VinFast Auto Ltd. (VFS) AI Stock Analysis

VinFast Auto Ltd. operates in the automobiles and e-scooter sectors across Vietnam and the United States. Headquartered in Hai Phong City, Vietnam, the company is a subsidiary of Vingroup Joint Stock Company and employs 29,878 people. VinFast organizes its operations into four core segments: Automobiles, E-scooter, Spare Parts, and Aftermarket Services. The Automobiles segment handles the design, development, manufacturing, and sale of cars and electric buses, while the E-scooter unit focuses on electric scooters. The Spare Parts and Aftermarket Services segment supplies dedicated parts and services for both vehicle categories, leveraging Vingroup's infrastructure to advance electric vehicle technology.

VinFast delivered a 5-year revenue CAGR of 45.9% between FY2020 and FY2025. Annual revenue rose from $16.03T in FY2021 to $27.88T in FY2023, $44.02T in FY2024, and reached $90.43T in FY2025, reflecting a 105.4% annual increase. However, the company has operated with persistent losses. Gross margin registered at -42.5% in FY2025, improving from -57.4% in FY2024 and -93.7% in FY2022. Operating margin for FY2025 stood at -79.2%, while net income widened to -$97.04T with an EPS of -$1.66. For the trailing twelve months ending March 31, 2026, revenue was $67.51T, with quarterly revenue growing 41.7% year-over-year and profit margin at -113.2%.

As of March 31, 2026, VinFast held $7.86T in cash and short-term investments against total debt of $116.72T, resulting in net debt of $108.86T. The company operates with negative shareholders' equity of -$191.47T against total assets of $185.18T, and a current ratio of 0.48. In FY2025, operating cash flow was -$44.46T, free cash flow was -$67.44T, and capital expenditures reached $22.98T.

Trading at $3.12 as of October 16, 2026, VinFast has a market cap of $7.30B and an enterprise value of $10.70B. Its price-to-sales multiple is 2.0x, which trades at a premium to the 0.7x median of its US-listed Consumer Cyclical peers. The stock has an EV-to-revenue ratio of 2.9x. Over the past year, VFS generated a return of -5.2%, trailing the S&P 500 return of 16.8%. Over a 5-year span, the stock fell 67.9%, compared to an 83.0% gain for the benchmark index.

Wall Street coverage consists of 2 Strong Buy ratings, 0 Buy ratings, 1 Hold rating, and no Sell or Strong Sell recommendations. The mean price target is $6.07, indicating 94.4% upside compared to the last close of $3.12. For the fiscal year ending December 31, 2026, analysts estimate an EPS of -$1.65 on revenue of $142.29T. For the following fiscal year, 4 analysts project revenue of $204.48T, representing 43.7% revenue growth, alongside an EPS estimate of -$1.10. VinFast recorded 0 EPS beats over the last 4 quarters.

This page is an AI-written research summary of VinFast Auto Ltd. (VFS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: VFS income statement, VFS balance sheet, VFS key metrics, VFS analyst forecast, VFS chart. See the VFS stock overview for the latest quote and news.