What is the current valuation (e.g., P/E, EV/EBITDA) relative to peers after the results release?

The release you referenced does not contain the specific valuation multiples (P/E, EV/EBITDA, price‑to‑sales, etc.) for Afra (“Afya”) after the Q2 2025 results, so we can’t quote an exact figure here. To gauge the current valuation relative to peers (e.g., other Brazilian medical‑education or health‑services groups such as Grupo Sodimed, Amil, or Hospital Albert Einstein), you’ll need to pull the latest market data from a reliable source—Bloomberg, Refinitiv, FactSet, or the company’s most recent 10‑Q/IFRS filing. Those platforms will show the trailing twelve‑month P/E and EV/EBITDA, as well as forward‑looking multiples that analysts have applied post‑earnings.

How to interpret the numbers once you have them

1. P/E Comparison – If Afya’s trailing P/E is materially above the peer median (e.g., > 25x versus a sector average of ~18x), the market may be pricing in higher growth expectations from its blended education‑plus‑practice model. In that case, confirm whether revenue growth (e.g., double‑digit YoY) and margin expansion justify the premium; otherwise, the stock could be vulnerable to a pull‑back on a price‑correction. Conversely, a P/E well below peers could signal undervaluation, especially if earnings quality (low non‑recurring items, strong cash conversion) is solid.

2. EV/EBITDA Comparison – EV/EBITDA is a more cash‑flow‑focused metric. A relative EV/EBITDA of 7‑8× versus a peer range of 5‑6× suggests the market is rewarding Afya for either a more stable earnings base or superior growth prospects. If the multiple is higher but the company’s EBITDA margin is expanding (e.g., moving from 12 % to 15 % YoY), the premium may be justified. If margins are flat or deteriorating, the higher multiple could be a red flag.

Actionable take‑away: Obtain the up‑to‑date multiples, compare them to the peer set, and then align your position with the relative valuation story. If Afya trades at a clear premium but the earnings growth outlook is robust and the balance sheet remains strong (low leverage, healthy cash flow), a long‑biased stance—perhaps adding on dips—could be warranted. If the premium appears unsupported by fundamentals, consider a short‑or‑neutral approach, such as a tight‑stop long with a modest position size, or waiting for a pull‑back to a more attractive valuation entry point. Always couple the valuation view with technical cues (e.g., price above the 50‑day moving average, strength in volume) to time the trade effectively.