28.100
−1,06%
2026-10-19
Fundamental Analysis
56 / 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 | 15.4% | 296.3% | 12.0% | 5.5% | -14.9% | 42.2% | 1.47× | 35.0% | 3/3 yrs | 122.6% | 245.9% | 58.2% | 55.5% | 158 | +11,6% | 31,8 | −7,2% | 1.05 | 1.80 | −41,6% |
| Pts | 0 / 6 | 8 / 8 | 4 / 10 | 0 / 8 | 0 / 8 | 6 / 10 | 4 / 6 | 6 / 8 | 6 / 6 | 8 / 8 | 0 / 8 | 8 / 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 bn158Q2/26
1.Revenue & growth
VND bn158Q2/26
2.Profit & growth
VND bn30,6Q2/26
3.Profit mix (Penman)
VND bn175Q2/26
4.Margins & cost structure
%38.5%Q2/26
5.Returns & cash cycle
% · days15.6%Q2/26
6.Earnings quality & cash
VND bn317Q2/26
7.Asset structure
VND bn2.255Q2/26
8.Funding & debt health
VND bn · times2.255Q2/26
9.Revenue backlog
VND bn796Q2/26
10.Valuation
times · %5,6×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %1.050Q2/26
Adjusted EPS growth, latest quarter
-10.7%
Average adjusted EPS growth, 3 quarters
41.0%
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26