View Past PerformanceThis company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsVitru バランスシートの健全性財務の健全性 基準チェック /16Vitruの総株主資本はR$2.3B 、総負債はR$2.3Bで、負債比率は100.8%となります。総資産と総負債はそれぞれR$5.9BとR$3.6Bです。 Vitruの EBIT はR$365.7Mで、利息カバレッジ比率1.2です。現金および短期投資はR$371.4Mです。主要情報100.76%負債資本比率R$2.28b負債インタレスト・カバレッジ・レシオ1.2x現金R$371.39mエクイティR$2.26b負債合計R$3.59b総資産R$5.85b財務の健全性に関する最新情報お知らせ • Sep 07Vitru's Shares to be Delisted from the Nasdaq Global Select Market Upon Completion of MergerVitru Limited (Vitru) announced that on September 4, 2023, its board of directors has approved a corporate restructuring proposal, subject to the approval of its shareholders. If approved, the proposal would merge Vitru into its wholly-owned subsidiary, Vitru Brasil Empreendimentos, Participaes e Comrcio S.A., a Brazilian corporation (sociedade annima) (Vitru Brazil), pursuant to which Vitru Brazil would be the surviving entity and would become the new holding company for the Vitru group. Pursuant to the merger, all the outstanding common shares of Vitru would be exchanged for common shares of Vitru Brazil, and as a result, the share ownership of Vitru Brazil would be the same as the share ownership of Vitru immediately prior to the completion of the transaction. Vitru Brazil intends to list its common shares under the Novo Mercado segment of B3 S.A. Brasil, Bolsa, Balco (the B3). If the merger is completed, the Vitrushares are expected to be delisted from the Nasdaq Global Select Market (Nasdaq) and deregistered under the U.S. Securities Exchange Act of 1934.すべての更新を表示Recent updatesお知らせ • May 01Vitru Limited to Report Q1, 2024 Results on May 13, 2024Vitru Limited announced that they will report Q1, 2024 results on May 13, 2024お知らせ • Feb 22Vitru Limited to Report Q4, 2023 Results on Mar 21, 2024Vitru Limited announced that they will report Q4, 2023 results After-Market on Mar 21, 2024お知らせ • Oct 26Vitru Limited Announces Management ChangesVitru Limited announced that Ms. Mariana Moura Wyatt has been appointed as director. This appointment was made in connection with the previously announced share purchase agreement entered into on August 25, 2023 by and among certain of the company's shareholders, Vinci Capital Partners II J Beta Fundo de Investimento em Participações Multiestratégia, Agresti Investments LLC, Botticelli Investments LLC, Caravaggio Investments LLC, and Raffaello Investments LLC and Dboat I Fundo de Investimento em Participações Multiestratégia (23S) pursuant to which such shareholders agreed to sell 1,875,000 (or, approximately 5.5% of the company's outstanding share capital as of October 25, 2023) to 23S. The director has been appointed by notice by 23S pursuant to Vitru’s amended and articles of association, adopted by special resolution at the ordinary general meeting of shareholders of Vitru held on October 23, 2023. Ms. Wyatt is a partner and co-founder at 23S Capital. Prior to 23S Capital, Ms. Wyatt worked for 10 years at Temasek, where she was responsible for investments in Brazil. Before Temasek, she worked in the investment banking departments of Goldman Sachs and Citigroup. She is currently a board member at Bionexo S.A. and Clínica SIM Holdings Ltd. (SiMCo) and a member of the executive committees at Samedil Serviços de Atendimento Médico S.A. (MedSênior). She was also a member of the finance committee of Zamp S.A. (Burger King in Brazil), the strategic committee at Smartfit Escola de Ginástica e Dança S.A. and the risk committee at Superbac Biotechnology Solutions S.A. Ms. Wyatt holds an undergraduate degree in business administration from the Escola de Administração de Empresas de São Paulo da Fundação Getulio Vargas and an MBA from Columbia Business School. Vitru also announced that Mr. Lywal Salles Filho has stepped down from his role as a director of Vitru as well as from all committees and subcommittees of the board.お知らせ • Oct 12Vitru Limited to Report Q3, 2023 Results on Nov 09, 2023Vitru Limited announced that they will report Q3, 2023 results After-Market on Nov 09, 2023お知らせ • Sep 29Vitru Limited, Annual General Meeting, Oct 23, 2023Vitru Limited, Annual General Meeting, Oct 23, 2023, at 10:00 US Eastern Standard Time. Location: at Rodovia José Carlos Daux, 5500, Torre Jurerê A, 2nd floor, Saco Grande, Florianópolis, State of Santa Catarina , 88032-005, Brazil Florianpolis Brazil Agenda: to resolve, as an ordinary resolution, that the Company's financial statements and the auditor's report for the fiscal year ended 31 December 2022 be approved and ratified; to resolve, as an ordinary resolution, to re-elect as members of the Board of Directors of the Company: (i) Ms. Aline San Lee Sun (as an independent member of the board of directors); (ii) Mr. Carlos Eduardo Martins e Silva; (iii) Ms. Claudia Jordão Ribeiro Pagnano (as an independent member of the board of directors); (iv) Mr. Daniel Arthur Borghi; (v) Mr. Edson Gustavo Georgette Peli; (vi) Mr. Felipe Samuel Argalji; (vii) Mr. Fernando Cezar Dantas Porfírio Borges; (viii) Mr. Lywal Salles Filho; (ix) Mr. Rivadávia Correa Drummond de Alvarenga Neto (as an independent member of the board of directors); (x) Mr. Weslley Kendrick Silva; and (xi) Mr. Wilson de Matos Silva; and to consider other matters if any.お知らせ • Sep 07Vitru's Shares to be Delisted from the Nasdaq Global Select Market Upon Completion of MergerVitru Limited (Vitru) announced that on September 4, 2023, its board of directors has approved a corporate restructuring proposal, subject to the approval of its shareholders. If approved, the proposal would merge Vitru into its wholly-owned subsidiary, Vitru Brasil Empreendimentos, Participaes e Comrcio S.A., a Brazilian corporation (sociedade annima) (Vitru Brazil), pursuant to which Vitru Brazil would be the surviving entity and would become the new holding company for the Vitru group. Pursuant to the merger, all the outstanding common shares of Vitru would be exchanged for common shares of Vitru Brazil, and as a result, the share ownership of Vitru Brazil would be the same as the share ownership of Vitru immediately prior to the completion of the transaction. Vitru Brazil intends to list its common shares under the Novo Mercado segment of B3 S.A. Brasil, Bolsa, Balco (the B3). If the merger is completed, the Vitrushares are expected to be delisted from the Nasdaq Global Select Market (Nasdaq) and deregistered under the U.S. Securities Exchange Act of 1934.Major Estimate Revision • Aug 17Consensus EPS estimates increase by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from R$1.93b to R$1.97b. EPS estimate increased from R$5.89 to R$6.87 per share. Net income forecast to grow 60% next year vs 37% growth forecast for Consumer Services industry in the US. Consensus price target broadly unchanged at US$26.56. Share price was steady at US$16.10 over the past week.