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VisionSys AI Inc. (VSA) Stock Analysis

Consumer Defensive

VisionSys AI Inc.

$3.97

+$3.65 (+1121.91%)

Last Updated: May 26, 2026

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Analysis

Company Overview

VisionSys AI Inc. operates as a provider of STEM education services, specifically focusing on supplementary science, technology, engineering, and mathematics programs for children aged three to eighteen in Mainland China. The company utilizes online teaching models to deliver these educational services, positioning itself within the Consumer Defensive sector under the specific industry classification of Education & Training Services. This sector designation typically implies a focus on essential services that may offer stability against economic downturns, though the specific performance of the company must be evaluated on its own financial metrics. The company currently holds a market capitalization of $845,023 and reports a trailing twelve-month revenue of $660.42M while employing a workforce of 3,854 individuals. These financial figures, particularly the substantial annual revenue relative to the modest market cap, indicate a significant disparity between the company's operational scale and its current market valuation, suggesting that the market pricing does not fully reflect the magnitude of its revenue generation.

Financial Health

The company reported a trailing twelve-month revenue of $660.42M, yet it recorded a net income of $-463,536,992 and an EBITDA of $-101,574,000, revealing a severe structural issue where operating costs and expenses vastly exceed revenue generation. Despite generating positive Free Cash Flow of $25.25M, the entity maintains a cash balance of only $2.47M against a total debt load of $157.33M, creating a precarious liquidity environment where available liquid assets are insufficient to cover immediate obligations without refinancing. The gross margin stands at 40.4%, indicating that the company retains a significant portion of revenue after direct costs, while the operating margin of 17.6% suggests that overhead expenses are consuming the majority of the gross profit. However, the profit margin is -69.8%, which confirms that the bottom line is heavily impacted by non-operating expenses or losses that are not captured in the operating segment. The current ratio is listed as 0.00, which indicates that the company's current assets are unable to cover its current liabilities, signaling a potential short-term liquidity crisis. Furthermore, the Return on Equity is N/A due to the negative equity position, and the Return on Assets is -21.7%, revealing that the management of assets is currently destroying value rather than generating returns for the capital providers.

Valuation Assessment

The P/E Ratio (TTM) and Forward P/E are both listed as N/A, which implies that traditional valuation methods based on earnings multiples are not applicable given the company's negative net income. The price-to-book ratio is 0.00, indicating that the company's market capitalization is effectively zero relative to its book value, a metric often seen in firms with significant negative equity or asset impairments. Alternative valuation metrics such as the price-to-sales ratio of 0.00 and the EV/EBITDA of -3.17 further illustrate the distorted valuation landscape where earnings and book value do not provide a standard benchmark for comparison. The 52-week high for the stock is $212.05, while the 52-week low is $0.64, meaning the current market price sits at the extreme lower end of this historical trading range. The beta value is 0.16, which suggests that the stock price exhibits very low volatility relative to the broader market, moving significantly less than the overall index during periods of market fluctuation.

Growth & Income

The company experienced a revenue growth rate of -84.5% year over year, while the earnings growth rate is N/A due to the negative earnings baseline; this contraction indicates a sharp decline in the top line that is likely exacerbating the existing losses. Because the company is not a dividend payer, the dividend yield is N/A and the payout ratio is 0.0%, meaning the company does not distribute any of its earnings to shareholders. Instead of paying dividends, the company's financial profile suggests it is operating in a phase of contraction or restructuring where capital is retained internally, although the negative net income limits the capacity for growth investments. The overall growth and income profile is characterized by a severe contraction in revenue, a lack of earnings generation, and an absence of dividend distributions, resulting in a financial structure that does not support current expansion or income generation for investors.

Peer Comparison

VisionSys AI Inc. (VSA) operates in the Education & Training Services industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
VisionSys AI Inc. VSA $2.47M N/A
New Oriental Education & Technology Group Inc. EDU $7.80B 17.3
TAL Education Group TAL $5.96B 10.7
Graham Holdings Company GHC $4.81B 16.5

The Education & Training Services industry average P/E ratio is 22.0x. VisionSys AI Inc. trades at a P/E of N/A.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About VisionSys AI Inc.

VisionSys AI Inc., through its subsidiaries, engages in the provision of STEM education services in Mainland China. It offers supplementary science, technology, engineering, and mathematics (STEM) education programs to young children aged between three and eighteen through online teaching models and instructors from online or offline learning centers. The company also operates an education platform that offers live distance instruction, classroom-based learning, and online learning modules. In addition, it operates 61it.cn, an online platform to facilitate the live instruction of STEM education courses; Tongcheng Online App; and Tarena Teaching System, a learning management system. The company was formerly known as TCTM Kids IT Education Inc. and changed its name to VisionSys AI Inc. in September 2025. VisionSys AI Inc. was founded in 2002 and is headquartered in Beijing, the People's Republic of China.

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Key Statistics

Market Cap
$2.47M
P/E Ratio
N/A
52-Week High
$212.05
52-Week Low
$0.28
Avg Volume
11.29M
Beta
0.62

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NASDAQ
Country
China
Employees
17