Análisis Argos
APP
APPCara
AppLovin Corporation · Technology
US$ 527.06
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
67/100
LA RESPUESTA
El mercado le pide crezca 49.1% al año — más de lo que ha demostrado (18%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 111% el último año.
Retorno sobre el capital alto (113%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR1/6FUTURO6/6PASADO6/6SALUD6/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO6/6SALUD6/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos67de 100Cara
Ingresos70%
US$ 5.5 B
Margen operativo28%
75.8%
Flujo de caja libre89%
US$ 3.9 B
Deuda neta
US$ 1.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 177.1B
P/E53.1x
EV/EBITDA41x
FCF yield2.2%
ROIC113%
Margen operativo75.8%
Crecim. ingresos+70.0%/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

marketbeat.com · 30 jun
Why AppLovin's CEO Is Selling While Quantum Insiders Are Buying
Insiders are making notable trades across several tech stocks. This includes the newest quantum stock on the market, which is seeing significant insider purchases right out of the gate.
zacks.com · 29 jun
Wall Street Analysts Think AppLovin (APP) Is a Good Investment: Is It?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
zacks.com · 29 jun
Here is What to Know Beyond Why AppLovin Corporation (APP) is a Trending Stock
Recently, Zacks.com users have been paying close attention to AppLovin (APP). This makes it worthwhile to examine what the stock has in store.
247wallst.com · 29 jun
Here Are Monday's Best Wall Street Analyst Research Calls: Adobe, Applovin, Casey's General Stores, CrowdStrike, Honeywell Aerospace, Salesforce, Synaptics, Terawulf, and More
Futures are trading higher as we get ready to start a holiday-shortened trading week, with the Federal 4th of July holiday scheduled for Friday, before we celebrate the 250th anniversary of the country on Saturday.
seekingalpha.com · 26 jun
AppLovin: This Catalyst Changes Everything
AppLovin is rated a Strong Buy, driven by robust Q1 results and a compelling growth trajectory. Q1 revenue grew 59% YoY with Adjusted EBITDA margins reaching 85%, validating APP's profitable growth thesis. The global opening of AXON in June is a major catalyst, potentially adding $7 billion in annualized ad spend.
barrons.com · 26 jun
The Market Rotation Is On. ServiceNow, Workday, and AppLovin Rise as Software Tops Chips.
ServiceNow, WorkDay, and AppLovin are software stocks trading near the top of the S&P 500. Is the AI narrative around software changing?
zacks.com · 25 jun
AppLovin (APP) Suffers a Larger Drop Than the General Market: Key Insights
AppLovin (APP) closed the most recent trading day at $445.93, moving 4.09% from the previous trading session.
zacks.com · 25 jun
AppLovin's Margin Strength Stands Out: What Investors Should Know
APP's standout margins, 85% adjusted EBITDA and 66% net income, highlight the power of its high-margin software mix and disciplined costs despite a sharp stock pullback.

* 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.