Nama Insights

VinFast Auto (VFS)

Consumer Cyclical · Auto Manufacturers · NASDAQ

VinFast Auto (VFS) is a Consumer Cyclical company in the Auto Manufacturers industry. It has a market capitalization of $7.60B and a free-cash-flow yield of -34.5%. Over the most recent reported fiscal year, revenue grew 104.9%. Nama's AI scorecard rates it Sell, 2.5 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Sell · 2.5/10
Clearly negative, short of the bottom band. As of Nov 7, 2026.
Momentum
Lagging · -10.9% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-96.5%
How far the last close sits under the highest price of the past five years.
Market cap$7.60B
Trailing P/E—
Price / book—
Price / sales—
FCF yield-34.5%
Dividend yield—
Gross margin-50.6%
Operating margin-83.7%
Net margin-113.5%
Revenue growth (YoY)+104.9%
Revenue growth (3-yr annual)+86.4%
EPS growth (YoY)—
FCF/share growth (YoY)—
Beta0.9
ExchangeNASDAQ
SectorConsumer Cyclical
IndustryAuto Manufacturers

VFS earnings

Next report: Dec 2, 2026 (Q3 2026, EPS estimate -$0.47). Beat the EPS estimate in 0 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2026 Oct 19, 2026 -$0.53 -$0.37 -43.2% —
Q1 2026 Jun 8, 2026 -$0.48 -$0.29 -65.5% $899.96M
Q4 2025 Mar 16, 2026 -$0.60 -$0.36 -66.7% $1.53B
Q3 2025 Nov 21, 2025 -$0.41 -$0.29 -41.4% $704.84M

VFS analyst price target

Median target $5.00 from 3 analysts, ranging $4.00 – $7.70.

Auto Manufacturers peers

TickerCompanyMarket capP/E
TSLA Tesla $1.42T 208.3
TM Toyota Motor $254.63B 9.9
GM General Motors $73.15B 6.4
RACE Ferrari $72.92B 45.1
F Ford Motor $49.68B 7.3
HMC Honda Motor $46.43B 13.4
RIVN Rivian Automotive $19.87B —
STLA Stellantis $12.87B —
Explore live VFS data on Nama Insights →

VFS FAQ

Is VFS a buy?
Nama's AI scorecard currently rates VinFast Auto Sell (2.5 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
When does VFS report earnings?
VinFast Auto's next scheduled report is on Dec 2, 2026. Analysts expect EPS of -$0.47.
What is the VFS price target?
The median analyst price target from 3 analysts is $5.00, with a range of $4.00 – $7.70.
Is VFS Shariah compliant?
Nama's AAOIFI-style screen reads VinFast Auto as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.