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: R$2.58 (vs R$0.82 in 2Q 2022)Second quarter 2023 results: EPS: R$2.58 (up from R$0.82 in 2Q 2022). Revenue: R$521.5m (up 69% from 2Q 2022). Net income: R$87.1m (up 317% from 2Q 2022). Profit margin: 17% (up from 6.8% in 2Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Consumer Services industry in the US.Major Estimate Revision • Aug 01Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from R$7.14 to R$5.89 per share. Revenue forecast steady at R$1.93b. Net income forecast to grow 110% next year vs 61% growth forecast for Consumer Services industry in the US. Consensus price target broadly unchanged at US$27.58. Share price fell 2.4% to US$16.59 over the past week.お知らせ • Jul 15Vitru Limited to Report Q2, 2023 Results on Aug 10, 2023Vitru Limited announced that they will report Q2, 2023 results After-Market on Aug 10, 2023Recent Insider Transactions Derivative • Jul 06Key Executive notifies of intention to sell stockCarlos Henrique de Freitas intends to sell 47k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of July. If the sale is conducted around the recent share price of US$16.03, it would amount to US$745k. Since March 2023, Carlos Henrique has not owned shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.Reported Earnings • May 13First quarter 2023 earnings released: EPS: R$1.67 (vs R$1.04 in 1Q 2022)First quarter 2023 results: EPS: R$1.67 (up from R$1.04 in 1Q 2022). Revenue: R$444.2m (up 150% from 1Q 2022). Net income: R$56.2m (up 135% from 1Q 2022). Profit margin: 13% (in line with 1Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Consumer Services industry in the US.お知らせ • May 12+ 1 more updateVitru Limited Announces Executive ChangesVitru Limited announced the beginning of the transition away from its co-CEO structure involving William Matos and Pedro Graça. The planned co-CEO structure accelerated the integration of the brands and now allows to move into a new phase: Pedro Graça will leave his executive role in the Vitru group within the next six months and will have a seat on the Board of Directors. William Matos will take over as the sole CEO of the Company.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$13.97, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 22x in the Consumer Services industry in the US. Total loss to shareholders of 9.8% over the past year.Recent Insider Transactions Derivative • Apr 09Co-Chief Executive Officer notifies of intention to sell stockPedro Jorge Guterres Graca intends to sell 23k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of April. If the sale is conducted around the recent share price of US$22.97, it would amount to US$528k. As of today, Pedro Jorge Guterres currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to US$18.81, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 23x in the Consumer Services industry in the US. Total returns to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$35.26 per share.分析記事 • Apr 05Returns On Capital At Vitru (NASDAQ:VTRU) Paint A Concerning PictureIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Major Estimate Revision • Mar 23Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from R$9.04 to R$7.38 per share. Revenue forecast steady at R$2.00b. Net income forecast to grow 159% next year vs 32% growth forecast for Consumer Services industry in the US. Consensus price target up from US$25.38 to US$26.82. Share price was steady at US$23.50 over the past week.Reported Earnings • Mar 19Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: R$2.81. Revenue: R$1.32b (up 109% from FY 2021). Net income: R$75.6m (up 7.0% from FY 2021). Profit margin: 5.7% (down from 11% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Consumer Services industry in the US.Major Estimate Revision • Jan 20Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from R$5.13 to R$3.39 per share. Revenue forecast steady at R$1.30b. Net income forecast to grow 50% next year vs 5.7% decline forecast for Consumer Services industry in the US. Consensus price target broadly unchanged at US$25.53. Share price was steady at US$23.20 over the past week.お知らせ • Nov 18Vitru Limited Announces Board ChangesVitru Limited announced that Mr. Daniel Arthur Borghi and Mr. Felipe Samuel Argalji have been appointed as directors of Vitru. Mr. Borghi is Co-CEO of Crescera Investimentos, and a managing director and a member of its Executive Committee. A partner for over 10 years, he is responsible for its Education Private Equity practice. He was a member of the board of directors of Afya Limited. He is also currently a member of the board of Vertex Technologies Ltd. (Nelogica). Prior to joining Crescera Investimentos, he was a consultant at McKinsey &Co., an executive at Docas Participações S.A. and a partner at Finance Ltda. He holds an electrical engineering degree from Pontifícia Universidade Católica do Rio de Janeiro and an MBA from the Kellogg School of Management, Northwestern University. Mr. Argalji is a senior partner and member of the Executive Committee of Crescera Investimentos, responsible for investments in the Education Private Equity sector, since 2009. He was a member of the Finance Committee of Abril Educação, a member of the board of directors at Anima Educação and Afya Limited. He is also currently a member of the board of AOVS Sistemas de Informática S/A (Alura). He holds an economics degree from IBMEC.Reported Earnings • Nov 16Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: R$1.25 (up from R$0.13 in 3Q 2021). Revenue: R$400.8m (up 171% from 3Q 2021). Net income: R$35.8m (up R$32.8m from 3Q 2021). Profit margin: 8.9% (up from 2.