Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AFYA
BuyAPPROVEAfya Limited · Consumer Defensive · Brazil · $1.3B · Avg Vol: $2M/d
Afya operates Brazilian medical schools, a business protected by strict government limits on new medical seat authorisations, giving it durable pricing power and high occupancy, and it screens cheap on value (V85). Nothing adverse is known on accounting, solvency or governance.
COMPANY DESCRIPTION
Afya Limited is a leading medical education group in Brazil, offering undergraduate and graduate courses in medicine, health sciences, and related fields. It benefits from high demand for medical professionals in Brazil, a large and integrated network of institutions, and a strong digital platform. Afya is a dominant and rapidly expanding player in the private medical education market in Brazil.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.7B | 447.4M | 552.5M | 634.8M | 710.3M | -19.8% | 743.3M | 766.7M | 819.5M | 7.4% |
| EPS | 2.39 | 0.80 | 0.83 | 1.35 | 1.60 | -9.6% | 1.68 | 1.57 | 1.66 | 1.8% |
| Shares | 93.7M | 89.9M | 89.9M | 90.3M | 89.9M | -4.1% | — | — | — | — |
| Debt | 2.2B | 521.5M | 514.0M | 609.7M | 599.4M | -27.4% | 605.7M | — | — | — |
| Equity | 2.9B | 614.5M | 691.9M | 820.3M | 932.1M | -25.0% | — | — | — | — |
| Op CF | 630.9M | 162.1M | 200.5M | 275.2M | 294.2M | -17.4% | 302.6M | — | — | — |
| Inv CF | -1.3B | -113.6M | -219.6M | -209.7M | -97.4M | — | — | — | — | — |
| Fin CF | 364.7M | 17.9M | -84.5M | 4.6M | -155.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of AFYA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AFYA | Afya Limited(you) | $1.3B | 72 | Buy |
| COGN3.SA | Cogna Educação S.A. | $844M | 68 | Buy |
| VTRU3.SA | Vitru Educação S.A. | $401M | 75 | Buy |
| YDUQ3.SA | Yduqs Participações S.A. | $432M | 65 | Hold |
| ANIM3.SA | Ânima Holding S.A. | $201M | 77 | Buy |
| CSED3.SA | Cruzeiro do Sul Educacional S.A. | $317M | 91 | Strong Buy |
| SEER3.SA | Ser Educacional S.A. | $299M | 99 | Strong Buy |
| MDIA3.SA | M. Dias Branco S.A. Indústria e Comércio de Alimentos | $1.1B | 65 | Buy |
| BEEF3.SA | Minerva S.A. | $780M | 63 | Hold |
| SLCE3.SA | SLC Agrícola S.A. | $1.5B | 55 | Hold |
Peer medians: ROE 7.8% · P/E 12.5x · Gross margin 51.9%