Thanh Thanh Cong - Bien Hoa Joint Stock Company (SBT) Fair Value & Analysis
Consumer Defensive · VN · Market cap 19.1T VND
Fair value as of: Jul 17, 2026
From 17 valuation models · updated 24 days ago
Share price −1.2% over the past month.
Below-average quality, and screening another 38% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (17,596 VND). The favourable scenario is already priced in.
- Weak quality (32/100) and above fair value at the same time, the margin of safety is missing on both counts.
- A fairly wide model range (9,715 VND to 17,596 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 17, 2026.
How to read this chart
60‑month range 7,760 VND – 25,377 VND · fair‑value band 9,715 VND – 17,596 VND · the 21,000 VND price screens above the 12,953 VND fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.
Analysis
Thanh Thanh Cong - Bien Hoa Joint Stock Company (SBT) currently trades at 21,000 VND, while our model-based Fair Value estimate is 12,953 VND, implying the stock looks roughly 38.3% overvalued today. The Quality Score stands at 32/100 (below-average quality), in the Consumer Defensive 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, Thanh Thanh Cong - Bien Hoa Joint Stock Company generated revenue of 27.2T VND at a net margin of 2.8%. Revenue grew 12.9% year over year. It earns a return on equity of 6.7%. Net debt stands at 13.1T VND. Fundamentals as of Jul 17, 2026
Our scenario range runs from 9,715 VND (bear case) to 17,596 VND (bull case); at 21,000 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 19% below its 52-week high and 20% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -45% fair-value upside, at -38%, SBT 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 17 models by family
Widest divergence: DCF Models (21,715 VND) versus Dividend Discount (1,403 VND). Highest evidence: Residual Income (76).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 31 · Market factors (momentum, volatility) 51
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
Thanh Thanh Cong - Bien Hoa Joint Stock Company, together with its subsidiaries, engages in the production and sale of in sugar and its by-products in Vietnam and internationally.
Full company description
Thanh Thanh Cong - Bien Hoa Joint Stock Company, together with its subsidiaries, engages in the production and sale of in sugar and its by-products in Vietnam and internationally. The company is also involved in the production, transmission, and distribution of electricity; planting sugarcane and industrial crops; producing and trading fertilizers and agricultural materials; production of alcohol and non-alcoholic beverages, mineral and bottled water, soft drinks, fruit juice, soy milk, latex, cassava, and rubber; and cow breeding business. In addition, it engages in constructing civil projects and industrial zone infrastructure; hotels and restaurants businesses; trading of real estate properties, agricultural machines and tools, and oil and gas; rental of houses and apartments; investment activities; and wholesale of commercial goods. Further, the company offers planting and technical advisory; packaging, warehousing, and storage; electrical system installation; and food industry machineries and equipment installation services, as well as technical and consulting management services for the sugar industry. Additionally, it is involved in producing and developing mechanic machineries for sugar canes production; mechanical processing and cattle raising services; and trading of commodities and derivatives. Thanh Thanh Cong - Bien Hoa Joint Stock Company was formerly known as Thanh Thanh Cong Tay Ninh Joint Stock Company and changed its name to Thanh Thanh Cong - Bien Hoa Joint Stock Company in November 2017. The company was incorporated in 1995 and is based in Tan Chau, Vietnam.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Thanh Thanh Cong - Bien Hoa Joint Stock Company reported revenue of 28.5T VND in FY2025 versus 14.9T VND in FY2021, a compound +17.5%/yr. Reported net income was 812B VND in FY2025, compounding +5.9%/yr from FY2021.
SBT screens 38% overvalued. Compare with Chocoladefabriken Lindt & Sprüngli AG →
Peer Group
Confectioners · 76 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 Confectioners 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.
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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Confectioners stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Chocoladefabriken Lindt & Sprüngli AG LISN | CHF 96,500 | CHF 9,874 | -90% |
| Mondelez International, Inc MDLZ | $61.00 | $27.68 | -55% |
| The Hershey Company HSY | $170.27 | $91.25 | -46% |
| Barry Callebaut AG BARN | CHF 1,100 | CHF 711.91 | -35% |
| ORION Corp 271560 | 127,100 KRW | 203,315 KRW | +60% |
| Tootsie Roll Industries, Inc TROLB | $39.50 | $21.81 | -45% |
| Guangxi Yuegui Guangye Holdings 000833 | ¥18.81 | ¥9.83 | -48% |
| Cloetta AB CLAB | kr 48.88 | kr 59.12 | +21% |
| Balrampur Chini Mills Limited BALRAMCHIN | ₹586.20 | ₹304.54 | -48% |
| PT Yupi Indo Jelly Gum Tbk YUPI | 1,320 IDR | 1,286 IDR | -3% |
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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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