Análisis Argos
BHC
BHCBarata · ojo al riesgo1 señal de riesgo
Bausch Health Companies Inc. · Healthcare
US$ 6.03
precio al 2026-07-30
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
55/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 30% al año — menos de lo que viene demostrando (1.9%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Riesgos
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Altman Z'' en zona roja (-0.16)
VALOR4/6FUTURO0/6PASADO3/6SALUD1/6DIVIDENDO1/6
El Iris de calidad
VALOR4/6FUTURO0/6PASADO3/6SALUD1/6DIVIDENDO1/6
ValorCotiza por debajo de su valor justo
FuturoIngresos estancados o cayendo
PasadoHistorial aceptable
SaludBalance frágil
DividendoEl dividendo aún duerme
Score Argos55de 100Barata · ojo al riesgo
Ingresos9%
US$ 10.5 B
Margen operativo32%
21.3%
Flujo de caja libre21%
US$ 1 B
Deuda neta
US$ 19.9 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.3B
P/E14.1x
EV/EBITDA6.4x
FCF yield44.5%
ROIC5.8%
Margen operativo21.3%
Crecim. ingresos+8.5%/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 · 30 jul
BHC Q2 Earnings Beat Estimates on Salix and Solta Growth, '26 View Raised
BHC beats Q2 estimates as Salix, Solta Medical and Bausch + Lomb fuel growth, lifting 2026 revenue and EBITDA guidance after strong earnings.
seekingalpha.com · 30 jul
Bausch Health Companies Inc. (BHC) Q2 2026 Earnings Call Transcript
Bausch Health Companies Inc. (BHC) Q2 2026 Earnings Call Transcript
zacks.com · 29 jul
Bausch Health (BHC) Q2 Earnings and Revenues Beat Estimates
Bausch Health (BHC) came out with quarterly earnings of $1.26 per share, beating the Zacks Consensus Estimate of $0.96 per share. This compares to earnings of $0.9 per share a year ago.
marketbeat.com · 29 jul
Bausch Health Cos Q2 Earnings Call Highlights
Bausch Health Cos NYSE: BHC reported second-quarter results that management said extended its streak of revenue and adjusted EBITDA growth to 13 consecutive quarters, driven by performance in its Salix, international and Solta Medical businesses.
zacks.com · 29 jul
Bausch (BHC) Reports Q2 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Bausch (BHC) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
prnewswire.com · 29 jul
BAUSCH HEALTH ANNOUNCES SECOND QUARTER 2026 RESULTS, RAISES GUIDANCE
Second Quarter Consolidated Revenues of $2.85 billion, up 13% on a Reported basis and 11% on an Organic (non-GAAP)1 basis over the prior year period GAAP Net Income Attributable to Bausch Health of $258 million and GAAP Net Income of $260 million GAAP Earnings per Diluted Share Attributable to Bausch Health of $0.68 compared to $0.40 in the prior year period; Adjusted Earnings per Diluted Share (non-GAAP)1 of $1.26 compared to $0.90 in the prior year period, an increase of 40% Consolidated Adjusted EBITDA Attributable to Bausch Health (non-GAAP)1 of $1,075 million, up 28% on a Reported basis over the prior year period BAUSCH HEALTH EXCLUDING BAUSCH + LOMB SECOND QUARTER 2026 RESULTS Delivered thirteenth consecutive quarter of year-over-year Revenue growth, with Revenue up 16% on a Reported basis and 13% on an Organic (non-GAAP)1 basis Net Income increased $84 million over the prior year period, and Adjusted EBITDA (non-GAAP)1 grew 28%  Generated $517 million in Cash Provided by Operating Activities and $471 million in Adjusted Cash Flows from Operations (non-GAAP)1   Raising full-year 2026 Revenue, Adjusted EBITDA (non-GAAP)1, and Adjusted Cash Flows from Operations (non-GAAP)1 guidance LAVAL, QC, July 29, 2026 /PRNewswire/ -- Bausch Health Companies Inc. (NYSE:BHC)(TSX:BHC) ("Bausch Health" or the "Company" or "we" or "our") today announced its second quarter 2026 financial results and other key updates from the quarter. "The second quarter marks our thirteenth consecutive quarter of year-over-year growth in Revenue and Adjusted EBITDA for Bausch Health, excluding Bausch + Lomb, reflecting the strength of our portfolio, disciplined execution, and the dedication of our teams around the world.
reuters.com · 9 jul
Bausch to stop glaucoma eye drop development after trial miss
Bausch + Lomb said on Thursday its glaucoma eye drop had missed ​the main goal in a mid-stage ‌trial of replicating visual function improvements observed in a smaller study.
prnewswire.com · 7 jul
Bausch Health to Announce Second Quarter 2026 Results on July 29, 2026
LAVAL, QC, July 7, 2026 /PRNewswire/ -- Bausch Health Companies Inc. (NYSE:BHC)(TSX:BHC) will release second quarter 2026 financial results after market close on Wednesday, July 29, 2026. Bausch Health will host a live conference call and webcast at 5:00 p.m.

* 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.