VinFast Auto Ltd. VFS

3.18 0.05 1.60% as of 25 Sep
Market cap
$7.4B
P/E
0.0×

Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 97.88%

Capital & Financial Ratios

Market Cap 7,370.00
Revenue 3,853.92
Net Income (4,371.48)
Free Cash Flow (2,633.99)
Net Debt 4,232.28
Current Ratio 0.48
Debt/Equity (1.15)
P/E ratio 0.00
P/S ratio 1.94
P/B ratio 0.00
Past 5Y EPS Growth —
This Y EPS Growth 19.39%
Next Y EPS Growth 24.06%
Next 5Y EPS Growth 20.79%
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 195 280 446 366
Receivables 149 406 756 383
Inventory 1,201 1,147 1,359 1,480
Other 498 829 810 1,105
2,042 2,662 3,401 3,334
2023 2024 2025 Q'26
Payables 464 854 1,299 1,483
ST’ Debt 1,721 2,496 2,350 2,444
Other 1,221 536 720 711
5,802 7,048 6,559 6,986
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — —
Cash Flow — — 0.00%
Earnings — — 0.00%
Book Value — — 0.00%

Revenue

Mar Jun Sep Dec Year
’26 921 — — — —
’25 657 663 719 1,552 3,590
’24 303 357 512 637 1,809
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (532) — — — —
’25 (607) (458) (438) (266) (1,770)
’24 (517) (319) (470) 55 (1,252)
’23 0 0 (1,894) (353) (2,248)
’22 (1) 0 0 (1) (2)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (724) — — — —
’25 (752) (658) (694) (558) (2,662)
’24 (717) (424) (603) (191) (1,936)
’23 0 0 (2,687) (564) (3,251)
’22 (1) 0 0 (1) (2)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 (0.48) — — — —
’25 (0.30) (0.35) (0.41) (0.60) (1.65)
’24 (0.26) (0.33) (0.23) (0.54) (1.36)
’23 0.05 (0.05) (0.27) (0.28) (1.04)
’22 0.42 0.06 0.02 0.12 2.84
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.3
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — 9.61 9.39 4.59 2.26 2.56

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — 9.98 10.02 93.00 8.05 4.65
High Price
— — — — — — — 14,000 17,823 29,878
Employees
— — — — — — — 0 0 0
Revenue/Emp
— — — — — — — 1,203 1,809 3,590
Revenue
— — — — — — — (46.07%) (57.42%) (45.37%)
Gross Margin
— — — — — (4) 12 (2,404) (3,180) (3,950)
EBT
— — — — — 0.00% 0.00% (199.86%) (175.80%) (110.03%)
EBT Margin
— 0 — — — (4) 12 (2,408) (3,179) (3,964)
Net Income
— — — — — — — 265 406 586
Depreciation
— — — — — 0.00 0.00 0.52 0.77 1.53
Revenue/Sh
— — — — — (0.84) 2.84 (1.04) (1.36) (1.65)
Earnings/Sh
— — — — — (0.19) (0.50) (0.97) (0.54) (0.76)
Cash Flow/Sh
— — — — — 0.00 0.00 (0.43) (0.29) (0.38)
Capex/Sh
— — — — — (0.19) (0.50) (1.41) (0.83) (1.14)
Free CF/Sh
— — — — — (4.35) (2.13) (1.20) (1.67) (1.57)
Book Value/Sh
— — — — — 4 4 2,311 2,338 2,339
Shares
— — — — — — — 0.00 0.00 0.00
PE Ratio
— — — — — — — 0.00 5.21 2.18
PS Ratio
— — — — — — — 0.00 0.00 0.00
PB Ratio
— — — — — — — 0.00 6.96 3.23
EV/Sales
— — — — — — — (8.49) (6.50) (4.36)
EV/FCF
— — — — — (1) (2) (2,248) (1,252) (1,770)
Op' Cash Flow
— — — — — — — (1,004) (684) (892)
Capex
— — — — — (1) (2) (3,251) (1,936) (2,662)
FCF
— — — — — 0 (2) (3,761) (4,386) (3,157)
Working Cap'
— — — — — — 0 2,991 3,437 4,244
Total Debt
— — — — — (2) 0 2,797 3,157 3,798
Net Debt
— — — — — (19) (9) (2,766) (3,900) (3,678)
Sh' Equity
— — — — — (4.19%) 7.02% (84.76%) (53.31%) (57.84%)
ROA
— — — — — 0.00% 0.00% (3,417.26%) 0.00% (1,538.70%)
ROIC
— — — — — 0.00% (87.14%) 173.34% 95.26% 104.41%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Mar 2026

VinFast Auto Ltd. peers in Auto Manufacturers

All 41 Auto Manufacturers stocks →

VinFast Auto Ltd. (VFS) key facts

  • VinFast Auto Ltd. (VFS) is an Auto Manufacturers company in the Consumer Cyclical sector, listed on Nasdaq.
  • VinFast Auto Ltd.’s revenue for fiscal 2025 (year ended December 2025) was $3.6 billion, up 98.5% from fiscal 2024.
  • As of September 25, 2026, VFS traded at $3.18, a market capitalization of $7.4 billion.
  • Return on equity was 104.4% and debt-to-equity -1.15.

