5.390
−1,10%
2026-10-19
Fundamental Analysis
39 / 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 | 166.7% | 17.3% | 8.5% | 15.0% | -36.3% | 5.3% | 2.37× | 44.4% | 0/3 yrs | -12.7% | 62.3% | 28.8% | 69.7% | 234 | +50,3% | 27,5 | +127,6% | 0.44 | 1.45 | −69,8% |
| Pts | 6 / 6 | 6 / 8 | 0 / 10 | 0 / 8 | 0 / 8 | 0 / 10 | 6 / 6 | 4 / 8 | 0 / 6 | 0 / 8 | 3 / 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 bn237Q2/26
1.Revenue & growth
VND bn237Q2/26
2.Profit & growth
VND bn23,2Q2/26
3.Profit mix (Penman)
VND bn121Q2/26
4.Margins & cost structure
%33.5%Q2/26
5.Returns & cash cycle
% · days3.0%Q2/26
Outlier warning: 5 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn-246Q2/26
7.Asset structure
VND bn5.031Q2/26
8.Funding & debt health
VND bn · times5.031Q2/26
9.Revenue backlog
VND bn295Q2/26
10.Valuation
times · %9,7×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %143Q2/26
Adjusted EPS growth, latest quarter
247%
Average adjusted EPS growth, 3 quarters
41.4%
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26