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.1%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Consumer Services industry in the US.Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Claudia Jordao Pagnano is the most experienced director on the board, commencing their role in 2020. Independent Director Aline Leite San Sun was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 13Third quarter 2022 earnings: Revenues miss analyst expectationsThird quarter 2022 results: Revenue: R$400.8m (up 171% from 3Q 2021). Net income: R$35.8m (up R$32.8m from 3Q 2021). Profit margin: 8.9% (up from 2.0% in 3Q 2021). Revenue missed analyst estimates by 6.1%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Consumer Services industry in the US.お知らせ • Nov 12Vitru Limited announced that it has received BRL 299.999998 million in funding from Crescera InvestimentosOn November 10, 2022 Vitru Limited closed the transaction.お知らせ • Oct 25Vitru Limited to Report Q3, 2022 Results on Nov 10, 2022Vitru Limited announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 10, 2022Major Estimate Revision • Sep 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from R$6.03 to R$3.91. Revenue forecast unchanged from R$1.32b at last update. Net income forecast to grow 93% next year vs 0.4% growth forecast for Consumer Services industry in the US. Consensus price target broadly unchanged at US$20.54. Share price fell 9.3% to US$17.69 over the past week.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to US$21.28, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Consumer Services industry in the US. Total returns to shareholders of 33% over the past year.お知らせ • Sep 04Vitru Limited (NasdaqGS:VTRU) acquired Rede Enem for BRL 3 million.Vitru Limited (NasdaqGS:VTRU) acquired Rede Enem for BRL 3 million on September 3, 2022. The purchase price paid to sellers amounts to BRL 3 million, of which BRL 1.5 million was paid in cash, and an earn-out of up to BRL 1.5 million can be paid within 24 months upon the fulfillment of obligations and results goals. Vitru Limited (NasdaqGS:VTRU) completed the acquisition of Rede Enem on September 3, 2022.Recent Insider Transactions Derivative • Sep 03People, Management & Services Officer notifies of intention to sell stockAna Rodrigues intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of August. If the sale is conducted around the recent share price of US$18.59, it would amount to US$262k. Ana currently holds less than 1% of total shares outstanding. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Seeking Alpha • Sep 02Vitru acquires education platform Rede Enem for R$3MVitru (NASDAQ:VTRU) said Friday it acquired education platform Rede Enem for R$3M. The deal amount comprises R$1.5M that was paid in cash, and an earnout of up to R$1.5M that can be paid within 24 months on meeting targets. Rede Enem is among the biggest preparatory courses channels in terms of users and views on YouTube for the National Secondary Education Examination in Brazil.Major Estimate Revision • Sep 01Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from R$1.38b to R$1.32b. EPS estimate rose from R$3.07 to R$6.03. Net income forecast to grow 106% next year vs 0.4% growth forecast for Consumer Services industry in the US. Consensus price target up from US$19.83 to US$20.70. Share price was steady at US$18.00 over the past week.Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: R$0.82 (vs R$0.68 in 2Q 2021)Second quarter 2022 results: EPS: R$0.82 (up from R$0.68 in 2Q 2021). Revenue: R$308.0m (up 85% from 2Q 2021). Net income: R$20.9m (up 34% from 2Q 2021). Profit margin: 6.8% (down from 9.3% in 2Q 2021). Over the next year, revenue is forecast to grow 108%, compared to a 4.2% growth forecast for the Consumer Services industry in the US.お知らせ • Aug 27Vitru Limited Announces Board ChangesVitru Limited announced that the Board of Directors, at a meeting held on August 26, 2022, appointed Mr. Carlos Eduardo Martins e Silva as the new Chairman of the Board, replacing Mr. Edson Gustavo Georgette Peli, who nevertheless will remain as a Director of the Company. Also, the appointment of Mr. Wilson de Matos Silva as the Vice-Chairman of the Board of Directors was ratified. Mr. Martins e Silva is a member of board of directors, a position he has held since July 13, 2021. Mr. Martins is a partner, member of the executive committee and co-Head of Private Equity at Vinci Partners. He has actively participated in the raising, investing, monitoring and divestment of three private equity funds that together invested a total of USD 1.6 billion in more than 30 companies. He has served on the boards of directors or fiscal councils of Cemar, Ceagro, Los Grobo, Burger King, Vitru, Uniasselvi, Domino's, Grupo CURA and Vero. Since 2021 he has also been a member of the deliberative council of the Brazilian Private Equity and Venture Capital Association (Associa o Brasileira de Private Equity & Venture Capital ABVCAP). He has also held executive positions at portfolio companies of Vinci Partners, including serving as the chief financial officer Sollus and Los Grobo, and as the chief executive officer of Uniasselvi (on an interim basis) and Domino's between 2018 and 2020. Before joining Vinci Partners, Mr. Martins e Silva was an equity research analyst at Credit Suisse where he participated in several initial public offerings between 2006 and 2007. Previously, he worked as an equity analyst at Banco Modal. He holds a bachelor's degree in economics from the Universidade Federal do Rio de Janeiro and from the Universit degli Studi di Bologna. Mr. de Matos