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Vinhomes Joint Stock Company (VHM) Fair Value & Analysis

Real Estate · VN · Market cap 603T VND

VJ Vinhomes Joint Stock Company VHM · VN
Price156,000 VND
Fair Value109,431 VND
Upside-29.9%
Quality93/100
Evidence: High Range 76,214 VND – 331,795 VND

Fair value as of: Jun 25, 2026

From 26 valuation models · updated 4 days ago

Share price −3.7% over the past month.

Price vs Fair Value (12 months)

170,220 VND 78,882 VND Fair Value 109,431 VND Jun 2025 Jun 2026

12‑month range 78,882 VND – 170,220 VND · fair‑value band 76,214 VND – 331,795 VND · the 156,000 VND price screens above the 109,431 VND fair value. As of Jun 25, 2026.

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Analysis

Vinhomes Joint Stock Company (VHM) currently trades at 156,000 VND, while our model-based Fair Value estimate is 109,431 VND — implying the stock looks roughly 29.9% overvalued today. We read business quality at 93/100 (high quality), in the Real Estate 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, Vinhomes Joint Stock Company generated revenue of 203T VND at a net margin of 32.0%. It earns a return on equity of 26.7%. Net debt stands at 96.3T VND. The stock trades on a trailing P/E of 26.3. Fundamentals as of Jun 25, 2026

Key figures & financial health

Revenue (TTM) 203T VND
Revenue growth (YoY) +315%
Net margin 32.0%
Return on equity 26.7%
Free cash flow 25.8T VND FY2025
P/E ratio 26.3
More key figures
Operating margin 46.2%
EPS (TTM) 5,577 VND
EPS growth (YoY) +850%
Net debt 96.3T VND FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 25, 2026. TTM = trailing twelve months.

About the company

Vinhomes Joint Stock Company develops and sells real estate properties in Vietnam. The company also leases office properties. In addition, it provides real estate management and related services; general contractor; consulting and designing construction; and supervision and construction management services. The company was formerly known as Hanoi Southern City Development Joint Stock Company and changed its name to Vinhomes Joint Stock Company in February 2018. The company was incorporated in 2008 and is headquartered in Hanoi, Vietnam. Vinhomes Joint Stock Company operates as a subsidiary of Vingroup Joint Stock Company.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Vinhomes Joint Stock Company reported revenue of 153T VND in FY2025 versus 85.0T VND in FY2021, a compound +15.9%/yr. Reported net income was 41.9T VND in FY2025, compounding +1.9%/yr from FY2021.

Revenue +15.9%/yr
FY21 85.0T VND
FY22 62.4T VND
FY23 104T VND
FY24 102T VND
FY25 153T VND
Net income +1.9%/yr
FY21 38.8T VND
FY22 28.8T VND
FY23 33.4T VND
FY24 31.8T VND
FY25 41.9T VND

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Similar stocks

6 more Real Estate - Development stocks, each showing price versus our Fair Value estimate (as of Jun 25, 2026).

Stock Price Fair Value vs Fair Value
DLF Limited DLF ₹577.70 ₹263.02 -54%
PT Pantai Indah Kapuk Dua Tbk, PANI 6,325 IDR 1,330 IDR -79%
Lodha Developers Limited LODHA ₹894.45 ₹721.45 -19%
Oberoi Realty Limited OBEROIRLTY ₹1,633 ₹1,368 -16%
Godrej Properties Limited GODREJPROP ₹1,708 ₹2,070 +21%
PT Jaya Real Property, Tbk., JRPT 1,080 IDR 1,674 IDR +55%

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Frequently asked questions

Is Vinhomes Joint Stock Company (VHM) undervalued?
As of Jun 25, 2026, our model estimates a fair value of 109,431 VND versus a price of 156,000 VND — about −30% (overvalued). Model-based estimate, not financial advice.
What is the fair value of VHM?
Our 21-model fair value for Vinhomes Joint Stock Company is 109,431 VND (as of Jun 25, 2026), built from audited fundamentals. The current price is 156,000 VND.
What is the quality score of VHM?
Vinhomes Joint Stock Company has a Quality Score of 93/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Vinhomes Joint Stock Company (VHM)?
Vinhomes Joint Stock Company reported trailing-twelve-month revenue of about 203T VND (latest available figure, as of Jun 25, 2026).
What is the net profit margin of VHM?
The net profit margin of Vinhomes Joint Stock Company is about 32.0%, meaning it keeps roughly 32.0% 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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.