26.050
+0,00%
2026-10-19
Fundamental Analysis
64 / 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 | 43.9% | 37.2% | 1.0% | 3.5% | 7780.7% | 62.1% | 2.98× | 10.6% | 2/3 yrs | 24.9% | 368.7% | 75.9% | 68.8% | 189 | −15,3% | 75,1 | −16,4% | 0.69 | 1.01 | −31,7% |
| Pts | 0 / 6 | 8 / 8 | 0 / 10 | 0 / 8 | 8 / 8 | 10 / 10 | 6 / 6 | 8 / 8 | 4 / 6 | 8 / 8 | 0 / 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 bn189Q2/26
1.Revenue & growth
VND bn189Q2/26
2.Profit & growth
VND bn75,4Q2/26
3.Profit mix (Penman)
VND bn349Q2/26
4.Margins & cost structure
%49.0%Q2/26
5.Returns & cash cycle
% · days18.5%Q2/26
6.Earnings quality & cash
VND bn59,1Q2/26
7.Asset structure
VND bn3.427Q2/26
8.Funding & debt health
VND bn · times3.427Q2/26
9.Revenue backlog
VND bn9,67Q2/26
10.Valuation
times · %4,7×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %1.508Q2/26
Adjusted EPS growth, latest quarter
-16.0%
Average adjusted EPS growth, 3 quarters
-6.1%
Quarters at 25%+ growth
0/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26