Análisis Argos
GMED
GMEDEn su precio
Globus Medical, Inc. · Healthcare
US$ 80.12
precio al 2026-07-04
Valor justo Argos*
US$ 65–72
vs. su valor justo
11% por encima
Score Argos
63/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (16.1%) en línea con lo que la empresa demuestra (11.7%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
Las ganancias crecieron 422% el último año.
Tiene más caja que deuda: balance fuerte.
Riesgos
!Cotiza 11% por encima de su valor justo.
VALOR3/6FUTURO4/6PASADO4/6SALUD6/6DIVIDENDO3/6
El Iris de calidad
VALOR3/6FUTURO4/6PASADO4/6SALUD6/6DIVIDENDO3/6
ValorCerca de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos63de 100En su precio
Ingresos17%
US$ 2.9 B
Margen operativo147%
16.3%
Flujo de caja libre44%
US$ 0.6 B
Deuda neta
US$ -0.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 10.8B
P/E20.1x
EV/EBITDA17.3x
FCF yield5.4%
ROIC10.2%
Margen operativo16.3%
Crecim. ingresos+16.7%/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

zacks.com · 22 jun
GMED vs. PEN: Which Stock Should Value Investors Buy Now?
Investors looking for stocks in the Medical - Instruments sector might want to consider either Globus Medical (GMED) or Penumbra (PEN). But which of these two stocks presents investors with the better value opportunity right now?
zacks.com · 22 jun
Here's How Macro Trends and Currency Headwind Restrict GMED's Growth
Globus Medical faces inflation, geopolitical and currency pressures as rising costs and FX losses cloud margin flexibility and international growth.
zacks.com · 22 jun
Globus Medical (GMED) Surges 5.1%: Is This an Indication of Further Gains?
Globus Medical (GMED) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
zacks.com · 15 jun
Here's How Innovation Fuels Globus Medical's Growth Momentum
GMED is accelerating product launches, FDA clearances and R&D investment, reinforcing its strategy to expand spine and orthopedic workflows.
globenewswire.com · 12 jun
Profusa Submits Response Package to GMED as Part of Ongoing CE Mark Review Process for Lumee® Oxygen Platform
BERKELEY, CA, June 12, 2026 (GLOBE NEWSWIRE) -- Profusa, Inc. (Nasdaq: PFSA), a digital health company pioneering next-generation biosensing technologies, today announces that it has submitted its response package to questions received from its European Notified Body, GMED, following the successful completion of the Stage 1 and Stage 2 quality system and technical documentation assessments conducted by GMED as part of the MDR conformity assessment process for the Lumee® Oxygen Platform.
zacks.com · 9 jun
Here's How GMED Is Capitalizing on the Musculoskeletal Market Boom
Globus Medical is riding on musculoskeletal market growth with strong Q1 sales gains, double-digit spine growth, and rising trauma demand across key product lines.
zacks.com · 8 jun
Does Globus Medical (GMED) Have the Potential to Rally 38.85% as Wall Street Analysts Expect?
The consensus price target hints at a 38.9% upside potential for Globus Medical (GMED). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
zacks.com · 5 jun
GMED or PEN: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Medical - Instruments sector have probably already heard of Globus Medical (GMED) and Penumbra (PEN). But which of these two companies is the best option for those looking for undervalued stocks?

* 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.