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Tien Phong Commercial Joint Stock Bank (TPB) Fair Value & Analysis

Financial Services · VN · Market cap 44.9T VND

TP Tien Phong Commercial Joint Stock Bank TPB · VN
Price14,600 VND
Fair Value31,900 VND
Upside+118.5%
Quality58/100
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Healthy Growth
Highly profitable · 45.7% net margin
generates free cash flow
Ranks above peers (11/11)
Wide moat 73/100
Evidence: High Range 23,925 VND – 39,875 VND Share as image

Fair value as of: Jul 13, 2026

From 6 valuation models · updated 28 days ago

Fair value updated Jul 13, 2026, revised from 32,000 VND to 31,900 VND (−0.3%) since Jun 26, 2026. Share price −10.4% over the past month.

A solid business, screening 118% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (23,925 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)

21,000 VND 9,019 VND Fair Value 31,900 VND Apr 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

60‑month range 9,019 VND – 21,000 VND · fair‑value band 23,925 VND – 39,875 VND · the 14,600 VND price screens below the 31,900 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.

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Analysis

Tien Phong Commercial Joint Stock Bank (TPB) currently trades at 14,600 VND, while our model-based Fair Value estimate is 31,900 VND, implying the stock looks roughly 118.5% 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, Tien Phong Commercial Joint Stock Bank generated revenue of 16.2T VND at a net margin of 45.7%. Revenue grew 9.0% year over year. It earns a return on equity of 16.9%. Net debt stands at 12.7T VND. Fundamentals as of Jul 13, 2026

Our scenario range runs from 23,925 VND (bear case) to 39,875 VND (bull case); at 14,600 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 33% below its 52-week high and 17% 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 118%, TPB 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 18,112 VND 23,550 VND 77,708 VND 76
Gordon GGM 9,161 VND 20,000 VND 33,651 VND 70
P/E Multiple 42,026 VND 56,034 VND 70,043 VND 63
All 6 models by family
Dividend Discount
Gordon GGM 9,161 VND 20,000 VND 33,651 VND 70
DDM Multi-Stage 9,161 VND 15,970 VND 20,843 VND 61
Multiples
P/E Multiple 42,026 VND 56,034 VND 70,043 VND 63
P/B Multiple 34,021 VND 45,361 VND 56,701 VND 55
Asset-Based
NCAV (Graham) 7,625 VND 10,218 VND 15,251 VND 50
Economic Profit
Residual Income 18,112 VND 23,550 VND 77,708 VND 76

Widest divergence: Multiples (45,361 VND) versus Asset-Based (10,218 VND). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 16.2T VND
Revenue growth (YoY) +9.0%
Net margin 45.7%
Return on equity 16.9%
Free cash flow 25.8T VND FY2025
P/E ratio 6.1
More key figures
Operating margin 49.7%
EPS (TTM) 2,630 VND
EPS growth (YoY) -1.2%
Net debt 12.7T VND FY2021

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 62 · Market factors (momentum, volatility) 43

Profitability 48
Margins and returns on capital today
Quality Growth 43
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 78
Balance sheet, leverage, solvency risk
Investment 58
Disciplined investing over empire-building
Low Volatility 76
Calm price path (market factor)
Momentum 34
Price trend over the last 3–12 months (market factor)
52W Momentum 20
Distance to the 52-week high (market factor)
Net Issuance 25
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 Commercial Joint Stock Bank provides various banking products and services to individuals and businesses in Vietnam. It accepts current and savings accounts, joint-holders corporate accounts, and term and online deposits.

Full company description

Tien Phong Commercial Joint Stock Bank provides various banking products and services to individuals and businesses in Vietnam. It accepts current and savings accounts, joint-holders corporate accounts, and term and online deposits. The company's loan products include home loans for house construction and renovation, auto and consumer loans, business loans, non-secured consumer loans, loans secured by valuable papers and saving books, car loans, VND lending, project financing, credit lines, working capital loans, medium and long term loans, loans secured by deposits/certificates of deposit/bonds, loans under export documents, pre-shipment and post-shipment finance, express business lending, and loans based on inventory, as well as secured and non-secured overdrafts. It also offers credit and debit cards; car, home, and life insurance products; inter settlement services, such as import L/C issuance, international remittance, UPAS L/C, overseas fund transfer, import and export collections, L/C issuance, international transfer, and tracking services, as well as discount export documents under L/C, D/P, and TTR; bid-tender, performance, warranty, and advanced payment refund guarantees; and treasury services, including FX swaps, forwards, and spots. In addition, the company provides centralization account management, intermediary, money transfer, tuition collection, premier transaction area, and Internet and mobile banking services. It operates branches, a representative office, and transaction offices. The company was founded in 2008 and is headquartered in Hanoi, Vietnam.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Tien Phong Commercial Joint Stock Bank reported revenue of 18.6T VND in FY2025 versus 13.5T VND in FY2021, a compound +8.3%/yr. Reported net income was 7.4T VND in FY2025, compounding +11.3%/yr from FY2021.

Growth Quality 95/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
18.6T VND
Latest YoY
+4.3%
Avg. growth/yr (3Y)
+6.0%
Avg. growth/yr (5Y)
+11.8%
Revenue +8.3%/yr
FY21 13.5T VND
FY22 15.6T VND
FY23 16.4T VND
FY24 17.8T VND
FY25 18.6T VND
Net income +11.3%/yr
FY21 4.8T VND
FY22 6.3T VND
FY23 4.5T VND
FY24 6.1T VND
FY25 7.4T VND

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Cite: Fair Value Calculator (2026). "Tien Phong Commercial Joint Stock Bank Fair Value". https://www.fairvalue-calculator.com/stock/TPB

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 61 · Top 25%
Fair Value upside +119% · Top 25%
Return on equity (TTM) 17% · Top 25%
Return on assets 2% · Top 25%
Net margin (TTM) 46% · Top 25%
Operating margin (TTM) 50% · Top 25%
Revenue growth 9% · Above median

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 6.2× · Cheaper than 75% of peers
P/B 1.06× · Cheaper than median
P/S (TTM) 2.78× · 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 45 · sector 44
PAST 68 · 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 Tien Phong Commercial Joint Stock Bank (TPB) overvalued or undervalued?
As of Jul 13, 2026, our model estimates a fair value of 31,900 VND versus a price of 14,600 VND, about +118% (undervalued).
What is the fair value of TPB?
Our model-based fair value for Tien Phong Commercial Joint Stock Bank is 31,900 VND (as of Jul 13, 2026), built from audited fundamentals. The current price is 14,600 VND.
What is the quality score of TPB?
Tien Phong 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 Tien Phong Commercial Joint Stock Bank (TPB)?
Tien Phong Commercial Joint Stock Bank reported trailing-twelve-month revenue of about 16.2T VND (latest available figure, as of Jul 13, 2026).
What is the net profit margin of TPB?
The net profit margin of Tien Phong Commercial Joint Stock Bank is about 45.7%, meaning it keeps roughly 45.7% 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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