54.600
−4,38%
2026-10-19
Fundamental Analysis
26 / 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 | 181.5% | 4.5% | 3.0% | 16.3% | -75.9% | 2.0% | 2.82× | 25.9% | 1/3 yrs | -36.0% | 124.5% | 124.7% | 65.7% | 443 | +121,0% | 244 | +134,9% | 4.41 | 3.54 | +24,4% |
| Pts | 6 / 6 | 0 / 8 | 0 / 10 | 0 / 8 | 0 / 8 | 0 / 10 | 6 / 6 | 6 / 8 | 2 / 6 | 0 / 8 | 0 / 8 | 0 / 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 bn443Q2/26
1.Revenue & growth
VND bn443Q2/26
2.Profit & growth
VND bn244Q2/26
3.Profit mix (Penman)
VND bn763Q2/26
4.Margins & cost structure
%73.5%Q2/26
5.Returns & cash cycle
% · days14.1%Q2/26
Outlier warning: 19 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn-467Q2/26
7.Asset structure
VND bn8.411Q2/26
8.Funding & debt health
VND bn · times8.411Q2/26
9.Revenue backlog
VND bn212Q2/26
10.Valuation
times · %26,6×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %821Q2/26
Adjusted EPS growth, latest quarter
135%
Average adjusted EPS growth, 3 quarters
115%
Quarters at 25%+ growth
3/3
Share dilution rate, 1 year
-0.0%
Source: vnstockData through Q2/26