Análisis Argos
AFRM
AFRMSin veredicto
Affirm Holdings, Inc. · Technology
US$ 84.58
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
39/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Sin recompensas destacadas.
Riesgos
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR2/6FUTURO6/6PASADO2/6SALUD2/6DIVIDENDO2/6
El Iris de calidad
VALOR2/6FUTURO6/6PASADO2/6SALUD2/6DIVIDENDO2/6
ValorCerca de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos39de 100Sin veredicto
Ingresos39%
US$ 3.2 B
Margen operativo90%
-2.7%
Flujo de caja libre107%
US$ 0.6 B
Deuda neta
US$ 6.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 28.3B
P/E542.8x
EV/EBITDA252.7x
FCF yield2.1%
ROIC-0.8%
Margen operativo-2.7%
Crecim. ingresos+38.8%/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

seekingalpha.com · 1 jul
Affirm: Investor Day Bolsters Confidence That Growth Is Just Getting Started
Affirm delivered a standout Q3 2026, with the Affirm Card emerging as a major growth engine. Active Affirm Card users surged 130% YoY to 4.4 million, driving 146% YoY direct-to-consumer GMV growth. Q3 2026 revenues hit $1.04B, up 32.64% YoY, beating expectations by $43.56M and marking the 10th straight quarter of 30%+ GMV growth.
businesswire.com · 1 jul
Affirm now available across Bed Bath & Beyond's brands, giving shoppers more flexibility for the purchases that make a house feel like home
SAN FRANCISCO--(BUSINESS WIRE)--A home comes together one decision at a time, from the everyday essentials people rely on to the larger purchases that make a space more comfortable, functional, and personal. Now, eligible customers shopping across Bed Bath & Beyond brands – including Overstock, Bed Bath & Beyond, and buybuy BABY – can choose Affirm (NASDAQ: AFRM) at online checkout and pay over time in biweekly or monthly payments with no hidden fees, late fees, or compounding interest.
zacks.com · 29 jun
Affirm Holdings, Inc. (AFRM) Is a Trending Stock: Facts to Know Before Betting on It
Affirm Holdings (AFRM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
zacks.com · 25 jun
Affirm Expands Merchant Network With New Backcountry Partnership
AFRM's latest merchant win with Backcountry expands its BNPL reach and could help drive higher spending on outdoor gear.
gurufocus.com · 25 jun
Morgan Stanley Downgrades Affirm the Day After The Rally
Affirm Holdings (AFRM) fell 1.78% in premarket after Morgan Stanley downgraded the buy-now-pay-later company from Overweight to Equalweight, setting a $79 price
youtube.com · 25 jun
Thursday's Morning Movers: CRWV Buy Rating, AFRM Downgrade, DRI Earnings
Sam Vadas takes us through this morning's biggest movers at the opening bell. She highlights Darden Restaurants (DRI) after the company reported a jump in fourth quarter sales, CoreWeave's (CRWV) new bull in Rosenblatt, and a downgrade in Affirm (AFRM) after Morgan Stanley downgraded the stock to equal weight from overweight.
gurufocus.com · 25 jun
Backcountry and Affirm partner to give outdoor enthusiasts a transparent way to pay over time
The best outdoor experiences often start long before the trailhead, with the gear that helps make them possible. That's why Backcountry and [url="]Affirm[/url]
businesswire.com · 25 jun
Backcountry and Affirm partner to give outdoor enthusiasts a transparent way to pay over time
SALT LAKE CITY & SAN FRANCISCO--(BUSINESS WIRE)--The best outdoor experiences often start long before the trailhead, with the gear that helps make them possible. That's why Backcountry and Affirm (NASDAQ: AFRM) have partnered to give outdoor enthusiasts a clearer, more flexible way to pay for the purchases fueling their next adventure. Whether they're gearing up for ski season, upgrading a mountain bike, or replacing camping gear before their next trip, eligible shoppers at Backcountry and its.

* 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.