Análisis Argos
AVGO
AVGOCara
Broadcom Inc. · Technology
US$ 360.45
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
54/100
LA RESPUESTA
El mercado le pide crezca 48.6% al año — más de lo que ha demostrado (10.8%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Las ganancias crecieron 292% el último año.
✓Retorno sobre el capital alto (20%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
VALOR1/6FUTURO5/6PASADO5/6SALUD3/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO5/6PASADO5/6SALUD3/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos54de 100Cara
Ingresos▲24%
US$ 63.9 B
Margen operativo▲53%
39.9%
Flujo de caja libre▲39%
US$ 26.9 B
Deuda neta
US$ 49 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 1.71T
P/E74.2x
EV/EBITDA51.5x
FCF yield1.6%
ROIC19.6%
Margen operativo39.9%
Crecim. ingresos+23.9%/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

fool.com · 24 jun
Broadcom Stock Investors Just Got Fantastic News From OpenAI
Broadcom and OpenAI have joined forces on a new custom AI chip. Jalapeño, as the processor is called, was designed for peak efficiency when running ChatGPT and other large language models (LLMs).
247wallst.com · 24 jun
Which AI Accelerator Stock Has Dominated in 2026: Broadcom or Marvell?
The answer to which AI accelerator stock has dominated in 2026 isn't subtle.
247wallst.com · 24 jun
A Top Strategist Says the AI Trade Is Cooling, but Chipmakers Are Quietly Winning
The setup is almost too neat. South Korea's Kospi just had what local press called a “Black Tuesday,” dropping nearly 10% as foreign investors dumped semiconductor shares and tripping circuit breakers.
nytimes.com · 24 jun
OpenAI and Broadcom Unveil Custom A.I. Chip Design
The maker of ChatGPT plans to use enough chips to consume 10 gigawatts of electricity, an amount that could power millions of households.
benzinga.com · 24 jun
Why OpenAI's Jalapeño Is Really A Broadcom Story
OpenAI unveiled Jalapeño, its first custom AI accelerator, on Wednesday. The chip was designed specifically for large language model inference and is expected to power workloads behind ChatGPT, Codex, the API and future AI products.
fool.com · 24 jun
2 High-Growth AI Stocks I'd Be Buying Instead of SpaceX
SpaceX has been a hot IPO, but reaching its ambitious 2030 revenue goals looks like a longshot. Broadcom and AMD have clear, visible paths to explosive revenue growth in the coming years.
youtube.com · 24 jun
OpenAI Unveils First Custom AI Chip With Broadcom | Bloomberg Tech 6/24/2026
Bloomberg's Ed Ludlow takes a look at OpenAI's first custom AI chip, called Jalapeno, developed in partnership with Broadcom. Plus, SK Hynix is planning to raise $29 billion in a landmark US listing.
247wallst.com · 24 jun
$900 Billion Just Vanished as Korean Chip Stocks Crater, but the Squawk Crew Isn't Sold on an AI Breakdown
Four straight down sessions have erased more than $900 billion in equity value, with the proximate cause tracing to Seoul.

* 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.