33.900
+0,00%
2026-10-19
Fundamental Analysis
60 / 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 | 91.5% | 171.2% | 3.4% | 5.1% | 150.4% | 11.5% | 2.93× | 39.9% | 3/3 yrs | 47.2% | 276.5% | 74.1% | 69.6% | 2.270 | +28,8% | 663 | +59,5% | 2.09 | 3.15 | −33,6% |
| Pts | 2 / 6 | 8 / 8 | 0 / 10 | 0 / 8 | 8 / 8 | 4 / 10 | 6 / 6 | 6 / 8 | 6 / 6 | 8 / 8 | 0 / 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 bn2.270Q2/26
1.Revenue & growth
VND bn2.270Q2/26
2.Profit & growth
VND bn610Q2/26
3.Profit mix (Penman)
VND bn3.131Q2/26
4.Margins & cost structure
%36.4%Q2/26
5.Returns & cash cycle
% · days34.9%Q2/26
6.Earnings quality & cash
VND bn2.507Q2/26
7.Asset structure
VND bn23.546Q2/26
8.Funding & debt health
VND bn · times23.546Q2/26
9.Revenue backlog
VND bn5.995Q2/26
10.Valuation
times · %6,5×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %1.607Q2/26
Adjusted EPS growth, latest quarter
105%
Average adjusted EPS growth, 3 quarters
36.5%
Quarters at 25%+ growth
2/3
Share dilution rate, 1 year
-0.0%
Source: vnstockData through Q2/26