Análisis Argos
ATMU
ATMUCara
Atmus Filtration Technologies Inc. · Industrials
US$ 49.71
precio al 2026-07-04
Valor justo Argos*
US$ 29–36
vs. su valor justo
55% por encima
Score Argos
62/100
LA RESPUESTA
El mercado le pide crezca 19.4% al año — más de lo que ha demostrado (11.7%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 12% el último año.
Retorno sobre el capital alto (32%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR2/6FUTURO3/6PASADO5/6SALUD4/6DIVIDENDO3/6
El Iris de calidad
VALOR2/6FUTURO3/6PASADO5/6SALUD4/6DIVIDENDO3/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos62de 100Cara
Ingresos5%
US$ 1.8 B
Margen operativo3%
16.4%
Flujo de caja libre150%
US$ 0.2 B
Deuda neta
US$ 0.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.1B
P/E19.6x
EV/EBITDA13.8x
FCF yield3.7%
ROIC31.6%
Margen operativo16.4%
Crecim. ingresos+5.7%/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

zacks.com · 2 jul
Is the Options Market Predicting a Spike in Atmus Filtration Technologies Stock?
Investors need to pay close attention to ATMU stock based on the movements in the options market lately.
zacks.com · 29 jun
VC vs. ATMU: Which Stock Is the Better Value Option?
Investors interested in Automotive - Original Equipment stocks are likely familiar with Visteon (VC) and Atmus Filtration Technologies (ATMU). But which of these two stocks presents investors with the better value opportunity right now?
seekingalpha.com · 12 jun
Atmus Filtration Technologies Inc. (ATMU) Presents at 16th Annual Wells Fargo Industrials & Materials Conference Transcript
Atmus Filtration Technologies Inc. (ATMU) Presents at 16th Annual Wells Fargo Industrials & Materials Conference Transcript
seekingalpha.com · 28 may
While Donaldson Cuts Guidance, Atmus Just Walked Into Data Centers: Buy ATMU, Sell DCI
Atmus acquired Koch Filter, directly entering the data center filtration market, with the accretion already visible in its first quarter of ownership at 21.9% EBITDA margins. Donaldson's industrial margins collapsed 420 basis points YoY,  management cut guidance, and paid 20x EBITDA for acquiring Facet with no earnings accretion expected until FY2027. Atmus trades at a forward PE of 16.64x and Donaldson at 21.03x, a 4.4 point gap that makes no sense given Atmus is the faster-growing, better-executing business.
seekingalpha.com · 14 may
Atmus Filtration Technologies Inc. (ATMU) Presents at Bank of America 33rd Annual Industrials, Transportation and Airlines Key Leaders Conference Transcript
Atmus Filtration Technologies Inc. (ATMU) Presents at Bank of America 33rd Annual Industrials, Transportation and Airlines Key Leaders Conference Transcript
businesswire.com · 13 may
Atmus Filtration Technologies Declares Quarterly Dividend
NASHVILLE, Tenn.--(BUSINESS WIRE)--Atmus declared a quarterly cash dividend of $0.055 per share, payable June 10, 2026, to shareholders of record as of May 26, 2026.
seekingalpha.com · 1 may
Atmus Filtration Technologies Inc. (ATMU) Q1 2026 Earnings Call Transcript
Atmus Filtration Technologies Inc. (ATMU) Q1 2026 Earnings Call Transcript
zacks.com · 1 may
Atmus Filtration Technologies (ATMU) Q1 Earnings Top Estimates
Atmus Filtration Technologies (ATMU) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.63 per share a year ago.

* 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.