50.200
+4,37%
2026-10-19
Fundamental Analysis
54 / 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 | 160.2% | 20.1% | 5.7% | 7.1% | 200.4% | 3.6% | 2.01× | 31.4% | 2/3 yrs | -0.8% | 31.7% | 74.3% | 94.6% | 849 | +373,5% | 171 | +9.952,7% | 2.85 | 3.88 | −26,5% |
| Pts | 6 / 6 | 8 / 8 | 0 / 10 | 0 / 8 | 8 / 8 | 0 / 10 | 6 / 6 | 6 / 8 | 4 / 6 | 0 / 8 | 6 / 8 | 6 / 8 | 4 / 6 | |||||||
Scored on the real-estate rubric — land bank, customer advances and cash flow, not the manufacturing criteria.
Financial charts
1.Revenue & growth
VND bn849Q2/26
1.Revenue & growth
VND bn849Q2/26
2.Profit & growth
VND bn127Q2/26
3.Profit mix (Penman)
VND bn601Q2/26
4.Margins & cost structure
%39.4%Q2/26
5.Returns & cash cycle
% · days4.5%Q2/26
Outlier warning: 2 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn-59,9Q2/26
7.Asset structure
VND bn15.855Q2/26
8.Funding & debt health
VND bn · times15.855Q2/26
9.Revenue backlog
VND bn536Q2/26
10.Valuation
times · %40,2×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %397Q2/26
Adjusted EPS growth, latest quarter
32,5× higher
Average adjusted EPS growth, 3 quarters
11,3× higher
Quarters at 25%+ growth
2/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26