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Becamex Infrastructure Development Joint Stock Company (IJC) Fair Value & Analysis

Industrials · VN · Market cap 5.4T VND

BI Becamex Infrastructure Development Joint Stock Company IJC · VN
Price7,930 VND
Fair Value12,814 VND
Upside+61.6%
Quality38/100
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Weak Growth
Highly profitable · 38.4% net margin
Low debt · negative free cash flow
Ranks above peers (9/13)
Wide moat 68/100
Evidence: High Range 9,204 VND – 16,658 VND Share as image

Fair value as of: Jul 12, 2026

From 9 valuation models · updated 29 days ago

Share price −7.3% over the past month.

Below-average quality, screening 62% undervalued on our models.

What matters now

  • The large discount to fair value meets weak quality (38/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (9,204 VND). The market is more pessimistic than our downside scenario.
  • A fairly wide model range (9,204 VND to 16,658 VND) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

18,716 VND 4,728 VND Fair Value 12,814 VND Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.

How to read this chart

60‑month range 4,728 VND – 18,716 VND · fair‑value band 9,204 VND – 16,658 VND · the 7,930 VND price screens below the 12,814 VND fair value. Dashed = 300-day average. As of Jul 12, 2026.

Full chart & analysis →

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Analysis

Becamex Infrastructure Development Joint Stock Company (IJC) currently trades at 7,930 VND, while our model-based Fair Value estimate is 12,814 VND, implying the stock looks roughly 61.6% undervalued today. The Quality Score stands at 38/100 (below-average 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, Becamex Infrastructure Development Joint Stock Company generated revenue of 1.7T VND at a net margin of 38.4%. Revenue grew 69.4% year over year. It earns a return on equity of 9.8%. Net debt stands at 353B VND. Fundamentals as of Jul 12, 2026

Our scenario range runs from 9,204 VND (bear case) to 16,658 VND (bull case); at 7,930 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 50% below its 52-week high, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -45% fair-value upside, at 62%, IJC 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
Residual Income 10,670 VND 11,386 VND 12,693 VND 76
Gordon GGM 2,892 VND 3,181 VND 3,624 VND 70
DDM Multi-Stage 2,892 VND 3,691 VND 4,847 VND 61
All 9 models by family
Dividend Discount
Gordon GGM 2,892 VND 3,181 VND 3,624 VND 70
DDM Multi-Stage 2,892 VND 3,691 VND 4,847 VND 61
Multiples
P/S Multiple 12,097 VND 16,130 VND 20,162 VND 58
P/B Multiple 12,097 VND 16,130 VND 20,162 VND 55
EV/EBIT 15,482 VND 20,784 VND 26,086 VND 53
EV/EBITDA 13,187 VND 17,724 VND 22,261 VND 54
EV/Revenue 8,348 VND 12,108 VND 15,868 VND 43
Asset-Based
NCAV (Graham) 6,405 VND 8,582 VND 12,809 VND 50
Economic Profit
Residual Income 10,670 VND 11,386 VND 12,693 VND 76

Widest divergence: Multiples (16,130 VND) versus Dividend Discount (3,181 VND). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 1.7T VND
Revenue growth (YoY) +69.4%
Net margin 38.4%
Return on equity 9.8%
Free cash flow −255B VND FY2025
P/E ratio 6.1
More key figures
Operating margin 40.6%
EPS (TTM) 1,410 VND
EPS growth (YoY) +83.0%
Net debt 353B VND FY2025

Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 38/100

Of which business quality 36 · Market factors (momentum, volatility) 30

Profitability 39
Margins and returns on capital today
Quality Growth 65
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 71
Balance sheet, leverage, solvency risk
Investment 39
Disciplined investing over empire-building
Low Volatility 67
Calm price path (market factor)
Momentum 20
Price trend over the last 3–12 months (market factor)
52W Momentum 5
Distance to the 52-week high (market factor)
Net Issuance 0
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

Becamex Infrastructure Development Joint Stock Company engages in investment, construction, and real estate businesses in Vietnam. It operates through the Sale of Toll Tickets, Trading Real Estate, Trading Investment Properties, Construction, Business Cooperation Contract, and Other segments.

