VinFast Auto Ltd. (VFS) fair value: what the stock is really worth
As of Nov 10, 2026: fair value (intrinsic value) of VinFast Auto Ltd. stock $2.36, price $3.25, that is 27.4% below the price, quality 26 out of 100. Rating: overvalued. The value is an estimate: none of our valuation models currently carries, it draws on revenue and assets compared with similar companies. Updated daily.
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 10, 2026.
How to read this chart
60‑month range $2.42 – $82.35 · fair‑value band $1.77 – $2.95 · the $3.25 price screens above the $2.36 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 10, 2026.
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VinFast Auto Ltd. engages in the design and manufacture of electric vehicles (EV), e-scooters, and e-buses in Vietnam, Canada, and the United States. The company operates through three segments: namely Car, E-scooters and Ebus.
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It offers the design, development, manufacturing and sales of e-scooters and related battery lease and battery charging service for cars, e-scooters, and Ebus.
The company offers electric SUV, mini car EV, mid-size pickup electric truck, 7-seater MPV, E-bus, E-scooter, electric bike, and battery technology and solutions. The company has a strategic collaboration with Nvidia for the development of a next-generation level 4 autonomous driving program.
VinFast Auto Ltd. is based in Hai phong, Vietnam. VinFast Auto Ltd. operates as a subsidiary of Vingroup Joint Stock Company.
Stock analysis
VinFast Auto Ltd. (VFS) currently trades at $3.25, while our estimate is $2.36, 27% below the price, so the stock looks overvalued today.
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Valuation
None of our valuation models currently carries for this company, usually because of losses or heavy investment. The estimate draws on revenue and assets compared with similar companies and is less precise than a model-based fair value.
Scenario range: $1.77 (bear) to $2.95 (bull), the price of $3.25 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 26/100 (below-average quality), in the Consumer Cyclical sector.
Expensive Growth: The company is growing, but growth may require heavy reinvestment or weak cash conversion.
VinFast Auto Ltd. Ordinary Shares reported revenue of 90.4T VND in FY2025 versus 16.0T VND in FY2021, a compound +54.1%/yr. Reported net income was −97.0T VND in FY2025.
Our AI-assisted moat analysis scores the competitive advantage at 5 out of 100 (medium confidence).
What moves the price
The share trades about 32% below its 52-week high and 16% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Consumer Cyclical peers we cover trades at 8% fair-value upside, at −27%, VFS screens richer than that median.
Fair Value
Bear$1.77Fair Value $2.36Bull$2.95
Price $3.25 · Downside -27.4%
Estimate. None of our valuation models currently carries for this company, usually because of losses or heavy investment. The estimate draws on revenue and assets compared with similar companies and is less precise than a model-based fair value.
Quality Score breakdown
Overall quality26/100
It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.
Profitability8
How much profit the company makes from its sales and capital
Quality Growth82
Are margins and returns getting better?
Cashflow0
Do the profits arrive as real cash?
Financial strength7
Debt, balance sheet and risk of trouble
Investment8
Does it invest with discipline instead of growing at any price?
Low Volatility54
How calm the share price moves, does not count
Price momentum29
Price momentum of the last 3 to 12 months, does not count
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.38/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Revenue growth 1 year
+105.4%
Revenue growth 3 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+86.6%
Revenue growth 5 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+45.9%
Start year 2020 (pandemic)
’20
’21
’22
’23
’24
’25
Profit margin (trend) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.
−96.8% (2020) → −79.2% (2025)
What shareholders gained per year ⓘWe only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
News mood ⓘNews mood, the average tone of recent news (98 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Hype
Recent news coverage is unusually upbeat, far more positive than stocks are typically covered.
Compare VinFast Auto Ltd. Ordinary Shares with another stock
Price, fair value, quality and upside side by side.
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Peer Groupⓘ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.Auto Manufacturers · 119 stocks
Beats the industry median on 1/7 measures
Overall it trails its industry peers.
Valuation
Quality Score26 · Bottom 25%
Fair Value upside−27.4% · Below median
Profitability
Return on equity (12 months)Negative equity ⓘThe company's equity is below zero, for example after large share buybacks. A ratio to negative equity has no meaning, so we show no number here and do not rank it against the peer group.
Return on assets−53.4% · Bottom 25%
Net margin (12 months)−82.0% · Bottom 25%
Operating margin (12 months)0.0% · Below median
Growth and dividend
Revenue growth (quarter YoY)82.7% · Top 25%
Balance sheet
Debt / equityNegative equity ⓘThe company's equity is below zero, for example after large share buybacks. A ratio to negative equity has no meaning, so we show no number here and do not rank it against the peer group.
Valuation Multiplesvs Auto Manufacturers median · lower = cheaper
P/BNegative equity ⓘThe company's equity is below zero, for example after large share buybacks. A ratio to negative equity has no meaning, so we show no number here and do not rank it against the peer group.
P/S (12 months)2.87× · Priciest 25%
Strength profile in five axes (Snowflake)
This stockSector peers
VALUE (fair-value potential)0· sector 35
FUTURE (revenue growth)100· sector 40
PAST (return on equity)0· sector 23
HEALTH (low debt)0· sector 93
DIVIDEND (yield)0· sector 51
VALUE 0: the price sits above our fair-value range.
