Análisis Argos
AMD
AMDCara
Advanced Micro Devices, Inc. · Technology
US$ 517.82
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
51/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (6.9%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Las ganancias crecieron 164% el último año.
✓Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
VALOR1/6FUTURO6/6PASADO3/6SALUD6/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO3/6SALUD6/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoEl dividendo aún duerme
Score Argos51de 100Cara
Ingresos▲34%
US$ 34.6 B
Margen operativo▲45%
10.7%
Flujo de caja libre▲181%
US$ 6.7 B
Deuda neta
US$ -1.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 844.4B
P/E194.8x
EV/EBITDA125.9x
FCF yield0.8%
ROIC6%
Margen operativo10.7%
Crecim. ingresos+34.3%/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

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* 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.