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Ha Do Group (HDG) Fair Value & Analysis

Real Estate · VN · Market cap 7.2T VND

HD Ha Do Group HDG · VN
Price17,050 VND
Fair Value34,615 VND
Upside+103.0%
Quality53/100
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Weak Growth
Highly profitable · 23.2% net margin
Moderate debt · generates free cash flow
2.55% dividend yield
Ranks above peers (11/14)
Wide moat 65/100
Evidence: Medium Range 19,466 VND – 49,912 VND Share as image

Fair value as of: Jul 20, 2026

From 24 valuation models · updated 21 days ago

Share price −9.8% over the past month.

A solid business, screening 103% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (19,466 VND). The market is more pessimistic than our downside scenario.
  • Solid quality (53/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (19,466 VND to 49,912 VND) leaves room in how you read the outcome.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
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Price vs Fair Value (5 years)

35,546 VND 13,493 VND Fair Value 34,615 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 13,493 VND – 35,546 VND · fair‑value band 19,466 VND – 49,912 VND · the 17,050 VND price screens below the 34,615 VND fair value. Dashed = 300-day average. As of Jul 20, 2026.

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Analysis

Ha Do Group (HDG) currently trades at 17,050 VND, while our model-based Fair Value estimate is 34,615 VND, implying the stock looks roughly 103.0% undervalued today. The Quality Score stands at 53/100 (solid quality), in the Real Estate 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: medium), always confirm before acting.

Over the trailing twelve months, Ha Do Group generated revenue of 2.9T VND at a net margin of 23.2%. Revenue grew 14.3% year over year. It earns a return on equity of 11.2%. Net debt stands at 4.4T VND. Fundamentals as of Jul 20, 2026

Our scenario range runs from 19,466 VND (bear case) to 49,912 VND (bull case); at 17,050 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 48% below its 52-week high, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at 32% fair-value upside, at 103%, HDG 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 Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF 15,250 VND 24,905 VND 42,089 VND 80
Residual Income 15,427 VND 18,293 VND 39,105 VND 76
Rev-Margin DCF 4,383 VND 9,150 VND 15,210 VND 74
All 24 models by family
DCF Models
FCF DCF 14,054 VND 23,915 VND 42,891 VND 38
Owner Earnings 15,363 VND 25,778 VND 45,822 VND 31
5Y Revenue Exit 4,383 VND 8,623 VND 14,743 VND 39
5Y EBITDA Exit 25,058 VND 44,429 VND 70,090 VND 41
5Y P/E Exit 15,453 VND 27,794 VND 42,541 VND 38
10Y Revenue Exit 7,619 VND 11,168 VND 14,778 VND 36
10Y EBITDA Exit 20,694 VND 33,825 VND 48,034 VND 37
10Y P/E Exit 14,730 VND 23,299 VND 31,481 VND 35
Earnings-Based
Graham-Dodd 12,873 VND 15,733 VND 17,700 VND 54
EPV 20,797 VND 26,095 VND 30,804 VND 59
Dividend Discount
Gordon GGM 3,006 VND 3,306 VND 3,767 VND 70
DDM Multi-Stage 3,006 VND 3,837 VND 5,038 VND 61
Multiples
P/E Multiple 29,815 VND 39,754 VND 49,692 VND 63
P/S Multiple 10,271 VND 13,694 VND 17,118 VND 58
P/B Multiple 24,136 VND 32,182 VND 40,227 VND 55
EV/EBIT 36,654 VND 51,946 VND 67,238 VND 53
EV/EBITDA 38,442 VND 54,330 VND 70,218 VND 54
EV/Revenue 3,103 VND 6,800 VND 43
Asset-Based
NCAV (Graham) 8,354 VND 11,194 VND 16,707 VND 50
Growth DCF
Growth DCF 15,250 VND 24,905 VND 42,089 VND 80
Rev-Margin DCF 4,383 VND 9,150 VND 15,210 VND 74
Economic Profit
Residual Income 15,427 VND 18,293 VND 39,105 VND 76
ROIC Compounder 20,797 VND 27,243 VND 34,456 VND 72
Growth Earnings
Growth-Adj P/E 21,054 VND 30,077 VND 39,100 VND 68

Widest divergence: Multiples (32,182 VND) versus Dividend Discount (3,306 VND). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 2.9T VND
Revenue growth (YoY) +14.3%
Net margin 23.2%
Return on equity 11.2%
Free cash flow 927B VND FY2025
P/E ratio 10.9
More key figures
Operating margin 26.6%
EPS (TTM) 1,634 VND
Dividend yield 2.6%
EPS growth (YoY) -67.8%
Net debt 4.4T VND FY2025

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

Quality Score breakdown

Overall quality 53/100

Of which business quality 53 · Market factors (momentum, volatility) 26

Profitability 43
Margins and returns on capital today
Quality Growth 68
Are margins and returns improving?
Cashflow 85
Earnings quality: real cash, not paper profit
Fin. Strength 41
Balance sheet, leverage, solvency risk
Investment 68
Disciplined investing over empire-building
Low Volatility 69
Calm price path (market factor)
Momentum 11
Price trend over the last 3–12 months (market factor)
52W Momentum 3
Distance to the 52-week high (market factor)
Net Issuance 7
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

Ha Do Group Joint Stock Company, together with its subsidiaries, engages in the electricity generation, transmission, and distribution activities in Vietnam. It operates through Real Estate Activities; Sales of Electricity; and Leasing Services, Construction Services and Other Activities segments.

