AUNA S.A.

AUNA
About the company

Auna S.A., a healthcare service provider, operates hospitals and clinics in Mexico, Peru, and Colombia. The company provides prepaid healthcare; dental and vision insurance; and oncology plans. It also sells medicines. Auna S.A. was founded in 1989 and is based in Luxembourg, Luxembourg.

Price: $4.59Market Cap: $339.9M

Investment snapshot

24%positive consensus
Scored 1d ago

Positive

3

BUY / PASS

Neutral / negative

4 / 9

NEUTRAL / FAIL

Median fair value

$14.55

+217.0% vs price

Models with upside

6 / 17

Positive margin of safety

Strongest signal

All 10 investors pass AUNA's cash flow

Key risk

No clean pass — all 8 investors flag at least one growth criterion

Framework analysis

VerdictMeaning
BUYPositive purchase signal: the framework's buy requirements are met.
PASSThe company clears the framework's checklist or screen, but the framework does not produce a buy signal. For valuation frameworks this often means margin of safety is missing, insufficient, or unavailable; some screen-only frameworks have no intrinsic-value BUY state.
NEUTRALNeither a positive nor negative conclusion. It does not mean to hold an existing position.
FAILThe company does not clear the framework's requirements.
RankedRanked strategies do not use PASS: selected cohort is BUY, outside the cohort is FAIL, and unranked is NEUTRAL.

Current investor scores use trailing 12-month flows and the latest balance sheet where supported. Multi-year and EPS tests retain annual history; each framework shows its financial basis below. Intrinsic values use annual financials.

MetricGraham

Defensive Value

Buffett

Quality Compounder

Lynch

GARP

Greenblatt

Magic Formula

Piotroski

F-Score

Dreman

Contrarian Value

Munger

Quality Focus

Pabrai

Dhandho Framework

Akre

Three-Legged Stool

Marks

Risk-Aware Value

Ackman

Activist Value

Templeton

Global Bargain Hunter

Sleep

Scale Economies Shared

Asness

Systematic Factors

Neff

Low-P/E Total Return

Schloss

Asset-Value Discipline

O'Shaughnessy

Systematic Factor Composite

VerdictFAILFAILFAILBUY · Rank #299 (Top 9.7%)NEUTRALFAILPASSNEUTRALFAILFAILPASSNEUTRALFAILBUYFAILFAILNEUTRAL
Score
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Intrinsic Value (annual)N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
Margin of Safety+37.8%+55.8%N/A+70.2%N/AN/A+88.2%+66.5%N/AN/A+94.0%N/AN/AN/AN/AN/AN/A
Financial Basis

