7.500
+7,14%
2026-10-19
Fundamental Analysis
36 / 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 | 75.1% | 262.0% | 1.6% | 2.5% | -38.3% | 9.4% | 3.04× | 33.4% | 3/3 yrs | -133.4% | 2276.8% | 46.8% | 250.7% | 94,3 | +318,3% | 3,9 | +195,6% | 0.40 | 0.92 | −56,1% |
| Pts | 2 / 6 | 8 / 8 | 0 / 10 | 0 / 8 | 0 / 8 | 0 / 10 | 6 / 6 | 6 / 8 | 6 / 6 | 0 / 8 | 0 / 8 | 8 / 8 | 0 / 6 | |||||||
Scored on the real-estate rubric — land bank, customer advances and cash flow, not the manufacturing criteria.
Financial charts
1.Revenue & growth
VND bn126Q2/26
1.Revenue & growth
VND bn126Q2/26
2.Profit & growth
VND bn3,78Q2/26
3.Profit mix (Penman)
VND bn11,1Q2/26
4.Margins & cost structure
%15.6%Q2/26
5.Returns & cash cycle
% · days1.8%Q2/26
6.Earnings quality & cash
VND bn-248Q2/26
7.Asset structure
VND bn762Q2/26
8.Funding & debt health
VND bn · times762Q2/26
9.Revenue backlog
VND bn5,93Q2/26
10.Valuation
times · %22,5×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %250Q2/26
Adjusted EPS growth, latest quarter
215%
Average adjusted EPS growth, 3 quarters
29.1%
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26