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Added to YB: 2025-11-26

Pitch date: 2025-11-23

AFYA [neutral]

Afya Limited

-2.35%

current return

Author Info

Company Info

Afya Limited operates as a medical education group in Brazil. The company operates in three segments: Undergrad, Continuing Education, and Digital Services.

Market Cap

$7.3B

Pitch Price

$14.90

Price Target

N/A

Dividend

1.56%

EV/EBITDA

6.23

P/E

10.07

EV/Sales

2.57

Sector

Diversified Consumer Services

Category

value

Show full summary:
Afya limited: Education in Brazil under 10 times earnings.

AFYA (overview): Brazilian medical school operator at <10x P/E despite 10%+ EPS growth est. Market leader w/ regulatory moat but faces 110M reais annual tax increase, refinancing risk (12.7% to 14.4% cost of debt 2026), competition risk from MEC seat approval changes. <1x EBITDA leverage enables M&A.

Read full article (5 min)