18.500
−1,60%
2026-10-15
Fundamental Analysis
66 / 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 | 70.6% | 339.0% | 31.8% | 28.7% | 136.6% | 30.4% | 1.95× | 74.6% | 1/3 yrs | 33.8% | 214.4% | 55.1% | 90.3% | 3.673 | +3,2% | −13,0 | −104,4% | 1.19 | 2.32 | −48,7% |
| Pts | 2 / 6 | 8 / 8 | 10 / 10 | 4 / 8 | 8 / 8 | 6 / 10 | 6 / 6 | 0 / 8 | 2 / 6 | 8 / 8 | 0 / 8 | 8 / 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 bn3.673Q2/26
1.Revenue & growth
VND bn3.673Q2/26
2.Profit & growth
VND bn-48,1Q2/26
3.Profit mix (Penman)
VND bn484Q2/26
4.Margins & cost structure
%6.8%Q2/26
5.Returns & cash cycle
% · days7.5%Q2/26
6.Earnings quality & cash
VND bn1.277Q2/26
7.Asset structure
VND bn18.838Q2/26
8.Funding & debt health
VND bn · times18.838Q2/26
9.Revenue backlog
VND bn8.345Q2/26
10.Valuation
times · %16,6×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %-240Q2/26
Adjusted EPS growth, latest quarter
-120%
Average adjusted EPS growth, 3 quarters
-88.8%
Quarters at 25%+ growth
0/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26