Source: company filings (standardised) and stockrow calculations.

VinFast Auto Ltd. (VFS) Latest News

News by impact score

Fine-tune

25 Sep

4

Canadian used EV market is accelerating as prices fall, battery longevity improves and longer warranties boost confidence. Used EVs are selling faster than ICE vehicles, with median days on market at 24 in June and 23 in July. VinFast supports the trend with a Certified Pre-Owned program offering a 10-year/200,000-km vehicle warranty, a 10-year unlimited-km battery warranty, and transfer of the remaining original warranty to the new owner. CPO vehicles undergo a 105-point inspection, battery-health checks, Carfax history reports and 24/7 roadside assistance. The program complements broader market dynamics—lower repair costs for BEVs and durable batteries—helping early VinFast models enter the used market with greater buyer confidence. Long warranties, warranty transfer and rigorous inspections under VinFast's CPO program boost buyer confidence and could lift used-vehicle demand for VinFast in Canada.

23 Sep

4

VinFast began U.S. sales of the 2027 VF 8 (MY27) with Eco priced at $40,400 and Plus at $45,600, featuring expanded driver-assistance systems such as Automatic Emergency Stop Assist, Rear Automatic Braking, and Auto Lane Changing Assist. By pairing these tech upgrades with 0% APR financing for up to 84 months, plus newly expanded U.S. dealer networks and tools like an Energy Cost Savings Calculator, VinFast aims to lower EV ownership friction and broaden appeal for American buyers. The VF 8 MY27 launch reinforces its U.S. retail push and dealer footprint, potentially lifting volume outside Vietnam. Yet the positives sit alongside liquidity concerns: ongoing losses and potential shareholder dilution if cash burn remains high. The narrative also cites ambitious 2029 targets and a rose-colored fair value versus a cautious view, underscoring mixed sentiment. 0% APR financing and advanced driver-assist upgrades could lift US demand, but ongoing cash burn and dilution risk still loom.

4

VinFast Auto Ltd. (VFS) opened US sales of the 2027 VF 8, accompanied by new U.S. dealerships, a certified pre-owned program and leadership changes as part of an expansion push. The stock's 1-year return is 1.89% while 3-year return fell 74.92%, signaling momentum stabilization but weak longer-term performance. Valuation views split: one camp argues fair value around $6.05 (roughly 47% upside) at ~19.8% required return; another notes the stock trades near 2x revenue with high execution risk and ongoing cash burn supported by Vingroup. The piece frames VinFast's growing US footprint and product lineup against losses and long-term price pressure, and also situates it in broader market comparisons with investment ideas and standard disclaimers. Product launch and US expansion create a meaningful growth pathway that could alter revenue trajectory despite existing cash burn.

21 Sep

4

VinFast begins U.S. sales of the 2027 VF 8 (MY27), highlighting enhanced safety and ADAS. The new features include AESA, RAEB, Intersection Assist, Auto Lane Change Assist, and Evasive Steering Assist. ECO and PLUS trims start at $40,400 and $45,600, with 0% APR financing for up to 84 months and flexible leases. The MY27 VF 8 will be displayed and sold at VinFast dealerships in Chicago, Orlando, and San Diego, with test drives available. VinFast also launched an Energy Cost Savings Calculator to estimate potential savings against gasoline vehicles. The release underscores VinFast's ongoing North American expansion and product evolution to support long-term growth. Upgraded ADAS and financing incentives strengthen growth trajectory in North America.

17 Sep

3

VinFast expands its dealership network in the United States, underscoring its sustained dedication to building a stronger presence in the American automotive market. Dealership expansion improves distribution reach and supports longer-term US sales growth for VinFast vehicles.

12 Sep

3

Pham Nhat Vuong and Pham Thu Huong transition leadership roles at VinFast and GSM. Leadership transitions at VinFast can shift strategic priorities and affect market views.

11 Sep

3

VinFast VF 8 electric SUV is positioned as a suitable upgrade for sedan owners seeking added space, features and performance. VF 8 product positioning may moderately influence buyer interest and VinFast sales trajectory.

7 Sep

4

VinFast unveils new electric microcar model reviving compact EV segment with focus on urban mobility and affordability. New micro EV launch represents major product introduction that could alter competitive positioning and investor sentiment.