Annual history · FY 2024

Latest source filing: 2025-05-07

Score computed: 2026-11-14

Annual history · FY 2024

Latest source filing: 2025-05-07

Score computed: 2026-11-14

Annual history · FY 2024

Latest source filing: 2025-05-07

Score computed: 2026-11-14

Annual history · FY 2024

Latest source filing: 2025-05-07

Score computed: 2026-11-14

Annual history · FY 2024

Latest source filing: 2025-05-07

Score computed: 2026-11-14

Annual history · FY 2024 · Market data at 2026-11-01

Latest source filing: 2025-05-07

Score computed: 2026-11-14

Qualitative assessment · Annual history · FY 2024

Latest source filing: 2025-05-07

Score computed: 2026-11-14

Qualitative assessment · Annual history · FY 2024

Latest source filing: 2025-05-07

Score computed: 2026-11-14

Annual history · FY 2024 · Qualitative assessment

Latest source filing: 2025-05-07

Score computed: 2026-11-14

Annual history · FY 2024 · Qualitative assessment

Latest source filing: 2025-05-07

Score computed: 2026-11-14

Annual history · FY 2024 · Market data at 2026-11-01

Latest source filing: 2025-05-07

Score computed: 2026-11-14

Annual history · FY 2024 · Price history 2025-01-01–2026-11-01

Latest source filing: 2025-05-07

Score computed: 2026-11-14

Annual history · FY 2024 · Qualitative assessment

Latest source filing: 2025-05-07

Score computed: 2026-11-14

Annual history · FY 2024 · Price history 2025-01-01–2026-11-01

Latest source filing: 2025-05-07

Score computed: 2026-11-14

Annual history · FY 2024

Latest source filing: 2025-05-07

Score computed: 2026-11-14

Annual history · FY 2024

Latest source filing: 2025-05-07

Score computed: 2026-11-14

Annual history · FY 2024 · Price history 2025-01-01–2026-11-01

Latest source filing: 2025-05-07

Score computed: 2026-11-14

Where It Passes

  • Cash Flow100% pass✓ 12▾

    All 10 investors pass AUNA's cash flow

    Free Cash Flow Proxy$65.0M
    ✓BuffettPositive and growing
    FCF Positive and Growing$157.4M
    ✓LynchPositive and growing
    Operating Cash Flow$182.2M
    ✓PiotroskiCFO > 0
    (CFO / Total Assets) vs ROACFO/Assets=9.44%, ROA=1.56%
    ✓PiotroskiCFO/Assets > ROA
    Price / (CFO / Shares)1.9x
    ✓Dreman< 8x
    P/E or FCF YieldP/E=10.3x, FCF Yield=46.3%
    ✓PabraiP/E < 15 or FCF Yield > 10%
    FCF Positive3/3 years FCF positive
    ✓MarksPositive FCF in majority of recent years
    (OCF - CapEx) / Market Cap46.4%
    ✓Ackman>= 4%
    Price / FCF per Share2.2x
    ✓Ackman<= 25
    Positive Operating Cash Flow frequency3/3 years positive
    ✓SleepPositive OCF in >= 70% of available years
    Operating Cash Flow - Capital Expenditures$157.4M
    ✓Neff> $0 (app proxy for a strong fundamental case)
    (Operating cash flow - capex) / market capitalization+46.32%; #112/4519 (top 2.5%)
    ✓OshaughnessyTop 10% of eligible cross-section
  • Valuation models100% pass✓ 6▾

    AUNA undervalued: all 6 models price fair value above $4.59 (median $14.55)

    Graham fair value$7.38
    ✓Graham+37.8% margin vs $4.59
    Buffett fair value$10.39
    ✓Buffett+55.8% margin vs $4.59
    Greenblatt fair value$15.39
    ✓Greenblatt+70.2% margin vs $4.59
    Munger fair value$38.77
    ✓Munger+88.2% margin vs $4.59
    Pabrai fair value$13.71
    ✓Pabrai+66.5% margin vs $4.59
    Ackman fair value$76.25
    ✓Ackman+94.0% margin vs $4.59
  • Valuation54% pass✓ 17✗ 11▾

