3.800
−0,26%
2026-10-19
Fundamental Analysis
64 / 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 | 67.1% | 35.2% | 29.0% | 42.3% | 5.5% | 19.9% | 2.07× | 55.8% | 2/3 yrs | -28.0% | 17.0% | 74.8% | 58.3% | 537 | +9,9% | 41,1 | +16,5% | 0.32 | 0.88 | −63,3% |
| Pts | 2 / 6 | 8 / 8 | 8 / 10 | 4 / 8 | 4 / 8 | 4 / 10 | 6 / 6 | 4 / 8 | 4 / 6 | 0 / 8 | 8 / 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 bn537Q2/26
1.Revenue & growth
VND bn537Q2/26
2.Profit & growth
VND bn40,5Q2/26
3.Profit mix (Penman)
VND bn178Q2/26
4.Margins & cost structure
%28.0%Q2/26
5.Returns & cash cycle
% · days3.6%Q2/26
6.Earnings quality & cash
VND bn-482Q2/26
7.Asset structure
VND bn8.444Q2/26
8.Funding & debt health
VND bn · times8.444Q2/26
9.Revenue backlog
VND bn729Q2/26
10.Valuation
times · %9,4×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %133Q2/26
Adjusted EPS growth, latest quarter
22.5%
Average adjusted EPS growth, 3 quarters
22,5× higher
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26