VinFast Auto Ltd.

Report azionario NasdaqGS:VFS

Capitalizzazione di mercato: US$9.8b

VinFast Auto Dividendi e riacquisti

Criteri Dividendo verificati 0/6

VinFast Auto non ha registrato alcun pagamento di dividendi.

Informazioni chiave

n/a

Rendimento del dividendo

-24.6%

Rendimento del riacquisto

Rendimento totale per gli azionisti-24.6%
Rendimento futuro dei dividendin/a
Crescita dei dividendin/a
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazionen/a

Aggiornamenti recenti su dividendi e riacquisti

Nessun aggiornamento

Recent updates

Aggiornamento dell'analisi Apr 27

VFS: Expanding Global EV Lineup And Warranties Will Support Upside

Analysts have kept their VinFast Auto price target effectively unchanged at $6.30, citing only very small tweaks to assumptions for discount rate, revenue growth, profit margin and future P/E that do not materially alter their view of the stock’s valuation. What's in the News VF 8 Eco highlighted for design by Pininfarina, 256-mile range, spacious interior, and 15.6-inch central touchscreen with HUD, with an MSRP starting at US$39,900 and competitive leasing and financing policies including 0% APR for up to 84 months and retail bonus incentives (Key Developments) VF 9 three-row fully electric SUV positioned for family use, offering up to 402 horsepower, all-wheel drive, towing capacity of up to 3,968 lbs with braked trailer, cargo volume up to 926 litres, and an all-in starting price of C$77,308, supported by a 10-year/200,000-kilometre vehicle warranty and 10-year unlimited mileage battery warranty (Key Developments) Ownership support for VinFast vehicles outlined through the VinFast app that connects drivers to public charging stations across North America, 24/7 roadside assistance, and in-car services such as Sony RIDEVU for entertainment during longer waits (Key Developments) Company brand architecture clarified into three lines, with VF as the mass-market EV range, Lac Hong as the ultra-luxury marque with new Lac Hong 800S and 900S models, and Green as the commercial mobility brand, covering more than 15 electric vehicle models across segments (Key Developments) VinFast provided 2026 guidance, targeting global deliveries of 300,000 electric vehicles and 2026 two-wheeler deliveries at least 2.5 times 2025 levels, supported by new models and an expanding distribution network in Asian markets including Vietnam, Indonesia, India and the Philippines (Key Developments) Valuation Changes Fair Value: $6.30 remains unchanged, indicating no revision to the overall equity value estimate.
Seeking Alpha Apr 08

VinFast: Recent Rally Fuels Some Skepticism

Summary VinFast Auto shares have recently surged thanks to a large Q4 revenue beat. While featuring impressive sales growth, VinFast is generating very large losses and cash burn. The recent rise in VFS stock puts the valuation quite a bit ahead of the average of non-Tesla peers. Read the full article on Seeking Alpha
Aggiornamento dell'analisi Apr 07

VFS: Future Premium EV Lineup And Margins Will Support Upside

Analysts have trimmed their price target on VinFast Auto slightly, with fair value moving from $6.38 to $6.30 as they factor in a higher future P/E of about 118x and a modest adjustment to projected profit margins. What's in the News VinFast highlighted the VF 9 as a fully electric, three row SUV with all wheel drive, up to 402 horsepower and a rated range of up to 518 kilometres per full charge.
Aggiornamento dell'analisi Mar 24

VFS: 2025 And 2026 Delivery Expansion Will Support Future Upside

Analysts have kept their VinFast Auto price target steady at $6.38, with the unchanged fair value reflecting updated views on higher discount rates, adjusted revenue growth assumptions, softer profit margin expectations, and a higher future P/E estimate. What's in the News VinFast has completed a new brand structure with three automotive lines: Lac Hong for ultra luxury models, VF for mass market passenger EVs spanning VF 3 to VF 9 and the VF MPV 7, and Green for commercial and service mobility solutions such as Limo Green, Herio Green, Nerio Green and Minio Green (Key Developments).
Aggiornamento dell'analisi Mar 10

VFS: 2025 And 2026 Delivery Expansion Will Support Further Upside

Analysts have maintained their VinFast Auto fair value estimate at $6.38 per share. They attribute this to small adjustments in the discount rate, profit margin, and future P/E assumptions rather than a change in their overall view of the stock.
Aggiornamento dell'analisi Feb 24

VFS: 2025 And 2026 Delivery Expansion Will Support Further Upside

Analysts have made a small upward tweak to their VinFast Auto price target to $6.38 from $6.36, reflecting updated views on the discount rate, profit margin assumptions, and a higher future P/E multiple. What's in the News VinFast Auto issued delivery guidance for 2026, targeting 300,000 global electric vehicle deliveries for the full year.
Aggiornamento dell'analisi Feb 09

