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Tien Phong Securities Corporation (ORS) Fair Value & Analysis

Financial Services · VN · Market cap 8.7T VND

TP Tien Phong Securities Corporation ORS · VN
Price14,200 VND
Fair Value2,744 VND
Upside-80.7%
Quality43/100
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Weak Growth
Highly profitable · 27.3% net margin
Moderate debt · generates free cash flow
Mixed vs. peers (5/10)
Wide moat 72/100
Evidence: High Range 2,058 VND – 3,430 VND Share as image

Fair value as of: Jul 19, 2026

From 2 valuation models · updated 22 days ago

Share price +3.6% over the past month.

Below-average quality, and screening another 81% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (3,430 VND). The favourable scenario is already priced in.
  • Weak quality (43/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • 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 (16 months)

16,600 VND 7,450 VND Fair Value 2,744 VND Apr 2025 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.

How to read this chart

16‑month range 7,450 VND – 16,600 VND · fair‑value band 2,058 VND – 3,430 VND · the 14,200 VND price screens above the 2,744 VND fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.

Full chart & analysis →

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Analysis

Tien Phong Securities Corporation (ORS) currently trades at 14,200 VND, while our model-based Fair Value estimate is 2,744 VND, implying the stock looks roughly 80.7% overvalued today. The Quality Score stands at 43/100 (below-average quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Tien Phong Securities Corporation generated revenue of 91.1B VND at a net margin of 27.3%. Revenue declined 51.1% year over year. It earns a return on equity of 16.5%. Net debt stands at 393B VND. Fundamentals as of Jul 19, 2026

Our scenario range runs from 2,058 VND (bear case) to 3,430 VND (bull case); at 14,200 VND, the current price sits above 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 16% below its 52-week high and 58% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 11% fair-value upside, at -81%, ORS screens richer 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
P/B Multiple 7,804 VND 10,406 VND 13,007 VND 55
NCAV (Graham) 6,121 VND 8,202 VND 12,242 VND 50
All 2 models by family
Multiples
P/B Multiple 7,804 VND 10,406 VND 13,007 VND 55
Asset-Based
NCAV (Graham) 6,121 VND 8,202 VND 12,242 VND 50

Widest divergence: Multiples (10,406 VND) versus Asset-Based (8,202 VND). Highest evidence: P/B Multiple (55).

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Key figures & financial health

Revenue (TTM) 91.1B VND
Revenue growth (YoY) -51.1%
Net margin 27.3%
Return on equity 16.5%
Free cash flow 2.0T VND FY2025
P/E ratio 29.9
More key figures
Operating margin 80.5%
EPS (TTM) 426.72 VND
EPS growth (YoY) -4.1%
Net debt 393B VND FY2025

Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 43/100

Of which business quality 45 · Market factors (momentum, volatility) 59

Profitability 29
Margins and returns on capital today
Quality Growth 18
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 61
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 71
Calm price path (market factor)
Momentum 50
Price trend over the last 3–12 months (market factor)
52W Momentum 59
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

Tien Phong Securities Corporation engages in the provision of brokerage and asset management services in Vietnam. It operates through Brokerage and Customer Service; Proprietary Trading of Listed Shares; Private Bond Trading; Financial Advisory; and General Management segments.

Full company description

Tien Phong Securities Corporation engages in the provision of brokerage and asset management services in Vietnam. It operates through Brokerage and Customer Service; Proprietary Trading of Listed Shares; Private Bond Trading; Financial Advisory; and General Management segments. The company provides securities services for brokerage, financial and investment consultancy, depository, trading, custody, trust, and underwriting. Tien Phong Securities Corporation was formerly known as Phuong Dong Securities Joint Stock Company. The company was founded in 2006 and is headquartered in Hanoi, Vietnam. Tien Phong Securities Corporation operates as a subsidiary of Tien Phong Commercial Joint Stock Bank.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Tien Phong Securities Corporation reported revenue of 307B VND in FY2025 versus 1.1T VND in FY2021, a compound −26.7%/yr. Reported net income was 118B VND in FY2025, compounding −13.4%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
307B VND
Latest YoY
−71.3%
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.
−42.3%
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.
−4.4%
Revenue −26.7%/yr
FY21 1.1T VND
FY22 1.6T VND
FY23 924B VND
FY24 1.1T VND
FY25 307B VND
Net income −13.4%/yr
FY21 211B VND
FY22 136B VND
FY23 229B VND
FY24 379B VND
FY25 118B VND

ORS screens 81% overvalued. Compare with Huatai Securities Co →

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Cite: Fair Value Calculator (2026). "Tien Phong Securities Corporation Fair Value". https://www.fairvalue-calculator.com/stock/ORS

Peer Group

Capital Markets · 423 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 43 · Below median
Fair Value upside −81% · Bottom 25%
Return on equity (TTM) 16% · Above median
Return on assets 7% · Top 25%
Net margin (TTM) 27% · Above median
Operating margin (TTM) 81% · Top 25%
Revenue growth -51% · Bottom 25%
Debt / equity 0.57× · Higher than 75% of peers

Valuation Multiples vs Capital Markets median · lower = cheaper

P/E (TTM) 32.6× · Pricier than 75% of peers
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 0 · sector 9
FUTURE 0 · sector 96
PAST 66 · sector 30
HEALTH 72 · sector 93
DIVIDEND 0 · sector 36

VALUE 0: the price sits above our fair-value range.

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 Capital Markets stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).

Stock Price Fair Value vs Fair Value
Huatai Securities Co HTSC $0.2700 $0.0400 -85%
Mirae Asset Securities Co 006800 38,750 KRW 31,645 KRW -18%
Meritz Financial Group 138040 117,000 KRW 87,706 KRW -25%
Korea Investment Holdings 071050 239,000 KRW 318,825 KRW +33%
NH Investment & Securities Co 005940 31,000 KRW 37,133 KRW +20%
Samsung Securities Co 016360 107,700 KRW 126,487 KRW +17%
Motilal Oswal Financial Services Limited MOTILALOFS ₹967.00 ₹299.65 -69%
Kiwoom Securities Co 039490 322,000 KRW 358,091 KRW +11%
SSI Securities Corporation SSI 24,250 VND 28,021 VND +16%
Bolsas y Mercados Argentinos S.A BYMA 313.75 ARS 120.22 ARS -62%

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Frequently asked questions

Is Tien Phong Securities Corporation (ORS) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of 2,744 VND versus a price of 14,200 VND, about −81% (overvalued).
What is the fair value of ORS?
Our model-based fair value for Tien Phong Securities Corporation is 2,744 VND (as of Jul 19, 2026), built from audited fundamentals. The current price is 14,200 VND.
What is the quality score of ORS?
Tien Phong Securities Corporation has a Quality Score of 43/100. 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 Tien Phong Securities Corporation (ORS)?
Tien Phong Securities Corporation reported trailing-twelve-month revenue of about 91.1B VND (latest available figure, as of Jul 19, 2026).
What is the net profit margin of ORS?
The net profit margin of Tien Phong Securities Corporation is about 27.3%, meaning it keeps roughly 27.3% 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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