Análisis Argos
FLEX
FLEXCara
Flex Ltd. · Technology
US$ 136.86
precio al 2026-07-04
Valor justo Argos*
US$ 98
vs. su valor justo
−28%
Score Argos
43/100
LA RESPUESTA
El mercado le pide crezca 48.6% al año — más de lo que ha demostrado (7.1%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 5% el último año.
Retorno sobre el capital alto (16%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR1/6FUTURO3/6PASADO4/6SALUD3/6DIVIDENDO3/6
El Iris de calidad
VALOR1/6FUTURO3/6PASADO4/6SALUD3/6DIVIDENDO3/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos43de 100Cara
Ingresos8%
US$ 27.9 B
Margen operativo20%
5.4%
Flujo de caja libre2%
US$ 1.1 B
Deuda neta
US$ 1.9 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 50.1B
P/E57x
EV/EBITDA25.2x
FCF yield2.1%
ROIC16.4%
Margen operativo5.4%
Crecim. ingresos+8.1%/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

zacks.com · 1 jul
Can Flex's Hyperscaler Wins Drive Sustained Revenue Growth?
FLEX lands multiyear hyperscaler and AI infrastructure deals, driving capacity expansion and setting up strong CPI revenue growth through fiscal 2029.
globenewswire.com · 1 jul
Omega Flex Re-Engineers Flexible Gas Piping Fittings for Superior Installation Experience
Designed for real-world jobsite conditions, new fittings for TracPipe corrugated stainless steel tubing systems make installations more intuitive, efficient and consistent for contractors Designed for real-world jobsite conditions, new fittings for TracPipe corrugated stainless steel tubing systems make installations more intuitive, efficient and consistent for contractors
gurufocus.com · 29 jun
Is Flex Ltd (FLEX) Overvalued After 8.9% Rally? GF Value Says Overvalued
On June 29, 2026, Flex Ltd (FLEX) shares rose 8.9% to a current price of $159.56, showcasing strong momentum as the stock continues to perform well. Over the pa
prnewswire.com · 25 jun
JetCool Launches Turnkey Liquid-Cooled Server Solution to Accelerate Enterprise AI Adoption
New platform delivers direct-to-chip liquid cooling with end-to-end infrastructure and services, simplifying enterprise deployment of high-density AI compute AUSTIN, Texas, June 25, 2026 /PRNewswire/ -- JetCool, a Flex (NASDAQ: FLEX) company and leading provider of advanced cooling for AI and high-density computing, today announced the launch of a liquid-cooled version of the Dell PowerEdge XE7745 server. The solution combines a fully integrated, liquid-cooled system with commissioning, deployment, and ongoing maintenance services, along with unified warranty coverage across the server and cooling environment.
fool.com · 25 jun
Vanguard Small-Cap Value vs iShares Russell 2000 Value: Which ETF Is the Better Buy Right Now?
Expense ratios, sector weights, and portfolio size set these two small-cap value ETFs apart for investors comparing risk and diversification.
zacks.com · 25 jun
FLEX vs. PLXS: Which Electronics Manufacturing Stock is the Better Buy?
FLEX and PLXS are riding AI infrastructure, automation and advanced electronics demand, but key differences in growth, cash flow and execution stand out.
zacks.com · 25 jun
Are Computer and Technology Stocks Lagging Flex (FLEX) This Year?
Here is how Flex (FLEX) and Ametek (AME) have performed compared to their sector so far this year.
youtube.com · 25 jun
Spin-off creates opportunity for ‘TREMENDOUS shareholder value': Flex CEO
Flex CEO Revathi Advaithi discusses the company's plan to spin off its cloud and power infrastructure segment into an independent publicly traded company on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #flex #flexceo #revathiadvaithi #advaithi #business #stocks #shareholders #shareholdervalue #spinoff #cloud #powerinfrastructure #publiccompany #investing #markets #economy #wallstreet #corporate #finance

* 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.