8.850
+0,00%
2026-10-19
Fundamental Analysis
55 / 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 | 62.0% | 30.8% | 20.2% | 63.8% | -12.2% | 7.0% | 1.92× | 88.8% | 2/3 yrs | 20.0% | 57.8% | 75.8% | 75.5% | 189 | +0,6% | 34,7 | +611,5% | 0.38 | 0.53 | −27,6% |
| Pts | 2 / 6 | 8 / 8 | 8 / 10 | 6 / 8 | 0 / 8 | 0 / 10 | 6 / 6 | 0 / 8 | 4 / 6 | 8 / 8 | 3 / 8 | 6 / 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 bn189Q2/26
1.Revenue & growth
VND bn189Q2/26
2.Profit & growth
VND bn36,3Q2/26
3.Profit mix (Penman)
VND bn143Q2/26
4.Margins & cost structure
%33.9%Q2/26
5.Returns & cash cycle
% · days3.4%Q2/26
6.Earnings quality & cash
VND bn108Q2/26
7.Asset structure
VND bn4.174Q2/26
8.Funding & debt health
VND bn · times4.174Q2/26
9.Revenue backlog
VND bn351Q2/26
10.Valuation
times · %11,0×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %376Q2/26
Adjusted EPS growth, latest quarter
472%
Average adjusted EPS growth, 3 quarters
132%
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26