Análisis Argos
AM
AMCara
Antero Midstream Corporation · Energy
US$ 22.46
precio al 2026-07-04
Valor justo Argos*
US$ 13–15
vs. su valor justo
55% por encima
Score Argos
45/100
LA RESPUESTA
El mercado le pide crezca 16.5% al año — más de lo que ha demostrado (1.8%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Reparte dividendo sostenible (4.01%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR2/6FUTURO3/6PASADO4/6SALUD1/6DIVIDENDO4/6
El Iris de calidad
VALOR2/6FUTURO3/6PASADO4/6SALUD1/6DIVIDENDO4/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos45de 100Cara
Ingresos7%
US$ 1.3 B
Margen operativo9%
51.2%
Flujo de caja libre28%
US$ 0.8 B
Deuda neta
US$ 3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 10.7B
P/E25.8x
EV/EBITDA16.1x
FCF yield7.2%
ROIC9.4%
Margen operativo51.2%
Crecim. ingresos+7.0%/año
Piotroski F8/9
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

prnewswire.com · 14 may
Galmed Announces Results from First-in-Man Pharmacokinetics Study of Oral Formulation of Aramchol Meglumine (AM); 400mg AM Increases Bioavailability by ~500% in Comparison to Aramchol Free Acid (AA) 300mg
Results from Study AM-001 mark a pivotal advance through the transition to a once daily lower 400mg dose of AM enabling: Production of GMP clinical batch for Galmed's upcoming clinical trials Solidification and prolongation of Aramchol's IP protection Potential reduction in drug CoGs by ~50% Improvement in patients' convenience and compliance upon potential commercialization RAMAT-GAN, Israel, May 14, 2026 /PRNewswire/ -- Galmed Pharmaceuticals Ltd. (NASDAQ: GLMD) ("Galmed" or the "Company"), a clinical-stage biopharmaceutical company for liver disease and GI oncological therapeutics, announced today major milestone results from a Phase 1 PK study in healthy subjects (Study AM-001).
fool.com · 11 may
4 Dividend Energy Stocks to Buy in May
The energy sector is the top performer this year, but investors shouldn't forget the group's attractive dividend profile.
zacks.com · 4 may
Antero Midstream Q1 Earnings Miss Estimates, Revenues Increase Y/Y
AM's Q1 revenues top estimates on strong volumes, but rising costs weigh on earnings despite robust gathering and compression growth.
seekingalpha.com · 30 abr
Antero Midstream: Expects High-Single Digits Adjusted EBITDA Growth In 2027 And 2028
Antero Midstream generated $288 million in Q1 2026 adjusted EBITDA with a partial quarter contribution from its HG Midstream acquisition. It expects roughly $309 million per quarter in adjusted EBITDA during the rest of the year. Future growth results in a projected $1.4 billion in 2028 adjusted EBITDA in a base case scenario and $1.5 billion in an upside scenario.
seekingalpha.com · 30 abr
Antero Midstream Corporation (AM) Q1 2026 Earnings Call Transcript
Antero Midstream Corporation (AM) Q1 2026 Earnings Call Transcript
seekingalpha.com · 30 abr
Antero Midstream: I Like Everything But The Price (Rating Downgrade)
Antero Midstream now guides for single-digit growth. AM's stock price has risen substantially since 2020. That rise has pushed valuation metrics, including a P/E ratio nearing 20, to uncomfortable highs. Current pricing exposes investors to downside risk relative to historical valuation norms.
prnewswire.com · 29 abr
Antero Midstream Announces First Quarter 2026 Financial and Operating Results
DENVER, April 29, 2026 /PRNewswire/ -- Antero Midstream Corporation (NYSE: AM) ("Antero Midstream" or the "Company") today announced its first quarter 2026 financial and operating results.  The relevant consolidated financial statements are included in Antero Midstream's Quarterly Report on Form 10-Q for the three months ended March 31, 2026.
defenseworld.net · 22 abr
Antero Midstream Corporation $AM Shares Purchased by Eagle Global Advisors LLC
Eagle Global Advisors LLC increased its position in shares of Antero Midstream Corporation (NYSE: AM) by 145.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 453,513 shares of the pipeline company's stock after acquiring an additional 268,923

* 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.