Afya (AFYA) 주식 개요
Afya Limited는 브라질에서 의료 교육 그룹으로 운영되고 있습니다. 자세히 보기
AFYA Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$14.86
FV
6.4% 저평가 내재 할인율9.72%
Revenue growth p.a.
72
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Afya Limited 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$13.91 |
| 52주 최고가 | US$19.90 |
| 52주 최저가 | US$13.00 |
| 베타 | 0.39 |
| 1개월 변동 | -7.27% |
| 3개월 변동 | -9.85% |
| 1년 변동 | -28.30% |
| 3년 변동 | 23.98% |
| 5년 변동 | -39.97% |
| IPO 이후 변동 | -42.26% |
최근 뉴스 및 업데이트
내러티브 업데이트 • May 05
AFYA: Future Margin Discipline And Non Core Investments Will Drive Re Rating
Afya's updated analyst price target has edged to about $20.90 from roughly $20.70, as analysts factor in higher modeled revenue growth and profit margins alongside a lower assumed future P/E. They are also weighing recent price target cuts and downgrades tied to rising investments in non-core businesses and a slower ramp-up in medical practice solutions.내러티브 업데이트 • Apr 20
AFYA: Future Margin Discipline And Dividend Payouts Will Drive Re Rating
Afya's analyst price target has moved from $22 to $17, as analysts respond to rising investments in non core businesses and a slower than expected ramp up in medical practice solutions. This also feeds into more conservative assumptions on fair value, profit margins and future P/E multiples.Recent updates
내러티브 업데이트 • May 05
AFYA: Future Margin Discipline And Non Core Investments Will Drive Re Rating
Afya's updated analyst price target has edged to about $20.90 from roughly $20.70, as analysts factor in higher modeled revenue growth and profit margins alongside a lower assumed future P/E. They are also weighing recent price target cuts and downgrades tied to rising investments in non-core businesses and a slower ramp-up in medical practice solutions.내러티브 업데이트 • Apr 20
AFYA: Future Margin Discipline And Dividend Payouts Will Drive Re Rating
Afya's analyst price target has moved from $22 to $17, as analysts respond to rising investments in non core businesses and a slower than expected ramp up in medical practice solutions. This also feeds into more conservative assumptions on fair value, profit margins and future P/E multiples.
내러티브 업데이트 • Apr 06
AFYA: Non Core Investments And Dividends Will Shape A More Balanced Outlook
The updated analyst price target on Afya edges up slightly to about $15.87 from $15.80, as analysts factor in a lower discount rate and a modestly higher margin outlook, while also acknowledging recent sector downgrades and concerns around the pace of returns from newer business lines. Analyst Commentary Recent Street research highlights a clear shift toward caution on Afya, with several Bearish analysts recalibrating expectations for both the core education business and newer service lines.
내러티브 업데이트 • Mar 23
AFYA: Recent Downgrades Will Set Up Longer-Term Upside From Core Operations
Narrative Update on Afya The analyst price target for Afya is now aligned with a fair value estimate of about $17.14, down from $17.95, as analysts factor in softer revenue growth assumptions, slightly lower future P/E expectations, and higher perceived risk tied to increased investments in non core businesses and a longer ramp up in medical practice solutions. Analyst Commentary Recent research on Afya has shifted toward a more cautious stance, with several downgrades and trims to price targets as analysts reassess the balance between growth projects and near term returns.내러티브 업데이트 • Mar 09
AFYA: Non Core Investments Will Set Up Future Shareholder Upside
Afya's updated analyst price target edges up to about $15.80 from roughly $15.73, as analysts factor in a mix of slightly higher modeled revenue growth and modestly lower profit margins, along with Street research pointing to near term pressure from increased investment in non core businesses and a slower buildout of medical practice solutions. Analyst Commentary Recent Street research leans cautious on Afya, with several bearish analysts revisiting their ratings and fair value assumptions.내러티브 업데이트 • Feb 22
AFYA: Recent Rating Cuts Will Set Up Medium-Term Revaluation Opportunity
Afya's analyst price target has been trimmed by $0.01 to $17.95 as analysts factor in slightly higher assumed revenue growth, a lower discount rate, and a reduced profit margin outlook, in line with the recent wave of downgrades and target cuts across the Street. Analyst Commentary Recent Street research around Afya has turned more cautious, with several downgrades and modest target cuts clustering over a short period.분석 기사 • Feb 10
There's Been No Shortage Of Growth Recently For Afya's (NASDAQ:AFYA) Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...내러티브 업데이트 • Feb 08