Silva is the founder and former dean of Unicesumar. He is also a founder of the educational group Col gio Objetivo Unidade Maring . Prior to this, Mr. de Matos Silva was a University Professor of Universidade Estadual de Maring -PR and at Universidade Paranaense. Mr. de Matos Silva has a bachelor's degree in mathematics from Universidade Federal de Santa Catarina as well as a specialization in advanced calculus from Universidade Estadual de Londrina.Seeking Alpha • Aug 25Vitru Limited GAAP EPS of R$0.76 beats by R$0.64, revenue of R$308M beats by R$250.84MVitru Limited (NASDAQ:VTRU): Q2 GAAP EPS of R$0.76 beats by R$0.64. Revenue of R$308M beats by R$250.84M. Shares +1.1%. Press Releaseお知らせ • Jul 26Vitru Limited to Report Q2, 2022 Results on Aug 25, 2022Vitru Limited announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Aug 25, 2022お知らせ • Jul 01Vitru Limited, Annual General Meeting, Aug 04, 2022Vitru Limited, Annual General Meeting, Aug 04, 2022, at 14:00 Coordinated Universal Time. Location: Rodovia José Carlos Daux, 5500, Torre Jurerê A, 2nd floor, Saco Grande, Florianópolis Santa Catarina Brazil Agenda: to resolve, as an ordinary resolution, that the Company's financial statements and the auditor's report for the fiscal year ended 31 December 2021 be approved and ratified; to re-elect members of the Board of Directors of the Company; and to elect members of the Board of Directors of the Company.Reported Earnings • May 18First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: R$1.04 (up from R$0.94 in 1Q 2021). Revenue: R$177.8m (up 18% from 1Q 2021). Net income: R$23.9m (up 10% from 1Q 2021). Profit margin: 14% (in line with 1Q 2021). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 36%. Over the next year, revenue is forecast to grow 123%, compared to a 8.1% growth forecast for the industry in the US.Major Estimate Revision • May 14Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from R$1.44b to R$1.42b. EPS estimate rose from R$1.93 to R$3.18. Net income forecast to grow 128% next year vs 33% growth forecast for Consumer Services industry in the US. Consensus price target broadly unchanged at US$17.42. Share price rose 3.7% to US$15.30 over the past week.Board Change • Apr 27Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Claudia Jordao Pagnano is the most experienced director on the board, commencing their role in 2020. Independent Director Aline Leite San Sun was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Apr 14Vitru Limited to Report Q1, 2022 Results on May 16, 2022Vitru Limited announced that they will report Q1, 2022 results After-Market on May 16, 2022Reported Earnings • Mar 13Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: R$3.06 (up from R$2.79 in FY 2020). Revenue: R$631.1m (up 22% from FY 2020). Net income: R$70.7m (up 36% from FY 2020). Profit margin: 11% (up from 10.0% in FY 2020). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 86%. Over the next year, revenue is forecast to grow 18%, compared to a 11% growth forecast for the industry in the US.お知らせ • Feb 12Vitru Limited to Report Q4, 2021 Results on Mar 10, 2022Vitru Limited announced that they will report Q4, 2021 results After-Market on Mar 10, 2022分析記事 • Feb 02What You Can Learn From Vitru Limited's (NASDAQ:VTRU) P/EWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...分析記事 • Dec 20Vitru (NASDAQ:VTRU) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to US$11.49, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Consumer Services industry in the US. Total loss to shareholders of 20% over the past year.Reported Earnings • Nov 19Third quarter 2021 earnings released: EPS R$0.13 (vs R$0.077 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: R$148.1m (up 17% from 3Q 2020). Net income: R$3.00m (up 69% from 3Q 2020). Profit margin: 2.0% (up from 1.4% in 3Q 2020).Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS R$0.68 (vs R$2.29 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: R$166.5m (up 30% from 2Q 2020). Net income: R$15.6m (down 60% from 2Q 2020). Profit margin: 9.3% (down from 30% in 2Q 2020).分析記事 • May 31Vitru Limited (NASDAQ:VTRU) Shares Could Be 35% Below Their Intrinsic Value EstimateIn this article we are going to estimate the intrinsic value of Vitru Limited ( NASDAQ:VTRU ) by taking the expected...Valuation Update With 7 Day Price Move • May 15Investor sentiment improved over the past weekAfter last week's 21% share price gain to R$14.80, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 22x in the Consumer Services industry in the US.Reported Earnings • Apr 02Full year 2020 earnings released: EPS R$2.26 (vs R$0.13 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: R$519.2m (up 13% from FY 2019). Net income: R$52.1m (up R$118.3m from FY 2019). Profit margin: 10.0% (up from net loss in FY 2019).お知らせ • Mar 12Vitru Limited to Report Q4, 2020 Results on Mar 31, 2021Vitru Limited announced that they will report Q4, 2020 results After-Market on Mar 31, 2021Is New 90 Day High Low • Feb 24New 90-day low: US$13.00The company is down 8.0% from its price of US$14.17 on 25 November 2020. The American market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$2.58 per share.分析記事 • Feb 19Do Institutions Own Vitru Limited (NASDAQ:VTRU) Shares?If you want to know who really controls Vitru Limited ( NASDAQ:VTRU ), then you'll have to look at the makeup of its...Is New 90 Day High Low • Feb 04New 90-day high: US$16.03The company is up 13% from its price of US$14.24 on 05 November 2020. The American market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$2.62 per share.Is New 90 Day High Low • Jan 08New 90-day high: US$15.42The company is up 12% from its price of US$13.72 on 09 October 2020. The American market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$2.64 per share.分析記事 • Dec 18Are Vitru's (NASDAQ:VTRU) Statutory Earnings A Good Reflection Of Its Earnings Potential?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...