Comprehensive Stock Comparison
Compare VinFast Auto Ltd. (VFS) vs Li Auto Inc. (LI) 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 LI's 16.7% |
| Quality / Margins | LI | 3.6% net margin vs VFS's -137.0% |
| Stability / Safety | LI | Beta 0.77 vs VFS's 0.79 |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | VFS | -9.9% vs LI's -42.8% |
| Efficiency (ROA) | LI | 2.9% ROA vs VFS's -50.4%, ROIC 209.3% 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
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.
Li Auto is a Chinese premium electric vehicle manufacturer specializing in smart SUVs and MPVs. It generates revenue primarily from vehicle sales — with additional income from charging solutions, accessories, and software services — though vehicle sales dominate its revenue mix. The company's competitive advantage lies in its extended-range electric vehicle technology that eliminates range anxiety, combined with its premium brand positioning in China's growing EV market.
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
LI leads in 3 of 6 categories — strongest in Financial Metrics and Profitability & Efficiency. 2 categories are tied.
Financial Metrics (TTM)
VFS is the larger business by revenue, generating $67.43T annually — 536.3x LI's $125.7B. LI is the more profitable business, keeping 3.6% of every revenue dollar as net income compared to VFS's -137.0%. On growth, VFS holds the edge at +46.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | VFSVinFast Auto Ltd. | LILi Auto Inc. |
|---|---|---|
| RevenueTrailing 12 months | $67.43T | $125.7B |
| EBITDAEarnings before interest/tax | -$55.31T | $5.4B |
| Net IncomeAfter-tax profit | -$92.40T | $4.5B |
| Free Cash FlowCash after capex | -$58.50T | -$7.7B |
| Gross MarginGross profit ÷ Revenue | -53.0% | +19.4% |
| Operating MarginEBIT ÷ Revenue | -98.1% | +2.3% |
| Net MarginNet income ÷ Revenue | -137.0% | +3.6% |
| FCF MarginFCF ÷ Revenue | -86.8% | -6.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | +46.1% | -36.5% |
| EPS Growth (YoY)Latest quarter vs prior year | -80.1% | -123.3% |
Valuation Metrics
| Metric | VFSVinFast Auto Ltd. | LILi Auto Inc. |
|---|---|---|
| Market CapShares × price | $7.6B | $35.3B |
| Enterprise ValueMkt cap + debt − cash | $13.1B | $28.1B |
| Trailing P/EPrice ÷ TTM EPS | -2.57x | 16.00x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 3.73x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 20.46x |
| Price / SalesMarket cap ÷ Revenue | 4.52x | 1.68x |
| Price / BookPrice ÷ Book value/share | — | 1.80x |
| Price / FCFMarket cap ÷ FCF | — | 29.53x |
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), LI scores 5/9 vs VFS's 3/9, reflecting solid financial health.
| Metric | VFSVinFast Auto Ltd. | LILi Auto Inc. |
|---|---|---|
| ROE (TTM)Return on equity | — | +6.2% |
| ROA (TTM)Return on assets | -50.4% | +2.9% |
| ROICReturn on invested capital | -78.9% | +2.1% |
| ROCEReturn on capital employed | — | +7.8% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 5 |
| Debt / EquityFinancial leverage | — | 0.23x |
| Net DebtTotal debt minus cash | $143.09T | -$49.6B |
| Cash & Equiv.Liquid assets | $3.31T | $65.9B |
| Total DebtShort + long-term debt | $146.40T | $16.3B |
| Interest CoverageEBIT ÷ Interest expense | -3.52x | 28.54x |
Total Returns (with DRIP)
A $10,000 investment in LI five years ago would be worth $6,802 today (with dividends reinvested), compared to $3,120 for VFS. Over the past 12 months, VFS leads with a -9.9% total return vs LI's -42.8%. The 3-year compound annual growth rate (CAGR) favors LI at -9.3% vs VFS's -32.2% — a key indicator of consistent wealth creation.