AFYA: Recalibrated Street Views Will Highlight Earnings Guidance And Share Buyback Potential
Afya's updated analyst price target has shifted from about US$25.62 to about US$22.95. Analysts cite more cautious assumptions around revenue growth and profit margins, which are partly reflected in recent target cuts and downgrades from several firms.내러티브 업데이트 • Jan 24
AFYA: Share Repurchases And Reaffirmed 2025 Guidance Will Support Medium-Term Outlook
Afya's analyst fair value estimate edged down from about $18.53 to $17.96 as analysts trimmed long term assumptions and lowered price targets following a series of recent downgrades and updated sector views. Analyst Commentary Recent Street research on Afya has turned more cautious, with several price target cuts and rating downgrades feeding into the lower fair value estimate.내러티브 업데이트 • Jan 09
AFYA: Share Repurchases And Guidance Will Offset Softer Sector Enthusiasm
Afya's analyst price target has been revised slightly lower, with recent cuts to US$18 and US$22 from prior targets of US$19 and US$24.50, as analysts factor in updated estimates for Brazil education peers and Afya's comparatively smaller benefit from the local easing cycle. Analyst Commentary Recent Street research on Afya has tilted more cautious, with price targets adjusted lower and one major bank stepping back from a more bullish stance.내러티브 업데이트 • Dec 23
AFYA: Share Buybacks And Guidance Will Support Steady Prospects Ahead
Analysts have raised their price target on Afya by approximately 8 percent to about R$15.60 from roughly R$14.40. This change reflects expectations of slightly faster revenue growth and a modestly lower discount rate, partially offset by a leaner profit margin outlook and a higher assumed future P/E multiple.내러티브 업데이트 • Dec 09
AFYA: Preferred Share Buyback Will Support Medium-Term Earnings Outlook
Analysts have modestly trimmed their price target on Afya, reducing fair value by approximately 1 percent to about $18.53. This reflects expectations for slower revenue growth and slightly lower profit margins, partly offset by a higher assumed future P/E multiple.Seeking Alpha • Dec 01
Afya's 3Q25 And Investor Day Provide More Data On Undergraduate Competition Increasing
Summary Afya (AFYA) faces mounting competition and regulatory risks in its core undergraduate medical education segment, which comprises the majority of its business. AFYA's efforts to offset undergraduate challenges with graduate education and digital ecosystem offerings remain too small and lower-margin to drive significant growth. The company trades at under 10x expected cash flows, has low leverage, and announced a 4% share repurchase program, signaling a potential shift toward capital returns. Despite a seemingly cheap valuation, I maintain a Hold rating due to persistent concerns about margin pressure and growth sustainability in AFYA's main segment. Read the full article on Seeking Alpha내러티브 업데이트 • Oct 12
Brazil Medical Education And Digital Trends Will Secure Future Opportunity
Analysts have slightly lowered their price target for Afya from $19.30 to $18.78, citing sector-wide regulatory changes and a narrowed valuation gap compared to industry peers. Analyst Commentary Recent analyst updates reflect a nuanced view of Afya’s prospects, balancing optimism regarding its near-term outlook with tempered expectations due to evolving sector dynamics.분석 기사 • Sep 30
Here's Why Afya (NASDAQ:AFYA) Can Manage Its Debt Responsibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...분석 기사 • Sep 12
Investors Will Want Afya's (NASDAQ:AFYA) Growth In ROCE To Persist
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...분석 기사 • Jul 26
Afya Limited's (NASDAQ:AFYA) Subdued P/E Might Signal An Opportunity
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...분석 기사 • Jun 15
Is Now The Time To Put Afya (NASDAQ:AFYA) On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • May 30
Is Afya (NASDAQ:AFYA) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • May 11
Earnings Beat: Afya Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
It's been a good week for Afya Limited ( NASDAQ:AFYA ) shareholders, because the company has just released its latest...분석 기사 • Apr 28
The Return Trends At Afya (NASDAQ:AFYA) Look Promising
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...분석 기사 • Feb 27
We Think Afya (NASDAQ:AFYA) Can Stay On Top Of Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...새 내러티브 • Jan 23
AFYA Market Outlook
Laureate Education (NASDAQ: LAUR): An international network of campus-based and online universities, Laureate offers undergraduate and postgraduate degree programs globally, including in Latin America분석 기사 • Jan 16
Is There An Opportunity With Afya Limited's (NASDAQ:AFYA) 48% Undervaluation?
