7.150
+0,00%
2026-10-19
Fundamental Analysis
54 / 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 | 35.5% | 65.1% | 260.0% | 71.9% | 22.7% | 0.9% | 1.42× | 60.4% | 2/3 yrs | 32.4% | 183.9% | 59.8% | — | 180 | +29,1% | 15,6 | −6,5% | 0.41 | 0.93 | −55,9% |
| Pts | 0 / 6 | 8 / 8 | 10 / 10 | 6 / 8 | 6 / 8 | 0 / 10 | 4 / 6 | 0 / 8 | 4 / 6 | 8 / 8 | 0 / 8 | 8 / 8 | — / 6 | |||||||
Scored on the real-estate rubric — land bank, customer advances and cash flow, not the manufacturing criteria.
Financial charts
1.Revenue & growth
VND bn180Q2/26
1.Revenue & growth
VND bn180Q2/26
2.Profit & growth
VND bn15,7Q2/26
3.Profit mix (Penman)
VND bn-2,00Q2/26
4.Margins & cost structure
%25.0%Q2/26
5.Returns & cash cycle
% · days-0.2%Q2/26
Outlier warning: 1 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn656Q2/26
7.Asset structure
VND bn7.206Q2/26
8.Funding & debt health
VND bn · times7.206Q2/26
9.Revenue backlog
VND bn1.455Q2/26
10.Valuation
times · %-114,5×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %176Q2/26
Adjusted EPS growth, latest quarter
-5.5%
Average adjusted EPS growth, 3 quarters
-143%
Quarters at 25%+ growth
0/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26