132.100
−0,60%
2026-10-19
Fundamental Analysis
78 / 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 | 0.7% | 2684.9% | 609.8% | — | -32.1% | — | 5.43× | — | 3/3 yrs | — | 155.3% | 50.7% | 68.8% | 81,8 | −42,9% | 132 | +32,4% | 2.20 | 4.31 | −48,9% |
| Pts | 0 / 6 | 8 / 8 | 10 / 10 | 8 / 8 | 0 / 8 | 10 / 10 | 6 / 6 | 8 / 8 | 6 / 6 | 8 / 8 | 0 / 8 | 8 / 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 bn81,8Q2/26
1.Revenue & growth
VND bn81,8Q2/26
2.Profit & growth
VND bn132Q2/26
3.Profit mix (Penman)
VND bn368Q2/26
4.Margins & cost structure
%52.2%Q2/26
5.Returns & cash cycle
% · days17.4%Q2/26
6.Earnings quality & cash
VND bn1.853Q2/26
7.Asset structure
VND bn6.815Q2/26
8.Funding & debt health
VND bn · times6.815Q2/26
9.Revenue backlog
VND bn5.148Q2/26
10.Valuation
times · %9,8×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %5.493Q2/26
Adjusted EPS growth, latest quarter
32.3%
Average adjusted EPS growth, 3 quarters
-27.6%
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26