Afya Limited (AFYA) announced it has reached a total of 220 medical seats at Centro Universitário de Maceió (UNIMA Alagoas) after the recent authorization made by the Secretary of Regulation and Supervision of Higher Education of the Ministry of Education.The authorization leads to an increase of 80 medical seats at UNIMA Alagoas, which is housed in the city of Maceió, located in Alagoas, Brazil. The increased medical seats will come with an additional payment of R$ 1.25 million per increased seat approval, ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use tri ...

Afya Limited (AFYA) completed the acquisition of the total share capital of Unidom Participacoes S.A. (Unidompedro and Faculdade Dom Luiz) through its wholly-owned subsidiary Afya Participacoes S.A. This strategic buyout will provide Afya with 300 operational medical school seats in Brazil’s Salvador city. The average purchase price of this strategic transaction was R$ 660.0 million, of which R$ 347.8 million is already paid (net debt deduction) and the remaining R$ 312.2 million will be paid in about 10 an ...

Afya (AFYA) closed the last trading session at $17.32, gaining 2.4% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $23 indicates a 32.8% upside potential. The mean estimate comprises four short-term price targets with a standard deviation of $2.83. While the lowest estimate of $19 indicates a 9.7% increase from the current price level, the most optimistic analyst expects the stock ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers. Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Valu ...

Investors interested in stocks from the Schools sector have probably already heard of Afya (AFYA) and Bright Horizons Family Solutions (BFAM) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, an ...

财务数据和关键指标变化 - 公司净收入增长13%,达到8.04亿雷亚尔 [10] - 经调整EBITDA增长近21%,达到3.98亿雷亚尔,利润率为49.5%,同比提高300个基点 [10] - 经调整净收益增长51%,达到2.51亿雷亚尔 [11] - 经调整每股收益增长55%,达到2.74雷亚尔 [11] - 经营活动产生的现金流增长22%,达到4.29亿雷亚尔,现金流转换率为110% [12] 各条业务线数据和关键指标变化 本科教育 - 医学专业学生人数增长8.6%,达到22,000人 [13] - 医学专业平均学费增长6.4%,达到9万雷亚尔以上 [23] - 本科教育业务收入增长13%,达到7.05亿雷亚尔 [24] 继续教育 - 医学住院医师培训学生增长62%,达到15,000人 [25] - 研究生培训学生增长12%,达到30,000人 [25] - 其他课程和B2B业务学生增长44%,达到21,000人 [25] - 继续教育业务收入增长12%,达到6.5亿雷亚尔 [25] 医疗服务解决方案 - 付费用户增长12%,达到191,000人 [26] - 月活用户达到263,000人 [26] - 业务收入增长9%,达到3.7亿雷亚尔 [27] 各个市场数据和关键指标变化 - 公司在巴西医疗生态系统中的渗透率达到41%,覆盖超过334,000名医学生和医生 [28] 公司战略和发展方向及行业竞争 - 公司完成了医疗教育和医疗服务解决方案业务的整合重组,提高了协同效应 [8][9] - 公司通过收购Unidompedro和Faculdade Dom Luiz,新增300个医学专业学位,进一步扩大在巴西东北部的布局 [18][19][20] - 公司在医学教育和医疗服务解决方案领域持续投资,致力于为医疗从业者提供全方位的教育和服务生态系统 [37] - 公司在学生招生和学费定价方面保持竞争优势,招生情况和学费涨幅保持稳定 [88][89] 管理层对经营环境和未来前景的评论 - 公司对2024年的整体业务表现和财务目标保持乐观,维持此前公布的全年指引 [51][58] - 公司认为医学教育业务将继续成为公司的核心业务,在短期和中期内保持高增长和高盈利 [24] - 公司将继续通过内生增长和并购来扩大医学教育业务规模,并进一步整合医疗教育和医疗服务解决方案业务 [72][73] 问答环节重要的提问和回答 问题1 **Lucca Marquezini 提问** 各业务分部毛利率扩张的具体贡献和驱动因素 [41] **公司回应** - 本科教育毛利率提升约1.5个百分点,主要受益于医学院校的业务成熟度提升和UNI的整合进度加快 [43][44] - 继续教育毛利率提升近4个百分点,主要受益于内容和技术整合带来的协同效应 [45] - 医疗服务解决方案毛利率提升超过5个百分点,主要受益于业务整合和规模效应 [45][46] 问题2 **Mirela Oliveira 提问** 继续教育和医疗专业化业务的毛利率展望,以及之前公布的继续教育2028年12亿雷亚尔收入目标的调整情况 [50] **公司回应** - 公司不单独披露各业务分部的毛利率指引,而是给出了2024年全年1.3-1.4亿雷亚尔的经调整EBITDA指引 [51] - 之前公布的12亿雷亚尔继续教育收入目标,由于公司重组将其拆分到继续教育和医疗服务解决方案两个分部,公司将在适当时候更新这一长期目标 [52] 问题3 **Lucas Nagano 提问** Unidompedro收购的融资计划、对公司利润率的影响以及175个新增学位获批的可能性 [68] **公司回应** - 公司目前有6亿多雷亚尔的现金储备,可以支付Unidompedro收购的首付款,如有需要也可以考虑额外融资 [69] - Unidompedro的利润率相对公司现有业务略有摊薄,但公司将快速整合以提升其盈利能力,预计2025年可达到公司本科教育业务的同等水平 [70][71] - 175个新增学位已获得相关部门批准,公司认为被取消的可能性非常小,即使最坏情况下也可以通过分期付款等方式保护自身利益 [71][72][73]

Afya (AFYA) came out with quarterly earnings of $0.55 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.34 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 17.02%. A quarter ago, it was expected that this medical education company would post earnings of $0.34 per share when it actually produced earnings of $0.36, delivering a surprise of 5.88%. Over the last four quarters, the ...

Afya Limited Unaudited interim condensed consolidated financial statements March 31, 2024 Afya Limited Unaudited interim condensed consolidated statements of financial position As of March 31, 2024 and December 31, 2023 (In thousands of Brazilian reais) Notes March 31, 2024 December 31, 2023 (unaudited) Assets Current assets Cash and cash equivalents 4 611,077 553,030 Trade receivables 5 536,175 546,438 Inventories 653 1,382 Recoverable taxes 50,665 43,751 Other assets 7 61,715 58,905 Total current assets 1 ...

Investors looking for stocks in the Schools sector might want to consider either Afya (AFYA) or Grand Canyon Education (LOPE) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, wh ...