Análisis Argos
BIP
BIPCara1 señal de riesgo
Brookfield Infrastructure Partners L.P. · Utilities
US$ 37.01
precio al 2026-07-04
Valor justo Argos*
US$ 14–16
vs. su valor justo
135% por encima
Score Argos
49/100
LA RESPUESTA
El mercado le pide crezca 34.8% al año — más de lo que ha demostrado (2.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 28% el último año.
Reparte dividendo sostenible (4.78%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
!Altman Z'' en zona roja (0.09)
VALOR1/6FUTURO2/6PASADO4/6SALUD1/6DIVIDENDO5/6
El Iris de calidad
VALOR1/6FUTURO2/6PASADO4/6SALUD1/6DIVIDENDO5/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos49de 100Cara
Ingresos10%
US$ 23.1 B
Margen operativo6%
25.1%
Flujo de caja libre184%
US$ 0.3 B
Deuda neta
US$ 65.9 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 17.1B
P/E38.1x
EV/EBITDA8.5x
FCF yield1.6%
ROIC6.6%
Margen operativo25.1%
Crecim. ingresos+9.8%/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

247wallst.com · 16 jun
This Masterful $1 Billion Asset Swap Exposes a Major Wall Street Blunder
Brookfield Infrastructure Partners (NYSE:BIP | BIP Price Prediction) owns regulated utilities, transport, midstream, and data infrastructure across four continents.
marketbeat.com · 15 jun
5 Stocks Built to Thrive in a Higher-for-Longer Economy
Stocks are trying to adjust to a macroeconomic outlook that looks different today than it did in January. Inflation is down from its peak 2022 levels, but it has settled well above the Federal Reserve's preferred 2% target, and oil prices are sending it higher.
seekingalpha.com · 10 jun
Brookfield Infrastructure: Inflation Is A Lever For Organic Growth
Brookfield Infrastructure is set to drive roughly 11% to 14% in annual total return for its investors as inflation indexation looks set to boost growth. The company recorded FFO per unit growth of 10% in its recent first quarter, with revenue growing by nearly 17% year-over-year. BIPC's premium over BIP has rapidly eroded following a move by Brookfield to explore a single combined corporate structure.
seekingalpha.com · 3 jun
If I Could Only Own 2 Infrastructure Stocks For The Next Decade
Today - and likely for the next decade - the market is facing an uncertain inflation and interest rate environment, AI disruption, and geopolitical unrest. I detail two infrastructure dividend growth stocks that are remarkably well positioned to navigate these challenges.
fool.com · 2 jun
3 High-Yield Dividend Stocks I Can't Wait to Buy in June to Boost My Passive Income
Buying more of these dividend stocks should help me achieve financial freedom faster.
seekingalpha.com · 31 may
Anti-AI Investing: The HALO Moat
I focus on HALO investing: Heavy Assets, Low Obsolescence - owning irreplaceable physical assets with durable moats against technological disruption. Top recommendations include American Tower, Brookfield Infrastructure, Prologis, Rexford Industrial, Lineage, Americold, VICI Properties, and Lamar Advertising. AMT, COLD, and VICI currently offer attractive entry points based on discounted multiples, robust dividend yields, and resilient, monopoly-like asset bases.
fool.com · 30 may
Brookfield Is Combining Its Insurance Arm With the Parent Company. Here's What It Means for Investors.
Brookfield received board approval to recombine with its insurance arm. The deal will create a larger-scale, integrated investment and insurance business.
fool.com · 30 may
Looking to Start Making Passive Income? Buy These 3 High-Yield Dividend Stocks First.
These companies should continue to grow their high-yielding payouts.

* 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.