6.100
+3,39%
2026-10-15
Fundamental Analysis
44 / 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 | 333.0% | 34.9% | 20.5% | 19.4% | 2.6% | 3.2% | 2.23× | 37.1% | 0/3 yrs | -68.8% | 40.9% | 260.7% | 570.5% | 17,0 | −70,4% | 0,2 | +6,5% | 1.65 | 0.66 | +151,4% |
| Pts | 6 / 6 | 8 / 8 | 8 / 10 | 0 / 8 | 4 / 8 | 0 / 10 | 6 / 6 | 6 / 8 | 0 / 6 | 0 / 8 | 6 / 8 | 0 / 8 | 0 / 6 | |||||||
Scored on the real-estate rubric — land bank, customer advances and cash flow, not the manufacturing criteria.
Financial charts
1.Revenue & growth
VND bn17,0Q2/26
1.Revenue & growth
VND bn17,0Q2/26
2.Profit & growth
VND bn0,22Q2/26
3.Profit mix (Penman)
VND bn0,94Q2/26
4.Margins & cost structure
%10.6%Q2/26
5.Returns & cash cycle
% · days1.7%Q2/26
6.Earnings quality & cash
VND bn-295Q2/26
7.Asset structure
VND bn751Q2/26
8.Funding & debt health
VND bn · times751Q2/26
9.Revenue backlog
VND bn103Q2/26
10.Valuation
times · %214,3×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %18Q2/26
Adjusted EPS growth, latest quarter
6.5%
Average adjusted EPS growth, 3 quarters
19.2%
averaged over 2 quarter(s)
Quarters at 25%+ growth
2/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26