22.650
+5,84%
2026-09-10
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 | 39.8% | 7.5% | 0.0% | 0.0% | — | 38.6% | 0.71× | 15.1% | 3/3 yrs | -35.7% | — | 95.8% | 14.1% | 18,1 | −4,2% | 4,0 | −64,1% | 1.30 | 1.36 | −4,7% |
| Pts | 0 / 6 | 4 / 8 | 0 / 10 | 0 / 8 | — / 8 | 6 / 10 | 0 / 6 | 8 / 8 | 6 / 6 | 0 / 8 | — / 8 | 4 / 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 bn18,1Q2/26
1.Revenue & growth
VND bn18,1Q2/26
2.Profit & growth
VND bn4,05Q2/26
3.Profit mix (Penman)
VND bn212Q2/26
4.Margins & cost structure
%72.1%Q2/26
5.Returns & cash cycle
% · days-21.4%Q2/26
Outlier warning: 9 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn-18,9Q2/26
7.Asset structure
VND bn1.050Q2/26
8.Funding & debt health
VND bn · times1.050Q2/26
9.Revenue backlog
VND bn93,8Q2/26
10.Valuation
times · %4,3×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %105Q2/26
Adjusted EPS growth, latest quarter
-64.1%
Average adjusted EPS growth, 3 quarters
16,2× higher
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26