Análisis Argos
DAC
DACBarata · ojo al riesgo
Danaos Corporation · Industrials
US$ 122.32
precio al 2026-07-04
Valor justo Argos*
US$ 303–345
vs. su valor justo
63% por debajo
Score Argos
66/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 18.9% al año — menos de lo que viene demostrando (11.8%). 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
!Crecimiento estancado o en baja.
VALOR4/6FUTURO1/6PASADO4/6SALUD4/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO1/6PASADO4/6SALUD4/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoIngresos estancados o cayendo
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos66de 100Barata · ojo al riesgo
Ingresos3%
US$ 1 B
Margen operativo10%
47.8%
Flujo de caja libre900%
US$ 0.3 B
Deuda neta
US$ 0.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.2B
P/E4.5x
EV/EBITDA3.3x
FCF yield14.5%
ROIC12.7%
Margen operativo47.8%
Crecim. ingresos+2.8%/año
Piotroski F5/9
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

seekingalpha.com · 24 jun
Danaos: More Diversification, More Debate, Still Plenty Of Value
Danaos Corporation remains attractively valued at ~0.6x book, supported by a robust containership backlog and high charter rates. DAC's contracted containership revenue stands at $4.1 billion, with 100% coverage for 2026 and strong medium-term visibility. Management is allocating capital to fleet expansion and side investments, including Alaska LNG and Yoda, rather than prioritizing buybacks.
globenewswire.com · 19 jun
Prosafe SE: Shareholding disclosure
19 June 2026, following the sale of shares, Burlington Loan Management DAC owns in total 17,626,899 shares in the Company, representing 5% of the total 352,537,966 outstanding shares and votes in the Company, thereby crossing the 5% disclosure threshold in the Norwegian Securities Trading Act Section 4.2. The previous filing was made on 3 March 2026, when Burlington Loan Management DAC owned 35,253,797 shares in the Company, representing approximately 10% of the total 352,537,966 outstanding shares and votes in the Company.
seekingalpha.com · 12 may
Danaos Corporation (DAC) Q1 2026 Earnings Call Transcript
Danaos Corporation (DAC) Q1 2026 Earnings Call Transcript
prnewswire.com · 11 may
Danaos Corporation Reports First Quarter Results for Period Ended March 31, 2026
ATHENS, Greece, May 11, 2026 /PRNewswire/ -- Danaos Corporation ("Danaos") (NYSE: DAC), one of the world's largest independent owners of container vessels, today reported unaudited results for the three-month period ended March 31, 2026. Financial Summary Three Months Ended March 31, 2026 and Three Months Ended March 31, 2025 Unaudited ( Expressed in thousands of United States dollars, except as otherwise stated ) Three Months Ended Three Months Ended March 31, 2026 March 31, 2025 Financial & Operating Metrics Container Vessels Dry bulk Vessels Other Total Container Vessels Dry bulk Vessels Other Total Operating Revenues $229,550 $24,148 - $253,698 $236,190 $17,117 - $253,307 Voyage Income/(Expenses), excl.
prnewswire.com · 4 may
Danaos Corporation Announces Date for the Release of First Quarter 2026 Results, Conference Call and Webcast
ATHENS, Greece, May 4, 2026 /PRNewswire/ -- Danaos Corporation (NYSE: DAC), one of the world's largest independent owners of containerships, announced today that it will release its results for the first quarter ended March 31, 2026, after the close of the market in New York on Monday, May 11, 2026. The Company's management team will host a conference call to discuss the results on Tuesday, May 12, 2026 at 9:00 A.M.
defenseworld.net · 7 abr
Danaos (NYSE:DAC) Stock Crosses Above 200 Day Moving Average – Time to Sell?
Danaos Corporation (NYSE: DAC - Get Free Report) passed above its two hundred day moving average during trading on Monday. The stock has a two hundred day moving average of $99.27 and traded as high as $117.05. Danaos shares last traded at $116.5290, with a volume of 42,406 shares traded. Analyst Ratings Changes Several research

* 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.