Análisis Argos
AS
ASCara
Amer Sports, Inc. · Consumer Cyclical
US$ 35.05
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
52/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (7.9%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 489% el último año.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR1/6FUTURO5/6PASADO3/6SALUD3/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO5/6PASADO3/6SALUD3/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance razonable
DividendoEl dividendo aún duerme
Score Argos52de 100Cara
Ingresos27%
US$ 6.6 B
Margen operativo14%
10.4%
Flujo de caja libre178%
US$ 0.5 B
Deuda neta
US$ 1.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 20.3B
P/E47.4x
EV/EBITDA20.1x
FCF yield2.5%
ROIC6.9%
Margen operativo10.4%
Crecim. ingresos+26.7%/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

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Lockheed Martin COO Frank St. John and GM Defense vice president of strategy Dr. Bruce Brown reveal details into their partnership aimed at strengthening U.S. defense production on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #lockheedmartin #gmdefense #manufacturing #americanmanufacturing #defenseindustry #nationalsecurity #industrialbase #military #innovation #technology #business #economy #jobs #supplychain #investment #madeinamerica
marketbeat.com · 25 may
Apparel Earnings Winners and Losers: Ralph Lauren Takes Off
Key apparel companies, including well-known names and emerging ones generating growth near the top of the industry, just reported financial results. The good news is that all posted beats on sales and adjusted earnings per share (EPS).
seekingalpha.com · 21 may
Amer Sports: Salomon Becoming Another Tangible Growth Driver
Amer Sports delivered robust Q1 2026 results, with 32% y/y revenue growth and broad-based regional and channel strength. Arc'teryx remains a core growth anchor, demonstrating healthy expansion across categories and geographies, while Salomon emerges as a second major growth driver. Adjusted EBITDA grew over 30% y/y to ~$432 million, with margin expansion and strong DTC and wholesale performance supporting premium valuation.
seekingalpha.com · 20 may
Amer Sports: Arc'teryx's Momentum Is Strong, But Only For Now
Amer Sports, Inc. started 2026 on a strong note. Earnings grew across markets, sales channels, and product segments. AS already raised its 2026 guidance. A longer-term concern persists; Arc'teryx generates luxury-like margins and high growth, but the brand's hot streak may not last forever. AS raised equity to pay off debt. I believe that the choice highlights a concern regarding the stock's valuation.
seekingalpha.com · 19 may
Amer Sports, Inc. (AS) Q1 2026 Earnings Call Transcript
Amer Sports, Inc. (AS) Q1 2026 Earnings Call Transcript
proactiveinvestors.com · 19 may
Amer Sports gains on Q1 beat, raised full-year guidance
Amer Sports Inc (NYSE:AS) shares added almost 5% on Tuesday after the company reported first quarter 2026 results that beat analyst expectations on both revenue and earnings and raised its full-year outlook. The company posted revenue of $1.95 billion for the quarter, up 32% year-over-year and ahead of the $1.83 billion consensus estimate.
gurufocus.com · 19 may
Amer Sports Raises Revenue Outlook After 32% Quarterly Sales Growth
Amer Sports (AS) is drawing fresh investor attention after a stronger-than-expected first quarter showed demand still building across Arc'teryx apparel and outd
benzinga.com · 19 may
Gold Falls 1%; Amer Sports Earnings Top Views
U.S. stocks traded lower midway through trading, with the Nasdaq Composite falling more than 200 points on Tuesday.

* 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.