Added to YB: 2026-03-17
Pitch date: 2026-03-17
AUNA [bullish]
Auna S.A.
-8.79%
current return
Author Info
No bio for this author
Company Info
Auna S.A., a healthcare service provider, operates hospitals and clinics in Mexico, Peru, and Colombia.
Market Cap
$1.3B
Pitch Price
$5.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.84
P/E
19.12
EV/Sales
1.09
Sector
Health Care Providers and Services
Category
value
Pounding the table on Auna (NASDAQ:AUNA)
AUNA (new position): LatAm integrated healthcare/insurance at <5x '26 EPS, 5x EBITDA, 0.8x book. Forced seller Grupo Angeles (15M shares) now fully out, removing overhang. Q4 beat, strong '26 guide (12% rev growth vs 4% est). Secured $500M Sojitz Mexico JV + Peru Torre Trecca ($200M+ rev) growth capital w/o dilution. Mexico margins turning up, deleveraging 3.5x to <3x. Controlling holder Enfoca highly motivated to lift price for 2027 debt refi. Author models $0.63 '26 EPS, $1.30 '27, $1.50+ '28. Sees run to double-digits.
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