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Vietnam Joint Stock Commercial Bank for Industry and Trade, (CTG) Fair Value & Analysis

Financial Services · VN · Market cap 249T VND

VJ Vietnam Joint Stock Commercial Bank for Industry and Trade, CTG · VN
Price31,350 VND
Fair Value64,000 VND
Upside+104.2%
Quality54/100
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Healthy Growth
Highly profitable · 50.7% net margin
generates free cash flow
Ranks above peers (8/12)
Wide moat 75/100
Evidence: High Range 48,000 VND – 80,000 VND Share as image

Fair value as of: Jul 20, 2026

From 19 valuation models · updated 18 days ago

Fair value updated Jul 20, 2026, revised from 67,000 VND to 64,000 VND (−4.5%) since Jun 26, 2026. Share price −8.5% over the past month.

A solid business, screening 104% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (48,000 VND). The market is more pessimistic than our downside scenario.
  • Solid quality (54/100) at a price below fair value, the discount is the argument here, not the business quality.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

41,500 VND 12,151 VND Fair Value 64,000 VND Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 20, 2026.

How to read this chart

60‑month range 12,151 VND – 41,500 VND · fair‑value band 48,000 VND – 80,000 VND · the 31,350 VND price screens below the 64,000 VND fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 20, 2026.

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Analysis

Vietnam Joint Stock Commercial Bank for Industry and Trade, (CTG) currently trades at 31,350 VND, while our model-based Fair Value estimate is 64,000 VND, implying the stock looks roughly 104.2% undervalued today. We read business quality at 54/100 (solid quality), in the Financial Services 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, Vietnam Joint Stock Commercial Bank for Industry and Trade, generated revenue of 75.2T VND at a net margin of 50.7%. Revenue grew 41.6% year over year. It earns a return on equity of 22.4%. Net debt stands at 7.7T VND. Fundamentals as of Jul 20, 2026

Our scenario range runs from 48,000 VND (bear case) to 80,000 VND (bull case); at 31,350 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 28% below its 52-week high and 21% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 42% fair-value upside, at 104%, CTG 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.

Model BearBaseBull Evidence
Highest evidence
Residual Income 31,410 VND 44,045 VND 238,521 VND 76
Growth DCF 204,820 VND 313,004 VND 505,958 VND 72
Gordon GGM 2,993 VND 6,534 VND 10,993 VND 70
All 19 models by family
DCF Models
FCF DCF 204,936 VND 319,361 VND 524,419 VND 38
Owner Earnings 123,711 VND 171,329 VND 256,664 VND 31
5Y Revenue Exit 120,945 VND 141,016 VND 164,755 VND 39
5Y P/E Exit 151,464 VND 203,177 VND 260,455 VND 38
10Y Revenue Exit 146,669 VND 174,662 VND 211,171 VND 36
10Y P/E Exit 167,881 VND 220,944 VND 292,190 VND 35
Earnings-Based
Graham-Dodd 30,296 VND 134,524 VND 184,244 VND 54
Lynch FV 34,899 VND 49,855 VND 64,812 VND 50
PEG = 1.0 34,899 VND 49,855 VND 64,812 VND 46
Dividend Discount
Gordon GGM 2,993 VND 6,534 VND 10,993 VND 70
DDM Multi-Stage 2,993 VND 5,352 VND 6,809 VND 61
Multiples
P/E Multiple 66,830 VND 89,107 VND 111,384 VND 63
P/S Multiple 18,750 VND 24,999 VND 31,249 VND 58
P/B Multiple 51,695 VND 68,926 VND 86,158 VND 55
EV/Revenue 83,316 VND 90,816 VND 98,315 VND 43
Asset-Based
NCAV (Graham) 11,488 VND 15,394 VND 22,975 VND 50
Growth DCF
Growth DCF 204,820 VND 313,004 VND 505,958 VND 72
Economic Profit
Residual Income 31,410 VND 44,045 VND 238,521 VND 76
Growth Earnings
Growth-Adj P/E 55,661 VND 79,516 VND 103,370 VND 68

Widest divergence: Growth DCF (313,004 VND) versus Dividend Discount (5,352 VND). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 75.2T VND
Revenue growth (YoY) +41.6%
Net margin 50.7%
Return on equity 22.4%
Free cash flow 80.6T VND FY2025
P/E ratio 6.8
More key figures
Operating margin 64.3%
EPS (TTM) 4,906 VND
EPS growth (YoY) +64.6%
Net debt 7.7T VND FY2021

Figures from reported company fundamentals · as of Jul 20, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 54/100

Of which business quality 60 · Market factors (momentum, volatility) 42

Profitability 49
Margins and returns on capital today
Quality Growth 45
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 62
Balance sheet, leverage, solvency risk
Investment 43
Disciplined investing over empire-building
Low Volatility 78
Calm price path (market factor)
Momentum 30
Price trend over the last 3–12 months (market factor)
52W Momentum 22
Distance to the 52-week high (market factor)
Net Issuance 40
Buybacks instead of dilution

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

Vietnam Joint Stock Commercial Bank for Industry and Trade, together with its subsidiaries, provides various banking products and services in Vietnam and internationally.

