48.600
+0,62%
2026-10-19
Fundamental Analysis
42 / 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 | 5.3% | 2339.5% | 3.9% | 0.2% | -54.8% | 26.7% | 2.55× | 82.7% | 2/3 yrs | 47.3% | 5430.9% | 77.9% | 69.4% | 2.402 | +12,8% | 447 | +40,7% | 2.41 | 3.21 | −24,9% |
| Pts | 0 / 6 | 8 / 8 | 0 / 10 | 0 / 8 | 0 / 8 | 4 / 10 | 6 / 6 | 0 / 8 | 4 / 6 | 8 / 8 | 0 / 8 | 6 / 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 bn2.402Q2/26
1.Revenue & growth
VND bn2.402Q2/26
2.Profit & growth
VND bn413Q2/26
3.Profit mix (Penman)
VND bn1.937Q2/26
4.Margins & cost structure
%16.0%Q2/26
5.Returns & cash cycle
% · days49.4%Q2/26
6.Earnings quality & cash
VND bn2.607Q2/26
7.Asset structure
VND bn30.073Q2/26
8.Funding & debt health
VND bn · times30.073Q2/26
9.Revenue backlog
VND bn14.034Q2/26
10.Valuation
times · %8,2×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %1.707Q2/26
Adjusted EPS growth, latest quarter
45.2%
Average adjusted EPS growth, 3 quarters
13.2%
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
-0.0%
Source: vnstockData through Q2/26