74.200
−0,93%
2026-10-19
Fundamental Analysis
72 / 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 | 43.5% | 115.0% | 294.5% | 85.3% | 393.5% | 2.7% | 1.22× | 42.8% | 3/3 yrs | 78.4% | 36.2% | 80.8% | 14.1% | 10.897 | +4.536,6% | 4.535 | +10.967,0% | 3.15 | 4.69 | −32,9% |
| Pts | 0 / 6 | 8 / 8 | 10 / 10 | 6 / 8 | 8 / 8 | 0 / 10 | 4 / 6 | 4 / 8 | 6 / 6 | 8 / 8 | 6 / 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 bn10.897Q2/26
1.Revenue & growth
VND bn10.897Q2/26
2.Profit & growth
VND bn4.416Q2/26
3.Profit mix (Penman)
VND bn17.055Q2/26
4.Margins & cost structure
%62.3%Q2/26
5.Returns & cash cycle
% · days52.9%Q2/26
6.Earnings quality & cash
VND bn27.569Q2/26
7.Asset structure
VND bn125.580Q2/26
8.Funding & debt health
VND bn · times125.580Q2/26
9.Revenue backlog
VND bn30.205Q2/26
10.Valuation
times · %5,1×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %4.908Q2/26
Adjusted EPS growth, latest quarter
40,2× higher
Average adjusted EPS growth, 3 quarters
20,0× higher
Quarters at 25%+ growth
3/3
Share dilution rate, 1 year
200%
Source: vnstockData through Q2/26