10.750
+0,94%
2026-10-19
Fundamental Analysis
52 / 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 | 241.8% | 3.1% | 15.6% | 33.7% | 33.2% | 6.7% | 2.12× | 41.8% | 0/3 yrs | -3.1% | 14.3% | 67.9% | 55.3% | 1.509 | −22,1% | 912 | +580,3% | 0.53 | 1.43 | −63,1% |
| Pts | 6 / 6 | 0 / 8 | 4 / 10 | 4 / 8 | 6 / 8 | 0 / 10 | 6 / 6 | 4 / 8 | 0 / 6 | 0 / 8 | 8 / 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 bn1.509Q2/26
1.Revenue & growth
VND bn1.509Q2/26
2.Profit & growth
VND bn969Q2/26
3.Profit mix (Penman)
VND bn5.859Q2/26
4.Margins & cost structure
%64.5%Q2/26
5.Returns & cash cycle
% · days2.4%Q2/26
Outlier warning: 20 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn-2.284Q2/26
7.Asset structure
VND bn258.658Q2/26
8.Funding & debt health
VND bn · times258.658Q2/26
9.Revenue backlog
VND bn24.774Q2/26
10.Valuation
times · %6,1×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %434Q2/26
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
3/3
Share dilution rate, 1 year
6.6%
Source: vnstockData through Q2/26