26.000
+0,39%
2026-10-19
Fundamental Analysis
52 / 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 | 126.8% | 11.4% | 4.8% | 5.0% | 18.7% | 15.2% | 4.52× | 9.3% | 2/3 yrs | -27.8% | 48.3% | 77.2% | 75.6% | — | — | — | — | 0.94 | 1.27 | −26,1% |
| Pts | 4 / 6 | 6 / 8 | 0 / 10 | 0 / 8 | 4 / 8 | 4 / 10 | 6 / 6 | 8 / 8 | 4 / 6 | 0 / 8 | 6 / 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 bn3.187Q3/26
1.Revenue & growth
VND bn3.187Q3/26
2.Profit & growth
VND bn911Q3/26
3.Profit mix (Penman)
VND bn2.613Q3/26
4.Margins & cost structure
%46.9%Q3/26
5.Returns & cash cycle
% · days3.7%Q3/26
Outlier warning: 19 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn-9.394Q3/26
7.Asset structure
VND bn76.674Q3/26
8.Funding & debt health
VND bn · times76.674Q3/26
9.Revenue backlog
VND bn1.743Q3/26
10.Valuation
times · %14,0×Q3/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %968Q3/26
Adjusted EPS growth, latest quarter
197%
Average adjusted EPS growth, 3 quarters
7.2%
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
Share history could not be reconciled
Source: vnstockData through Q3/26