お知らせ • Nov 10Vitru Limited to Report Q3, 2020 Results on Nov 23, 2020Vitru Limited announced that they will report Q3, 2020 results at 9:00 AM, E. South America Standard Time on Nov 23, 2020お知らせ • Sep 24+ 1 more updateVitru Limited has completed an IPO in the amount of $96 million.Vitru Limited has completed an IPO in the amount of $96 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 6,000,000 Price\Range: $16 Discount Per Security: $0.89 Transaction Features: Sponsor Backed Offering財務状況分析短期負債: VTRUの 短期資産 ( R$676.9M ) が 短期負債 ( R$554.0M ) を超えています。長期負債: VTRUの短期資産 ( R$676.9M ) は 長期負債 ( R$3.0B ) をカバーしていません。デット・ツー・エクイティの歴史と分析負債レベル: VTRUの 純負債対資本比率 ( 84.3% ) は 高い と見なされます。負債の削減: VTRUの負債対資本比率は、過去 5 年間で0%から100.8%に増加しました。債務返済能力: VTRUの負債は 営業キャッシュフロー によって 十分にカバーされていません ( 11.8% )。インタレストカバレッジ: VTRUの負債に対する 利息支払い は EBIT ( 1.2 x coverage) によって 十分にカバーされていません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/06/10 05:34終値2024/06/10 00:00収益2024/03/31年間収益2023/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Vitru Educação S.A. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関Flavio YoshidaBofA Global ResearchValeria PariniBradesco S.A. Corretora de Títulos e Valores MobiliáriosMarcio OsakoBradesco S.A. Corretora de Títulos e Valores Mobiliários11 その他のアナリストを表示
お知らせ • Sep 07Vitru's Shares to be Delisted from the Nasdaq Global Select Market Upon Completion of MergerVitru Limited (Vitru) announced that on September 4, 2023, its board of directors has approved a corporate restructuring proposal, subject to the approval of its shareholders. If approved, the proposal would merge Vitru into its wholly-owned subsidiary, Vitru Brasil Empreendimentos, Participaes e Comrcio S.A., a Brazilian corporation (sociedade annima) (Vitru Brazil), pursuant to which Vitru Brazil would be the surviving entity and would become the new holding company for the Vitru group. Pursuant to the merger, all the outstanding common shares of Vitru would be exchanged for common shares of Vitru Brazil, and as a result, the share ownership of Vitru Brazil would be the same as the share ownership of Vitru immediately prior to the completion of the transaction. Vitru Brazil intends to list its common shares under the Novo Mercado segment of B3 S.A. Brasil, Bolsa, Balco (the B3). If the merger is completed, the Vitrushares are expected to be delisted from the Nasdaq Global Select Market (Nasdaq) and deregistered under the U.S. Securities Exchange Act of 1934.
お知らせ • May 01Vitru Limited to Report Q1, 2024 Results on May 13, 2024Vitru Limited announced that they will report Q1, 2024 results on May 13, 2024
お知らせ • Feb 22Vitru Limited to Report Q4, 2023 Results on Mar 21, 2024Vitru Limited announced that they will report Q4, 2023 results After-Market on Mar 21, 2024
お知らせ • Oct 26Vitru Limited Announces Management ChangesVitru Limited announced that Ms. Mariana Moura Wyatt has been appointed as director. This appointment was made in connection with the previously announced share purchase agreement entered into on August 25, 2023 by and among certain of the company's shareholders, Vinci Capital Partners II J Beta Fundo de Investimento em Participações Multiestratégia, Agresti Investments LLC, Botticelli Investments LLC, Caravaggio Investments LLC, and Raffaello Investments LLC and Dboat I Fundo de Investimento em Participações Multiestratégia (23S) pursuant to which such shareholders agreed to sell 1,875,000 (or, approximately 5.5% of the company's outstanding share capital as of October 25, 2023) to 23S. The director has been appointed by notice by 23S pursuant to Vitru’s amended and articles of association, adopted by special resolution at the ordinary general meeting of shareholders of Vitru held on October 23, 2023. Ms. Wyatt is a partner and co-founder at 23S Capital. Prior to 23S Capital, Ms. Wyatt worked for 10 years at Temasek, where she was responsible for investments in Brazil. Before Temasek, she worked in the investment banking departments of Goldman Sachs and Citigroup. She is currently a board member at Bionexo S.A. and Clínica SIM Holdings Ltd. (SiMCo) and a member of the executive committees at Samedil Serviços de Atendimento Médico S.A. (MedSênior). She was also a member of the finance committee of Zamp S.A. (Burger King in Brazil), the strategic committee at Smartfit Escola de Ginástica e Dança S.A. and the risk committee at Superbac Biotechnology Solutions S.A. Ms. Wyatt holds an undergraduate degree in business administration from the Escola de Administração de Empresas de São Paulo da Fundação Getulio Vargas and an MBA from Columbia Business School. Vitru also announced that Mr. Lywal Salles Filho has stepped down from his role as a director of Vitru as well as from all committees and subcommittees of the board.
お知らせ • Oct 12Vitru Limited to Report Q3, 2023 Results on Nov 09, 2023Vitru Limited announced that they will report Q3, 2023 results After-Market on Nov 09, 2023
お知らせ • Sep 29Vitru Limited, Annual General Meeting, Oct 23, 2023Vitru Limited, Annual General Meeting, Oct 23, 2023, at 10:00 US Eastern Standard Time. Location: at Rodovia José Carlos Daux, 5500, Torre Jurerê A, 2nd floor, Saco Grande, Florianópolis, State of Santa Catarina , 88032-005, Brazil Florianpolis Brazil Agenda: to resolve, as an ordinary resolution, that the Company's financial statements and the auditor's report for the fiscal year ended 31 December 2022 be approved and ratified; to resolve, as an ordinary resolution, to re-elect as members of the Board of Directors of the Company: (i) Ms. Aline San Lee Sun (as an independent member of the board of directors); (ii) Mr. Carlos Eduardo Martins e Silva; (iii) Ms. Claudia Jordão Ribeiro Pagnano (as an independent member of the board of directors); (iv) Mr. Daniel Arthur Borghi; (v) Mr. Edson Gustavo Georgette Peli; (vi) Mr. Felipe Samuel Argalji; (vii) Mr. Fernando Cezar Dantas Porfírio Borges; (viii) Mr. Lywal Salles Filho; (ix) Mr. Rivadávia Correa Drummond de Alvarenga Neto (as an independent member of the board of directors); (x) Mr. Weslley Kendrick Silva; and (xi) Mr. Wilson de Matos Silva; and to consider other matters if any.
