Professional
Added to YB: 2025-01-24
Pitch date: 2025-01-23
AFYA [bullish]
Afya Limited
-7.36%
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
$15.71
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
WBC Partners Position Overview - Afya Limited
AFYA: 100% med seat fill, growing seats & pricing. Specialty edu & B2P units growing w/ improving margins. ~10% rev growth, 20%+ EPS/FCF growth. Cheap at 10x fwd earnings, 7x EBITDA, 10%+ FCF yield. BRL/USD stability key for significant returns. Flat YTD after tough 2024.
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