Full company description

Vietnam Joint Stock Commercial Bank for Industry and Trade, together with its subsidiaries, provides various banking products and services in Vietnam and internationally. The company offers account services; credit, debit, and other cards, as well as card payment services; digital banking; demand, escrow, regular term, and automatic term deposits; property, car, consumer, special, mid/long/short-term, and other loans, as well as loans for production and business; foreign currency trading; life and non-life insurance; overseas remittance; and other related services. It also provides guarantees; international payments and trade finance; payables, receivables, cash, and account management, as well as money transfer; advisory services; industry and supply chain solutions; savings; financial investments; treasury products, including foreign exchange, interest rate and commodity derivatives, money market, and FI and government debt instruments; and investment bank. The company was formerly known as Vietnam Industrial and Commercial Bank and changed its name to Vietnam Joint Stock Commercial Bank for Industry and Trade in July 2009. Vietnam Joint Stock Commercial Bank for Industry and Trade was founded in 1988 and is headquartered in Hanoi, Vietnam.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Vietnam Joint Stock Commercial Bank for Industry and Trade, reported revenue of 77.7T VND in FY2025 versus 50.1T VND in FY2021, a compound +11.6%/yr. Reported net income was 34.6T VND in FY2025, compounding +25.2%/yr from FY2021.

Growth Quality 96/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
77.7T VND
Latest YoY
+5.5%
Avg. growth/yr (3Y)
+9.7%
Avg. growth/yr (5Y)
+12.3%
Avg. growth/yr (6Y)
+12.0%
Revenue +11.6%/yr
FY21 50.1T VND
FY22 58.9T VND
FY23 66.1T VND
FY24 73.7T VND
FY25 77.7T VND
Net income +25.2%/yr
FY21 14.1T VND
FY22 16.8T VND
FY23 19.9T VND
FY24 25.3T VND
FY25 34.6T VND

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Cite: Fair Value Calculator (2026). "Vietnam Joint Stock Commercial Bank for Industry and Trade, Fair Value". https://www.fairvalue-calculator.com/stock/CTG

Peer Group

Banks - Regional · 1082 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.

Quality Score 55 · Below median
Fair Value upside +104% · Top 25%
Return on equity (TTM) 22% · Top 25%
Return on assets 1% · Top 25%
Net margin (TTM) 51% · Top 25%
Operating margin (TTM) 64% · Top 25%
Revenue growth 42% · Top 25%
Dividend yield (TTM) 0.0% · Bottom 25%

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 6.5× · Cheaper than 75% of peers
P/B 1.39× · Pricier than median
P/S (TTM) 3.30× · Pricier than median
P/FCF 0.0× · Cheaper than 75% of peers

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.

VALUE 100 · sector 39
FUTURE 100 · sector 44
PAST 89 · sector 41
HEALTH 0 · sector 85
DIVIDEND 0 · sector 49

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Banks - Regional stocks, each showing price versus our Fair Value estimate (as of Jul 20, 2026).

Stock Price Fair Value vs Fair Value
PT Bank Central Asia Tbk BBCA 6,175 IDR 6,087 IDR -1%
KB Financial Group 105560 184,400 KRW 213,797 KRW +16%
PT Bank Rakyat Indonesia (Persero) Tbk BBRI 2,970 IDR 4,891 IDR +65%
PT Bank Mandiri (Persero) Tbk BMRI 4,310 IDR 7,841 IDR +82%
Banco Bradesco S.A BBD 5,120 ARS 10,240 ARS +100%
Shinhan Financial Group 055550 107,900 KRW 137,259 KRW +27%
Hana Financial Group 086790 136,800 KRW 193,969 KRW +42%
Lloyds Banking Group LYG 4,138 ARS 8,275 ARS +100%
Banco de Chile, CHILE 193.10 CLP 152.55 CLP -21%
Joint Stock Commercial Bank for Foreign Trade of Vietnam, VCB 59,400 VND 84,201 VND +42%

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Frequently asked questions

Is Vietnam Joint Stock Commercial Bank for Industry and Trade, (CTG) overvalued or undervalued?
As of Jul 20, 2026, our model estimates a fair value of 64,000 VND versus a price of 31,350 VND, about +104% (undervalued).
What is the fair value of CTG?
Our model-based fair value for Vietnam Joint Stock Commercial Bank for Industry and Trade, is 64,000 VND (as of Jul 20, 2026), built from audited fundamentals. The current price is 31,350 VND.
What is the quality score of CTG?
Vietnam Joint Stock Commercial Bank for Industry and Trade, has a Quality Score of 54/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of Vietnam Joint Stock Commercial Bank for Industry and Trade, (CTG)?
Vietnam Joint Stock Commercial Bank for Industry and Trade, reported trailing-twelve-month revenue of about 75.2T VND (latest available figure, as of Jul 20, 2026).
What is the net profit margin of CTG?
The net profit margin of Vietnam Joint Stock Commercial Bank for Industry and Trade, is about 50.7%, meaning it keeps roughly 50.7% of revenue as net income. Based on the latest reported figures.

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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