Key Insights Afya's estimated fair value is US$29.81 based on 2 Stage Free Cash Flow to Equity Afya's US$15.64 share...분석 기사 • Dec 13
Should You Be Adding Afya (NASDAQ:AFYA) To Your Watchlist Today?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Nov 30
Afya Continues To Be An Opportunity Even After Brazil's Depreciation
Summary Afya's 3Q24 results showed 12% organic revenue growth and 16% overall growth, driven by the Unidom acquisition and strong performance in medical education and software segments. The company leveraged its cost structure, achieving a 300bps increase in adj EBITDA margin and a 68% YoY net income growth despite higher financial costs. Afya's valuation remains attractive, with a P/E of 11x and a potential yield of 20% in a few years, justifying a Buy rating. Despite country-level challenges, Afya's growth potential and strategic capital allocation make it a compelling investment opportunity. Read the full article on Seeking Alpha
새 내러티브 • Nov 21
Expanding Medical Practice Solutions And Tactical Acquisitions Fuel Robust Revenue Growth
Strategic acquisitions and expansion in medical practice solutions are expected to enhance revenue, profitability, and operational efficiency.분석 기사 • Nov 17
Afya (NASDAQ:AFYA) Seems To Use Debt Quite Sensibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...분석 기사 • Nov 03
Investors Holding Back On Afya Limited (NASDAQ:AFYA)
With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...분석 기사 • Oct 18
Returns At Afya (NASDAQ:AFYA) Are On The Way Up
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Seeking Alpha • Aug 29
Afya: Q2 2024 Was Not Surprising, Still An Opportunity Despite New Info On Market Supply
Summary Afya's Q2 2024 results showed stable operations with 14% revenue growth, driven by increased enrollment and tuition, and improved operating margins. A favorable Supreme Court ruling on medical seat openings and new financing from the IFC are positive developments for Afya. Despite short-term stability, long-term concerns arise due to potential oversupply in Brazil's medical education and profession markets. Financial expenses decreased due to a 20% reduction in net debt and lower Brazilian interbank rates, enhancing Afya's financial position. Read the full article on Seeking Alpha분석 기사 • Aug 29
Here's Why Afya (NASDAQ:AFYA) Has Caught The Eye Of Investors
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Aug 15
Is It Time To Consider Buying Afya Limited (NASDAQ:AFYA)?
While Afya Limited ( NASDAQ:AFYA ) might not have the largest market cap around , it saw a decent share price growth of...분석 기사 • Jul 17
Afya (NASDAQ:AFYA) Seems To Use Debt Quite Sensibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jun 20
Afya Limited (NASDAQ:AFYA) Shares Could Be 43% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Afya is US$30.02 based on 2 Stage Free Cash Flow to Equity Afya's US$17.24...Seeking Alpha • Jun 06
Afya's Results Are Improving And The Market Is Undervaluing It
Summary Afya Limited reports strong 1Q24 results with revenue up 13%, adjusted EBITDA up 20%, and net income up 77%. The company increases its total approved seats to 2,500 through acquisitions and organic growth. Afya's valuation becomes more attractive as the stock price decreases, trading at an EV/NOPAT ratio of 11x. Read the full article on Seeking Alpha분석 기사 • May 14
Do Afya's (NASDAQ:AFYA) Earnings Warrant Your Attention?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Seeking Alpha • Apr 29
AFYA: Mr Market Is Mistaken
Summary The company's 2023 earnings and revenue were strong, but its stock price has declined significantly. The selloff is largely due to AFYA's declining revenue growth rates. Guidance is also soft, adding to concerns from investors and analysts. However, AFYA's business model is not broken and the market's overreaction provides a wide margin of safety to invest in a profitable company with a dominant position. Investors who can readjust their expectations to see AFYA in a different light will see that AFYA is a strong and growing business that is selling at a discount. Read the full article on Seeking Alpha분석 기사 • Apr 27
Is Now The Time To Look At Buying Afya Limited (NASDAQ:AFYA)?