お知らせ • Sep 07Vitru's Shares to be Delisted from the Nasdaq Global Select Market Upon Completion of MergerVitru Limited (Vitru) announced that on September 4, 2023, its board of directors has approved a corporate restructuring proposal, subject to the approval of its shareholders. If approved, the proposal would merge Vitru into its wholly-owned subsidiary, Vitru Brasil Empreendimentos, Participaes e Comrcio S.A., a Brazilian corporation (sociedade annima) (Vitru Brazil), pursuant to which Vitru Brazil would be the surviving entity and would become the new holding company for the Vitru group. Pursuant to the merger, all the outstanding common shares of Vitru would be exchanged for common shares of Vitru Brazil, and as a result, the share ownership of Vitru Brazil would be the same as the share ownership of Vitru immediately prior to the completion of the transaction. Vitru Brazil intends to list its common shares under the Novo Mercado segment of B3 S.A. Brasil, Bolsa, Balco (the B3). If the merger is completed, the Vitrushares are expected to be delisted from the Nasdaq Global Select Market (Nasdaq) and deregistered under the U.S. Securities Exchange Act of 1934.
Major Estimate Revision • Aug 17Consensus EPS estimates increase by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from R$1.93b to R$1.97b. EPS estimate increased from R$5.89 to R$6.87 per share. Net income forecast to grow 60% next year vs 37% growth forecast for Consumer Services industry in the US. Consensus price target broadly unchanged at US$26.56. Share price was steady at US$16.10 over the past week.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: R$2.58 (vs R$0.82 in 2Q 2022)Second quarter 2023 results: EPS: R$2.58 (up from R$0.82 in 2Q 2022). Revenue: R$521.5m (up 69% from 2Q 2022). Net income: R$87.1m (up 317% from 2Q 2022). Profit margin: 17% (up from 6.8% in 2Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Consumer Services industry in the US.
Major Estimate Revision • Aug 01Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from R$7.14 to R$5.89 per share. Revenue forecast steady at R$1.93b. Net income forecast to grow 110% next year vs 61% growth forecast for Consumer Services industry in the US. Consensus price target broadly unchanged at US$27.58. Share price fell 2.4% to US$16.59 over the past week.
お知らせ • Jul 15Vitru Limited to Report Q2, 2023 Results on Aug 10, 2023Vitru Limited announced that they will report Q2, 2023 results After-Market on Aug 10, 2023
Recent Insider Transactions Derivative • Jul 06Key Executive notifies of intention to sell stockCarlos Henrique de Freitas intends to sell 47k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of July. If the sale is conducted around the recent share price of US$16.03, it would amount to US$745k. Since March 2023, Carlos Henrique has not owned shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Reported Earnings • May 13First quarter 2023 earnings released: EPS: R$1.67 (vs R$1.04 in 1Q 2022)First quarter 2023 results: EPS: R$1.67 (up from R$1.04 in 1Q 2022). Revenue: R$444.2m (up 150% from 1Q 2022). Net income: R$56.2m (up 135% from 1Q 2022). Profit margin: 13% (in line with 1Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Consumer Services industry in the US.
お知らせ • May 12+ 1 more updateVitru Limited Announces Executive ChangesVitru Limited announced the beginning of the transition away from its co-CEO structure involving William Matos and Pedro Graça. The planned co-CEO structure accelerated the integration of the brands and now allows to move into a new phase: Pedro Graça will leave his executive role in the Vitru group within the next six months and will have a seat on the Board of Directors. William Matos will take over as the sole CEO of the Company.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$13.97, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 22x in the Consumer Services industry in the US. Total loss to shareholders of 9.8% over the past year.
Recent Insider Transactions Derivative • Apr 09Co-Chief Executive Officer notifies of intention to sell stockPedro Jorge Guterres Graca intends to sell 23k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of April. If the sale is conducted around the recent share price of US$22.97, it would amount to US$528k. As of today, Pedro Jorge Guterres currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to US$18.81, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 23x in the Consumer Services industry in the US. Total returns to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$35.26 per share.
分析記事 • Apr 05Returns On Capital At Vitru (NASDAQ:VTRU) Paint A Concerning PictureIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Major Estimate Revision • Mar 23Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from R$9.04 to R$7.38 per share. Revenue forecast steady at R$2.00b. Net income forecast to grow 159% next year vs 32% growth forecast for Consumer Services industry in the US. Consensus price target up from US$25.38 to US$26.82. Share price was steady at US$23.50 over the past week.
Reported Earnings • Mar 19Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: R$2.81. Revenue: R$1.32b (up 109% from FY 2021). Net income: R$75.6m (up 7.0% from FY 2021). Profit margin: 5.7% (down from 11% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Consumer Services industry in the US.
Major Estimate Revision • Jan 20Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from R$5.13 to R$3.39 per share. Revenue forecast steady at R$1.30b. Net income forecast to grow 50% next year vs 5.7% decline forecast for Consumer Services industry in the US. Consensus price target broadly unchanged at US$25.53. Share price was steady at US$23.20 over the past week.
お知らせ • Nov 18Vitru Limited Announces Board ChangesVitru Limited announced that Mr. Daniel Arthur Borghi and Mr. Felipe Samuel Argalji have been appointed as directors of Vitru. Mr. Borghi is Co-CEO of Crescera Investimentos, and a managing director and a member of its Executive Committee. A partner for over 10 years, he is responsible for its Education Private Equity practice. He was a member of the board of directors of Afya Limited. He is also currently a member of the board of Vertex Technologies Ltd. (Nelogica). Prior to joining Crescera Investimentos, he was a consultant at McKinsey &Co., an executive at Docas Participações S.A. and a partner at Finance Ltda. He holds an electrical engineering degree from Pontifícia Universidade Católica do Rio de Janeiro and an MBA from the Kellogg School of Management, Northwestern University. Mr. Argalji is a senior partner and member of the Executive Committee of Crescera Investimentos, responsible for investments in the Education Private Equity sector, since 2009. He was a member of the Finance Committee of Abril Educação, a member of the board of directors at Anima Educação and Afya Limited. He is also currently a member of the board of AOVS Sistemas de Informática S/A (Alura). He holds an economics degree from IBMEC.
