1.980
−1,00%
2026-10-19
Fundamental Analysis
48 / 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 | 24.9% | 6.1% | 48.7% | 64.3% | -5.1% | 2.3% | 2.23× | 75.9% | 0/3 yrs | 25.1% | 166.2% | 54.5% | 19.6% | 64,8 | +459,1% | 7,4 | +75,9% | 0.21 | 0.40 | −47,5% |
| Pts | 0 / 6 | 4 / 8 | 10 / 10 | 6 / 8 | 0 / 8 | 0 / 10 | 6 / 6 | 0 / 8 | 0 / 6 | 8 / 8 | 0 / 8 | 8 / 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 bn64,8Q2/26
1.Revenue & growth
VND bn64,8Q2/26
2.Profit & growth
VND bn7,40Q2/26
3.Profit mix (Penman)
VND bn91,5Q2/26
4.Margins & cost structure
%17.3%Q2/26
5.Returns & cash cycle
% · days-0.4%Q2/26
Outlier warning: 16 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn283Q2/26
7.Asset structure
VND bn8.999Q2/26
8.Funding & debt health
VND bn · times8.999Q2/26
9.Revenue backlog
VND bn1.031Q2/26
10.Valuation
times · %16,8×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %12Q2/26
Adjusted EPS growth, latest quarter
61.6%
Average adjusted EPS growth, 3 quarters
233%
Quarters at 25%+ growth
2/3
Share dilution rate, 1 year
8.7%
Source: vnstockData through Q2/26