Professional
Added to YB: 2024-10-24
Pitch date: 2024-09-30
AFYA [bullish]
Afya Limited
-13.65%
current return
Author Info
White Brook is a small/mid-cap investment manager that maintains a concentrated portfolio of 8-15 positions in companies valued between $1-18 billion, focusing on undervalued stocks with improving business fundamentals and holding them long-term. The firm follows an ethical investment approach, avoiding sectors like defense and companies with poor environmental or customer relations records. Sign up for the newsletter.
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
$16.85
Price Target
N/A
Dividend
1.56%
EV/EBITDA
6.23
P/E
10.07
EV/Sales
2.57
Sector
Diversified Consumer Services
Category
special_situation
White Brook Capital Portfolio Holding: Afya Limited
AFYA: Bertelsmann family increasing ownership amid stock underperformance. Company executing well. No mandatory takeover bid rule in US, but potential for controlling FCF becoming more attractive than buying out minorities. Holding for premium at current depressed prices.
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