6.300
−3,08%
2026-10-19
Fundamental Analysis
52 / 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 | 192.6% | 43.0% | 2.6% | 3.2% | -42.2% | 8.7% | 3.16× | 35.5% | 3/3 yrs | 41.1% | 483.5% | 30.5% | 70.7% | 53,2 | +448,1% | 5,5 | +1.148,8% | 0.38 | 1.32 | −71,1% |
| Pts | 6 / 6 | 8 / 8 | 0 / 10 | 0 / 8 | 0 / 8 | 0 / 10 | 6 / 6 | 6 / 8 | 6 / 6 | 8 / 8 | 0 / 8 | 8 / 8 | 4 / 6 | |||||||
Scored on the real-estate rubric — land bank, customer advances and cash flow, not the manufacturing criteria.
Financial charts
1.Revenue & growth
VND bn53,2Q2/26
1.Revenue & growth
VND bn53,2Q2/26
2.Profit & growth
VND bn6,51Q2/26
3.Profit mix (Penman)
VND bn15,7Q2/26
4.Margins & cost structure
%20.7%Q2/26
5.Returns & cash cycle
% · days4.9%Q2/26
Outlier warning: 2 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn85,9Q2/26
7.Asset structure
VND bn388Q2/26
8.Funding & debt health
VND bn · times388Q2/26
9.Revenue backlog
VND bn6,74Q2/26
10.Valuation
times · %4,2×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %944Q2/26
Adjusted EPS growth, latest quarter
14,8× higher
Average adjusted EPS growth, 3 quarters
414%
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26