7.500
+0,00%
2026-10-19
Fundamental Analysis
62 / 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 | 2.1% | 57.2% | 25.9% | — | -57.0% | — | 7.21× | — | 1/3 yrs | — | 1682.7% | 66.4% | 80.7% | 7,5 | +29,6% | 26,1 | −10,9% | 0.45 | 0.70 | −36,2% |
| Pts | 0 / 6 | 8 / 8 | 8 / 10 | 8 / 8 | 0 / 8 | 10 / 10 | 6 / 6 | 8 / 8 | 2 / 6 | 0 / 8 | 0 / 8 | 8 / 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 bn7,53Q2/26
1.Revenue & growth
VND bn7,53Q2/26
2.Profit & growth
VND bn26,0Q2/26
3.Profit mix (Penman)
VND bn143Q2/26
4.Margins & cost structure
%46.4%Q2/26
5.Returns & cash cycle
% · days1.2%Q2/26
Outlier warning: 3 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn-44,3Q2/26
7.Asset structure
VND bn1.357Q2/26
8.Funding & debt health
VND bn · times1.357Q2/26
9.Revenue backlog
VND bn11,2Q2/26
10.Valuation
times · %4,4×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %363Q2/26
Adjusted EPS growth, latest quarter
-11.1%
Average adjusted EPS growth, 3 quarters
-54.9%
averaged over 2 quarter(s)
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26