7.870
+3,28%
2026-10-19
Fundamental Analysis
72 / 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 | 2.3% | 1618.5% | 194.2% | 13.4% | 27.9% | 44.5% | 1.67× | 12.2% | 3/3 yrs | 54.3% | 12.7% | 79.3% | — | 149 | +28,8% | 33,4 | −17,9% | 2.73 | 3.71 | −26,3% |
| Pts | 0 / 6 | 8 / 8 | 10 / 10 | 0 / 8 | 6 / 8 | 6 / 10 | 6 / 6 | 8 / 8 | 6 / 6 | 8 / 8 | 8 / 8 | 6 / 8 | — / 6 | |||||||
Scored on the real-estate rubric — land bank, customer advances and cash flow, not the manufacturing criteria.
Financial charts
1.Revenue & growth
VND bn149Q2/26
1.Revenue & growth
VND bn149Q2/26
2.Profit & growth
VND bn12,7Q2/26
3.Profit mix (Penman)
VND bn129Q2/26
4.Margins & cost structure
%60.3%Q2/26
5.Returns & cash cycle
% · days16.0%Q2/26
6.Earnings quality & cash
VND bn107Q2/26
7.Asset structure
VND bn1.076Q2/26
8.Funding & debt health
VND bn · times1.076Q2/26
9.Revenue backlog
VND bn26,4Q2/26
10.Valuation
times · %22,5×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %141Q2/26
Adjusted EPS growth, latest quarter
-52.6%
Average adjusted EPS growth, 3 quarters
-52.6%
averaged over 1 quarter(s)
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26