).

Next results Next results expected around 4 Mar 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 81VISN 66
Six months, rebased to 100: Vistance Networks against the median of its 20 peers (local-currency closes).

Vistance Networks financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$2.94B$1.93B$1.38B$4.57B$7.52B
Revenue growth—+40%-70%-39%—
Gross profit$1.11B$818M$440M$1.36B$2.16B
EBITDA$537M$226M-$19.5M$782M$1.30B
Net income$263M$1.41B-$288M-$1.51B-$1.29B
Free cash flow$86.9M$253M$248M$237M$88.7M
Capital expenditure$46.4M$70.3M$25.3M$60.7M$101M
Total debt$39.4M$7.33B$9.31B$9.44B$9.67B

Quarterly statements and history in the cockpit →

Vistance Networks competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-60%-40%-20%0%+20%-20%0%7744ARLOADV0012703000453005166037124897906031186814000839300101002528301600HLIT300079VISN6-month return →1-month return →
Up and to the right = strong over both horizons. Vistance Networks is the large dot.

Fundamentals: revenue growth against valuation

-40%-20%0%+20%50×100×7744ARLOADV001270603712489790300101301600HLITIVSOVISNRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Vistance Networks is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-20%0%20%40%7744ARLOADV0012703005166814000839301600HLITIVSOVISNGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Vistance Networks is the large dot.

Vistance Networks competitors and peer comparison

Head to head with its named competitors (VISN vs CSCO vs HPE vs UI)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Vistance Networks VISN$1.27B-35%-38%12%8.7×-4.6%
Cisco CSCO$369B-3%+12%25%18.4×15.0%
Hewlett Packard Enterprise HPE$59.4B+43%+27%8%9.6×16.2%
Ubiquiti UI$35.9B-30%+27%36%33.5×22.2%
Extreme Networks EXTR$3.15B0%+11%6%17.2×27.3%
Harmonic HLIT$1.04B-26%-21%15%11.6×10.0%

How Vistance Networks compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Vistance Networks against its 20 peers (data as of 6 Nov 2026)
MeasureVISNPeer medianRank in peer set
1-month return+0.7%-4.6%6th highest of 20
6-month return-34.7%-18.6%7th lowest of 19
Distance from 52-week high-43.4%-42.0%10th lowest of 20
Revenue growth (TTM)-38.2%+15.1%lowest of 21
Operating margin12.3%4.3%6th highest of 21
Forward P/E8.7×14.7×cheapest of 12
Growth the price implies (Req g, 7 yrs)-4.6%12.2%2nd least demanding of 11
Growth delivered (Del g)-25.5%+9.8%lowest of 11
Hurdle (Req g minus delivered)+21.0 pp+2.3 pp4th most demanding of 11
ROIC minus cost of capital-3.1 pp-1.8 pp10th lowest of 21
EV / EBITDA2.2×18.1×cheapest of 8
Net debt / EBITDA-0.1×-0.3×5th least indebted of 9

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Vistance Networks VISNUnited States$1.27B-35%-38%12%8.7×-4.6%-25.5%
Noritsu Koki 7744.TJapan$1.31B-7%+33%20%9.9×-6.9%+16.8%
Arlo Technologies ARLOUnited States$1.33B-19%+16%3%13.8×32.6%+8.2%
Adtran Networks ADV.DEGermany$1.21B-10%+15%-3%113.3×-2.7%-3.1%
Zhejiang Chengchang Technology 001270.SZChina$1.34B-37%-1%27%100.9×44.0%+18.3%
Hwa Create 300045.SZChina$1.35B-39%-7%-20%n/an/an/a
Hubei Jiuzhiyang Infrared System 300516.SZChina$1.18B-15%-7%-8%n/a20.4%-1.0%
Tianjin 712 Communication & Broadcasting 603712.SSChina$1.41B-25%+27%-17%31.1×n/an/a
Hanwha Vision 489790.KSSouth Korea$1.41B-56%+20%11%10.4×n/an/a
Shenzhen Gongjin Electronics 603118.SSChina$1.42B-18%+21%2%n/an/an/a
Furuno Electric 6814.TJapan$1.42B-1%+14%13%13.0×7.4%+11.3%
CITIC Guoan Information Industry 000839.SZChina$1.45B-17%+14%7%n/a11.3%+7.0%
Chengdu CORPRO Technology 300101.SZChina$1.07B-35%-25%-18%14.7×n/an/a
Shenzhen Infinova 002528.SZChina$1.06B+23%-29%-77%n/an/an/a
Tozed Kangwei Tech 301718.SZChina$1.05Bn/a+43%5%n/an/an/a
Flaircomm Microelectronics 301600.SZChina$1.04B-35%+19%9%32.0×27.2%+29.1%
Harmonic HLITUnited States$1.04B-26%-21%15%11.6×10.0%-1.0%
Sumavision Technologies 300079.SZChina$1.01B-14%-6%-8%n/an/an/a
Invisio IVSO.STSweden$1.00B-15%+24%18%39.8×13.2%+26.7%
Nanjing Panda Electronics 0553.HKHong Kong$999M-42%+36%-7%n/an/an/a
Shenzhen SDMC Technology 0901.HKHong Kong$1.61Bn/a+33%10%n/an/an/a

Questions

Who are Vistance Networks's main competitors?
Named competitors: Cisco Systems (Meraki) (CSCO), HPE Aruba Networking (HPE), Ubiquiti (UI), Extreme Networks (EXTR), Harmonic (HLIT). The cockpit's measured peer set (industry) also includes Noritsu Koki (7744.T), Arlo Technologies (ARLO), Adtran Networks (ADV.DE), Zhejiang Chengchang Technology (001270.SZ), Hwa Create (300045.SZ), Hubei Jiuzhiyang Infrared System (300516.SZ).
Is Vistance Networks expensive compared with its peers?
On forward p/e it trades at 8.7× against a peer median of 14.7×, cheapest of 12 in its peer set. For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is -26%, so the hurdle is +21 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Vistance Networks stock performed?
Over six months to 6 Nov 2026 the shares returned -34.7% against -18.6% for the median peer; over one year -29.3%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.