    7 of 13 pass — Graham, Lynch, Marks +3 more object

    Price / Book Value per Share0.8x
    ✓Dreman< 1.2x✓Templeton< 1.5x✗SchlossP/B <= 0.80x (app cutoff)
    Net income / market capitalization+8.84%; #829/6340 (top 13.1%)
    ✓AsnessTop 30% of eligible cross-section✗OshaughnessyTop 10% of eligible cross-section
    Price / 3-yr avg EPS
    ✗Graham<= 15x
    Price-to-Book Ratio0.8x
    ✓Graham<= 1.5x
    P/E x P/B
    ✗Graham<= 22.5
    Basic earnings-growth PEG (dividends excluded)P/E 10.3x (growth N/A)
    ✗Lynch< 1.0 (ideally < 0.5)
    EBIT / Enterprise Value16.1%
    ✓Greenblatt> 10%
    Earnings Yield + ROC AssessmentEY=16.1%, ROC=29.1%
    ✓GreenblattBoth EY > 10% and ROC > 25%
    Price / EPS10.3x
    ✓Dreman< 12x✓Templeton< 12x (fixed ceiling; proxy for the market's cheapest 40%)
    Price / (CFO / Shares)1.9x
    ✓Dreman< 8x
    Valuation ReasonablenessP/E=10.3x, OE Yield=19.2%
    ✓MungerP/E < 25 or Owner Earnings Yield > 5%
    P/E or FCF YieldP/E=10.3x, FCF Yield=46.3%
    ✓PabraiP/E < 15 or FCF Yield > 10%
    P/B or P/E vs. Historical AverageP/E=10.3x, P/B=0.8x
    ✓MarksP/E < 15 or P/B < 2.0
    Discount to Intrinsic Value
    ✗Marks>= 20% below intrinsic value
    Price / FCF per Share2.2x
    ✓Ackman<= 25
    Price vs. Trailing Low100% of trailing low ($4.59)
    ✓Templeton<= 120% of trailing low (certified split-adjusted live window)
    Positive book equity / market capitalization+1.1844; #1221/6449 (top 18.9%)
    ✓AsnessTop 30% of eligible cross-section
    Price / Diluted EPS10.3x
    ✓NeffP/E <= 15x (app proxy for a P/E 40%-60% below the market)
    (EPS CAGR % + Dividend Yield %) / P/E
    ✗Neff> 0.7 (Neff's published traditional edge)
    Price / Tangible Book Value per ShareN/A (non-positive TBVPS)
    ✗SchlossP/TBV <= 1.00x (app cutoff)
    Book Value per Share Change
    ✗SchlossLatest BVPS >= earliest BVPS over >= 3 years (app rule)
    Revenue / market capitalization+3.5168; #710/5247 (top 13.5%)
    ✗OshaughnessyTop 10% of eligible cross-section
    (Operating cash flow - capex) / market capitalization+46.32%; #112/4519 (top 2.5%)
    ✓OshaughnessyTop 10% of eligible cross-section
    Trailing six-month price return through the evaluation date-21.94%; #4068/6202 (top 65.6%)
    ✗OshaughnessyTop 10% of eligible cross-section

Where It Falls Short

  • Growth0% pass✓ 2✗ 11▾

    No clean pass — all 8 investors flag at least one growth criterion

    EPS Growth (3-yr avg, 10-yr window)
    ✗Graham>= 33% growth
    Basic earnings-growth PEG (dividends excluded)P/E 10.3x (growth N/A)
    ✗Lynch< 1.0 (ideally < 0.5)
    3-5 Year EPS CAGR
    ✗Lynch15-30% (Fast Grower); > 0% to pass
    Inventory Growth vs Revenue GrowthInv: 11.1% vs Rev: 14.1%
    ✓LynchInventory growth < Revenue growth
    EPS Growth Direction
    ✗DremanPositive over recent years
    EPS CAGR
    ✗Dreman> 5% annualized
    Positive Net Income Frequency1/3 years positive
    ✗MarksPositive net income in >= 7 of last 10 years
    3yr Median Revenue Growth37.9%
    ✓Ackman>= 5%
    Positive EPS Growth Frequency
    ✗AckmanPositive EPS growth in >= 3 of last 5 years
    5-Year EPS CAGR
    ✗Templeton> 0% (5-year EPS CAGR)
    Revenue growth vs. gross and operating margin trendgross margin 35.9% -> 39.3%, operating margin 10.4% -> 17.9%
    ✗SleepRevenue rising; gross margin flat or falling; operating margin holding
    5-year Revenue CAGR
    ✗SleepCAGR > 7%
    3-5 Year Diluted EPS CAGR
    ✗Neff7%-20% annualized
  • Debt & Leverage8% pass✓ 1✗ 14▾

