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VinFast Auto Ltd. Stock Price

NasdaqGS:VFS Community·US$7.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 12 Fair Values set on narratives written by author

VFS Share Price Performance

US$3.07
-0.44 (-12.54%)
US$6.30
Fair Value
US$3.07
-0.44 (-12.54%)
51.3% undervalued intrinsic discount
US$6.30
Fair Value
Price US$3.07
AnalystConsensusTarget US$6.30
AnalystHighTarget US$7.70
AnalystLowTarget US$5.50

VFS Community Narratives

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Fair Value US$6.3 51.3% undervalued intrinsic discount

Emerging EV Markets In Southeast Asia Will Drive Expansion

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Fair Value US$7.7 60.1% undervalued intrinsic discount

Electrification And Mobility Ecosystem Expansion Will Drive Major Long Term Upside Potential

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1users have followed this narrative
·
Fair Value US$5.5 44.2% undervalued intrinsic discount

Heavy Upfront EV Ecosystem Risks Will Eventually Support A Stronger Long Term Position

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US$5.5
44.2% undervalued intrinsic discount
Profit Margin
4.9%
Future PE
53.99x
Price in 2029
US$9.26

Trending Discussion

Updated Narratives

VFS logo

VFS: Asset-Light Shift And Warranty Focus Will Drive Long-Term Upside

Fair Value: US$7.7 60.1% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
VFS logo

VFS: Debt Restructuring And Autonomous Program Will Support Future Upside

Fair Value: US$6.3 51.3% undervalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
VFS logo

Heavy Upfront EV Ecosystem Risks Will Eventually Support A Stronger Long Term Position

Fair Value: US$5.5 44.2% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Low risk with limited growth.

3 Risks
1 Reward

VinFast Auto Ltd. Key Details

₫97.0t

Revenue

₫149.2t

Cost of Revenue

-₫52.2t

Gross Profit

₫57.6t

Other Expenses

-₫109.8t

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-46.92k
-53.80%
-113.19%
-121.5%
View Full Analysis

About VFS

Founded
n/a
Employees
29878
CEO
Vuong Pham
WebsiteView website
www.vinfastauto.us

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. 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.

Recent VFS News & Updates

Seeking Alpha Jun 26

VinFast Auto: Intense Competition From Chinese Autos Will Drive Downside

Summary VinFast Auto posted strong fiscal 2026 first-quarter results, with revenue of $920.68 million, growing by 41.7% year-over-year. However, gross profit margin materially deteriorated to 73.6% from 35.2% a year ago, with cash burn from operations at $532 million continuing to pose a headwind. VFS saw revenue growth decelerate from a year ago as core profitability margins worsened. Read the full article on Seeking Alpha
Narrative Update Jun 26

VFS: Asset-Light Shift And Warranty Focus Will Drive Long-Term Upside

Analysts have trimmed their VinFast Auto price target from $7.95 to $7.70 as they factor in updated assumptions for revenue growth, profit margins and a higher discount rate. Together, these changes point to a richer future P/E multiple of 143.34x versus the previous 89.63x.

Recent updates

No updates