Análisis Argos
FFIV
FFIVCara
F5, Inc. · Technology
US$ 408.14
precio al 2026-07-04
Valor justo Argos*
US$ 205–253
vs. su valor justo
79% por encima
Score Argos
70/100
LA RESPUESTA
El mercado le pide crezca 22.1% al año — más de lo que ha demostrado (10.3%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 22% el último año.
Retorno sobre el capital alto (24%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Crecimiento estancado o en baja.
VALOR2/6FUTURO2/6PASADO6/6SALUD5/6DIVIDENDO3/6
El Iris de calidad
VALOR2/6FUTURO2/6PASADO6/6SALUD5/6DIVIDENDO3/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos70de 100Cara
Ingresos10%
US$ 3.1 B
Margen operativo6%
24.8%
Flujo de caja libre20%
US$ 0.9 B
Deuda neta
US$ -0.9 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 23.0B
P/E33.3x
EV/EBITDA25.8x
FCF yield3.9%
ROIC23.9%
Margen operativo24.8%
Crecim. ingresos+9.7%/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

geekwire.com · 27 jun
From the dot-com boom to AI security: F5 at 30, with CEO François Locoh-Donou
F5 has remade itself in every era of computing — from the early web to the cloud — and at 30 it's doing it again.
geekwire.com · 26 jun
F5 expands further into AI security with SurePath AI acquisition
F5 is buying SurePath AI, a Denver startup that helps companies find the AI tools their own employees are using, and folding it into a growing lineup of AI security products.
zacks.com · 26 jun
PD vs. FFIV: Which Stock Is the Better Value Option?
Investors interested in stocks from the Internet - Software sector have probably already heard of PagerDuty (PD) and F5 Networks (FFIV). But which of these two stocks is more attractive to value investors?
businesswire.com · 23 jun
F5 Adds Gavin Munroe to its Board of Directors
SEATTLE--(BUSINESS WIRE)--F5, Inc. (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced the appointment of Gavin Munroe to its board of directors. Munroe's extensive experience as a technology leader in the financial services space makes him a valuable addition to F5's board. Mr. Munroe joined F5's board effective June 17, 2026 and will serve as a member of the board's Audit and Risk committees. “Gavin has transformed some of the world's most complex g.
gurufocus.com · 22 jun
F5 Launches AI Security Platform to Put Security Leaders in Control of Enterprise AI Risk
F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today introduced the [url="]F5 AI Security Platform[/url] to give CISOs cont
businesswire.com · 17 jun
F5 and Equinix Deliver Secure, Governed AI Across Hybrid and Multicloud Distributed Environments
SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced a collaboration with Equinix, the world's digital infrastructure company, to help enterprises deploy and govern distributed AI securely across hybrid and multicloud environments. It combines F5 AI Guardrails with the Equinix Distributed AI Hub, Equinix's single, unified framework for enterprises to connect, secure, and simplify their increasingly complex and distributed A.
gurufocus.com · 9 jun
F5 Expands AI-powered WAAP Solutions to Arm Enterprises Against Frontier AI Threats and Stop Attacks Before Exploitation
F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced new [url="]web application and API protection[/url] (WAAP) c
businesswire.com · 9 jun
F5 Expands AI-powered WAAP Solutions to Arm Enterprises Against Frontier AI Threats and Stop Attacks Before Exploitation
SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced new web application and API protection (WAAP) capabilities for its Application Delivery and Security Platform designed to keep enterprises ahead of a rapidly shifting threat landscape. Frontier AI models have collapsed the window between vulnerability discovery and active exploitation, giving threat actors faster, cheaper, and more available means of attack. F5 has expand.

* 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.