Comprehensive Stock Comparison
Compare Lucid Group, Inc. (LCID) vs VinFast Auto Ltd. (VFS) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | VFS | 57.9% revenue growth vs LCID's -100.0% |
| Quality / Margins | VFS | -137.0% net margin vs LCID's -324.7% |
| Stability / Safety | VFS | Beta 0.79 vs LCID's 1.29 |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | VFS | -9.9% vs LCID's -55.0% |
| Efficiency (ROA) | LCID | -32.2% ROA vs VFS's -50.4%, ROIC -98.7% vs -78.9% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Lucid Group is a luxury electric vehicle manufacturer that designs, engineers, and builds premium electric cars and their core technologies. It generates revenue primarily from vehicle sales—with its Air sedan as the flagship product—and secondarily from energy storage systems and technology licensing. The company's key advantage lies in its proprietary EV technology, particularly its industry-leading battery efficiency and powertrain systems that deliver exceptional range.
VinFast is a Vietnamese electric vehicle manufacturer that designs and produces EVs, e-scooters, and e-buses primarily for the Vietnamese market with expansion into North America. It generates revenue through vehicle sales—with cars being the dominant segment—alongside battery leasing and charging services for its products. The company benefits from being part of Vietnam's largest conglomerate, Vingroup, which provides capital and local market advantages.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
VFS leads in 4 of 6 categories — strongest in Financial Metrics and Valuation Metrics. 1 category is tied.
Financial Metrics (TTM)
VFS is the larger business by revenue, generating $67.43T annually — 81133.0x LCID's $831M. Profitability is closely matched — net margins range from -137.0% (VFS) to -3.2% (LCID). On growth, VFS holds the edge at +46.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | LCIDLucid Group, Inc. | VFSVinFast Auto Ltd. |
|---|---|---|
| RevenueTrailing 12 months | $831M | $67.43T |
| EBITDAEarnings before interest/tax | -$3.2B | -$55.31T |
| Net IncomeAfter-tax profit | -$2.7B | -$92.40T |
| Free Cash FlowCash after capex | -$3.2B | -$58.50T |
| Gross MarginGross profit ÷ Revenue | -158.3% | -53.0% |
| Operating MarginEBIT ÷ Revenue | -4.2% | -98.1% |
| Net MarginNet income ÷ Revenue | -3.2% | -137.0% |
| FCF MarginFCF ÷ Revenue | -3.9% | -86.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | -100.0% | +46.1% |
| EPS Growth (YoY)Latest quarter vs prior year | -59.8% | -80.1% |
Valuation Metrics
| Metric | LCIDLucid Group, Inc. | VFSVinFast Auto Ltd. |
|---|---|---|
| Market CapShares × price | $3.3B | $7.6B |
| Enterprise ValueMkt cap + debt − cash | $3.1B | $13.1B |
| Trailing P/EPrice ÷ TTM EPS | -0.83x | -2.57x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | — |
| Price / SalesMarket cap ÷ Revenue | — | 4.52x |
| Price / BookPrice ÷ Book value/share | 43.69x | — |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), VFS scores 3/9 vs LCID's 1/9, reflecting mixed financial health.
| Metric | LCIDLucid Group, Inc. | VFSVinFast Auto Ltd. |
|---|---|---|
| ROE (TTM)Return on equity | -3.8% | — |
| ROA (TTM)Return on assets | -32.2% | -50.4% |
| ROICReturn on invested capital | -98.7% | -78.9% |
| ROCEReturn on capital employed | -49.2% | — |
| Piotroski ScoreFundamental quality 0–9 | 1 | 3 |
| Debt / EquityFinancial leverage | 1.20x | — |
| Net DebtTotal debt minus cash | -$137M | $143.09T |
| Cash & Equiv.Liquid assets | $998M | $3.31T |
| Total DebtShort + long-term debt | $861M | $146.40T |
| Interest CoverageEBIT ÷ Interest expense | -38.44x | -3.52x |
Total Returns (with DRIP)
A $10,000 investment in VFS five years ago would be worth $3,120 today (with dividends reinvested), compared to $326 for LCID. Over the past 12 months, VFS leads with a -9.9% total return vs LCID's -55.0%. The 3-year compound annual growth rate (CAGR) favors VFS at -32.2% vs LCID's -52.2% — a key indicator of consistent wealth creation.
