43.900
−0,68%
2026-10-07
Fundamental Analysis
41 / 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 | 153.7% | 13.0% | 14.5% | 35.4% | 150.0% | 1.8% | 2.31× | 50.6% | — | -24.3% | 59.0% | 124.7% | — | — | — | — | — | 3.95 | 3.42 | +15,7% |
| Pts | 6 / 6 | 6 / 8 | 4 / 10 | 4 / 8 | 8 / 8 | 0 / 10 | 6 / 6 | 4 / 8 | — / 6 | 0 / 8 | 3 / 8 | 0 / 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 bn255Q2/26
1.Revenue & growth
VND bn255Q2/26
2.Profit & growth
VND bn0,83Q2/26
3.Profit mix (Penman)
VND bn8,24Q2/26
4.Margins & cost structure
%31.7%Q2/26
5.Returns & cash cycle
% · days0.7%Q2/26
Outlier warning: 3 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn-374Q2/26
7.Asset structure
VND bn5.592Q2/26
8.Funding & debt health
VND bn · times5.592Q2/26
9.Revenue backlog
VND bn546Q2/26
10.Valuation
times · %-1.049,0×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %4Q2/26
Adjusted EPS growth, latest quarter
-98.9%
Average adjusted EPS growth, 3 quarters
-97.1%
Quarters at 25%+ growth
0/3
Share dilution rate, 1 year
1.0%
Source: vnstockData through Q2/26