    11 of 12 flag AUNA's debt & leverage — Graham, Buffett, Lynch +8 more

    LT Debt vs Net Current AssetsLT Debt $808.3M vs NCA $-65.8M
    ✗GrahamLT Debt <= Net Current Assets
    Debt/Equity & Interest CoverageD/E: 2.45, IC: 1.4x
    ✗BuffettD/E < 0.5 AND Interest Coverage > 5x
    Total Debt / Equity2.45
    ✗Lynch< 0.33
    Cash - Long-term Debt$-808.2M
    ✗LynchPositive preferred
    LT Debt / Total Assets Change43.91% -> 41.88%
    ✓PiotroskiDecreased YoY
    Current Assets / Current Liabilities0.88
    ✗Dreman> 1.5✗SchlossCurrent ratio >= 1.50x (app cutoff)
    Total Debt / Shareholders' Equity2.45
    ✗Dreman< 0.8✗Templeton< 1.0 (fixed cap; proxy for below-sector-median leverage)✗SchlossD/E < 1.00x
    Debt Levels2.45
    ✗MungerDebt/Equity < 0.5✗AkreDebt/Equity < 0.3
    Interest Coverage & Debt/EBITDAIC=1.4x, D/EBITDA=3.6x
    ✗MarksInterest Coverage > 3x; Debt/EBITDA < 4x
    Total Debt / Shareholders Equity2.45
    ✗Ackman<= 1.0
    Negative debt-to-equity (higher means less debt)-2.4504; #3868/4210 (top 91.9%)
    ✗AsnessTop 30% of eligible cross-section
  • Efficiency13% pass✓ 3✗ 8▾

    7 of 8 flag AUNA's efficiency — Graham, Buffett, Piotroski +4 more

    Current Ratio0.88
    ✗Graham>= 2.0
    ROIC (3-5 yr avg)8.4%
    ✗Buffett> 10%
    ROIC - WACC-1.6%
    ✗BuffettPositive (WACC = 10%)
    EBIT / (NWC + Net Fixed Assets)29.1%
    ✓Greenblatt> 25%
    Current Ratio Change YoY0.92 -> 0.88
    ✗PiotroskiIncreased YoY
    Revenue / Total Assets Change YoY0.50x -> 0.62x
    ✓PiotroskiImproved YoY
    Current Assets / Current Liabilities0.88
    ✗Dreman> 1.5
    Return on Invested Capital12.1%
    ✗Munger> 15%
    ROIC (high and growing)FY2022: ROIC=4.6%; FY2023: ROIC=8.5%; FY2024: ROIC=12.1%
    ✗AkreLatest 3 consecutive FYs: ROIC > 15% in each
    Reinvestment Rate x ROIC12.0% (RR=99% x ROIC=12.1%)
    ✓AkreReinvestment Rate * ROIC > 10%
    ROIC (5-year)1/3 years above 12% (latest 12.1%)
    ✗SleepROIC > 12% in a majority of years
  • Profitability19% pass✓ 12✗ 23▾

