Análisis Argos
CSCO
CSCOCara
Cisco Systems, Inc. · Technology
US$ 112.69
precio al 2026-07-04
Valor justo Argos*
US$ 47–54
vs. su valor justo
124% por encima
Score Argos
52/100
LA RESPUESTA
El mercado le pide crezca 24.3% al año — más de lo que ha demostrado (2.5%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Retorno sobre el capital alto (16%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
VALOR1/6FUTURO2/6PASADO5/6SALUD2/6DIVIDENDO3/6
El Iris de calidad
VALOR1/6FUTURO2/6PASADO5/6SALUD2/6DIVIDENDO3/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos52de 100Cara
Ingresos▲5%
US$ 56.7 B
Margen operativo▼8%
20.8%
Flujo de caja libre▲30%
US$ 13.3 B
Deuda neta
US$ 19.8 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 444.2B
P/E43.6x
EV/EBITDA31.7x
FCF yield3%
ROIC16.2%
Margen operativo20.8%
Crecim. ingresos+5.3%/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

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Are Computer and Technology Stocks Lagging Cisco Systems (CSCO) This Year?
Here is how Cisco Systems (CSCO) and Arteris, Inc. (AIP) have performed compared to their sector so far this year.
247wallst.com · 2 jul
Cisco's Forecast Beats the Bearish Retail Crowd. Here's the Target
Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) has quietly become one of the most compelling AI infrastructure plays in the market, even as retail chatter has turned sour.
zacks.com · 2 jul
Dow Records Best 1H Performance Since 2021: 5 Top Picks for 2H 2026
Dow posted its best first-half gain since 2021. CSCO, CAT, V, KO and AMZN are five blue-chip stocks highlighted for potential second-half momentum.
zacks.com · 1 jul
Cisco (CSCO) Upgraded to Strong Buy: Here's What You Should Know
Cisco (CSCO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
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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.