3.320
−0,90%
2026-10-19
Fundamental Analysis
40 / 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 | 229.8% | 10.4% | 2.0% | 7.5% | 574.3% | 3.8% | 0.50× | 58.3% | 1/3 yrs | 8.5% | 474.7% | 75.1% | 30.1% | 26,1 | −43,4% | 2,7 | +777,4% | 0.31 | 0.57 | −45,8% |
| Pts | 6 / 6 | 6 / 8 | 0 / 10 | 0 / 8 | 8 / 8 | 0 / 10 | 0 / 6 | 4 / 8 | 2 / 6 | 2 / 8 | 0 / 8 | 6 / 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 bn26,5Q2/26
1.Revenue & growth
VND bn26,5Q2/26
2.Profit & growth
VND bn2,80Q2/26
3.Profit mix (Penman)
VND bn8,72Q2/26
4.Margins & cost structure
%35.4%Q2/26
5.Returns & cash cycle
% · days3.5%Q2/26
6.Earnings quality & cash
VND bn11,0Q2/26
7.Asset structure
VND bn644Q2/26
8.Funding & debt health
VND bn · times644Q2/26
9.Revenue backlog
VND bn166Q2/26
10.Valuation
times · %9,2×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %143Q2/26
Adjusted EPS growth, latest quarter
824%
Average adjusted EPS growth, 3 quarters
20,0× higher
averaged over 2 quarter(s)
Quarters at 25%+ growth
3/3
Share dilution rate, 1 year
-0.0%
Source: vnstockData through Q2/26