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Vietnamese (HOSE) Real Estate Sector Analysis
UpdatedOct 16, 2025
DataAggregated Company Financials
Companies64
- 7D12.9%
- 3M40.2%
- 1Y153.5%
- YTD154.4%
The Real Estate industry is up 13% in the last week, with Vingroup up 19%. In the last 12 months, the industry was up 154%. As for the next few years, earnings are expected to grow by 15% per annum.
Sector Valuation and Performance
Has the Vietnamese Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 16 Oct 2025 | ₫1834.1t | ₫455.6t | ₫58.6t | 31x | 31.3x | 4x |
| Sat, 13 Sep 2025 | ₫1439.4t | ₫452.5t | ₫58.3t | 33.3x | 24.7x | 3.2x |
| Mon, 11 Aug 2025 | ₫1307.9t | ₫448.9t | ₫57.1t | 33.2x | 22.9x | 2.9x |
| Wed, 09 Jul 2025 | ₫1080.0t | ₫454.1t | ₫50.6t | 26.6x | 21.4x | 2.4x |
| Fri, 06 Jun 2025 | ₫1068.6t | ₫455.5t | ₫50.2t | 25.9x | 21.3x | 2.3x |
| Sun, 04 May 2025 | ₫835.0t | ₫453.1t | ₫49.2t | 24.5x | 17x | 1.8x |
| Tue, 01 Apr 2025 | ₫809.7t | ₫369.7t | ₫46.9t | 30.2x | 17.3x | 2.2x |
| Thu, 27 Feb 2025 | ₫691.5t | ₫367.7t | ₫47.0t | 31.9x | 14.7x | 1.9x |
| Sat, 25 Jan 2025 | ₫668.7t | ₫293.5t | ₫37.1t | 32.3x | 18x | 2.3x |
| Mon, 23 Dec 2024 | ₫679.6t | ₫298.7t | ₫37.9t | 23.3x | 17.9x | 2.3x |
| Wed, 20 Nov 2024 | ₫685.3t | ₫298.6t | ₫37.8t | 19.2x | 18.1x | 2.3x |
| Fri, 18 Oct 2024 | ₫711.6t | ₫282.4t | ₫32.0t | 30.6x | 22.2x | 2.5x |
| Sun, 15 Sep 2024 | ₫713.5t | ₫282.0t | ₫39.1t | 31.8x | 18.2x | 2.5x |
| Tue, 13 Aug 2024 | ₫661.9t | ₫278.6t | ₫38.8t | 29.3x | 17.1x | 2.4x |
| Thu, 11 Jul 2024 | ₫691.6t | ₫287.6t | ₫42.1t | 24.6x | 16.4x | 2.4x |
| Sat, 08 Jun 2024 | ₫715.9t | ₫289.0t | ₫42.5t | 24.2x | 16.8x | 2.5x |
| Mon, 06 May 2024 | ₫708.7t | ₫292.5t | ₫43.8t | 19x | 16.2x | 2.4x |
| Wed, 03 Apr 2024 | ₫780.0t | ₫331.1t | ₫48.3t | 35.8x | 16.1x | 2.4x |
| Fri, 01 Mar 2024 | ₫747.3t | ₫328.7t | ₫47.6t | 32.4x | 15.7x | 2.3x |
| Sun, 28 Jan 2024 | ₫720.1t | ₫367.2t | ₫54.6t | 20.5x | 13.2x | 2x |
| Tue, 26 Dec 2023 | ₫717.3t | ₫371.6t | ₫54.3t | 20.5x | 13.2x | 1.9x |
| Thu, 23 Nov 2023 | ₫702.9t | ₫372.3t | ₫54.2t | 20.6x | 13x | 1.9x |
| Sat, 21 Oct 2023 | ₫716.8t | ₫341.5t | ₫60.6t | 20.5x | 11.8x | 2.1x |
| Mon, 18 Sep 2023 | ₫819.4t | ₫341.6t | ₫60.6t | 17.9x | 13.5x | 2.4x |
| Wed, 16 Aug 2023 | ₫946.0t | ₫341.2t | ₫61.0t | 19.5x | 15.5x | 2.8x |
| Fri, 14 Jul 2023 | ₫806.6t | ₫277.9t | ₫53.3t | 20.2x | 15.1x | 2.9x |
| Sun, 11 Jun 2023 | ₫796.1t | ₫277.7t | ₫53.2t | 20.9x | 15x | 2.9x |
| Tue, 09 May 2023 | ₫747.1t | ₫277.7t | ₫53.0t | 23.3x | 14.1x | 2.7x |
| Thu, 06 Apr 2023 | ₫779.4t | ₫239.2t | ₫48.5t | 21.6x | 16.1x | 3.3x |
| Sat, 04 Mar 2023 | ₫692.1t | ₫239.1t | ₫48.3t | 17.8x | 14.3x | 2.9x |
| Mon, 30 Jan 2023 | ₫812.9t | ₫225.9t | ₫43.8t | 15.6x | 18.6x | 3.6x |
| Wed, 28 Dec 2022 | ₫743.1t | ₫232.2t | ₫46.1t | 10.1x | 16.1x | 3.2x |
| Fri, 25 Nov 2022 | ₫760.8t | ₫232.2t | ₫46.1t | 10.4x | 16.5x | 3.3x |
| Sun, 23 Oct 2022 | ₫918.3t | ₫233.0t | ₫40.0t | 13x | 22.9x | 3.9x |
Price to Earnings Ratio
22.9x
Current Industry PE
- Investors are optimistic on the Vietnamese Real Estate industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 31.3x which is higher than its 3-year average PE of 17.1x.
- The 3-year average PS ratio of 2.6x is lower than the industry's current PS ratio of 4.0x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 14% per year over the last three years.
- Revenues for these companies have grown 25% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Vietnamese Real Estate sector?
| VN Market | 3.34% | |
| Real Estate | 12.86% | |
| Real Estate | 12.86% | |
| Specialized REITs | 7.71% | |
| REITS | 0% | 0 |
Industry PE
- Investors are most optimistic about the Real Estate industry which is trading above its 3-year average PE ratio of 17.1x.
- Analysts are expecting annual earnings growth of 14.5%, which is lower than the prior year's growth of 27.4% per year.
- Investors are most pessimistic about the Real Estate industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 17.1x.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 15% over the next 5 years.
- However this is lower than its past earnings growth rate of 27% per year.
- In contrast, the Real Estate industry is expected to see its earnings grow by 15% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VIC Vingroup | ₫213.10k | 18.7% +₫126.0t | 412.9% | PE63.2x | |
| VHM Vinhomes | ₫122.00k | 6.1% +₫28.8t | 170.5% | PE16.6x | |
| VRE Vincom Retail | ₫43.40k | 14.2% +₫12.3t | 131.5% | PE22.4x | |
| CEO C.E.O Group | ₫31.80k | 22.8% +₫3.3t | 116.8% | PE86.2x | |
| PDR Phat Dat Real Estate Development | ₫26.30k | 12.9% +₫2.9t | 34.9% | PE159x |