    13 of 16 flag AUNA's profitability — Graham, Buffett, Lynch +10 more

    Net income / market capitalization+8.84%; #829/6340 (top 13.1%)
    ✓AsnessTop 30% of eligible cross-section✗OshaughnessyTop 10% of eligible cross-section
    Positive EPS (10 years)1/4 years positive
    ✗GrahamPositive EPS every year for 10 years
    EPS Growth (3-yr avg, 10-yr window)
    ✗Graham>= 33% growth
    Net Income Positive (10+ years)1/4 years positive
    ✗BuffettPositive every year for 10+ years
    ROE (up to 5-year arithmetic mean)-6.0%
    ✗Buffett> 15% arithmetic mean (app rule)
    Operating Margin (10-yr trend)
    ✗BuffettStable or rising over 10 years
    Free Cash Flow Proxy$65.0M
    ✓BuffettPositive and growing
    Earnings Variance (10-yr CoV)
    ✗BuffettCoV < 0.3
    Retained Earnings Effectiveness
    ✗Buffett$1 retained -> > $1 market value created
    Basic earnings-growth PEG (dividends excluded)P/E 10.3x (growth N/A)
    ✗Lynch< 1.0 (ideally < 0.5)
    3-5 Year EPS CAGR
    ✗Lynch15-30% (Fast Grower); > 0% to pass
    ROE7.5%
    ✗Lynch> 15%
    EBIT / Enterprise Value16.1%
    ✓Greenblatt> 10%
    Earnings Yield + ROC AssessmentEY=16.1%, ROC=29.1%
    ✓GreenblattBoth EY > 10% and ROC > 25%
    Net Income / Total Assets1.56%
    ✓PiotroskiROA > 0
    ROA Change YoY-3.30% -> 1.56% (delta: +4.86%)
    ✓PiotroskiCurrent ROA > Prior ROA
    (CFO / Total Assets) vs ROACFO/Assets=9.44%, ROA=1.56%
    ✓PiotroskiCFO/Assets > ROA
    Gross Margin Change YoY37.0% -> 39.3%
    ✓PiotroskiImproved YoY
    Pre-Tax Income / Revenue4.2%
    ✗Dreman>= 8%
    Net Income / Shareholders' Equity7.5%
    ✗Dreman> 12%
    Margin of SafetyP/E=10.3x, P/B=0.8x
    ✓PabraiP/B < 1.5 or P/E < 15
    Return on Equity-6.0% (3-yr avg)
    ✗AkreROE > 20% (3-year avg)
    Discount to Intrinsic Value
    ✗Marks>= 20% below intrinsic value
    Positive Net Income Frequency1/3 years positive
    ✗MarksPositive net income in >= 7 of last 10 years
    Operating Income / Revenue17.9%
    ✓Ackman>= 15%
    Net Income / Shareholders Equity7.5%
    ✗Ackman>= 15%
    5-Year EPS CAGR
    ✗Templeton> 0% (5-year EPS CAGR)
    Operating Margin Trend10.4% (2022) -> 17.9% (2024)
    ✓TempletonNon-negative operating-margin trend over 3 years
    Revenue growth vs. gross and operating margin trendgross margin 35.9% -> 39.3%, operating margin 10.4% -> 17.9%
    ✗SleepRevenue rising; gross margin flat or falling; operating margin holding
    Gross profit / total assets+24.37%; #1770/3702 (top 47.8%)
    ✗AsnessTop 30% of eligible cross-section
    Net income / positive book equity+7.46%; #2166/5226 (top 41.4%)
    ✗AsnessTop 30% of eligible cross-section
    Negative 5-year standard deviation of ROA-0.0199; #1431/5884 (top 24.3%)
    ✓AsnessTop 30% of eligible cross-section
    3-5 Year Diluted EPS CAGR
    ✗Neff7%-20% annualized
    Positive Diluted-EPS Years
    ✗Schloss>= 70% positive over 5-10 observed years (app rule)
  • Verdicts31% pass✓ 4✗ 9▾

    Split decision: 9 FAIL · 4 NEUTRAL · 2 PASS · 1 BUY

    Overall verdict
    ✗GrahamFAIL (2/9)✗BuffettFAIL (1/9)✗LynchFAIL (2/7)✓GreenblattRank #299•PiotroskiNEUTRAL (F-Score 7)✗DremanFAIL (3/11)✓MungerPASS (2/4)•PabraiNEUTRAL (2/3)✗AkreFAIL (2/6)✗MarksFAIL (2/5)✓AckmanPASS (4/9)•TempletonNEUTRAL (5/8)✗SleepFAIL (2/6)✓AsnessBUY (Rank #660/2370 (Top 27.8%))✗NeffFAIL (3/6)✗SchlossFAIL (1/7)•OshaughnessyNEUTRAL (Not ranked)

Business & financials

Financial snapshot: annual FY 2024. Current investor scores may use newer quarterly data.

