Healthcare Spanish Community
Our community narratives are driven by numbers and valuation.
Healthcare Spanish Investing Ideas
Baviera: A 40% ROCE Compounding Machine Trading at Distressed Multiples — Fair Value €88/share
Clínica Baviera runs eye-care clinics across Europe, and its newest clinics tend to pay back quickly while the core business keeps growing through repeat referrals and a strong brand. The big question is whether the market is missing how resilient this model can be even as Germany and the UK face short-term pressure.Read more
IM
€90.72
36.5% undervalued intrinsic discount
Fair Value
Revenue
15.4% p.a.
Profit Margin
17%
Future PE
18x
Price in 2031
€129.17
The Undervaluation of Clinica Baviera: An Opportunity for Investors?
A steady eye-care business throws off a lot of cash, yet the market may be overlooking it. The big question is whether paying out so much to shareholders slows its growth less than people fear.Read more
KH
€69
16.5% undervalued intrinsic discount
Fair Value
Revenue
13.2% p.a.
Profit Margin
14.68%
Future PE
13.54x
Price in 2034
€131.93
