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Data-driven stock valuation

Joint Stock Commercial Bank for Foreign Trade of Vietnam (VCB) fair value: what the stock is really worth

We calculate from audited financials what Joint Stock Commercial Bank for Foreign Trade of Vietnam is really worth. The fair value tells you whether the price is too high or too low, the quality score (0 to 100) how solid the business behind it is. 26 models, 37 quality factors, updated daily, free.

  1. Compare price with fair valuebelow fair value = cheap, above = expensive
  2. Check the quality50 and up solid, 75 and up strong
  3. Watch it or check another stockalert when fair value or trend changes

Financial Services · VN · Market cap 489T VND · ISIN VN000000VCB4

At a glance

JS Joint Stock Commercial Bank for Foreign Trade of Vietnam VCB · VN
Price58,900 VND
Fair Value45,959 VND
Upside−22.0%
Quality59/100

A solid business, but trading 28% above our fair value of 45,959 VND.

As of Aug 13, 2026, the fair value of Joint Stock Commercial Bank for Foreign Trade of Vietnam is 45,959 VND per share against a price of 58,900 VND, so the fair value sits 22% below the price. A model estimate from reported figures, not an analyst target.

!Mixed Growth (revenue 5y +8.0 %/yr)
Highly profitable · 50.3% net margin
generates free cash flow
!Mixed vs. peers (7/12)
Wide moat 72/100
!Evidence only medium, so the estimate is less certain
!Weak on valuation: 4 out of 100
!Weak on dividend: 15 out of 100
Evidence: Medium Range 34,469 VND to 57,448 VND

Fair value as of: Aug 13, 2026

From 6 valuation models · updated 24 days ago

Fair value updated Aug 13, 2026, revised from 84,201 VND to 45,959 VND (−45.4%) since Jul 16, 2026. Share price −0.7% over the past month.

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What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (57,448 VND). The favourable scenario is already priced in.
  • Solid but not exceptional quality (59/100) and above fair value, neither a clear bargain nor a standout compounder.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.

Price vs Fair Value (5 years)

76,000 VND 34,861 VND Fair Value 45,959 VND May 2021 Sep 2026

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

How to read this chart

60‑month range 34,861 VND – 76,000 VND · fair‑value band 34,469 VND – 57,448 VND · the 58,900 VND price screens above the 45,959 VND fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Joint Stock Commercial Bank for Foreign Trade of Vietnam (VCB) currently trades at 58,900 VND, while our model-based Fair Value estimate is 45,959 VND, implying the stock looks roughly 28.2% overvalued today. The Quality Score stands at 59/100 (solid quality), in the Financial Services sector. Bull case: the Economic Profit group reads highest at a median of 39,508 VND per share, and 0 of the 6 models we run sit above the 58,900 VND price. Bear case: the Dividend Discount group reads lowest at 6,686 VND, and 6 of the 6 models stay below the price. Evidence for this calculation is medium.

Over the trailing twelve months, Joint Stock Commercial Bank for Foreign Trade of Vietnam generated revenue of 71.4T VND at a net margin of 50.3%. Revenue grew 13.2% year over year. It earns a return on equity of 16.4%. The stock trades on a trailing P/E of 14.9. Fundamentals as of Aug 13, 2026

Scenario range: 34,469 VND (bear) to 57,448 VND (bull), the price of 58,900 VND sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target. The share trades about 25% below its 52-week high and 7% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at −10% fair-value upside, at −22%, VCB screens richer than that median.

Fair Value models

Based on fiscal year 2025 figures (about 8 months old). Earnings retained since then (2,700 VND per share) are deliberately not added.

Each model values the company its own way; the fair value above is the evidence-weighted blend. Evidence (0 to 100) shows how complete a model's inputs are. How we calculate →

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
DDM Multi-Stage 4,348 VND 6,686 VND 9,349 VND 66
Gordon GGM 4,348 VND 8,379 VND 14,392 VND 65
Residual Income 29,125 VND 39,508 VND 141,266 VND 64
All 6 models by family
Dividend Discount
Gordon GGM 4,348 VND 8,379 VND 14,392 VND 65
DDM Multi-Stage 4,348 VND 6,686 VND 9,349 VND 66
Multiples
P/E Multiple 41,048 VND 54,730 VND 68,413 VND 63
P/B Multiple 28,210 VND 37,613 VND 47,016 VND 55
Asset-Based
NCAV (Graham) 13,433 VND 18,001 VND 26,866 VND 51
Economic Profit
Residual Income 29,125 VND 39,508 VND 141,266 VND 64

Widest divergence: Economic Profit (39,508 VND) versus Dividend Discount (6,686 VND). Highest evidence: DDM Multi-Stage (66).

