17.400
+0,00%
2026-10-19
Fundamental Analysis
53 / 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 | 57.6% | 20.2% | 6.9% | 5.1% | -66.1% | 18.9% | 2.11× | 22.3% | 3/3 yrs | 21.3% | 51.8% | 44.5% | 109.3% | 132 | −39,3% | 18,9 | −80,0% | 0.98 | 2.26 | −56,9% |
| Pts | 2 / 6 | 8 / 8 | 0 / 10 | 0 / 8 | 0 / 8 | 4 / 10 | 6 / 6 | 6 / 8 | 6 / 6 | 8 / 8 | 3 / 8 | 8 / 8 | 2 / 6 | |||||||
Scored on the real-estate rubric — land bank, customer advances and cash flow, not the manufacturing criteria.
Financial charts
1.Revenue & growth
VND bn132Q2/26
1.Revenue & growth
VND bn132Q2/26
2.Profit & growth
VND bn18,9Q2/26
3.Profit mix (Penman)
VND bn213Q2/26
4.Margins & cost structure
%46.0%Q2/26
5.Returns & cash cycle
% · days3.7%Q2/26
6.Earnings quality & cash
VND bn534Q2/26
7.Asset structure
VND bn8.463Q2/26
8.Funding & debt health
VND bn · times8.463Q2/26
9.Revenue backlog
VND bn955Q2/26
10.Valuation
times · %19,6×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %105Q2/26
Adjusted EPS growth, latest quarter
-80.0%
Average adjusted EPS growth, 3 quarters
-41.1%
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26