15.800
−0,94%
2026-10-19
Fundamental Analysis
68 / 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 | 6.5% | 41.0% | 0.1% | — | -96.9% | — | 25.52× | — | 3/3 yrs | — | 6141.2% | 69.5% | 61.4% | 38,2 | +6,6% | 58,3 | −18,0% | 0.54 | 0.91 | −41,1% |
| Pts | 0 / 6 | 8 / 8 | 0 / 10 | 8 / 8 | 0 / 8 | 10 / 10 | 6 / 6 | 8 / 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 bn38,2Q2/26
1.Revenue & growth
VND bn38,2Q2/26
2.Profit & growth
VND bn57,7Q2/26
3.Profit mix (Penman)
VND bn273Q2/26
4.Margins & cost structure
%64.9%Q2/26
5.Returns & cash cycle
% · days4.8%Q2/26
6.Earnings quality & cash
VND bn45,1Q2/26
7.Asset structure
VND bn2.212Q2/26
8.Funding & debt health
VND bn · times2.212Q2/26
9.Revenue backlog
VND bn175Q2/26
10.Valuation
times · %4,7×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %887Q2/26
Adjusted EPS growth, latest quarter
-18.8%
Average adjusted EPS growth, 3 quarters
38.1%
Quarters at 25%+ growth
2/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26