MetaCap

NIO (NIO) vs VinFast Auto (VFS)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

VinFast Auto (VFS) has outperformed NIO (NIO) over the past year, losing 11.1% versus a loss of 53.6%. Over five years, VFS leads with a -68.8% price change compared with -90.8% for NIO. NIO is the larger company by market cap ($8.54 billion vs $7.18 billion), about 1.2 times the size, while VinFast Auto is growing revenue faster (+54.7% vs +38.9%).

NIO converts more of its revenue into profit, with a net margin of -17.1% versus -175.5%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

NIO-53.60%VFS-9.68%
+44%-8%-60%
Oct 7, 20251 yearOct 6, 2026
NIO-90.29%VFS-69.08%
+636%+256%-125%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

NIO versus VFS key metrics
MetricNIOVFS
Share price$3.41$3.07
Market cap$8.54B$7.18B
1-day change-3.67%+1.32%
YTD return-31.76%-9.28%
1-year return-53.60%-11.14%
5-year return-90.77%-68.80%
Forward P/E26.85—
EPS (TTM)$-0.25$-1.79
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$12.51B$1.81B
Revenue growth (YoY)+38.93%+54.71%
Net income (latest FY)$-2.14B$-3.18B
Gross margin13.62%-57.42%
Operating margin-16.05%-125.85%
Net margin-17.08%-175.53%
52-week high$7.80$5.29
52-week low$3.36$2.78
Distance from 52-week high-56.28%-41.91%
Analyst consensusbuybuy
Avg. price target upside+85.04%+97.72%
Average volume30.53M377.19K
Shares outstanding2.36B2.34B
Employees35,03229,878
SectorIndustrialsIndustrials
IndustryAuto ManufacturingAuto Manufacturing

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • VFS has outperformed NIO by 42.5 percentage points over the past year.
  • NIO is more profitable, keeping -17.1 cents of every revenue dollar as net income versus -175.5 cents for VinFast Auto.
  • VinFast Auto grew revenue faster in its latest fiscal year (+54.71% vs +38.93%).

About NIO

NIO stock →

NIO Inc. designs, develops, manufactures, and sells smart electric vehicles in China, Europe, and internationally.

Industrials · Auto Manufacturing · 35,032 employees

About VinFast Auto

VFS stock →

VinFast Auto Ltd. engages in the design and manufacture of electric vehicles (EV), e-scooters, and e-buses in Vietnam, Canada, India, and the United States.

Industrials · Auto Manufacturing · 29,878 employees

NIO vs VFS FAQ

Which is bigger, NIO or VinFast Auto?

NIO (NIO) is larger, with a market capitalization of $8.54B compared with $7.18B for VinFast Auto (VFS).

Which stock has performed better over the past year, NIO or VFS?

VFS returned -11.14% over the past 12 months, compared with -53.60% for NIO (price return, excluding dividends). Past performance does not predict future results.

Are NIO and VinFast Auto in the same industry?

Yes. Both are classified in the Auto Manufacturing industry within the Industrials sector.

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