Full company description

Becamex Infrastructure Development Joint Stock Company engages in investment, construction, and real estate businesses in Vietnam. It operates through the Sale of Toll Tickets, Trading Real Estate, Trading Investment Properties, Construction, Business Cooperation Contract, and Other segments. The company engages in the investment, construction, and operation of technical infrastructure of industrial parks, residences, and urban areas; operation, maintenance, and repair of toll stations; sale of toll tickets; provision of real estate brokerage, valuation, trading floor, consultancy, auction, advertising, management, and trading services; leasing and rental of properties, equipment, and furniture; construction of social houses, public works, and civil and industrial works; and operation of restaurants and hotels. It is also involved in the provision of catering and event organization services; airline and train ticket agency; operation of trade centers; tourism; and passenger transport. Becamex Infrastructure Development Joint Stock Company was incorporated in 2007 and is headquartered in Thu Dau Mot, Vietnam.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Becamex Infrastructure Development Joint Stock Company reported revenue of 1.6T VND in FY2025 versus 2.6T VND in FY2021, a compound −11.4%/yr. Reported net income was 597B VND in FY2025, compounding −1.0%/yr from FY2021.

Growth Quality 25/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
1.6T VND
Latest YoY
+57.5%
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.
−6.5%
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.
−5.6%
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.
+0.1%
Revenue −11.4%/yr
FY21 2.6T VND
FY22 2.0T VND
FY23 1.5T VND
FY24 1.0T VND
FY25 1.6T VND
Net income −1.0%/yr
FY21 621B VND
FY22 511B VND
FY23 395B VND
FY24 354B VND
FY25 597B VND

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Cite: Fair Value Calculator (2026). "Becamex Infrastructure Development Joint Stock Company Fair Value". https://www.fairvalue-calculator.com/stock/IJC

Peer Group

Engineering & Construction · 839 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 38 · Bottom 25%
Fair Value upside +62% · Top 25%
Return on equity (TTM) 10% · Above median
Return on assets 4% · Above median
Net margin (TTM) 38% · Top 25%
Operating margin (TTM) 41% · Top 25%
Revenue growth 69% · Top 25%
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.15× · Higher than median

Valuation Multiples vs Engineering & Construction median · lower = cheaper

P/E (TTM) 6.1× · Cheaper than 75% of peers
P/B 0.67× · Cheaper than median
P/S (TTM) 3.16× · Pricier than 75% of peers
EV/EBITDA 7.9× · 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 16
FUTURE 100 · sector 17
PAST 39 · sector 26
HEALTH 93 · sector 94
DIVIDEND 0 · sector 33

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 Engineering & Construction stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).

Stock Price Fair Value vs Fair Value
Larsen & Toubro Limited LT ₹3,815 ₹1,994 -48%
Samsung C&T Corporation 028260 346,000 KRW 268,779 KRW -22%
Hyundai Engineering & Construction Co 000720 99,000 KRW 63,993 KRW -35%
United Integrated Services Co 2404 1,250 TWD 925.62 TWD -26%
Samsung E&A Co 028050 42,550 KRW 44,840 KRW +5%
Rail Vikas Nigam Limited RVNL ₹232.67 ₹61.46 -74%
Daewoo Engineering & Construction Co 047040 16,240 KRW 6,507 KRW -60%
NBCC (India) Limited NBCC ₹96.32 ₹48.22 -50%
Cemindia Projects Limited CEMPRO ₹1,330 ₹730.69 -45%
KEPCO Engineering & Construction Company 052690 92,700 KRW 20,172 KRW -78%

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Frequently asked questions

Is Becamex Infrastructure Development Joint Stock Company (IJC) overvalued or undervalued?
As of Jul 12, 2026, our model estimates a fair value of 12,814 VND versus a price of 7,930 VND, about +62% (undervalued).
What is the fair value of IJC?
Our model-based fair value for Becamex Infrastructure Development Joint Stock Company is 12,814 VND (as of Jul 12, 2026), built from audited fundamentals. The current price is 7,930 VND.
What is the quality score of IJC?
Becamex Infrastructure Development Joint Stock Company has a Quality Score of 38/100. 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 Becamex Infrastructure Development Joint Stock Company (IJC)?
Becamex Infrastructure Development Joint Stock Company reported trailing-twelve-month revenue of about 1.7T VND (latest available figure, as of Jul 12, 2026).
What is the net profit margin of IJC?
The net profit margin of Becamex Infrastructure Development Joint Stock Company is about 38.4%, meaning it keeps roughly 38.4% 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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