Análisis Argos
GOOG
GOOGCara
Alphabet Inc. · Communication Services
US$ 356.18
precio al 2026-07-04
Valor justo Argos*
US$ 155–182
vs. su valor justo
105% por encima
Score Argos
60/100
LA RESPUESTA
El mercado le pide crezca 37.6% al año — más de lo que ha demostrado (17.2%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Las ganancias crecieron 32% el último año.
✓Retorno sobre el capital alto (24%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
VALOR1/6FUTURO5/6PASADO5/6SALUD6/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO5/6PASADO5/6SALUD6/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos60de 100Cara
Ingresos▲15%
US$ 403 B
Margen operativo▲0%
32.1%
Flujo de caja libre▲1%
US$ 73.3 B
Deuda neta
US$ 28.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.35T
P/E32.9x
EV/EBITDA29.2x
FCF yield1.7%
ROIC24.2%
Margen operativo32.1%
Crecim. ingresos+15.1%/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

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* 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.