VinFast Auto (NasdaqGS:VFS): Exploring Valuation Perspectives After Latest Monthly Update

VinFast Auto (NasdaqGS:VFS) shares are seeing renewed interest as market watchers respond to the company’s recent monthly performance figures. These results reflect changing investor sentiment toward the electric vehicle maker.

See our latest analysis for VinFast Auto.

VinFast’s share price has faced continued pressure this year, slipping 22.1% year-to-date, while the one-year total shareholder return stands at -14.6%. Despite steady revenue growth, the muted price action suggests that investors remain cautious as they weigh recent operational updates against ongoing challenges and the broader EV sector’s volatility.

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This raises a key question for investors: Is VinFast trading at an attractive valuation with upside potential, or have the recent developments and expectations for future growth already been fully absorbed by the market?

Most Popular Narrative: 43.9% Undervalued

VinFast currently trades at $3.27, while the most widely followed narrative argues that the stock’s fair value sits much higher. This gap between market price and perceived intrinsic worth is shaped by ambitious expansion plans and aggressive growth assumptions.

Ongoing expansion and accelerated adoption of electric vehicles in key emerging markets, particularly Vietnam, Indonesia, and the Philippines, supported by rising urbanization and a growing middle class, are set to drive sustained volume growth and revenue expansion as VinFast continues broadening its product portfolio and increases market penetration.

Read the complete narrative.

Curious what rapid expansion in Southeast Asia and new sales models could mean for VinFast’s future? The underlying drivers behind this valuation hinge on double-digit growth rates and a bold turnaround from losses to industry-standard profitability. See which assumptions power that high price target and which financial leap must happen to make it real.

Result: Fair Value of $5.83 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, persisting cash burn and limited international brand recognition could challenge VinFast’s ability to achieve the growth and profitability targets assumed in current valuations.

Find out about the key risks to this VinFast Auto narrative.

Another View: Can Sales Alone Justify the Price?

While analyst narratives see big upside, VinFast’s valuation based on its price-to-sales ratio tells a different story. The stock trades at 3.3x sales, which is much higher than the US Auto industry’s 1.3x average and well above its fair ratio of 0.2x. This points to a hefty premium. Are investors overlooking risk, or could momentum ultimately justify the price?

See what the numbers say about this price — find out in our valuation breakdown.

Build Your Own VinFast Auto Narrative

If these perspectives don’t quite fit your outlook or you'd rather reach your own conclusions, it’s easy to review the numbers and craft a personalized view in just a few minutes. Simply Do it your way.

A great starting point for your VinFast Auto research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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