11.850
−1,25%
2026-10-19
Fundamental Analysis
36 / 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 | 47.5% | 2.4% | 0.5% | 2.3% | -1.0% | 136.3% | 8.42× | 0.0% | 2/3 yrs | -363.0% | 765.4% | 69.6% | 723.7% | 4,7 | −22,7% | 4,8 | +228,4% | 0.89 | 1.33 | −33,1% |
| Pts | 0 / 6 | 0 / 8 | 0 / 10 | 0 / 8 | 0 / 8 | 10 / 10 | 6 / 6 | 8 / 8 | 4 / 6 | 0 / 8 | 0 / 8 | 8 / 8 | 0 / 6 | |||||||
Scored on the real-estate rubric — land bank, customer advances and cash flow, not the manufacturing criteria.
Financial charts
1.Revenue & growth
VND bn4,75Q2/26
1.Revenue & growth
VND bn4,75Q2/26
2.Profit & growth
VND bn4,76Q2/26
3.Profit mix (Penman)
VND bn45,1Q2/26
4.Margins & cost structure
%11.7%Q2/26
5.Returns & cash cycle
% · days-3.4%Q2/26
Outlier warning: 5 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn-601Q2/26
7.Asset structure
VND bn2.060Q2/26
8.Funding & debt health
VND bn · times2.060Q2/26
9.Revenue backlog
VND bn3,82Q2/26
10.Valuation
times · %49,9×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %39Q2/26
Adjusted EPS growth, latest quarter
228%
Average adjusted EPS growth, 3 quarters
179%
averaged over 2 quarter(s)
Quarters at 25%+ growth
2/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26