2.400
+0,42%
2026-10-19
Fundamental Analysis
33 / 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 | 133.1% | 7.7% | 25.8% | 59.1% | -3.4% | 0.2% | 1.13× | 100.0% | 2/3 yrs | 3.6% | 70.7% | 113.2% | — | 20,2 | +480,7% | −25,2 | +75,9% | 0.48 | 0.58 | −16,4% |
| Pts | 4 / 6 | 4 / 8 | 8 / 10 | 6 / 8 | 0 / 8 | 0 / 10 | 2 / 6 | 0 / 8 | 4 / 6 | 0 / 8 | 3 / 8 | 2 / 8 | — / 6 | |||||||
Scored on the real-estate rubric — land bank, customer advances and cash flow, not the manufacturing criteria.
Financial charts
1.Revenue & growth
VND bn20,2Q2/26
1.Revenue & growth
VND bn20,2Q2/26
2.Profit & growth
VND bn-25,2Q2/26
3.Profit mix (Penman)
VND bn187Q2/26
4.Margins & cost structure
%65.0%Q2/26
5.Returns & cash cycle
% · days10.3%Q2/26
Outlier warning: 11 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn26,1Q2/26
7.Asset structure
VND bn8.138Q2/26
8.Funding & debt health
VND bn · times8.138Q2/26
9.Revenue backlog
VND bn434Q2/26
10.Valuation
times · %3,3×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %-98Q2/26
Adjusted EPS growth, latest quarter
No comparable quarter a year earlier
Average adjusted EPS growth, 3 quarters
-232%
averaged over 1 quarter(s)
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26