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[BLOG] Idea Brunch

Added to YB: 2026-01-21

Pitch date: 2026-01-19

AUNA [bullish]

Auna S.A.

-0.43%

current return

Author Info

Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life

Company Info

Auna S.A., a healthcare service provider, operates hospitals and clinics in Mexico, Peru, and Colombia.

Market Cap

$1.2B

Pitch Price

$4.65

Price Target

N/A

Dividend

N/A

EV/EBITDA

5.40

P/E

6.16

EV/Sales

1.09

Sector

Health Care Providers and Services

Category

value

Show full summary:
Idea Brunch #2 with Ian Bezek (Venezuela Edition) - Auna SA

AUNA: LatAm healthcare provider at <6x earnings/EBITDA, trading below book value. Strong Peru ops, Colombia recovery expected H2 2026 w/ new govt, Mexico guided to return growth 2024. $96M FCF vs $350M market cap despite 3.5x leverage. Fragmented market offers M&A runway.

Read full article (2 min)