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Saigon - Hanoi Commercial Joint Stock Bank, (SHB) Fair Value & Analysis

Financial Services · VN · Market cap 61.4T VND

SH Saigon - Hanoi Commercial Joint Stock Bank, SHB · VN
Price11,700 VND
Fair Value25,200 VND
Upside+115.4%
Quality58/100
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Healthy Growth
Highly profitable · 55.5% net margin
generates free cash flow
Ranks above peers (11/11)
Wide moat 72/100
Evidence: High Range 18,900 VND – 31,500 VND Share as image

Fair value as of: Jul 13, 2026

From 6 valuation models · updated 27 days ago

Fair value updated Jul 13, 2026, revised from 27,300 VND to 25,200 VND (−7.7%) since Jun 26, 2026. Share price −12.7% over the past month.

A solid business, screening 115% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (18,900 VND). The market is more pessimistic than our downside scenario.
  • Solid quality (58/100) 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)

18,776 VND 5,130 VND Fair Value 25,200 VND Oct 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 13, 2026.

How to read this chart

58‑month range 5,130 VND – 18,776 VND · fair‑value band 18,900 VND – 31,500 VND · the 11,700 VND price screens below the 25,200 VND fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 13, 2026.

Full chart & analysis →

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Analysis

Saigon - Hanoi Commercial Joint Stock Bank, (SHB) currently trades at 11,700 VND, while our model-based Fair Value estimate is 25,200 VND, implying the stock looks roughly 115.4% undervalued today. The Quality Score stands at 58/100 (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, Saigon - Hanoi Commercial Joint Stock Bank, generated revenue of 22.0T VND at a net margin of 55.5%. Revenue grew 9.4% year over year. It earns a return on equity of 18.3%. Net debt stands at 4.1T VND. Fundamentals as of Jul 13, 2026

Our scenario range runs from 18,900 VND (bear case) to 31,500 VND (bull case); at 11,700 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 39% below its 52-week high and 5% 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 115%, SHB 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 17,731 VND 24,041 VND 100,085 VND 76
Gordon GGM 4,145 VND 9,049 VND 15,225 VND 70
P/E Multiple 24,975 VND 33,300 VND 41,625 VND 63
All 6 models by family
Dividend Discount
Gordon GGM 4,145 VND 9,049 VND 15,225 VND 70
DDM Multi-Stage 4,145 VND 7,412 VND 9,430 VND 61
Multiples
P/E Multiple 24,975 VND 33,300 VND 41,625 VND 63
P/B Multiple 15,321 VND 20,428 VND 25,535 VND 55
Asset-Based
NCAV (Graham) 7,296 VND 9,776 VND 14,592 VND 50
Economic Profit
Residual Income 17,731 VND 24,041 VND 100,085 VND 76

Widest divergence: Economic Profit (24,041 VND) versus Dividend Discount (7,412 VND). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 22.0T VND
Revenue growth (YoY) +9.4%
Net margin 55.5%
Return on equity 18.3%
Free cash flow 34.6T VND FY2025
P/E ratio 5.0
More key figures
Operating margin 81.0%
EPS (TTM) 2,612 VND
EPS growth (YoY) +6.6%
Net debt 4.1T VND FY2020

Figures from reported company fundamentals · as of Jul 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 58/100

Of which business quality 59 · Market factors (momentum, volatility) 34

Profitability 48
Margins and returns on capital today
Quality Growth 46
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 61
Balance sheet, leverage, solvency risk
Investment 43
Disciplined investing over empire-building
Low Volatility 82
Calm price path (market factor)
Momentum 19
Price trend over the last 3–12 months (market factor)
52W Momentum 5
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

Saigon - Hanoi Commercial Joint Stock Bank, together with its subsidiaries, provides various banking products and services to individuals and organizations in Vietnam and internationally. It operates through the Credit, Investment, Services, and Treasury segments.