Reported Earnings • Nov 16Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: R$1.25 (up from R$0.13 in 3Q 2021). Revenue: R$400.8m (up 171% from 3Q 2021). Net income: R$35.8m (up R$32.8m from 3Q 2021). Profit margin: 8.9% (up from 2.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.1%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Consumer Services industry in the US.
Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Claudia Jordao Pagnano is the most experienced director on the board, commencing their role in 2020. Independent Director Aline Leite San Sun was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 13Third quarter 2022 earnings: Revenues miss analyst expectationsThird quarter 2022 results: Revenue: R$400.8m (up 171% from 3Q 2021). Net income: R$35.8m (up R$32.8m from 3Q 2021). Profit margin: 8.9% (up from 2.0% in 3Q 2021). Revenue missed analyst estimates by 6.1%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Consumer Services industry in the US.
お知らせ • Nov 12Vitru Limited announced that it has received BRL 299.999998 million in funding from Crescera InvestimentosOn November 10, 2022 Vitru Limited closed the transaction.
お知らせ • Oct 25Vitru Limited to Report Q3, 2022 Results on Nov 10, 2022Vitru Limited announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 10, 2022
Major Estimate Revision • Sep 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from R$6.03 to R$3.91. Revenue forecast unchanged from R$1.32b at last update. Net income forecast to grow 93% next year vs 0.4% growth forecast for Consumer Services industry in the US. Consensus price target broadly unchanged at US$20.54. Share price fell 9.3% to US$17.69 over the past week.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improved over the past weekAfter last week's 15% share price gain to US$21.28, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Consumer Services industry in the US. Total returns to shareholders of 33% over the past year.
お知らせ • Sep 04Vitru Limited (NasdaqGS:VTRU) acquired Rede Enem for BRL 3 million.Vitru Limited (NasdaqGS:VTRU) acquired Rede Enem for BRL 3 million on September 3, 2022. The purchase price paid to sellers amounts to BRL 3 million, of which BRL 1.5 million was paid in cash, and an earn-out of up to BRL 1.5 million can be paid within 24 months upon the fulfillment of obligations and results goals. Vitru Limited (NasdaqGS:VTRU) completed the acquisition of Rede Enem on September 3, 2022.
Recent Insider Transactions Derivative • Sep 03People, Management & Services Officer notifies of intention to sell stockAna Rodrigues intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of August. If the sale is conducted around the recent share price of US$18.59, it would amount to US$262k. Ana currently holds less than 1% of total shares outstanding. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Seeking Alpha • Sep 02Vitru acquires education platform Rede Enem for R$3MVitru (NASDAQ:VTRU) said Friday it acquired education platform Rede Enem for R$3M. The deal amount comprises R$1.5M that was paid in cash, and an earnout of up to R$1.5M that can be paid within 24 months on meeting targets. Rede Enem is among the biggest preparatory courses channels in terms of users and views on YouTube for the National Secondary Education Examination in Brazil.
Major Estimate Revision • Sep 01Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from R$1.38b to R$1.32b. EPS estimate rose from R$3.07 to R$6.03. Net income forecast to grow 106% next year vs 0.4% growth forecast for Consumer Services industry in the US. Consensus price target up from US$19.83 to US$20.70. Share price was steady at US$18.00 over the past week.
Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: R$0.82 (vs R$0.68 in 2Q 2021)Second quarter 2022 results: EPS: R$0.82 (up from R$0.68 in 2Q 2021). Revenue: R$308.0m (up 85% from 2Q 2021). Net income: R$20.9m (up 34% from 2Q 2021). Profit margin: 6.8% (down from 9.3% in 2Q 2021). Over the next year, revenue is forecast to grow 108%, compared to a 4.2% growth forecast for the Consumer Services industry in the US.
お知らせ • Aug 27Vitru Limited Announces Board ChangesVitru Limited announced that the Board of Directors, at a meeting held on August 26, 2022, appointed Mr. Carlos Eduardo Martins e Silva as the new Chairman of the Board, replacing Mr. Edson Gustavo Georgette Peli, who nevertheless will remain as a Director of the Company. Also, the appointment of Mr. Wilson de Matos Silva as the Vice-Chairman of the Board of Directors was ratified. Mr. Martins e Silva is a member of board of directors, a position he has held since July 13, 2021. Mr. Martins is a partner, member of the executive committee and co-Head of Private Equity at Vinci Partners. He has actively participated in the raising, investing, monitoring and divestment of three private equity funds that together invested a total of USD 1.6 billion in more than 30 companies. He has served on the boards of directors or fiscal councils of Cemar, Ceagro, Los Grobo, Burger King, Vitru, Uniasselvi, Domino's, Grupo CURA and Vero. Since 2021 he has also been a member of the deliberative council of the Brazilian Private Equity and Venture Capital Association (Associa o Brasileira de Private Equity & Venture Capital ABVCAP). He has also held executive positions at portfolio companies of Vinci Partners, including serving as the chief financial officer Sollus and Los Grobo, and as the chief executive officer of Uniasselvi (on an interim basis) and Domino's between 2018 and 2020. Before joining Vinci Partners, Mr. Martins e Silva was an equity research analyst at Credit Suisse where he participated in several initial public offerings between 2006 and 2007. Previously, he worked as an equity analyst at Banco Modal. He holds a bachelor's degree in economics from the Universidade Federal do Rio de Janeiro and from the Universit degli Studi di Bologna. Mr. de Matos Silva is the founder and former dean of Unicesumar. He is also a founder of the educational group Col gio Objetivo Unidade Maring . Prior to this, Mr. de Matos Silva was a University Professor of Universidade Estadual de Maring -PR and at Universidade Paranaense. Mr. de Matos Silva has a bachelor's degree in mathematics from Universidade Federal de Santa Catarina as well as a specialization in advanced calculus from Universidade Estadual de Londrina.
