Análisis Argos
ABNB
ABNBOportunidad
Airbnb, Inc. · Consumer Cyclical
US$ 148.93
precio al 2026-07-04
Valor justo Argos*
US$ 195–216
vs. su valor justo
31% por debajo
Score Argos
52/100
Oportunidad
LA RESPUESTA
El mercado la precia para que crezca 7.3% al año — menos de lo que viene demostrando (18%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Retorno sobre el capital alto (55%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!Cotiza 31% por encima de su valor justo.
VALOR6/6FUTURO4/6PASADO5/6SALUD4/6DIVIDENDO4/6
El Iris de calidad
VALOR6/6FUTURO4/6PASADO5/6SALUD4/6DIVIDENDO4/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos52de 100Oportunidad
Ingresos10%
US$ 12.2 B
Margen operativo10%
20.8%
Flujo de caja libre3%
US$ 4.7 B
Deuda neta
US$ -4.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 88.4B
P/E35.2x
EV/EBITDA33x
FCF yield5.3%
ROIC54.9%
Margen operativo20.8%
Crecim. ingresos+10.3%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

fool.com · 2 jul
Airbnb vs. MGM Resorts International: Which Consumer Stock Is a Better Buy in 2026?
Airbnb maintains a light-asset business model with over 9 million active listings across more than 220 countries and regions. MGM Resorts International anchors its value in premier physical destinations and a significant footprint in the recovering Macau market.
fool.com · 2 jul
Prediction: Nike Will Be Booted From the Dow Jones Industrial Average Within 12 Months and Replaced by One of 2 Consumer-Facing Giants
Earlier this week, Verizon was removed from the iconic Dow Jones Industrial Average, and Google parent Alphabet was added to the 30-stock index. Time is running out for Nike, with its low share price and poor operating performance likely to get it kicked out of the Dow.
247wallst.com · 29 jun
Why U.S. AI Restrictions Could Give China an Unexpected Advantage Following the Android Playbook
CNBC's Deirdre Bosa explained a counterintuitive thesis on the AI cold war in a recent CNBC segment. Paradoxically, she argued that U.S. efforts to wall off access to the most advanced American AI models could unintentionally accelerate China's rise in AI. The concern is that policies designed to protect America's lead may instead encourage developers... Why U.S. AI Restrictions Could Give China an Unexpected Advantage Following the Android Playbook
zacks.com · 26 jun
Airbnb, Inc. (ABNB) Rises As Market Takes a Dip: Key Facts
Airbnb, Inc. (ABNB) concluded the recent trading session at $145.56, signifying a +2.59% move from its prior day's close.
fool.com · 25 jun
Airbnb vs. Carnival Corporation &: Which Consumer Stock Is a Better Buy in 2026?
Airbnb maintains a highly profitable, asset-light business model with strong free cash flow generation. Carnival is seeing a significant rebound in revenue and net income as global cruise demand scales.
zacks.com · 25 jun
Airbnb, Inc. (ABNB) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Airbnb, Inc. (ABNB) closed the most recent trading day at $141.88, moving 1.75% from the previous trading session.
zacks.com · 25 jun
Here is What to Know Beyond Why Airbnb, Inc. (ABNB) is a Trending Stock
Airbnb (ABNB) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
247wallst.com · 19 jun
Expert Warns: California Taxes Harming “Big Wealth Driver in the State” as Billionaires Flee
The competition between states for talent, capital, and businesses has intensified over the past decade. Remote work, lower moving costs, and the rise of digital businesses have made it easier than ever for entrepreneurs to choose where they live and build companies. Investors have watched as states with lower taxes and more business-friendly policies attracted... Expert Warns: California Taxes Harming "Big Wealth Driver in the State" as Billionaires Flee

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.