Added to YB: 2025-11-26
Pitch date: 2025-11-23
AFYA [neutral]
Afya Limited
+1.76%
current return
Author Info
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Company Info
Afya Limited operates as a medical education group in Brazil. The company operates in three segments: Undergraduate, Continuing Education, and Medical Practice Solutions.
Market Cap
$6.5B
Pitch Price
$14.27
Price Target
N/A
Dividend
4.66%
EV/EBITDA
5.47
P/E
8.55
EV/Sales
2.27
Sector
Diversified Consumer Services
Category
value
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.
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