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Added to YB: 2025-04-09

Pitch date: 2025-04-04

RADLY [bullish]

Raia Drogasil S.A.

+28.95%

current return

Author Info

No bio for this author

Company Info

Raia Drogasil S.A. engages in the retail sale of medicines, perfumery, personal care and beauty products, cosmetics, dermocosmetics, and specialty medicines in Brazil.

Market Cap

BRL 35.4B

Pitch Price

BRL 3.63

Price Target

N/A

Dividend

1.02%

EV/EBITDA

10.64

P/E

28.59

EV/Sales

1.10

Sector

Consumer Staples Distribution and Retail

Category

growth

Show full summary:
Raia Drogasil S.A. - $RADLY

RADLY: Brazil's largest drugstore chain (16.5% share) w/ 3,200 stores. 10% sales CAGR, 26% ROIC. Aging population & out-of-pocket drug spend tailwinds. 20-25x P/E target. Risks: regulation, online shift, macro. 9-14% IRR potential + 2% div yield. Buy.

Read full article (7 min)