52.400
+0,38%
2026-10-12
Fundamental Analysis
67 / 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 | 59.2% | 402.1% | 158.5% | 1279.3% | 36.7% | 452.7% | 1.28× | 100.0% | 3/3 yrs | 411.4% | 58.3% | 158.9% | 109.0% | 325 | +34,9% | 25,6 | +61,3% | 4.16 | 2.43 | +71,2% |
| Pts | 2 / 6 | 8 / 8 | 10 / 10 | 8 / 8 | 6 / 8 | 10 / 10 | 4 / 6 | 0 / 8 | 6 / 6 | 8 / 8 | 3 / 8 | 0 / 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 bn325Q2/26
1.Revenue & growth
VND bn325Q2/26
2.Profit & growth
VND bn21,1Q2/26
3.Profit mix (Penman)
VND bn93,9Q2/26
4.Margins & cost structure
%17.0%Q2/26
5.Returns & cash cycle
% · days82.5%Q2/26
6.Earnings quality & cash
VND bn158Q2/26
7.Asset structure
VND bn1.519Q2/26
8.Funding & debt health
VND bn · times1.519Q2/26
9.Revenue backlog
VND bn497Q2/26
10.Valuation
times · %30,8×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %589Q2/26
Adjusted EPS growth, latest quarter
74.1%
Average adjusted EPS growth, 3 quarters
64.8%
Quarters at 25%+ growth
2/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26