Análisis Argos
ADSK
ADSKBarata · ojo al riesgo1 señal de riesgo
Autodesk, Inc. · Technology
US$ 207.48
precio al 2026-07-04
Valor justo Argos*
US$ 216–264
vs. su valor justo
15% por debajo
Score Argos
73/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que crezca 11.9% al año — menos de lo que viene demostrando (16.7%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Retorno sobre el capital alto (36%).
Riesgos
!Altman Z'' en zona roja (0.48)
VALOR4/6FUTURO4/6PASADO6/6SALUD4/6DIVIDENDO3/6
El Iris de calidad
VALOR4/6FUTURO4/6PASADO6/6SALUD4/6DIVIDENDO3/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos73de 100Barata · ojo al riesgo
Ingresos18%
US$ 7.2 B
Margen operativo12%
24.9%
Flujo de caja libre61%
US$ 2.4 B
Deuda neta
US$ 0.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 43.8B
P/E39x
EV/EBITDA22.3x
FCF yield5.5%
ROIC35.6%
Margen operativo24.9%
Crecim. ingresos+17.5%/año
Piotroski F7/9
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

businessinsider.com · 2 jul
Autodesk's Dara Treseder explains why the company is investing $350 million in AI training
Treseder cited insights gleaned from the company's recent AI jobs report. "It showed that while 82% of people are very comfortable using LLMs in their daily lives, only a third of people are comfortable using AI in their job," she said.
zacks.com · 25 jun
FIG vs. ADSK: Which Design SaaS Stock is a Safer Bet in the AI Era?
Figma and Autodesk are racing to embed AI into design software. See which company's growth outlook, margins and valuation stand out.
seekingalpha.com · 25 jun
Autodesk: At 15x P/E, This Is A Compelling Buy At 52-Week Lows (Rating Upgrade)
Autodesk (ADSK) has fallen ~40% YTD, creating a compelling buying window due to resilient demand and improved fundamentals. ADSK's sales overhaul, direct customer focus, and MaintainX acquisition expand growth potential and total addressable market. Products are seen as AI-resistant, with continued reliance on licensed engineers and architects for core design decisions.
zacks.com · 19 jun
APPS or ADSK: Which Is the Better Value Stock Right Now?
Investors with an interest in Internet - Software stocks have likely encountered both Digital Turbine (APPS) and Autodesk (ADSK). But which of these two companies is the best option for those looking for undervalued stocks?
gurufocus.com · 17 jun
Autodesk Inc (ADSK) Stock Down 4.1% -- Now Undervalued? GF Score: 86/100
On June 17, 2026, Autodesk Inc (ADSK) shares fell 4.1% to a current price of $193.07, marking a significant decline within a challenging market environment. The
benzinga.com · 15 jun
Stock Of The Day: Is This The Bottom For Autodesk?
Autodesk, Inc. (NASDAQ:ADSK) is trading higher on Monday. After a prolonged decline, the stock may be poised for a reversal.
247wallst.com · 13 jun
The Billionaire Move Nobody Saw Coming: Why Starboard Value Abandoned CRM For These 2 Stocks
Starboard Value, the activist hedge fund led by Jeff Smith, fully exited its positions in Salesforce (NYSE:CRM | CRM Price Prediction) and Autodesk (NASDAQ:ADSK) during the first quarter of 2026, disclosed in a 13F filed May 15, 2026.
marketbeat.com · 4 jun
Autodesk Says MaintainX Deal Opens Door to $40 Billion Operations Market
Autodesk NASDAQ: ADSK executives said the company's recently announced acquisition of MaintainX is intended to extend its software strategy from design and construction into the operations phase of an asset's life cycle, positioning the company to address a larger market tied to maintenance and facility operations.

* 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.