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1. Company Snapshot

1.a. Company Description

Vitru Limited, together with its subsidiaries, operates as a distance learning education company in the postsecondary digital education market in Brazil.It operates through three segments: Digital Education Undergraduate Courses, Continuing Education Courses, and On-Campus Undergraduate Courses.The company offers digital education undergraduate courses in hybrid methodology, which consists of weekly in-person meetings with on-site tutors.


Its courses primarily comprise pedagogy, business administration, accounting, physical education, engineering, vocational education, and health-related courses.The company also offers continuing education courses primarily in pedagogy, finance, and business, as well as in other subjects, such as law, engineering, IT, and health-related courses through hybrid model, online, and on-campus.In addition, it operates 8 campuses that provides traditional on campus undergraduate courses, including business administration, accounting, physical education, engineering, law, and health-related courses.


Vitru Limited was founded in 2014 and is headquartered in Florianópolis, Brazil.

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1.b. Last Insights on VTRU

Vitru Limited's (VTRU) -41.0% performance was driven by disappointing Q1 2024 earnings, citing increased competition and supply chain disruptions. The company's CEO attributed the decline to inventory management issues and higher operating expenses. Additionally, the company's guidance for Q2 2024 was below expectations, further contributing to the stock's decline.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Vitru Limited (VTRU) Q1 2024 Earnings Call Transcript

May -13

Source: Seeking Alpha

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Vitru Limited to Report First Quarter Financial Results on May 13, 2024

Apr -29

Source: GlobeNewsWire

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Vitru Limited (VTRU) Q4 2023 Earnings Call Transcript

Mar -22

Source: Seeking Alpha

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Vitru Limited to Report Fourth Quarter and Full Year 2023 Financial Results on March 21, 2024

Feb -21

Source: GlobeNewsWire

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Vitru Limited (VTRU) Q3 2023 Earnings Call Transcript

Nov -14

Source: Seeking Alpha

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Vitru Announces Change to Release Date of Third Quarter 2023 Financial Results to November 14, 2023

Nov -09

Source: globenewswire.com

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Vitru Limited to Report Third Quarter 2023 Financial Results on November 09, 2023

Oct -11

Source: GlobeNewsWire

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Vitru Announces Proposed Group Restructuring and Migration of Listing

Sep -05

Source: globenewswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (7.51%)

6. Segments

Distance Education Undergraduate Courses

Expected Growth: 7%

Vitru Limited's Distance Education Undergraduate Courses exhibit 7% growth driven by increasing demand for online learning, government initiatives promoting digital education, and a growing working population seeking upskilling. Additionally, Vitru's strong brand reputation, user-friendly platforms, and affordable pricing contribute to its market share expansion.

On-campus Undergraduate Courses

Expected Growth: 9%

Vitru Limited's on-campus undergraduate courses exhibit 9% growth driven by increasing demand for higher education, government initiatives promoting education, strategic partnerships with top universities, and a strong brand reputation. Additionally, the company's focus on student experience, innovative pedagogy, and competitive pricing contribute to its growth momentum.

Continuing Education Courses

Expected Growth: 8%

Vitru Limited's Continuing Education Courses exhibit 8% growth driven by increasing demand for upskilling and reskilling, government initiatives promoting lifelong learning, and the rise of online learning platforms. Additionally, Vitru's strong brand reputation, strategic partnerships, and expanded course offerings also contribute to this growth.

7. Detailed Products

Vitru Design

A design and collaboration platform for architects, engineers, and contractors to create and manage building information models (BIM).

Vitru Construction

A construction management platform for project management, cost estimation, and team collaboration.

Vitru Operations

A facilities management platform for maintenance, repairs, and operations management.

Vitru Analytics

A data analytics platform for construction and real estate industries.

8. Vitru Limited's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Vitru Limited is moderate due to the availability of alternative products in the market.

Bargaining Power Of Customers

The bargaining power of customers is high due to the presence of a large number of customers who can easily switch to alternative products.

Bargaining Power Of Suppliers

The bargaining power of suppliers is low due to the presence of multiple suppliers in the market, giving Vitru Limited the power to negotiate prices.

Threat Of New Entrants

The threat of new entrants is moderate due to the presence of barriers to entry, such as high capital requirements and regulatory hurdles.

Intensity Of Rivalry

The intensity of rivalry is high due to the presence of several established players in the market, leading to a competitive pricing environment.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 52.35%
Debt Cost 3.97%
Equity Weight 47.65%
Equity Cost 3.97%
WACC 3.97%
Leverage 109.85%

11. Quality Control: Vitru Limited passed 1 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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A-Score: 4.9/10

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A-Score: 4.5/10

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Quality: 4.0

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Vitru

A-Score: 3.8/10

Value: 5.4

Growth: 4.7

Quality: 5.3

Yield: 0.0

Momentum: 5.0

Volatility: 2.7

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

9.07$

Current Price

9.07$

Potential

-0.00%

Expected Cash-Flows