Seeking Alpha • Aug 25Vitru Limited GAAP EPS of R$0.76 beats by R$0.64, revenue of R$308M beats by R$250.84MVitru Limited (NASDAQ:VTRU): Q2 GAAP EPS of R$0.76 beats by R$0.64. Revenue of R$308M beats by R$250.84M. Shares +1.1%. Press Release
お知らせ • Jul 26Vitru Limited to Report Q2, 2022 Results on Aug 25, 2022Vitru Limited announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Aug 25, 2022
お知らせ • Jul 01Vitru Limited, Annual General Meeting, Aug 04, 2022Vitru Limited, Annual General Meeting, Aug 04, 2022, at 14:00 Coordinated Universal Time. Location: Rodovia José Carlos Daux, 5500, Torre Jurerê A, 2nd floor, Saco Grande, Florianópolis Santa Catarina Brazil Agenda: to resolve, as an ordinary resolution, that the Company's financial statements and the auditor's report for the fiscal year ended 31 December 2021 be approved and ratified; to re-elect members of the Board of Directors of the Company; and to elect members of the Board of Directors of the Company.
Reported Earnings • May 18First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: R$1.04 (up from R$0.94 in 1Q 2021). Revenue: R$177.8m (up 18% from 1Q 2021). Net income: R$23.9m (up 10% from 1Q 2021). Profit margin: 14% (in line with 1Q 2021). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 36%. Over the next year, revenue is forecast to grow 123%, compared to a 8.1% growth forecast for the industry in the US.
Major Estimate Revision • May 14Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from R$1.44b to R$1.42b. EPS estimate rose from R$1.93 to R$3.18. Net income forecast to grow 128% next year vs 33% growth forecast for Consumer Services industry in the US. Consensus price target broadly unchanged at US$17.42. Share price rose 3.7% to US$15.30 over the past week.
Board Change • Apr 27Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Claudia Jordao Pagnano is the most experienced director on the board, commencing their role in 2020. Independent Director Aline Leite San Sun was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 14Vitru Limited to Report Q1, 2022 Results on May 16, 2022Vitru Limited announced that they will report Q1, 2022 results After-Market on May 16, 2022
Reported Earnings • Mar 13Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: R$3.06 (up from R$2.79 in FY 2020). Revenue: R$631.1m (up 22% from FY 2020). Net income: R$70.7m (up 36% from FY 2020). Profit margin: 11% (up from 10.0% in FY 2020). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 86%. Over the next year, revenue is forecast to grow 18%, compared to a 11% growth forecast for the industry in the US.
お知らせ • Feb 12Vitru Limited to Report Q4, 2021 Results on Mar 10, 2022Vitru Limited announced that they will report Q4, 2021 results After-Market on Mar 10, 2022
分析記事 • Feb 02What You Can Learn From Vitru Limited's (NASDAQ:VTRU) P/EWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...
分析記事 • Dec 20Vitru (NASDAQ:VTRU) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to US$11.49, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Consumer Services industry in the US. Total loss to shareholders of 20% over the past year.
Reported Earnings • Nov 19Third quarter 2021 earnings released: EPS R$0.13 (vs R$0.077 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: R$148.1m (up 17% from 3Q 2020). Net income: R$3.00m (up 69% from 3Q 2020). Profit margin: 2.0% (up from 1.4% in 3Q 2020).
Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS R$0.68 (vs R$2.29 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: R$166.5m (up 30% from 2Q 2020). Net income: R$15.6m (down 60% from 2Q 2020). Profit margin: 9.3% (down from 30% in 2Q 2020).
分析記事 • May 31Vitru Limited (NASDAQ:VTRU) Shares Could Be 35% Below Their Intrinsic Value EstimateIn this article we are going to estimate the intrinsic value of Vitru Limited ( NASDAQ:VTRU ) by taking the expected...
Valuation Update With 7 Day Price Move • May 15Investor sentiment improved over the past weekAfter last week's 21% share price gain to R$14.80, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 22x in the Consumer Services industry in the US.
Reported Earnings • Apr 02Full year 2020 earnings released: EPS R$2.26 (vs R$0.13 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: R$519.2m (up 13% from FY 2019). Net income: R$52.1m (up R$118.3m from FY 2019). Profit margin: 10.0% (up from net loss in FY 2019).
お知らせ • Mar 12Vitru Limited to Report Q4, 2020 Results on Mar 31, 2021Vitru Limited announced that they will report Q4, 2020 results After-Market on Mar 31, 2021
Is New 90 Day High Low • Feb 24New 90-day low: US$13.00The company is down 8.0% from its price of US$14.17 on 25 November 2020. The American market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$2.58 per share.
分析記事 • Feb 19Do Institutions Own Vitru Limited (NASDAQ:VTRU) Shares?If you want to know who really controls Vitru Limited ( NASDAQ:VTRU ), then you'll have to look at the makeup of its...
Is New 90 Day High Low • Feb 04New 90-day high: US$16.03The company is up 13% from its price of US$14.24 on 05 November 2020. The American market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$2.62 per share.
Is New 90 Day High Low • Jan 08New 90-day high: US$15.42The company is up 12% from its price of US$13.72 on 09 October 2020. The American market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$2.64 per share.
分析記事 • Dec 18Are Vitru's (NASDAQ:VTRU) Statutory Earnings A Good Reflection Of Its Earnings Potential?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...
お知らせ • Nov 10Vitru Limited to Report Q3, 2020 Results on Nov 23, 2020Vitru Limited announced that they will report Q3, 2020 results at 9:00 AM, E. South America Standard Time on Nov 23, 2020
お知らせ • Sep 24+ 1 more updateVitru Limited has completed an IPO in the amount of $96 million.Vitru Limited has completed an IPO in the amount of $96 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 6,000,000 Price\Range: $16 Discount Per Security: $0.89 Transaction Features: Sponsor Backed Offering