WBC Partners Position Overview - Afya Limited
11 months ago
White Brook Capital
"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."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
WBC Partners Position Overview - Afya Limited
Source:
White Brook Capital
Published:
January 23, 2025
Idea Type:
Stock Idea