Company Profile

Industry: Healthcare
SIC Sector: Health Services
Size: Small Cap($339.9M)
Revenue: $1.2B+14.1% YoY
Net Income: $30.1M+143.8% YoY

Financial Snapshot

Operating Margin17.9%
Return on Equity7.5%
Debt / Equity2.45
Current Ratio0.88
EPS (Diluted)$0.44

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GHGuardant Health, Inc.
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EXASEXACT SCIENCES CORP
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Shareholder Return

Fiscal 2024

Share retirement not available for this company.

Buybacks
—
Dividends
$313.4K

Company Financials

Latest TTM and quarters alongside annual years

TTM sums four consecutive quarters and uses the latest quarter-end balances. Quarter columns show three-month results; annual columns show full-year totals. Growth compares the same period a year earlier. EPS is not added for TTM; full-year ratios are blank for quarters.

MetricFY 2024
Sources
  • 20-F/A · 2025-05-07
FY 2023
Sources
  • 20-F/A · 2025-05-07
FY 2022
Sources
  • 20-F/A · 2025-05-07
FY 2021
Sources
  • 20-F/A · 2025-05-07
Market Cap$339.9Mcurrent$467.7Mest.----
Revenue$1.2B↑14%$1.0B↑62%$647.7M--
Operating Income$213.6M↑41%$151.4M↑125%$67.3M--
Net Income$30.1M↑144%-$68.6M↓203%-$22.6M--
EPS (Diluted)$0.44↑128%$-1.56↓203%$-0.52--
Gross Margin39.3%↑6%37.0%↑3%35.9%—
Operating Margin17.9%↑24%14.5%↑39%10.4%—
ROE7.5%↑143%-17.3%↓116%-8.0%—
Total Debt$986.6M↓3%$1.0B↑15%$884.7M↑2409%$35.3M
Shareholders' Equity$402.6M↑2%$395.9M↑41%$281.4M↑90%$148.3M
Current Ratio0.88↓4%0.92↑118%0.42—
Debt / Equity2.45↓5%2.57↓18%3.14↑1222%0.24
Operating Cash Flow$182.2M↑16%$157.4M↑266%$43.0M--
Free Cash Flow$157.4M↑25%$126.0M↑693%$15.9M--

Score history

Historical Score Timeline

Industry peers

Industry Peers

Similar companies in Healthcare

AUNA vs Peers — Financial Grading

Revenue$1.2BBottom 25%
Net Income$30.1MBottom 25%
ROE7.5%Median
D/E2.45Bottom 25%
Op. Margin17.9%Top 25%
Curr. Ratio0.88Bottom 25%
CompanyMarket CapPriceRevenueNet IncomeROED/EOp. MarginCurr. RatioGrahamBuffettLynchGreenblattPiotroskiDreman
HCA Healthcare, Inc.HCA$104.2B$499.05$75.6B$6.8B-112.6%-7.7113.0%0.971/95/93/71/3F-Score 64/11
TENET HEALTHCARE CORPTHC$22.8B$286.03$21.3B$2.4B56.1%3.1216.5%1.761/94/93/73/3F-Score 65/11
Guardant Health, Inc.GH$20.5B$151.70$982.0M$416.3M419.2%-15.14-44.5%4.842/91/91/70/3F-Score 52/11
EXACT SCIENCES CORPEXAS$20.0B$104.91$3.2B$207.9M-8.7%0.00-6.4%2.432/91/93/70/3F-Score 73/11
Fresenius Medical Care AGFMS$11.4B$22.03$23.1B$1.1B7.4%0.819.3%1.265/92/91/70/3F-Score 85/11
UNIVERSAL HEALTH SERVICES INCUHS$11.2B$194.07$17.4B$1.5B20.5%0.6511.5%1.054/96/95/71/3F-Score 76/11
DAVITA INC.DVA$11.0B$174.56$13.6B$746.8M-114.7%-15.7815.0%1.291/94/92/71/3F-Score 73/11
CHEMED CORPCHE$7.1B$548.20$2.5B$265.2M27.1%—13.4%1.054/97/93/71/3F-Score 66/11