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Key figures & financial health

P/E ratio 14.9
P/S ratio 7.61 P/E × margin
EPS (TTM) 3,943 VND price ÷ EPS = P/E 14.9
Dividend yield 0.7% payout 10.9%
Net margin 50.9% FY2025
Return on equity 16.4% TTM
More key figures
Profitability
Return on assets 1.5% TTM
Operating margin 64.6% TTM
Growth
Revenue (TTM) 71.4T VND TTM
Revenue growth (YoY) +13.2% 3y avg +1.4%
EPS growth (YoY) +8.7%
Balance sheet & cash flow
Free cash flow 115T VND FY2025

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

Quality Score breakdown

Overall quality 59/100

Of which business quality 62 · Market factors (momentum, volatility) 43

Profitability 47
Margins and returns on capital today
Quality Growth 37
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 78
Balance sheet, leverage, solvency risk
Investment 52
Disciplined investing over empire-building
Low Volatility 85
Calm price path (market factor)
Momentum 31
Price trend over the last 3–12 months (market factor)
52W Momentum 15
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Joint Stock Commercial Bank for Foreign Trade of Vietnam, together with its subsidiaries, provides banking products and services in Vietnam. The company accepts short, medium, and long-term deposits from organizations and individuals; sale of gold bars; and engages in financial and office leasing, and money remittance activities.

Full company description

Joint Stock Commercial Bank for Foreign Trade of Vietnam, together with its subsidiaries, provides banking products and services in Vietnam. The company accepts short, medium, and long-term deposits from organizations and individuals; sale of gold bars; and engages in financial and office leasing, and money remittance activities. It also provides account services; digital banking services; payment, corporate, and credit cards; consumer, home, auto, and business loans; and investment and savings insurance. In addition, the company offers money payment and cash flow management services, such as business accounts, cash flow management, trade finance, fund transfer, and corporate cards; SME loans, such as credit by industry, short, medium, and long-term loans; guarantee services; foreign exchange and capital market services, such as forex trading, interest rate derivatives, and commodity derivatives; digital banking; supply chain solutions; and consulting and investment services. The company was formerly known as Bank for Foreign trade of Vietnam. Joint Stock Commercial Bank for Foreign Trade of Vietnam was founded in 1963 and is headquartered in Hanoi, Vietnam.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Joint Stock Commercial Bank for Foreign Trade of Vietnam reported revenue of 69.1T VND in FY2025 versus 54.8T VND in FY2021, a compound +6.0%/yr. Reported net income was 35.2T VND in FY2025, compounding +12.6%/yr from FY2021.

Growth Quality 80/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
69.1T VND
Latest YoY
−0.6%
Avg. revenue 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.
+1.4%
Avg. revenue 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.
+8.0%
Avg. revenue 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.
+7.0%
Value creation/yr (5Y, in VND) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year. Measured in VND: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+5.6%
Earnings growth per share plus dividend yield: the value created per share and year.
Earnings growth per share+4.9%
Dividend yield0.7%
Worst earnings drop26% (2023) · in VND
Revenue +6.0%/yr
FY21 54.8T VND
FY22 66.3T VND
FY23 66.9T VND
FY24 69.4T VND
FY25 69.1T VND
Net income +12.6%/yr
FY21 21.9T VND
FY22 29.9T VND
FY23 33.1T VND
FY24 33.8T VND
FY25 35.2T VND

VCB screens 28% overvalued. Compare with DBS Group →

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Cite: Fair Value Calculator (2026). "Joint Stock Commercial Bank for Foreign Trade of Vietnam Fair Value". https://www.fairvalue-calculator.com/stock/VCB

Peer Group

Banks - Regional · 1070 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
Quality Score 62 · Top 25%
Fair Value upside −22% · Below median
Profitability
Return on equity (TTM) 16% · Top 25%
Return on assets 2% · Top 25%
Net margin (TTM) 50% · Top 25%
Operating margin (TTM) 65% · Top 25%
Growth and dividend
Revenue growth 13% · Above median
Dividend yield (TTM) 0.7% · Bottom 25%

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 14.9× · Pricier than median
P/B 2.18× · Priciest 25%
P/S (TTM) 6.84× · Priciest 25%
P/FCF 0.0× · Cheapest 25%

What the price implies (reverse DCF)

The inverse question: what free-cash-flow growth must Joint Stock Commercial Bank for Foreign Trade of Vietnam deliver for ten years so that today's price is fair in our DCF model? Same formula, same discount rate as the fair value.