6 Sep

3

VinFast Auto Ltd. is scaling back its manufacturing plans in India. Slowing India manufacturing expansion may delay market entry and affect growth targets.

3 Sep

4

VinFast plans to enter the U.S. market this year as a rival to Uber and Lyft. U.S. market entry represents a major strategic expansion that could significantly alter VinFast's trajectory and investor sentiment.

27 Aug

3

VinFast equips electric vehicles with a durable battery and build feature that preserves performance, efficiency and resale value for years after purchase. Feature highlights product durability that can support customer retention and modest brand differentiation for VinFast.

24 Aug

3

VinFast EVs contribute to overcoming barriers in electric vehicle adoption. VinFast EVs aiding EV adoption barriers signals potential moderate gains in sales and positioning.

17 Aug

4

VinFast advances its technology roadmap to drive smart mobility through innovation. VinFast technology roadmap signals major strategic moves in smart mobility that could significantly shift competitive trajectory.

28 Jul

3

VinFast Auto Ltd. partners with AKF-Bank to accelerate dealer network expansion in Germany. Partnership supports faster German dealer growth and European market reach.

22 Jul

4

VinFast posts record Vietnam EV deliveries and launches new U.S. CPO program, developments that may sway VFS investor outlook. Record deliveries plus new CPO program mark major expansion moves that can shift VFS trajectory and sentiment.

3

VinFast expands its ecosystem to improve global access to electric mobility through integrated solutions and infrastructure. VinFast ecosystem efforts target broader EV adoption and infrastructure that moderately influence market positioning.

17 Jul

3

VinFast Auto Ltd. (VFS) partners with TÜV Rheinland to enhance vehicle testing capabilities for Vietnam's automotive industry. Partnership strengthens testing and quality processes with moderate effect on operations and positioning.

9 Jul

3

VinFast launches certified pre-owned program for premium electric vehicles featuring industry-leading 10-year transferable warranty. Certified pre-owned program with extended warranty supports secondary market development and modest buyer confidence gains for VinFast vehicles.

8 Jul

3

VinFast advances smarter mobility solutions to strengthen electric vehicle development and market positioning. Strategic mobility initiatives may moderately influence product innovation and competitive stance without major near-term shifts.

7 Jul

4

VinFast Auto Ltd. (VFS) stands out as a top mid-cap stock for decades-long ownership amid rising EV sales and US expansion drive. US expansion drive and EV sales growth represent major strategic moves that can significantly alter company trajectory.

20 Jun

3

VinFast Auto Ltd. (VFS) is positioned as a penny stock with explosive growth potential. Labeling VFS as a high-growth penny stock may draw investor attention and modestly affect near-term sentiment and trading activity.

18 Jun

4

VinFast Auto Ltd. announces a 10-year promise that signals deep confidence in product durability and long-term customer commitment. VinFast's 10-year promise constitutes a major strategic move that can materially lift customer trust and reshape competitive positioning.

3

VinFast VF 8 electric SUV emphasizes family priorities through spacious interior, advanced safety systems and practical EV range for daily use. VF 8 product positioning targets family EV segment and may moderately support VinFast market visibility.

16 Jun

3

VinFast VF 8 delivers strong first EV driving experience that boosts consumer appeal and brand visibility. VF 8 product coverage may lift short-term consumer interest and sales momentum for VinFast.

9 Jun

3

VinFast's Q1 earnings call focused on Asia growth strategies and corporate reset. Earnings call emphasis on Asia expansion and reset points to strategic shifts with moderate effects on operations and market view.

8 Jun

4

VinFast Auto Ltd. (VFS) posted strong vehicle delivery growth in its Q1 2026 earnings call. Strong Q1 2026 delivery growth is set to lift VinFast financial results and investor sentiment.

3 transcript

VinFast Auto Ltd. (VFS) released highlights from its Q1 earnings call covering financial results and operational updates. Q1 earnings details offer moderate insight into near-term financial trends and guidance for VFS.

3

VinFast Auto Ltd. reported global revenue up 42% year over year in Q1 2026. Revenue increase signals improved sales performance that may support near-term market sentiment.

5 Jun

4

VinFast Auto Ltd. partners with Autobrains and NVIDIA to develop and deploy Level 4 autonomous driving technology across Southeast Asia. Level 4 autonomous driving partnership with NVIDIA positions VinFast for major competitive gains in EVs and tech.

1 Jun

4

VinFast and AutoBrains launch Southeast Asia's first Agentic AI L4 program with NVIDIA technology. NVIDIA-backed AI L4 launch advances VinFast autonomous tech and regional positioning.

stockrow.com/VFS · Data as of Mar 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com