76.600
+1,73%
2026-10-19
Fundamental Analysis
78 / 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 | 29.0% | 28.1% | 398.4% | 612.4% | 30840966.7% | 2.2% | 1.04× | 0.0% | 2/3 yrs | 699.4% | 0.8% | 26.2% | 43.9% | 388 | +7.882,0% | 401 | +6,4% | 1.74 | 6.79 | −74,4% |
| Pts | 0 / 6 | 8 / 8 | 10 / 10 | 8 / 8 | 8 / 8 | 0 / 10 | 2 / 6 | 8 / 8 | 4 / 6 | 8 / 8 | 8 / 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 bn388Q2/26
1.Revenue & growth
VND bn388Q2/26
2.Profit & growth
VND bn401Q2/26
3.Profit mix (Penman)
VND bn869Q2/26
4.Margins & cost structure
%10.6%Q2/26
5.Returns & cash cycle
% · days-2.3%Q2/26
Outlier warning: 13 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn9.510Q2/26
7.Asset structure
VND bn32.896Q2/26
8.Funding & debt health
VND bn · times32.896Q2/26
9.Revenue backlog
VND bn8.338Q2/26
10.Valuation
times · %18,4×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %2.408Q2/26
Adjusted EPS growth, latest quarter
6.4%
Average adjusted EPS growth, 3 quarters
-65.0%
Quarters at 25%+ growth
0/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26