Full company description

Saigon - Hanoi Commercial Joint Stock Bank, together with its subsidiaries, provides various banking products and services to individuals and organizations in Vietnam and internationally. It operates through the Credit, Investment, Services, and Treasury segments. The company offers demand, term, and savings deposits; sporting, securities, payment, and current accounts; debit and credit cards; card payment; VIP banking; international and domestic money transfer and receipt, and WU money receipt; mobile, online, phone, and SMS banking; consumer, car, home, business, agricultural product, remittances, and promotion, as well as loans mortgaged with valuable paper; business overdraft; and bill collection services. It also provides short-, medium-, and long-term deposits; foreign currency transactions; discounting; factoring; shipment financing; asset preservation, including rental of lockers and safes; bancassurance; and interest lending transactions. The company offers investment banking; debt and asset management; finance banking; deposit and account management; tax payment, warranty, payment, loan, advance payment refund, contract performance, and bid guarantees, as well as loan arrangement commitments; international settlement and trade finance services; forex trading and treasury services consisting of swaps, forwards, and spots; and investment and hedging services. It provides cash management services; banking and financial consultancy; management services; advisory services, as well as engaging in trade of negotiable instruments and bonds; the provision of money brokerage services; and issuing certificates of deposit, promissory notes, and treasury bills and bonds. The company was formerly known as Nhon Ai Rural Commercial Joint Stock Bank and changed its name to Saigon - Hanoi Commercial Joint Stock Bank in September 2009. Saigon - Hanoi Commercial Joint Stock Bank was founded in 1993 and is headquartered in Hanoi, Vietnam.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Saigon - Hanoi Commercial Joint Stock Bank, reported revenue of 24.8T VND in FY2025 versus 17.8T VND in FY2021, a compound +8.6%/yr. Reported net income was 12.0T VND in FY2025, compounding +24.3%/yr from FY2021.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
24.8T VND
Latest YoY
+6.5%
Avg. growth/yr (3Y)
+9.7%
Avg. growth/yr (5Y)
+15.2%
Avg. growth/yr (6Y)
+17.8%
Revenue +8.6%/yr
FY21 17.8T VND
FY22 18.7T VND
FY23 21.2T VND
FY24 23.3T VND
FY25 24.8T VND
Net income +24.3%/yr
FY21 5.0T VND
FY22 7.7T VND
FY23 7.3T VND
FY24 9.3T VND
FY25 12.0T VND

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Cite: Fair Value Calculator (2026). "Saigon - Hanoi Commercial Joint Stock Bank, Fair Value". https://www.fairvalue-calculator.com/stock/SHB

Peer Group

Banks - Regional · 1083 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 59 · Above median
Fair Value upside +115% · Top 25%
Return on equity (TTM) 18% · Top 25%
Return on assets 1% · Top 25%
Net margin (TTM) 56% · Top 25%
Operating margin (TTM) 81% · Top 25%
Revenue growth 9% · Above median

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 5.0× · Cheaper than 75% of peers
P/B 0.90× · Cheaper than median
P/S (TTM) 2.80× · Cheaper 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 47 · sector 44
PAST 73 · 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 13, 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 Saigon - Hanoi Commercial Joint Stock Bank, (SHB) overvalued or undervalued?
As of Jul 13, 2026, our model estimates a fair value of 25,200 VND versus a price of 11,700 VND, about +115% (undervalued).
What is the fair value of SHB?
Our model-based fair value for Saigon - Hanoi Commercial Joint Stock Bank, is 25,200 VND (as of Jul 13, 2026), built from audited fundamentals. The current price is 11,700 VND.
What is the quality score of SHB?
Saigon - Hanoi Commercial Joint Stock Bank, has a Quality Score of 58/100. 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 Saigon - Hanoi Commercial Joint Stock Bank, (SHB)?
Saigon - Hanoi Commercial Joint Stock Bank, reported trailing-twelve-month revenue of about 22.0T VND (latest available figure, as of Jul 13, 2026).
What is the net profit margin of SHB?
The net profit margin of Saigon - Hanoi Commercial Joint Stock Bank, is about 55.5%, meaning it keeps roughly 55.5% 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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