39.200
+1,69%
2026-10-19
Fundamental Analysis
34 / 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 | 102.7% | 6.3% | 3.0% | 2.7% | -27.7% | 5.8% | 1.58× | 35.8% | 0/3 yrs | -9.0% | 763.7% | 49.5% | 66.1% | 891 | −69,3% | 211 | −85,7% | 1.83 | 3.80 | −51,9% |
| Pts | 4 / 6 | 4 / 8 | 0 / 10 | 0 / 8 | 0 / 8 | 0 / 10 | 6 / 6 | 6 / 8 | 0 / 6 | 0 / 8 | 0 / 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 bn891Q2/26
1.Revenue & growth
VND bn891Q2/26
2.Profit & growth
VND bn204Q2/26
3.Profit mix (Penman)
VND bn2.154Q2/26
4.Margins & cost structure
%66.1%Q2/26
5.Returns & cash cycle
% · days2.6%Q2/26
Outlier warning: 19 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn-2.378Q2/26
7.Asset structure
VND bn62.606Q2/26
8.Funding & debt health
VND bn · times62.606Q2/26
9.Revenue backlog
VND bn2.846Q2/26
10.Valuation
times · %19,0×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %198Q2/26
Adjusted EPS growth, latest quarter
-86.1%
Average adjusted EPS growth, 3 quarters
-40.9%
Quarters at 25%+ growth
0/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26