` Comparison: 600048, VHM - Alpha Spread

600048
vs
V
VHM

Over the past 12 months, Poly Developments and Holdings Group Co Ltd has underperformed VHM, delivering a return of -38% compared to the VHM's +169% growth.

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Valuation Comparison

Poly Developments and Holdings Group Co Ltd Intrinsic Value
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VHM Intrinsic Value
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Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Poly Developments and Holdings Group Co Ltd
SSE:600048
6.35 CNY
V
Vinhomes JSC
VN:VHM
110 000 VND
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Growth Comparison

Growth Over Time
600048, VHM

600048
VHM
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Poly Developments and Holdings Group Co Ltd
Revenue
V
Vinhomes JSC
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
600048, VHM

600048
VHM
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Poly Developments and Holdings Group Co Ltd
SSE:600048
V
Vinhomes JSC
VN:VHM
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Gross Margin

Poly Developments and Holdings Group Co Ltd
10.6%
VHM
29.4%

Operating Margin

Poly Developments and Holdings Group Co Ltd
4.2%
VHM
21.1%

Net Margin

Poly Developments and Holdings Group Co Ltd
-0.3%
VHM
31.8%

FCF Margin

Poly Developments and Holdings Group Co Ltd
10.6%
VHM
42.9%

ROE

Poly Developments and Holdings Group Co Ltd
-0.5%
VHM
12.7%

ROA

Poly Developments and Holdings Group Co Ltd
-0.1%
VHM
4.1%

ROIC

Poly Developments and Holdings Group Co Ltd
0.5%
VHM
2.6%

ROCE

Poly Developments and Holdings Group Co Ltd
2%
VHM
4.9%

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
600048, VHM

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600048
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Performance Gap
600048, VHM

Performance Gap Between 600048 and VHM
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Performance By Year
600048, VHM

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600048
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