VFS: Planned 2025 Delivery Surge To 200,000 Units Will Support Upside

Narrative Update on VinFast Auto Analysts have modestly adjusted their price target on VinFast Auto, keeping fair value at $6.36 while fine tuning assumptions around discount rate, profit margin, and future P/E to reflect updated views on the company’s risk profile and long term earnings potential. What's in the News VinFast Auto issued delivery guidance for full year 2025, indicating an expectation that global EV deliveries will be approximately double its full year 2024 volume of 97,399 vehicles, approaching 200,000 units (Key Developments).
Aggiornamento dell'analisi Jan 26

VFS: Planned 2025 Delivery Surge To 200,000 Units Will Support Upside

Analysts have nudged their price target on VinFast Auto slightly higher to US$6.36, reflecting updated assumptions around discount rate, long term profit margin, and future P/E. These changes keep fair value broadly unchanged overall.
Aggiornamento dell'analisi Jan 11

VFS: Delivery Expansion To 200,000 Vehicles Will Support Long-Term Position

Analysts have slightly revised their price outlook for VinFast Auto, reflecting updated assumptions for the discount rate, long term profit margin and future P/E. This has led to a modest adjustment in the implied fair value, which is expressed as US$6.36 per share in the current model.
Aggiornamento dell'analisi Dec 16

VFS: Electric Bus Expansion Will Support Stronger Long-Term Market Position

Analysts have modestly raised their price target on VinFast Auto, reflecting a slightly higher fair value estimate of approximately 6.36 dollars per share. This change is supported by a lower perceived discount rate and only minor adjustments to long term growth and profitability assumptions.
Seeking Alpha Mar 28

VinFast Auto: A High-Risk, High-Reward EV Play

Summary VinFast Auto has seen significant delivery growth, achieving 342% Y/Y in Q4'24, but continues to incur substantial losses. The EV maker is expanding globally and aims to double deliveries in 2025, potentially reducing operating losses over time. This year, VinFast Auto will continue to roll out new EV models and expand its dealer and service network in overseas markets. Despite initial market euphoria, VinFast Auto's valuation has declined, and shares are now trading 10% below their longer-term average price-to-revenue ratio. Investors should consider VinFast Auto as a speculative investment, given its impressive growth, but there is a high risk due to ongoing financial losses and the need to raise more capital. Read the full article on Seeking Alpha
Seeking Alpha Feb 25

VinFast Auto: Safety Net To Unlock Asia's EV High Growth Potential

Summary VinFast Auto, a Vietnamese EV company, has struggled since its SPAC IPO but is rated a buy with a $7 price target. Despite weak fundamentals and ongoing losses, VFS shows rapid revenue growth and significant market opportunities in Asia, particularly India and Southeast Asia. VFS relies heavily on financing from its parent company, VinGroup, to sustain operations, with a recent $3.5 billion capital injection announced. Competition from Chinese brands poses risks, but VFS's strategic market entry and support from VinGroup provide a bullish outlook for long-term growth. Read the full article on Seeking Alpha
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Nuova analisi Jan 26

Launching VF6 And VF7 Models And Expanding To Indonesia Will Strengthen Future EV Presence

VinFast's strategic expansion into markets like Vietnam, North America, Indonesia, and the Philippines could drive revenue growth by capturing demand for affordable EVs.
Seeking Alpha Nov 27

VinFast Auto: Strong Growth Stock

Summary VinFast Auto reported better-than-expected Q3 earnings, driven by strong EV deliveries, higher revenue, and a narrowing of losses, indicating a path to profitability. The company achieved 49% Y/Y revenue growth and 115% Y/Y delivery growth, with strong domestic and international delivery momentum. Despite significant losses, VinFast Auto's gross margin improved from (63%) in Q2'24 to (24%) in Q3'24, aided by higher production volumes. With a solid market position in Vietnam and ambitious global expansion plans, VinFast Auto presents an attractive yet high-risk investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha Sep 24

VinFast: Sell This EV Laggard

Summary VinFast's Q2 results were disappointing, with a significant revenue miss and negative gross margins, highlighting ongoing financial struggles and declining average selling prices. The company's balance sheet is concerning, with high debt and negative working capital, although it has $2 billion in available liquidity from its founder and lending facilities. VinFast has reduced its 2024 delivery target and delayed its US facility timeline, leading to lowered analyst revenue estimates and a stretched valuation. Read the full article on Seeking Alpha
Seeking Alpha Sep 17

VinFast Auto Stock: Prepare For Fresh Round Of Selling After Q2 2024 Earnings

Summary The EV sector faces macroeconomic headwinds, intense competition, and slower adoption, leading to a sharp correction in EV stocks. VinFast stock has seen significant volatility, with a steep decline and recent short-term gains, but is expected to face renewed selling. VinFast's Q2 2024 results are likely to disappoint, with significant cash burn, delayed production plans, and potential equity dilution impacting growth. I rate VinFast stock as a "Sell" due to its overvaluation, limited operating history, and better opportunities available in the EV sector. Read the full article on Seeking Alpha
Seeking Alpha Aug 01

