23.050
+0,88%
2026-10-19
Fundamental Analysis
60 / 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 | 0.4% | 1809.7% | 41.8% | 1.4% | -49.9% | 89.1% | 1.61× | 0.3% | 2/3 yrs | -56.9% | 1379.4% | 68.1% | 47.2% | 2.374 | +10,8% | 1.609 | +30,4% | 1.05 | 1.61 | −34,6% |
| Pts | 0 / 6 | 8 / 8 | 10 / 10 | 0 / 8 | 0 / 8 | 10 / 10 | 6 / 6 | 8 / 8 | 4 / 6 | 0 / 8 | 0 / 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 bn2.374Q2/26
1.Revenue & growth
VND bn2.374Q2/26
2.Profit & growth
VND bn1.609Q2/26
3.Profit mix (Penman)
VND bn9.057Q2/26
4.Margins & cost structure
%54.2%Q2/26
5.Returns & cash cycle
% · days6.9%Q2/26
6.Earnings quality & cash
VND bn-3.644Q2/26
7.Asset structure
VND bn62.806Q2/26
8.Funding & debt health
VND bn · times62.806Q2/26
9.Revenue backlog
VND bn255Q2/26
10.Valuation
times · %7,2×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %691Q2/26
Adjusted EPS growth, latest quarter
30.4%
Average adjusted EPS growth, 3 quarters
70.6%
Quarters at 25%+ growth
3/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26