Company Deep Dive
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SEER3.SA
Strong BuySer Educacional S.A. · Consumer Defensive · Brazil · $299M · Avg Vol: $2M/d
COMPANY DESCRIPTION
Ser Educacional S.A., together with its subsidiaries, operates on-campus and distance-learning undergraduate, graduate, and professional training courses and other education-related areas in Brazil. It offers undergraduate, post graduate, on-campus and digital learning, and vocational courses.
FINANCIAL SUMMARY (BRL)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.7B | 1.8B | 2.0B | 2.2B | 9.8% | 2.3B | 2.4B | 2.5B | 6.7% |
| EPS (BRL) | -1.73 | -0.22 | -0.01 | 1.68 | — | 2.14 | 1.89 | 2.23 | 15.3% |
| Shares | 128.3M | 128.3M | 126.6M | 127.6M | -0.6% | 128.0M | — | — | — |
| Debt | 1.5B | 1.7B | 1.7B | 1.5B | -0.2% | 1.4B | — | — | — |
| Equity | 1.2B | 1.2B | 1.2B | 1.3B | 2.8% | — | — | — | — |
| Op CF | 146.8M | 159.6M | 240.5M | 381.1M | 37.4% | 447.5M | — | — | — |
| Inv CF | -422.3M | -154.4M | -101.9M | -155.6M | — | — | — | — | — |
| Fin CF | 242.6M | 29.4M | 16.8M | -334.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of SEER3.SA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SEER3.SA | Ser Educacional S.A.(you) | $299M | 99 | Strong Buy |
| CSED3.SA | Cruzeiro do Sul Educacional S.A. | $317M | 91 | Strong Buy |
| ANIM3.SA | Ânima Holding S.A. | $201M | 77 | Buy |
| VTRU3.SA | Vitru Educação S.A. | $401M | 72 | Buy |
| YDUQ3.SA | Yduqs Participações S.A. | $432M | 69 | Buy |
| COGN3.SA | Cogna Educação S.A. | $844M | 70 | Buy |
| AFYA | Afya Limited | $1.3B | 72 | Buy |
| BEEF3.SA | Minerva S.A. | $780M | 68 | Buy |
| ASAI3.SA | Sendas Distribuidora S.A. | $2.3B | 85 | Strong Buy |
| MDIA3.SA | M. Dias Branco S.A. Indústria e Comércio de Alimentos | $1.1B | 67 | Buy |
Peer medians: ROE 7.8% · P/E 12.5x · Gross margin 51.9%