Binh Minh Plastics Joint Stock Company (BMP) Fair Value & Analysis
Industrials · VN · Market cap 12.4T VND
Fair value as of: Jul 16, 2026
From 22 valuation models · updated 25 days ago
Fair value updated Jul 16, 2026, revised from 245,588 VND to 246,124 VND (+0.2%) since Jul 15, 2026. Share price +1.8% over the past month.
A strong business, screening 65% undervalued on our models.
What matters now
- The rarer combination: high quality (90/100) AND below fair value. That earns a closer look rather than a quick verdict.
- The price is below even our cautious bear case (170,443 VND). The market is more pessimistic than our downside scenario.
- A fairly wide model range (170,443 VND to 352,336 VND) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
60‑month range 32,457 VND – 178,584 VND · fair‑value band 170,443 VND – 352,336 VND · the 148,800 VND price screens below the 246,124 VND fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.
Analysis
Binh Minh Plastics Joint Stock Company (BMP) currently trades at 148,800 VND, while our model-based Fair Value estimate is 246,124 VND, implying the stock looks roughly 65.4% undervalued today. The Quality Score stands at 90/100 (high quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, Binh Minh Plastics Joint Stock Company generated revenue of 5.6T VND at a net margin of 22.3%. Revenue grew 5.4% year over year. It earns a return on equity of 40.4%. The stock trades on a trailing P/E of 8.9. Fundamentals as of Jul 16, 2026
Our scenario range runs from 170,443 VND (bear case) to 352,336 VND (bull case); at 148,800 VND, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 18% below its 52-week high and 30% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -33% fair-value upside, at 65%, BMP screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 22 models by family
Widest divergence: Growth Earnings (238,479 VND) versus Asset-Based (23,551 VND). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 86 · Market factors (momentum, volatility) 54
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Binh Minh Plastics Joint Stock Company manufactures and trades in plastic pipes and pipe fittings for water supply and drainage, telecommunication, electricity, and industrial and civil construction industries primarily in Vietnam.
Full company description
Binh Minh Plastics Joint Stock Company manufactures and trades in plastic pipes and pipe fittings for water supply and drainage, telecommunication, electricity, and industrial and civil construction industries primarily in Vietnam. Its products portfolio includes PVC-U pipe and fittings; PP-R pipe and fittings; HDPE pipe and fittings; solvent cement; UV resistant PP-R pipe and fittings; HDPE pipe double wall corrugated and fittings; rubber seals; and sprayers products. The company also designs, manufactures, and trades molds for plastics and casting industry. In addition, it is involved in the consultation and execution of water supply and drainage works, yards, and services of chemical inspection, analysis, and testing, as well as the trade, import, and export raw materials, chemicals, supplies, machinery and equipment for plastics, engineering, construction, water supply and drainage, and laboratory equipment. The company was founded in 1977 and is headquartered in Ho Chi Minh City, Vietnam. Binh Minh Plastics Joint Stock Company (HOSE:BMP) operates as a subsidiary of Nawaplastic Industries Co., Ltd.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Binh Minh Plastics Joint Stock Company reported revenue of 5.5T VND in FY2025 versus 4.6T VND in FY2021, a compound +4.9%/yr. Reported net income was 1.2T VND in FY2025, compounding +54.7%/yr from FY2021.
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Peer Group
Building Products & Equipment · 247 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Building Products & Equipment median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Building Products & Equipment stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Trane Technologies plc TT | $469.98 | $212.34 | -55% |
| Johnson Controls International plc JCI | $142.81 | $45.65 | -68% |
| Carrier Global Corporation CARR | $68.61 | $17.35 | -75% |
| Compagnie de Saint-Gobain S.A SGO | €76.62 | €101.60 | +33% |
| Geberit AG GEBN | CHF 523.20 | CHF 307.66 | -41% |
| Lennox International Inc LII | $543.93 | $363.09 | -33% |
| Kingspan Group KRX | €87.30 | €70.76 | -19% |
| Masco Corporation MAS | $78.04 | $54.36 | -30% |
| PT Impack Pratama Industri Tbk, IMPC | 1,420 IDR | 179.76 IDR | -87% |
| NIBE Industrier AB NIBEB | kr 36.03 | kr 25.37 | -30% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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