9.250
+0,98%
2026-10-19
Fundamental Analysis
78 / 100Rubric: Real estate
| Quarterly results | Relative Valuation | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Criterion | Inv/Equity | Inv turn | Adv/Inv | Adv/Debt | Adv YoY | Cash/Debt | Current | ST/Debt | CFO yrs+ | CFO/Debt | Recv/Adv | P/B vs 20q | P/E vs 20q | Revenue (bn) | Rev YoY | NPAT (bn) | NPAT YoY | P/B | 5-Year Average P/B | P/B vs. 5-Year Average |
| Value | 90.7% | 20.7% | 99.0% | 203.8% | 941.6% | 42.2% | 1.20× | 100.0% | 1/3 yrs | 44.6% | 2.3% | 37.7% | 30.4% | 95,2 | −50,9% | 283 | +243,5% | 0.39 | 1.19 | −67,2% |
| Pts | 2 / 6 | 8 / 8 | 10 / 10 | 8 / 8 | 8 / 8 | 6 / 10 | 4 / 6 | 0 / 8 | 2 / 6 | 8 / 8 | 8 / 8 | 8 / 8 | 6 / 6 | |||||||
Scored on the real-estate rubric — land bank, customer advances and cash flow, not the manufacturing criteria.
Financial charts
1.Revenue & growth
VND bn95,2Q2/26
1.Revenue & growth
VND bn95,2Q2/26
2.Profit & growth
VND bn283Q2/26
3.Profit mix (Penman)
VND bn525Q2/26
4.Margins & cost structure
%68.2%Q2/26
5.Returns & cash cycle
% · days4.6%Q2/26
6.Earnings quality & cash
VND bn747Q2/26
7.Asset structure
VND bn11.469Q2/26
8.Funding & debt health
VND bn · times11.469Q2/26
9.Revenue backlog
VND bn3.418Q2/26
10.Valuation
times · %2,6×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %1.739Q2/26
Adjusted EPS growth, latest quarter
251%
Average adjusted EPS growth, 3 quarters
159%
Quarters at 25%+ growth
2/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26