40.650
+6,97%
2026-09-23
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 | 15.0% | 34.1% | 0.2% | — | 561411.5% | — | 5.77× | — | 3/3 yrs | — | 6277.7% | 114.3% | 103.7% | 59,2 | −19,5% | 30,7 | −21,1% | 1.45 | 1.30 | +11,0% |
| Pts | 0 / 6 | 8 / 8 | 0 / 10 | 8 / 8 | 8 / 8 | 10 / 10 | 6 / 6 | 8 / 8 | 6 / 6 | 8 / 8 | 0 / 8 | 2 / 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 bn59,2Q2/26
1.Revenue & growth
VND bn59,2Q2/26
2.Profit & growth
VND bn30,7Q2/26
3.Profit mix (Penman)
VND bn146Q2/26
4.Margins & cost structure
%81.8%Q2/26
5.Returns & cash cycle
% · days32.1%Q2/26
6.Earnings quality & cash
VND bn119Q2/26
7.Asset structure
VND bn1.209Q2/26
8.Funding & debt health
VND bn · times1.209Q2/26
9.Revenue backlog
VND bn107Q2/26
10.Valuation
times · %10,3×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %1.023Q2/26
Adjusted EPS growth, latest quarter
-21.1%
Average adjusted EPS growth, 3 quarters
5.1%
Quarters at 25%+ growth
0/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26