Full company description

Ha Do Group Joint Stock Company, together with its subsidiaries, engages in the electricity generation, transmission, and distribution activities in Vietnam. It operates through Real Estate Activities; Sales of Electricity; and Leasing Services, Construction Services and Other Activities segments. The company is involved in investment, construction, and trading in real estate properties; hospitality services; and rents office, as well as engages in generation, transmission and distribution of electricity; and rendering hotel services, leasing services for office buildings, commercial areas, construction, and other related services. It also engages in design and construction investment consultancy; and real estate auction services. The company was founded in 1990 and is headquartered in Hanoi, Vietnam.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Ha Do Group reported revenue of 2.8T VND in FY2025 versus 3.8T VND in FY2021, a compound −7.3%/yr. Reported net income was 770B VND in FY2025, compounding −8.4%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
2.8T VND
Latest YoY
+2.5%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−10.2%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−11.0%
Avg. growth/yr (6Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−7.1%
Revenue −7.3%/yr
FY21 3.8T VND
FY22 3.9T VND
FY23 2.9T VND
FY24 2.7T VND
FY25 2.8T VND
Net income −8.4%/yr
FY21 1.1T VND
FY22 1.4T VND
FY23 665B VND
FY24 348B VND
FY25 770B VND

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Cite: Fair Value Calculator (2026). "Ha Do Group Fair Value". https://www.fairvalue-calculator.com/stock/HDG

Peer Group

Real Estate - Development · 588 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 54 · Above median
Fair Value upside +103% · Top 25%
Return on equity (TTM) 11% · Top 25%
Return on assets 6% · Top 25%
Net margin (TTM) 23% · Top 25%
Operating margin (TTM) 27% · Top 25%
Revenue growth 14% · Above median
Dividend yield (TTM) 2.6% · Above median
Debt / equity 0.59× · Higher than median

Valuation Multiples vs Real Estate - Development median · lower = cheaper

P/E (TTM) 10.9× · Cheaper than median
P/B 1.07× · Pricier than 75% of peers
P/S (TTM) 2.52× · Pricier than 75% of peers
P/FCF 0.0× · Cheaper than 75% of peers
EV/EBITDA 6.1× · Cheaper than median

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 48
FUTURE 72 · sector 0
PAST 45 · sector 10
HEALTH 70 · sector 84
DIVIDEND 51 · sector 38

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 Real Estate - Development stocks, each showing price versus our Fair Value estimate (as of Jul 20, 2026).

Stock Price Fair Value vs Fair Value
DLF Limited DLF ₹657.75 ₹159.49 -76%
Lodha Developers Limited LODHA ₹1,188 ₹583.43 -51%
PT Pantai Indah Kapuk Dua Tbk, PANI 6,125 IDR 1,330 IDR -78%
Oberoi Realty Limited OBEROIRLTY ₹1,925 ₹1,183 -39%
Godrej Properties Limited GODREJPROP ₹2,102 ₹1,044 -50%
PT Jaya Real Property, Tbk., JRPT 1,080 IDR 1,674 IDR +55%
PT Bumi Serpong Damai Tbk, BSDE 555.00 IDR 1,388 IDR +150%
PT Sentul City Tbk, BKSL 64.00 IDR 84.16 IDR +32%
PT Ciputra Development Tbk, CTRA 555.00 IDR 1,388 IDR +150%
PT Duta Pertiwi Tbk DUTI 4,100 IDR 6,239 IDR +52%

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Frequently asked questions

Is Ha Do Group (HDG) overvalued or undervalued?
As of Jul 20, 2026, our model estimates a fair value of 34,615 VND versus a price of 17,050 VND, about +103% (undervalued).
What is the fair value of HDG?
Our model-based fair value for Ha Do Group is 34,615 VND (as of Jul 20, 2026), built from audited fundamentals. The current price is 17,050 VND.
What is the quality score of HDG?
Ha Do Group has a Quality Score of 53/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Ha Do Group (HDG)?
Ha Do Group reported trailing-twelve-month revenue of about 2.9T VND (latest available figure, as of Jul 20, 2026).
What is the net profit margin of HDG?
The net profit margin of Ha Do Group is about 23.2%, meaning it keeps roughly 23.2% of revenue as net income. Based on the latest reported figures.
Does Ha Do Group pay a dividend?
Ha Do Group currently shows a dividend yield of about 2.19% relative to its recent price (as of Jul 20, 2026).

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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