| Metric | VFSVinFast Auto Ltd. | LILi Auto Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -3.6% | +2.0% |
| 1-Year ReturnPast 12 months | -9.9% | -42.8% |
| 3-Year ReturnCumulative with dividends | -68.8% | -25.5% |
| 5-Year ReturnCumulative with dividends | -68.8% | -32.0% |
| 10-Year ReturnCumulative with dividends | -68.8% | +6.9% |
| CAGR (3Y)Annualised 3-year return | -32.2% | -9.3% |
Risk & Volatility
LI is the less volatile stock with a 0.77 beta — it tends to amplify market swings less than VFS's 0.79 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 LI's 54.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | VFSVinFast Auto Ltd. | LILi Auto Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.79x | 0.77x |
| 52-Week HighHighest price in past year | $3.82 | $32.03 |
| 52-Week LowLowest price in past year | $2.56 | $15.71 |
| % of 52W HighCurrent price vs 52-week peak | +85.3% | +54.9% |
| RSI (14)Momentum oscillator 0–100 | 46.5 | 49.4 |
| Avg Volume (50D)Average daily shares traded | 252K | 3.5M |
Analyst Outlook
Wall Street rates VFS as "Buy" and LI as "Hold". Consensus price targets imply 99.4% upside for VFS (target: $7) vs 22.9% for LI (target: $22).
| Metric | VFSVinFast Auto Ltd. | LILi Auto Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $6.50 | $21.62 |
| # AnalystsCovering analysts | 4 | 15 |
| 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 | Aug 23 | Feb 26 | Change |
|---|---|---|---|
| VinFast Auto Ltd. (VFS) | 100 | 31.58 | -68.4% |
| Li Auto Inc. (LI) | 100 | 39.07 | -60.9% |
Li Auto Inc. (LI) returned -32% over 5 years vs VinFast Auto Ltd. (VFS)'s -69%.
Chart 2Revenue Growth — 10 Years
| Stock | 2018 | 2024 | Change |
|---|---|---|---|
| VinFast Auto Ltd. (VFS) | $13.7T | $44.0T | +221.5% |
| Li Auto Inc. (LI) | $0.00 | $144.5B | — |
Li Auto Inc.'s revenue grew from $0M (2018) to $144.5B (2024) — a 0.0% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2019 | 2024 | Change |
|---|---|---|---|
| VinFast Auto Ltd. (VFS) | -138.4% | -175.5% | -26.8% |
| Li Auto Inc. (LI) | -8.6% | 5.6% | +164.8% |
Li Auto Inc.'s net margin went from -9% (2019) to 6% (2024).
Chart 4EPS Growth — 10 Years
| Stock | 2018 | 2024 | Change |
|---|---|---|---|
| VinFast Auto Ltd. (VFS) | -8,160.27 | -33,042 | -304.9% |
| Li Auto Inc. (LI) | -2.12 | 7.54 | +455.7% |
Li Auto Inc.'s EPS grew from $-2.12 (2018) to $7.54 (2024).
Chart 5Free Cash Flow — 5 Years
VinFast Auto Ltd. generated $-47.2T FCF in 2024 (-35% vs 2021). Li Auto Inc. generated $8B FCF in 2024 (+68% vs 2021).
VFS vs LI: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is VFS or LI a better buy right now?
Li Auto Inc. (LI) offers the better valuation at 16.0x trailing P/E (3.7x forward), making it the more compelling value choice. 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 — VFS or LI?
Over the past 5 years, Li Auto Inc. (LI) delivered a total return of -32.0%, compared to -68.8% for VinFast Auto Ltd. (VFS). A $10,000 investment in LI five years ago would be worth approximately $7K today (assuming dividends reinvested). Over 10 years, the gap is even starker: LI returned +6.9% versus VFS's -68.8%. 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 — VFS or LI?
By beta (market sensitivity over 5 years), Li Auto Inc. (LI) is the lower-risk stock at 0.77β versus VinFast Auto Ltd.'s 0.79β — meaning VFS is approximately 2% more volatile than LI relative to the S&P 500.
04Which has better profit margins — VFS or LI?
Li Auto Inc. (LI) is the more profitable company, earning 5.6% net margin versus -175.5% for VinFast Auto Ltd. — meaning it keeps 5.6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LI leads at 4.4% versus -125.9% for VFS. At the gross margin level — before operating expenses — LI leads at 20.5%, 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.
05Is VFS or LI more undervalued right now?
Analyst consensus price targets imply the most upside for VFS: 99.4% to $6.50.
06Which pays a better dividend — VFS or LI?
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.
07Is VFS or LI better for a retirement portfolio?
For long-horizon retirement investors, Li Auto Inc. (LI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.77)). Both have compounded well over 10 years (LI: +6.9%, VFS: -68.8%), 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.
08What are the main differences between VFS and LI?
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. In terms of investment character: VFS is a small-cap quality compounder stock; LI is a mid-cap deep-value stock. 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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