Implied FCF growth, 10 yearsless than minus 40 % per year
Achieved revenue growth, 5 years+8.0 % p.a.
Sector median revenue growth+8.1 %
FCF yield on price23.32 %
Discount rate (WACC) in the models11.9 %

The price sits beyond what a cash-flow model can represent: the valuation rests on more than today's free cash flow. Ranking of the largest stocks →

Context: sector, industry, market

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE4 · sector 32
FUTURE66 · sector 45
PAST66 · sector 41
HEALTH0 · sector 85
DIVIDEND15 · sector 51

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

Similar stocks

10 more Banks - Regional stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
DBS Group D05 75.65 SGD 40.48 SGD −46%
China Merchants Bank Co 3968 HK$47.96 HK$76.51 +60%
Intesa Sanpaolo S.p.A ISP €6.74 €5.66 −16%
HDFC Bank Limited HDB $23.18 $24.12 +4%
BNP Paribas SA BNP €104.54 €144.64 +38%
UniCredit S.p.A UCG €84.71 €77.62 −8%
Mizuho Financial Group MFG $10.74 $9.69 −10%
ICICI Bank Limited ICICIBANK ₹1,423 ₹835.21 −41%
Oversea-Chinese Banking Corporation O39 31.07 SGD 19.80 SGD −36%
CaixaBank, S.A CABK €13.52 €8.85 −35%

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Frequently asked questions

Is Joint Stock Commercial Bank for Foreign Trade of Vietnam (VCB) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 45,959 VND versus a price of 58,900 VND, about −22% upside (overvalued).
What is the fair value of VCB?
Our model-based fair value for Joint Stock Commercial Bank for Foreign Trade of Vietnam is 45,959 VND (as of Aug 13, 2026), built from audited fundamentals. The current price: 58,900 VND.
What is the quality score of VCB?
Joint Stock Commercial Bank for Foreign Trade of Vietnam has a Quality Score of 59/100. 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 price target for Joint Stock Commercial Bank for Foreign Trade of Vietnam (VCB)?
Our model-based price target is the fair value of 45,959 VND (as of Aug 13, 2026) from 6 valuation models. Cautious scenario 34,469 VND, optimistic scenario 57,448 VND. It is a calculation from audited fundamentals, not an analyst target.
What is the Joint Stock Commercial Bank for Foreign Trade of Vietnam stock forecast for 2026?
Our models put fair value at 45,959 VND, about −22% upside versus a price of 58,900 VND (overvalued). Cautious scenario 34,469 VND, optimistic scenario 57,448 VND. The calculation is refreshed regularly with new filings.
What is the revenue of Joint Stock Commercial Bank for Foreign Trade of Vietnam (VCB)?
Joint Stock Commercial Bank for Foreign Trade of Vietnam reported trailing-twelve-month revenue of about 71.4T VND (latest available figure, as of Aug 13, 2026).
What is the net profit margin of VCB?
The net profit margin of Joint Stock Commercial Bank for Foreign Trade of Vietnam is about 50.3%, meaning it keeps roughly 50.3% of revenue as net income. Based on the latest reported figures.
Does Joint Stock Commercial Bank for Foreign Trade of Vietnam pay a dividend?
Joint Stock Commercial Bank for Foreign Trade of Vietnam currently shows a dividend yield of about 0.73% relative to its recent price (as of Aug 13, 2026).
What growth is priced into Joint Stock Commercial Bank for Foreign Trade of Vietnam (VCB)?
For today's price to be fair in a discounted-cash-flow model, Joint Stock Commercial Bank for Foreign Trade of Vietnam would have to grow free cash flow by less than minus 40 % per year for ten years (discount rate 11.9 %, then 2 % perpetual growth). Over the last 5 years revenue grew +8.0 % per year. As of Aug 13, 2026.
What discount rate (WACC) does the fair value of VCB use?
Our models discount Joint Stock Commercial Bank for Foreign Trade of Vietnam at 11.9 %: a base by market capitalisation, damped by beta 0.53, country premium for Vietnam. The same rate applies in all 26 models.
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