21.300
−0,47%
2026-10-19
Fundamental Analysis
74 / 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 | 0.0% | 28637.6% | 352.9% | 3.3% | 207.5% | 491.7% | 4.67× | -483.1% | 2/3 yrs | 2640.0% | 1756.6% | 69.2% | 84.8% | 30,4 | +9,5% | 46,0 | +185,6% | 1.04 | 1.54 | −32,4% |
| Pts | 0 / 6 | 8 / 8 | 10 / 10 | 0 / 8 | 8 / 8 | 10 / 10 | 6 / 6 | 8 / 8 | 4 / 6 | 8 / 8 | 0 / 8 | 8 / 8 | 4 / 6 | |||||||
Scored on the real-estate rubric — land bank, customer advances and cash flow, not the manufacturing criteria.
Financial charts
1.Revenue & growth
VND bn30,4Q2/26
1.Revenue & growth
VND bn30,4Q2/26
2.Profit & growth
VND bn46,0Q2/26
3.Profit mix (Penman)
VND bn166Q2/26
4.Margins & cost structure
%69.4%Q2/26
5.Returns & cash cycle
% · days11.1%Q2/26
6.Earnings quality & cash
VND bn400Q2/26
7.Asset structure
VND bn2.090Q2/26
8.Funding & debt health
VND bn · times2.090Q2/26
9.Revenue backlog
VND bn866Q2/26
10.Valuation
times · %7,2×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %971Q2/26
Adjusted EPS growth, latest quarter
186%
Average adjusted EPS growth, 3 quarters
42.4%
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
-0.0%
Source: vnstockData through Q2/26