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Stock impact report

Afya's Q3 2025 And Investor Day Provide More Data On Undergraduate Competition Increasing [Seeking Alpha]

Afya Limited - Class A Common Shares (AFYA) 
Last afya limited - class a common shares earnings: 12/2 07:12 am Check Earnings Report
Company Research Source: Seeking Alpha
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. scyther5/iStock via Getty Images Afya ( AFYA ) reported 3Q25 results this month, and also held its annual Investor Day in late October, covering strategy and detailed business metrics. Overall, the picture that emerges confirms worries about competition in undergraduate (80/90% of the company's This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions wit Show less Read more
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