4.600
+2,22%
2026-10-16
Fundamental Analysis
58 / 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 | 43.6% | 64.5% | 81.5% | 39.3% | 124.2% | 0.8% | 1.21× | 99.9% | 2/3 yrs | 22.8% | 13.0% | 92.8% | — | — | — | — | — | 0.53 | 0.61 | −12,9% |
| Pts | 0 / 6 | 8 / 8 | 10 / 10 | 4 / 8 | 8 / 8 | 0 / 10 | 4 / 6 | 0 / 8 | 4 / 6 | 8 / 8 | 8 / 8 | 4 / 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 bn18,9Q2/26
1.Revenue & growth
VND bn18,9Q2/26
2.Profit & growth
VND bn-7,83Q2/26
3.Profit mix (Penman)
VND bn-29,3Q2/26
4.Margins & cost structure
%7.9%Q2/26
5.Returns & cash cycle
% · days-1.1%Q2/26
6.Earnings quality & cash
VND bn56,5Q2/26
7.Asset structure
VND bn831Q2/26
8.Funding & debt health
VND bn · times831Q2/26
9.Revenue backlog
VND bn97,5Q2/26
10.Valuation
times · %-5,6×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %-300Q2/26
Adjusted EPS growth, latest quarter
No comparable quarter a year earlier
Average adjusted EPS growth, 3 quarters
No comparable quarter a year earlier
Quarters at 25%+ growth
0/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26