| Metric | LCIDLucid Group, Inc. | VFSVinFast Auto Ltd. |
|---|---|---|
| YTD ReturnYear-to-date | -10.3% | -3.6% |
| 1-Year ReturnPast 12 months | -55.0% | -9.9% |
| 3-Year ReturnCumulative with dividends | -89.0% | -68.8% |
| 5-Year ReturnCumulative with dividends | -96.7% | -68.8% |
| 10-Year ReturnCumulative with dividends | -89.9% | -68.8% |
| CAGR (3Y)Annualised 3-year return | -52.2% | -32.2% |
Risk & Volatility
VFS is the less volatile stock with a 0.79 beta — it tends to amplify market swings less than LCID's 1.29 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. VFS currently trades 85.3% from its 52-week high vs LCID's 29.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | LCIDLucid Group, Inc. | VFSVinFast Auto Ltd. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.29x | 0.79x |
| 52-Week HighHighest price in past year | $33.70 | $3.82 |
| 52-Week LowLowest price in past year | $9.12 | $2.56 |
| % of 52W HighCurrent price vs 52-week peak | +29.7% | +85.3% |
| RSI (14)Momentum oscillator 0–100 | 51.7 | 46.5 |
| Avg Volume (50D)Average daily shares traded | 6.5M | 252K |
Analyst Outlook
Wall Street rates LCID as "Hold" and VFS as "Buy". Consensus price targets imply 99.4% upside for VFS (target: $7) vs 44.0% for LCID (target: $14).
| Metric | LCIDLucid Group, Inc. | VFSVinFast Auto Ltd. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $14.40 | $6.50 |
| # AnalystsCovering analysts | 14 | 4 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | 1 |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Sep 23 | Feb 26 | Change |
|---|---|---|---|
| Lucid Group, Inc. (LCID) | 100 | 16.18 | -83.8% |
| VinFast Auto Ltd. (VFS) | 282.25 | 31.58 | -88.8% |
VinFast Auto Ltd. (VFS) returned -69% over 5 years vs Lucid Group, Inc. (LCID)'s -97%.
Chart 2Revenue Growth — 10 Years
| Stock | 2019 | 2025 | Change |
|---|---|---|---|
| Lucid Group, Inc. (LCID) | $5M | $0.00 | -100.0% |
| VinFast Auto Ltd. (VFS) | $13.7T | $44.0T | +221.5% |
Lucid Group, Inc.'s revenue grew from $5M (2019) to $0M (2025) — a -100.0% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2019 | 2024 | Change |
|---|---|---|---|
| Lucid Group, Inc. (LCID) | -60.4% | -3.4% | +94.4% |
| VinFast Auto Ltd. (VFS) | -138.4% | -175.5% | -26.8% |
Lucid Group, Inc.'s net margin went from -60% (2019) to -3% (2024).
Chart 4EPS Growth — 10 Years
| Stock | 2019 | 2025 | Change |
|---|---|---|---|
| Lucid Group, Inc. (LCID) | -111.7 | -12.09 | +89.2% |
| VinFast Auto Ltd. (VFS) | -8,160.27 | -33,042 | -304.9% |
Lucid Group, Inc.'s EPS grew from $-111.70 (2019) to $-12.09 (2025).
Chart 5Free Cash Flow — 5 Years
Lucid Group, Inc. generated $-4B FCF in 2025 (-157% vs 2021). VinFast Auto Ltd. generated $-47.2T FCF in 2024 (-35% vs 2021).
LCID vs VFS: Frequently Asked Questions
7 questions · data-driven answers · updated daily
01Is LCID or VFS a better buy right now?
Analysts rate VinFast Auto Ltd. (VFS) a "Buy" — based on 4 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — LCID or VFS?
Over the past 5 years, VinFast Auto Ltd. (VFS) delivered a total return of -68.8%, compared to -96.7% for Lucid Group, Inc. (LCID). A $10,000 investment in VFS five years ago would be worth approximately $3K today (assuming dividends reinvested). Over 10 years, the gap is even starker: VFS returned -68.8% versus LCID's -89.9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — LCID or VFS?
By beta (market sensitivity over 5 years), VinFast Auto Ltd. (VFS) is the lower-risk stock at 0.79β versus Lucid Group, Inc.'s 1.29β — meaning LCID is approximately 64% more volatile than VFS relative to the S&P 500.
04Which has better profit margins — LCID or VFS?
VinFast Auto Ltd. (VFS) is the more profitable company, earning -175.5% net margin versus -324.7% for Lucid Group, Inc. — meaning it keeps -175.5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: VFS leads at -125.9% versus -421.4% for LCID. At the gross margin level — before operating expenses — VFS leads at -57.4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
05Which pays a better dividend — LCID or VFS?
None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.
06Is LCID or VFS better for a retirement portfolio?
For long-horizon retirement investors, VinFast Auto Ltd. (VFS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.79)). Both have compounded well over 10 years (VFS: -68.8%, LCID: -89.9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
07What are the main differences between LCID and VFS?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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