Análisis Argos
GSK
GSKEn su precio
GSK plc · Healthcare
US$ 53.66
precio al 2026-07-04
Valor justo Argos*
US$ 43–49
vs. su valor justo
22% por encima
Score Argos
65/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (6.1%) en línea con lo que la empresa demuestra (3.9%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
Cotiza 9% por debajo de su valor justo.
Las ganancias crecieron 122% el último año.
Retorno sobre el capital alto (23%).
Riesgos
!Crecimiento estancado o en baja.
VALOR3/6FUTURO2/6PASADO6/6SALUD3/6DIVIDENDO3/6
El Iris de calidad
VALOR3/6FUTURO2/6PASADO6/6SALUD3/6DIVIDENDO3/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos65de 100En su precio
Ingresos4%
US$ 32.7 B
Margen operativo99%
25.5%
Flujo de caja libre63%
US$ 5.8 B
Deuda neta
US$ 14.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 107.5B
P/E18.8x
EV/EBITDA11.4x
FCF yield5.4%
ROIC23.1%
Margen operativo25.5%
Crecim. ingresos+4.1%/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

seekingalpha.com · 25 jun
Is GSK Quietly Becoming An Oncology Powerhouse
GSK's dividend yield is 3.46%, which is higher than most Big Pharma players. GSK reaffirmed that its core earnings per share growth will be between 7% and 9% in 2026. In addition to the strong performance of its blockbusters, Nucala, Dovato, and Jemperli, I believe Exdensur could become another meaningful growth driver.
seekingalpha.com · 18 jun
Spero Therapeutics: Yesterday's Selloff On Utebzi Approval Seems Bewildering
Spero Therapeutics, Inc. and partner GSK receive FDA approval for Utebzi, the first oral carbapenem for complicated urinary tract infections, via partnership with GSK. SPRO stands to receive milestone payments and royalties from GSK, with potential annual earnings of ~$50m and upside if Utebzi achieves blockbuster status. Despite a volatile share price and limited pipeline, SPRO's low burn rate and funding runway into 2028 support a 'buy the dip' thesis for risk-tolerant investors.
zacks.com · 18 jun
Biogen to Strengthen Immunology Pipeline With $1B RayThera Buyout
BIIB is set to acquire RayThera for up to $1 billion, adding anti-inflammatory candidates that could expand its immunology pipeline and future growth.
zacks.com · 18 jun
GSK's Utebzi Wins FDA Nod for Complicated Urinary Tract Infections
GSK wins FDA approval for Utebzi, the first oral carbapenem for complicated UTIs, further expanding its anti-infectives portfolio.
businesswire.com · 17 jun
Utebzi (tebipenem pivoxil) approved in the US for adults with complicated urinary tract infections (cUTIs)
PHILADELPHIA--(BUSINESS WIRE)--GSK plc (LSE/NYSE: GSK) and Spero Therapeutics (Nasdaq: SPRO) today announced that the US Food and Drug Administration (FDA) has approved Utebzi, an oral antibiotic for the treatment of complicated urinary tract infections (cUTIs) including pyelonephritisi, caused by certain susceptible pathogensii in adult patients who have limited or no alternative oral treatment options. This is the first and only oral carbapenem antibiotic approved for these patients. This app.
globenewswire.com · 17 jun
Utebzi (tebipenem pivoxil) approved in the US for adults with complicated urinary tract infections (cUTIs)
CAMBRIDGE, Mass., June 17, 2026 (GLOBE NEWSWIRE) -- Spero Therapeutics, Inc. (Nasdaq: SPRO) and GSK plc (LSE/NYSE: GSK) today announced that the US Food and Drug Administration (FDA) has approved Utebzi, an oral antibiotic for the treatment of complicated urinary tract infections (cUTIs) including pyelonephritis1, caused by certain susceptible pathogens2 in adult patients who have limited or no alternative oral treatment options. This is the first and only oral carbapenem antibiotic approved for these patients. This approval is a result of GSK's development and exclusive global licensing agreement (excluding select Asian territories) with Spero Therapeutics.iv
reuters.com · 17 jun
US FDA approves GSK's oral antibiotic for drug-resistant UTIs
The U.S. ​FDA has ‌approved GSK's oral ​antibiotic ​to treat complicated ⁠urinary ​tract infections, ​the regulator said on ​Wednesday, ​giving patients a ‌new ⁠treatment option against drug-resistant ​infections.
zacks.com · 16 jun
FDA Accepts Gilead's Filing for Weekly Oral Yeztugo for HIV Prevention
Gilead seeks FDA approval for once-weekly oral Yeztugo for HIV prevention, aiming to expand access with a new long-acting PrEP option.

* 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.