VinFast Shares Are Little More Than Lottery Tickets; Sell Them Before They Fall To Zero

Summary Many electric vehicle startups struggle to succeed in the automotive industry, facing financial risks and challenges in meeting technical and performance standards. VinFast, a Vietnamese electric vehicle startup, went public with high hopes but faced a sharp decline in stock value and delivery forecasts, raising concerns about its future. Despite efforts to crack into the car business with battery-electric vehicles, investing in BEV startups like VinFast may pose financial risks due to weak revenue, large losses, and accounting issues. Poor reviews of VinFast vehicles suggest the company falls short engineering, design and technical and will fail to attract consumers. Read the full article on Seeking Alpha
Seeking Alpha May 31

VinFast Auto: A Promising EV Play For Investors

Summary VinFast Auto is aggressively expanding internationally and growing its showroom footprint and deliveries, particularly in the U.S. The company has strong delivery momentum and is experiencing solid demand for its EV products, with a significant number of pre-orders for the VF-3 SUV. VinFast Auto's delivery results in Q1'24 showed a year-over-year increase of 444%. If the EV maker can improve its operating income situation while maintaining its delivery momentum, I see a scenario for an upside revaluation. Read the full article on Seeking Alpha
Seeking Alpha Apr 18

VinFast: Just Keep Selling

Summary VinFast, the Vietnamese electric vehicle company, reported disappointing Q1 results, with revenues falling well short of street expectations and total EV deliveries decreasing. The company's financial picture remains bleak, with large losses, negative gross margins, and increasing debt. Despite a significant drop in share price, VinFast is still overvalued compared to its closest industry peers. Read the full article on Seeking Alpha
Seeking Alpha Apr 01

VinFast Auto: A High-Risk, High-Reward EV Play

Summary VinFast Auto's valuation has plummeted, presenting a great opportunity for EV investors. The company has seen strong growth in electric vehicle deliveries, with revenues soaring in FY 2023. VinFast Auto is not profitable, but deliveries and revenues are growing rapidly. The risk profile is favorable if VinFast Auto can narrow its losses going forward. Read the full article on Seeking Alpha
Seeking Alpha Feb 25

VinFast: Financial Situation Gets Scarier

Summary VinFast, the Vietnamese electric vehicle company, saw its shares collapse after its SPAC merger mega-rally, and its latest results indicate further potential losses. The company plans to expand globally, but it likely will need a lot more capital to do so. VinFast reported significant losses, negative gross margins, and a weak balance sheet, while the valuation still seems stretched. Read the full article on Seeking Alpha
Seeking Alpha Jan 19

VinFast Auto Setting Up To Be A Home Run, But...

Summary VinFast shares have remained stagnant for several months, disappointing investors who acquired the stock at higher levels. VFS stock has fluctuated between $5 and $93 per share, reflecting a 93% decline from its 52-week high. Speculative interest may have influenced the recent correction, rather than a fundamental deterioration in the company's prospects. Read the full article on Seeking Alpha
Seeking Alpha Jan 12

VinFast's Warm Reception In Contrast To Cold Shoulder Chinese EV Makers Are Getting

Summary VinFast, a Vietnamese company, is well-positioned to take advantage of the current geopolitical situation and access both Western and Chinese markets. It will take time to determine if VinFast can be profitable. Its North Carolina plant will start producing cars in 2025, which we will find out shortly after. VinFast's net loss is higher than its total revenues, but it may see a narrowing of losses in the second half of next year. I am currently treating my investment in VinFast stock as a high-risk, high-potential reward bet, which is why my current position is less than 1% of my stock portfolio.  I might buy a bit more, but I want to cap its weight at 2%. Read the full article on Seeking Alpha

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Dati insufficienti per determinare se i dividendi per azione di VFS siano rimasti stabili in passato.

Dividendo in crescita: Dati insufficienti per determinare se i pagamenti dei dividendi di VFS siano aumentati.


Rendimento dei dividendi rispetto al mercato

VinFast Auto Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di VFS rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (VFS)n/a
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.2%
Media del settore (Auto)2.6%
Analista previsionale (VFS) (fino a 3 anni)n/a

Dividendo notevole: Impossibile valutare il rendimento dei dividendi di VFS rispetto al 25% inferiore dei pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Dividendo elevato: Impossibile valutare il rendimento dei dividendi di VFS rispetto al 25% dei maggiori pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.


Distribuzione degli utili agli azionisti

Copertura degli utili: Dati insufficienti per calcolare il payout ratio di VFS per determinare se i suoi pagamenti di dividendi sono coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Impossibile calcolare la sostenibilità dei dividendi poiché VFS non ha segnalato alcun pagamento.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 12:52
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

VinFast Auto Ltd. è coperta da 6 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jesse SobelsonBTIG
Andres Sheppard-SlingerCantor Fitzgerald & Co.
James McIlreeChardan Capital Markets, LLC