Afya Limited ( NASDAQ:AFYA ), is not the largest company out there, but it saw a decent share price growth of 12% on...분석 기사 • Apr 09
Afya (NASDAQ:AFYA) Seems To Use Debt Quite Sensibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Mar 19
Afya Is Performing Well And Is A Buy
Summary Afya is one of the leading private medical education providers in Brazil. The company's model has several quality characteristics including high pricing power, and resiliency to economic cycles. Afya has a significant runway to grow organically and inorganically, via seat expansions, price adjustments and acquisitions. The current stock price represents a low multiple of FY24E free cash flow adjusted for CAPEX. This leaves most growth potential as additional upside. Read the full article on Seeking Alpha분석 기사 • Mar 17
Are Investors Undervaluing Afya Limited (NASDAQ:AFYA) By 39%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Afya fair value estimate is US$35.18 Current share price of...분석 기사 • Feb 10
Be Wary Of Afya (NASDAQ:AFYA) And Its Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...분석 기사 • Jan 21
Afya Limited (NASDAQ:AFYA) Not Lagging Market On Growth Or Pricing
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...분석 기사 • Jan 03
Should You Think About Buying Afya Limited (NASDAQ:AFYA) Now?
Afya Limited ( NASDAQ:AFYA ), might not be a large cap stock, but it saw a significant share price rise of 44% in the...분석 기사 • Dec 07
These 4 Measures Indicate That Afya (NASDAQ:AFYA) Is Using Debt Reasonably Well
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Nov 02
Afya (NASDAQ:AFYA) May Have Issues Allocating Its Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Sep 20
What Does Afya Limited's (NASDAQ:AFYA) Share Price Indicate?
While Afya Limited ( NASDAQ:AFYA ) might not be the most widely known stock at the moment, it saw a double-digit share...분석 기사 • Aug 17
Does Afya (NASDAQ:AFYA) Deserve A Spot On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...주주 수익률
| AFYA | US Consumer Services | US 시장 | |
|---|---|---|---|
| 7D | -3.5% | -1.6% | 2.1% |
| 1Y | -28.3% | -21.2% | 30.6% |
수익률 대 산업: AFYA은 지난 1년 동안 -21.2%의 수익을 기록한 US Consumer Services 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: AFYA은 지난 1년 동안 30.6%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| AFYA volatility | |
|---|---|
| AFYA Average Weekly Movement | 4.8% |
| Consumer Services Industry Average Movement | 7.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: AFYA는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: AFYA의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1999 | 9,395 | Virgílio Deloy Gibbon | www.afya.com.br |
Afya Limited는 브라질에서 의료 교육 그룹으로 운영되고 있습니다. 이 회사는 세 가지 부문으로 운영됩니다: 학부, 평생 교육, 의료 실무 솔루션입니다. 학부 부문은 의학, 치과, 간호, 방사선학, 심리학, 약학, 체육, 물리치료, 영양학, 생의학, 경영학, 회계학, 법학, 토목 및 산업공학, 교육학 등 의과대학, 보건과학 및 기타 비보건 학부 프로그램과 관련된 학부 과정을 통해 교육 서비스를 제공하고 있으며, 학부 과정에서는 의학, 치의학, 간호학, 방사선학, 심리학, 약학, 물리치료, 영양학, 생물의학, 경영학, 회계학, 법학 및 교육학 등의 교육을 제공합니다.
Afya Limited 기초 지표 요약
| AFYA 기초 통계 | |
|---|---|
| 시가총액 | US$1.28b |
| 순이익 (TTM) | US$152.71m |
| 매출 (TTM) | US$750.36m |
8.2x
주가수익비율(P/E)1.7x
주가매출비율(P/S)AFYA는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| AFYA 손익계산서 (TTM) | |
|---|---|
| 매출 | R$3.70b |
| 매출원가 | R$1.31b |
| 총이익 | R$2.38b |
| 기타 비용 | R$1.63b |
| 순이익 | R$752.46m |
최근 보고된 실적
Dec 31, 2025
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 8.37 |
| 총이익률 | 64.46% |
| 순이익률 | 20.35% |
| 부채/자본 비율 | 42.0% |
AFYA의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
5.0%
현재 배당 수익률41%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 16:59 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Afya Limited는 14명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Flavio Yoshida | BofA Global Research |
| Raphael Elage | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |
| Valeria Parini | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |