21.900
+1,15%
2026-10-19
Fundamental Analysis
76 / 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 | 177.1% | 31.9% | 39.3% | 97.1% | 1386.2% | 46.9% | 1.60× | 29.0% | 0/3 yrs | 18.6% | 20.3% | 89.3% | 88.7% | 886 | +59,1% | 158 | +312,5% | 1.94 | 2.51 | −22,5% |
| Pts | 6 / 6 | 8 / 8 | 10 / 10 | 6 / 8 | 8 / 8 | 6 / 10 | 6 / 6 | 6 / 8 | 0 / 6 | 4 / 8 | 8 / 8 | 4 / 8 | 4 / 6 | |||||||
Scored on the real-estate rubric — land bank, customer advances and cash flow, not the manufacturing criteria.
Financial charts
1.Revenue & growth
VND bn886Q2/26
1.Revenue & growth
VND bn886Q2/26
2.Profit & growth
VND bn142Q2/26
3.Profit mix (Penman)
VND bn1.180Q2/26
4.Margins & cost structure
%37.6%Q2/26
5.Returns & cash cycle
% · days10.8%Q2/26
6.Earnings quality & cash
VND bn877Q2/26
7.Asset structure
VND bn21.724Q2/26
8.Funding & debt health
VND bn · times21.724Q2/26
9.Revenue backlog
VND bn4.601Q2/26
10.Valuation
times · %12,5×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %281Q2/26
Adjusted EPS growth, latest quarter
251%
Average adjusted EPS growth, 3 quarters
256%
Quarters at 25%+ growth
2/3
Share dilution rate, 1 year
15.4%
Source: vnstockData through Q2/26