MSN.VN
Full HouseMasan Group Corporation · Industrials · Vietnam · $4.1B cap · $14.2M/day traded
VND 71,600 +0.0% · close 6 Nov · scored 7 Nov
Full House: Strong business, sensible price, and the market agrees.
As of 7 Nov 2026, the MoatMap Score for Masan Group Corporation (MSN.VN) is 76/100, ranked against 25,000+ stocks in 38 markets (Quality 58, Value 55, Momentum 59, each scored against its sector).
Does the score work? Each tenth of the ranking, tracked monthly. See the record →
ABOUT MASAN GROUP CORPORATION
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Masan Group Corporation, an investment holding company, manufactures and distributes food and beverage products in Vietnam and internationally. It operates in five segments: Branded Consumer Products; MEATLife; High-Tech Materials; Consumer Retail; and Others.
FINANCIAL SUMMARY (VND)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 76.2T | 78.3T | 83.2T | 81.6T | 2.3% | 111.9T | 122.7T | 139.7T | 30.8% |
| EPS (VND) | 2,511 | 294.00 | 1,345 | 2,710 | 2.6% | 6,341 | 6,897 | 8,343 | 75.5% |
| Shares | 1.4B | 1.4B | 1.4B | 1.4B | +1.6% | 1.5B | — | — | — |
| Debt | 71.9T | 70.1T | 65.6T | 64.9T | -3.4% | 69.4T | — | — | — |
| Equity | 26.2T | 26.6T | 30.2T | 35.3T | 10.6% | — | — | — | — |
| Op CF | -3.8T | 500.5B | 9.5T | 1.4T | 65.4% | 1.3T | — | — | — |
| Inv CF | -26.4T | -7.8T | -10.7T | 16.9T | — | — | — | — | — |
| Fin CF | 21.8T | 3.5T | 9.7T | -24.8T | — | — | — | — | — |
16% above its 52-week low and back above a rising 50-day average since 6 Nov 2026.
Calmer than 81% of stocks we rank over the past year (volatility 26% a year).
How this is worked out
The MoatMap Score weighs the business, its price and its trend. The price check reads only the chart: the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn (the Turning up rule above) cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: how much the price moved day to day over the past year, scaled to a yearly figure (annualised volatility) and ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of MSN.VN are excluded.
| Ticker | Company | Mkt Cap | Score |
|---|---|---|---|
| MSN.VN | Masan Group Corporation(you) | $4.1B | 76 |
| DMX.VN | Dien May Xanh Investment Joint Stock Company | $3.7B | 34 |
| PTB.VN | Phu Tai Joint Stock Company | $117M | 74 |
| SAM.VN | Sam Holdings Corporation | $102M | 50 |
| HVN.VN | Vietnam Airlines JSC | $2.7B | 71 |
| GMD.VN | Gemadept Group Corporation | $1.3B | 82 |
| REE.VN | Refrigeration Electrical Engineering Corporation | $1.1B | 63 |
| TCH.VN | Hoang Huy Investment Financial Services Joint Stock Company | $508M | 76 |
| BWE.VN | Binh Duong Water - Environment Corporation - Joint Stock Company | $421M | 77 |
| VJC.VN | VietJet Aviation Joint Stock Company | $4.1B | 26 |
Peer medians: ROE 17.3% · P/E 10.7x · Gross margin 26.8%
Company Deep Dive
A 10,000-word report: the business and its segments, what management promised on earnings calls and whether it delivered, the competition, and how things could turn out.