VFS (VinFast Auto) Moat Score: 3/10 (As of Jun. 25, 2026)


VFS VinFast Auto Ltd VFS
44 GF Score
Price $3.09
GF Value $11.85
Valuation Possible Value Trap
! 5 Warning Signs
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What is VinFast Auto Moat Score?

VinFast Auto VFS -1.91% 44 Moat Score is 3 as of Jun. 25, 2026. GuruFocus rates VFS with a GF Score™ of 44/100 and a GF Value™ of $11.85 (Possible Value Trap). The stock has 5 warning signs investors should review. Among 1,318 Vehicles & Parts companies, VinFast Auto ranks better than 87.1% on this metric.

VinFast Auto has the Moat Score of 3, which implies that the company might have No Moat - Very weak/transient advantages.

VinFast Auto has No Moat: VinFast Auto operates in a highly competitive automotive industry with limited brand recognition and no significant cost advantages. Its market share is not sustainable enough to warrant a narrow moat.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes VinFast Auto might have No Moat - Very weak/transient advantages.

VinFast Auto  (NAS:VFS) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

VinFast Auto Moat Score Related Terms

VFS vs LCID, NIO, PSNY: Moat Score Comparison

For the Auto Manufacturers subindustry, VinFast Auto's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

VinFast Auto Moat Score vs Vehicles & Parts Industry

For the Vehicles & Parts industry and Consumer Cyclical sector, VinFast Auto's Moat Score distribution charts can be found below:

* The bar in red indicates where VinFast Auto's Moat Score falls into.


VFS
44GF Score
VinFast Auto Ltd VFS
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 3 mean?
VinFast Auto (VFS) has a Moat Score of 3 as of Jun. 25, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, VinFast Auto ranks #170 out of 1318 companies in the Vehicles & Parts industry, placing it in the top 12.9%.
Is VinFast Auto's Moat Score too high?
VinFast Auto's current Moat Score is 3. Based on the distribution chart, VinFast Auto ranks #170 out of 1318 companies in the Vehicles & Parts industry, which is in the top quartile — a strong position relative to peers. Overall, VinFast Auto has a GF Score™ of 44/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does VinFast Auto's Moat Score compare to LCID and NIO?
According to the Vehicles & Parts industry distribution chart, VinFast Auto ranks #170 out of 1318 companies for Moat Score. This places VinFast Auto in the top 13% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for a Vehicles & Parts company?
A good Moat Score depends on the Vehicles & Parts industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. VinFast Auto's current Moat Score is 3. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is VinFast Auto stock overvalued right now?
Based on GuruFocus' analysis, VinFast Auto (VFS) is currently considered Possible Value Trap. The stock's GF Value™ is $11.85, compared to a current price of $3.09 — trading 74% below its estimated fair value. The current Moat Score is 3. VinFast Auto's overall GF Score™ is 44/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For VinFast Auto (VFS), the current Moat Score is 3 as of Jun. 25, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is VinFast Auto (VFS) Overvalued in 2026?

Based on GuruFocus' analysis, VinFast Auto stock appears to be undervalued. The current stock price of $3.09 is trading 74% below its estimated GF Value™ of $11.85. GuruFocus considers VinFast Auto to be Possible Value Trap.

Key valuation signals for VFS:

  • Moat Score: 3
  • GF Value™: $11.85 vs. price of $3.09 (74% below fair value)
  • GF Score™: 44/100 with 5 warning signs

No single metric tells the full story. See the VFS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

VinFast Auto Business Description

Other Exchanges 0TL:Germany
Address Dinh Vu - Cat Hai Economic Zone, Cat Hai Islands, Cat Hai Town, Cat Hai District, Hai Phong, VNM
VinFast Auto Ltd manufactures cars, and motor vehicles, renders leasing activities, trades smartphones, and related businesses. The company is engaged in designing and manufacturing premium EVs, e-scooters, and e-buses. The company's initial EV product line is an all-new range of fully electric A- through E-segment SUVs. The Company has three reportable segments, namely Car, E-scooter and Ebus. The Car segment includes the design, development, manufacturing and sales of cars and related battery lease and battery charging services for cars. The E-scooter segment includes the design, development, manufacturing and sales of e-scooters and related battery lease and battery charging service for e-scooters. The Ebus segment includes the design, development, manufacturing and sales of Ebus.
44GF Score

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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$3.09
Price
$11.85
GF Value