Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
COGN3.SA
BuyCogna Educação S.A. · Consumer Defensive · Brazil · $844M · Avg Vol: $12M/d
COMPANY DESCRIPTION
Cogna Educação S.A. operates as an educational organization in Brazil and internationally. It operates through three segments: Kroton, Vasta, and Saber.
FINANCIAL SUMMARY (BRL)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 5.0B | 5.8B | 6.4B | 7.0B | 11.9% | 7.9B | 8.0B | 8.5B | 9.8% |
| EPS (BRL) | -0.26 | -0.23 | 0.47 | 0.34 | -27.7% | 0.36 | 0.28 | 0.36 | 2.2% |
| Shares | 2.1B | 2.1B | 2.0B | 2.0B | -3.2% | 2.0B | — | — | — |
| Debt | 8.2B | 7.8B | 6.9B | 6.6B | -6.8% | 6.9B | — | — | — |
| Equity | 12.2B | 11.7B | 12.4B | 13.5B | 3.4% | — | — | — | — |
| Op CF | 117.3M | 679.8M | 867.4M | 1.3B | 122.1% | 1.6B | — | — | — |
| Inv CF | 439.8M | 505.9M | -238.9M | -753.1M | — | — | — | — | — |
| Fin CF | -2.0B | -683.0M | -1.2B | -549.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of COGN3.SA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| COGN3.SA | Cogna Educação S.A.(you) | $844M | 70 | Buy |
| AFYA | Afya Limited | $1.3B | 72 | Buy |
| YDUQ3.SA | Yduqs Participações S.A. | $432M | 69 | Buy |
| VTRU3.SA | Vitru Educação S.A. | $401M | 72 | Buy |
| 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 |
| BEEF3.SA | Minerva S.A. | $780M | 68 | Buy |
| MDIA3.SA | M. Dias Branco S.A. Indústria e Comércio de Alimentos | $1.1B | 67 | Buy |
| SLCE3.SA | SLC Agrícola S.A. | $1.5B | 59 | Hold |
Peer medians: ROE 9.6% · P/E 12.5x · Gross margin 51.9%