Added to YB: 2025-11-14
Pitch date: 2025-11-09
MEDICAB.MX [bullish]
Médica Sur, S.A.B. de C.V.
+1.79%
current return
Author Info
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Company Info
Médica Sur, S.A.B. de C.V. operates as a healthcare hospital in Mexico. The company offers angiology, vascular, and endovascular surgery; bariatric surgery; cancer; cardiology; checkup and preventive medicine; children; dental; emergency; endocrinology; gastroenterology, hepatology, and endoscopy; general surgery; geriatric; and gynecology and obstetrics services.
Market Cap
MXN 6.1B
Pitch Price
MXN 56.00
Price Target
127.00 (+123%)
Dividend
2.67%
EV/EBITDA
7.08
P/E
11.54
EV/Sales
1.17
Sector
Health Care Providers and Services
Category
value
Médica del Sur – Analysis and Valuation
MEDICAB.MX: Mexican hospital operator trades at 7.5x normalized NOPAT ($420M) but owns $1.1B+ unused real estate adj for inflation. EV $3.17B vs fair value $4.56B-$7.22B (10-12x earnings + RE). Aging population + rising insurance penetration create growth tailwinds. 44-127% upside, 30-56% margin of safety.
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