Added to YB: 2025-11-14
Pitch date: 2025-11-09
MEDICAB.MX [bullish]
Médica Sur, S.A.B. de C.V.
+4.48%
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 hospital services such as Surgical units; central operating rooms, gynecology and obstetrics operating rooms, and short-stay surgery; intensive care unit, intermediate care unit, and the coronary care unit; emergency department includes adult and pediatric care; hospital wards; blood bank; and pathological anatomy.
Market Cap
MXN 6.2B
Pitch Price
MXN 54.55
Price Target
127.00 (+123%)
Dividend
2.79%
EV/EBITDA
5.98
P/E
12.19
EV/Sales
1.20
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.
Read full article (10 min)