PAST 0: with negative equity (buybacks among others) return on equity is not meaningfully computable.
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "VinFast Auto Ltd. Ordinary Shares Fair Value". https://www.fairvalue-calculator.com/stock/VFS
Frequently asked questions
Is VinFast Auto Ltd. (VFS) overvalued or undervalued?
As of Nov 10, 2026, our estimate of fair value is $2.36 versus a price of $3.25, about 27% lower (overvalued).
What is the fair value of VFS?
Our estimate for VinFast Auto Ltd. is $2.36 (as of Nov 10, 2026), built from audited fundamentals. The current price: $3.25.
What is the quality score of VFS?
VinFast Auto Ltd. has a Quality Score of 26/100. 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 VinFast Auto Ltd. (VFS)?
Our calculated price target is the estimate of $2.36 (as of Nov 10, 2026). Cautious scenario $1.77, optimistic scenario $2.95. It is an estimate from revenue and assets compared with similar companies, because none of our valuation models currently carries, not an analyst target.
What is the VinFast Auto Ltd. Ordinary Shares stock forecast for 2026?
Our estimate puts fair value at $2.36, about 27% lower versus a price of $3.25 (overvalued). Cautious scenario $1.77, optimistic scenario $2.95. The calculation is refreshed regularly with new filings.
What is the revenue of VinFast Auto Ltd. (VFS)?
VinFast Auto Ltd. reported trailing-twelve-month revenue of about 67.5T VND (latest available figure, as of Nov 10, 2026).
What is the intrinsic value of VinFast Auto Ltd. (VFS)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For VinFast Auto Ltd. it is $2.36 per share (as of Nov 10, 2026), against a price of $3.25.
Is VinFast Auto Ltd. Ordinary Shares stock overvalued or undervalued in 2026?
As of Nov 10, 2026, VFS trades above its calculated fair value: price $3.25, fair value $2.36, a gap of about −27% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of VFS?
No. The price is what the market pays today ($3.25); the fair value is what the company's own numbers justify ($2.36). For VinFast Auto Ltd. the two are $0.8900 per share apart. That gap is exactly why we show both numbers side by side.
How much is VinFast Auto Ltd. Ordinary Shares worth?
The market values VinFast Auto Ltd. at about $7.6B (market capitalisation, as of Nov 10, 2026). Per share that is $3.25; our models calculate a fair value of $2.36 per share.
What do the bullish and bearish scenarios say about VFS?
Our models span a range for VinFast Auto Ltd.: cautious scenario $1.77, base $2.36, optimistic $2.95 per share (as of Nov 10, 2026, price $3.25). The range comes from different growth and margin assumptions, not from analyst opinions.
How solid is the balance sheet of VinFast Auto Ltd. (VFS)?
Balance-sheet figures for VinFast Auto Ltd. (as of Nov 10, 2026): negative equity, so no return on equity and no debt-to-equity ratio. They feed the Quality Score of 26/100, which measures business quality independently of the share price.
How far is VFS from its 52-week high?
VinFast Auto Ltd. trades at $3.25, about 32% below its 52-week high of $4.76 and 16% above the low of $2.81 (as of Nov 10, 2026). Distance from the high says nothing about value: that is what the fair value of $2.36 is for.
Which stocks are comparable to VinFast Auto Ltd. Ordinary Shares?
From the same area (Consumer Cyclical) we also value Tesla, Inc, Toyota Motor Corporation, BYD Company, Ferrari N.V, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is VinFast Auto Ltd. Ordinary Shares stock attractive at the current price?
The data as of Nov 10, 2026: price $3.25, calculated fair value $2.36 (−27%), Quality Score 26/100. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
Is it still worth investing in stocks now?
The global stock market currently sits 15.1% above its aggregate fair value. VinFast Auto Ltd. itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of VinFast Auto Ltd. (VFS)?
The closing price on Nov 10, 2026 was $3.25. Our estimate is $2.36, about 27% lower (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with VinFast Auto Ltd. Ordinary Shares right now?
The price sits above even our optimistic bull case ($2.95). The favourable scenario is already priced in. Weak quality (26/100) and above fair value at the same time, the margin of safety is missing on both counts. Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
Key figures of VinFast Auto Ltd.
How large is the market capitalisation of VinFast Auto Ltd. (VFS)?
The market capitalisation of VinFast Auto Ltd. is $7.6B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What are the earnings per share of VinFast Auto Ltd. (VFS)?
Earnings per share at VinFast Auto Ltd. are $−1.91. Earnings per share over the last twelve months: total profit spread across every single share.
What is the net margin of VinFast Auto Ltd. (VFS)?
The net margin of VinFast Auto Ltd. is −107% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the EBIT return on assets of VinFast Auto Ltd. (VFS)?
On an EBIT basis the return on assets of VinFast Auto Ltd. is −34.9% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
How fast is revenue growing at VinFast Auto Ltd. (VFS)?
Revenue at VinFast Auto Ltd. is growing +82.7% versus a year earlier (3y avg +86.6%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How much free cash flow does VinFast Auto Ltd. (VFS) generate?
The free cash flow of VinFast Auto Ltd. is −68.5T VND (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does VinFast Auto Ltd. (VFS) carry?
The net debt of VinFast Auto Ltd. is 98.9T VND (fiscal year 2025). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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