If you’ve been watching the electric vehicle sector, VinFast Auto (NasdaqGS:VFS) just made a move that could shift the conversation. The company is bringing in Tapan Ghosh, a leader with a long résumé spanning Hindustan Motors, Tata Motors, Maruti Suzuki, Mahindra and Mahindra, and Hyundai, to head up its India operations. This is not just a routine executive change, as it comes right as VinFast prepares to take on Indian heavyweights Tata and Mahindra with two brand-new electric SUVs in a fiercely competitive market.

It is the latest in a series of developments for VinFast Auto. Over the past year, the stock has drifted lower overall, despite periods of modest short-term gains in the past week and month. The results from Vietnam, with nearly 90,000 EV deliveries so far this year, highlight growth ambition, but market momentum for the stock itself has been mixed compared to earlier highs. The company’s financials show expanding revenue and narrowing losses, yet the big question is how these strategic moves will affect its long-term valuation.

After a year marked by strategic launches, new leadership, and shifting sentiment, investors may be wondering whether VinFast Auto is a bargain worth considering or if the market is already pricing in all the future growth.

Most Popular Narrative: 44.1% Undervalued

According to the most widely followed narrative, VinFast Auto is viewed as significantly undervalued by analysts, presenting a possible opportunity for investors looking at the company’s future prospects.

The rollout of dedicated VinFast charging infrastructure and ecosystem partnerships (GSM and V-GREEN) in Southeast Asia and beyond directly addresses the primary consumer barrier to EV adoption. This supports higher demand, increased deliveries, and ultimately greater revenue scale.

Want to know the strategy behind this attention-grabbing valuation call? One core element to the bull case is a financial roadmap with much bigger numbers than you might expect for a young automaker. Is it bold optimism or math most are missing? You will need to dig deeper into the details to see which unusual financial projections are powering this price target.

Result: Fair Value of $5.83 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, heavy cash burn and ongoing reliance on Vingroup support raise concerns. These factors could quickly shift sentiment around VinFast’s ambitious valuation.

Find out about the key risks to this VinFast Auto narrative.

Another View

Looking from a different angle, market comparisons based on sales indicate VinFast Auto is valued much higher than its U.S. auto peers. This clashes with the earlier suggestion of undervaluation. How can investors reconcile such a wide divergence?

Stay updated when valuation signals shift by adding VinFast Auto to your watchlist or portfolio. Alternatively, explore our screener to discover other companies that fit your criteria.

Build Your Own VinFast Auto Narrative

If you see things differently or want to dive into your own research, it takes just a few minutes to craft your own narrative. So why not Do it your way?

A great starting point for your VinFast Auto research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.