Auna SA

AUNA

Not Compliant
Exchange
Sector
Headquarters
Group
NYSE
Healthcare
Luxembourg
Small cap

Auna SA is not Shariah Compliant because it fails the financial ratios.

-

Impure Income*

-

Purification*

-

Zakat*

Financials

Market cap Group
Analysts' Rating
Price Target (Mean)
Price Target (Low)
Price Target (High)
Total Analysts
Small cap
BUY
$15.60
$12.00
$22.70
3
Revenue Growth
Operating Margin
Net Profit Margin
Quick Ratio
Current Ratio
EPS Growth
26.94%
6.69%
-20.70%
0.84
0.92
-117.83%

Shariah Compliance

  • Updated on September 12, 2024
Debt
100%
✗
Non-Compliant Assets
10.12%
✓
Impure Income

AAOIFI Rulebook:

  • Non-compliant Liabilities (like Interest-based Debt) < 30% of Market cap
  • Non-compliant Assets (like Interest-based Investments) < 30% of Market cap
  • Impure Revenues (incl. Interest Income) < 5% of Total Revenues

Source: AAOIFI SS21

Debt
100%
✗
Impure Income

S&P Sharia Rulebook:

  • Interest-based Debt < 33% of 36-mo avg. Market cap
  • Impure Revenues (incl. Interest Income) < 5% of Total Revenues

Source: S&P Shariah Methodology

Debt
100%
✗
Impure Income

Dow Jones Islamic Market (DJIM) Rulebook:

  • Interest-based Debt < 33% of 24-mo avg. Market cap
  • Impure Revenues (incl. Interest Income) < 5% of Total Revenues

Source: DJIM Methodology

Debt
50.97%
✗
Cash
5.51%
✓
Cash & AR
16.70%
✓
Impure Income

FTSE Shariah Rulebook:

  • Interest-based Debt < 33.33% of Total Assets
  • Cash and interest-bearing items < 33.33% of Total Assets
  • Accounts receivable and cash < 50% of Total Assets
  • Impure Revenues (incl. Interest Income) < 5% of Total Revenues

Source: FTSE RUSSELL

Debt
50.97%
✗
Cash
5.51%
✓
Cash & AR
16.70%
✓
Impure Income

MSCI Islamic Rulebook:

  • Interest-based Debt < 33.33% of Total Assets
  • Cash and interest-bearing items < 33.33% of Total Assets
  • Accounts receivable and cash < 33.33% of Total Assets
  • Impure Revenues (incl. Interest Income) < 5% of Total Revenues

Source: MSCI Islamic Indexes

Impure Income Breakdown

-
-
Interest Income
-

Note on Purification and Zakat:

  • Purification and Zakat (for long-term investing) calculations are in USD per share and based on AAOIFI methodology. AAOIFI requires purification every financial period (e.g. quarterly). 
  • If you follow S&P Shariah’s Dividend-only purification, then remove the impure income % from the dividends you receive. No purification required for non-dividend paying stocks, according to S&P Shariah.
  • For Zakat, if you did not invest in a company from a long term perspective, then consider the shares as trading goods and give 2.5% of the total value if a year has passed on them. 

Company Profile

Auna SA is a Luxembourg-based healthcare company. The Company has a patient- centric model providing prepaid healthcare plans, medical care, and oncology solutions, that promotes integrated healthcare system, healthy lifestyles through prevention, research, and education. It offers a wide-ranging practice and prospects that enables to deliver standard services and the possible patient outcomes. Its network includes nearly 31 healthcare network facilities, consisting of regional network of hospitals, clinics, outpatient, and wellness facilities with a total of 2,308 beds. It is also located in Mexico, Peru, and Colombia.

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