Análisis Argos
DOX
DOXOportunidad
Amdocs Limited · Technology
US$ 51.75
precio al 2026-07-04
Valor justo Argos*
US$ 99–118
vs. su valor justo
51% por debajo
Score Argos
76/100
Oportunidad
LA RESPUESTA
El mercado la precia para que se encoja 17.6% al año — menos de lo que viene demostrando (4.4%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 14% el último año.
Retorno sobre el capital alto (17%).
Reparte dividendo sostenible (4.24%).
Riesgos
!Crecimiento estancado o en baja.
VALOR6/6FUTURO2/6PASADO4/6SALUD5/6DIVIDENDO6/6
El Iris de calidad
VALOR6/6FUTURO2/6PASADO4/6SALUD5/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos76de 100Oportunidad
Ingresos9%
US$ 4.5 B
Margen operativo44%
18.2%
Flujo de caja libre5%
US$ 0.7 B
Deuda neta
US$ 0.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 5.6B
P/E9.9x
EV/EBITDA6x
FCF yield11.6%
ROIC17.2%
Margen operativo18.2%
Crecim. ingresos-9.4%/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

247wallst.com · 25 jun
66 Years Old With $1.3 Million. Here Are 3 Hidden Gems to Buy
A 66-year-old with $1.3 million can't afford a dividend cut. The hunt for yield often pushes retirees into mega-caps, but I think the real income value sits in mid-caps whose GAAP earnings are masked by non-cash charges or sector stigma. Here's my dividend safety read on three overlooked names. Nexstar: Cash Flow Hides Behind a... 66 Years Old With $1.3 Million. Here Are 3 Hidden Gems to Buy
accessnewswire.com · 24 jun
Amdocs Selected by Three Scandinavia to Support Customer Engagement Transformation Across Nordic Markets
Transformation program to be delivered on the Amdocs Customer Engagement Platform, part of aOS agentic operating system , enabling a unified, AI-native, future-ready engagement foundation JERSEY CITY, NJ / ACCESS Newswire / June 24, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services for communications and media companies, today announced that telecom operator Three Scandinavia has selected Amdocs as a strategic partner to support parts of its ongoing business and digital transformation across Sweden and Denmark. The program is focused on simplifying and modernizing selected customer engagement and commerce capabilities, supporting more consistent and efficient operations across the Nordic markets.
accessnewswire.com · 23 jun
Amdocs Advances aOS Network Workflows with Live, Multivendor AI-RAN Solution and Industry Blueprint
Amdocs, Supermicro and 1Finity deploy NVIDIA AI infrastructure on Red Hat Openshift, creating a unified foundation for today's RAN workloads and tomorrow's edge AI, analytics and physical AI applications JERSEY CITY, NJ / ACCESS Newswire / June 23, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced the successful completion of a live AI-RAN field-validated blueprint in collaboration with 1Finity, a Fujitsu company and leading provider of global network solutions, and Supermicro, a global technology company providing server, storage and networking solutions. AI-RAN is becoming a strategic priority for communications service providers (CSPs) seeking to improve network efficiency, performance, and operational agility as they prepare for more autonomous network operations.
accessnewswire.com · 23 jun
Amdocs Expands Store Genie to PLDT Home, Bringing Agentic AI to Broadband Customer Service Operations
Store Genie is already delivering strong results at Smart Communications, helping modernize retail and frontline operations. Built on Amdocs aOS with Amazon Bedrock AgentCore, the solution now helps reduce customer resolution time by up to 98% at PLDT Home JERSEY CITY, NJ / ACCESS Newswire / June 23, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced the successful deployment of Store Genie, its agentic AI-powered customer service solution, for PLDT Home, the wireline and broadband division of PLDT Inc., a leading telecommunications and digital service provider in the Philippines.
seekingalpha.com · 19 jun
Amdocs: A Boring Telecom Software Stock With Hidden AI Upside
Amdoc trades at a mid-single digit P/E, reflecting mature telecom IT status and perceived lack of growth. DOX is actively leveraging its strong resources to position for Agentic AI opportunities, a catalyst not yet reflected in its valuation. The shares have already declined 40% over the past year, limiting further downside risk relative to potential AI-driven upside.
zacks.com · 12 jun
Why Is Amdocs (DOX) Down 9.5% Since Last Earnings Report?
Amdocs (DOX) reported earnings 30 days ago. What's next for the stock?
zacks.com · 14 may
Amdocs Q2 Earnings Surpass Estimates, Revenues Rise Y/Y
DOX beats Q2 earnings and revenue estimates. Growth across regions and backlog expansion support its updated fiscal 2026 guidance.
seekingalpha.com · 13 may
Amdocs Limited (DOX) Q2 2026 Earnings Call Transcript
Amdocs Limited (DOX) Q2 2026 Earnings Call Transcript

* 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.