Análisis Argos
CMCSA
CMCSABarata · ojo al riesgo
Comcast Corporation · Communication Services
US$ 23.79
precio al 2026-07-04
Valor justo Argos*
US$ 60–72
vs. su valor justo
64% por debajo
Score Argos
71/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 26.5% al año — menos de lo que viene demostrando (4.6%). 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.
Las ganancias crecieron 24% el último año.
Reparte dividendo sostenible (5.55%).
Riesgos
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
VALOR4/6FUTURO2/6PASADO4/6SALUD1/6DIVIDENDO6/6
El Iris de calidad
VALOR4/6FUTURO2/6PASADO4/6SALUD1/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos71de 100Barata · ojo al riesgo
Ingresos0%
US$ 123.7 B
Margen operativo11%
16.7%
Flujo de caja libre42%
US$ 21.9 B
Deuda neta
US$ 101 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 85.0B
P/E4.2x
EV/EBITDA5x
FCF yield25.8%
ROIC8%
Margen operativo16.7%
Crecim. ingresos+0.0%/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

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* 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.