Análisis Argos
HOG
HOGBarata · ojo al riesgo
Harley-Davidson, Inc. · Consumer Cyclical
US$ 24.96
precio al 2026-07-04
Valor justo Argos*
US$ 72–73
vs. su valor justo
62% por debajo
Score Argos
77/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 30% al año — menos de lo que viene demostrando (0.7%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR4/6FUTURO0/6PASADO3/6SALUD5/6DIVIDENDO6/6
El Iris de calidad
VALOR4/6FUTURO0/6PASADO3/6SALUD5/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoIngresos estancados o cayendo
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos77de 100Barata · ojo al riesgo
Ingresos14%
US$ 4.5 B
Margen operativo7%
8.6%
Flujo de caja libre52%
US$ 0.4 B
Deuda neta
US$ -0 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.6B
P/E7.8x
EV/EBITDA4.6x
FCF yield15.8%
ROIC8.9%
Margen operativo8.6%
Crecim. ingresos-13.8%/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 · 20 jun
Harley-Davidson: The Margin Reset Could Rip The Bear Case Apart
HOG is priced like the margin collapse is permanent, yet Q1 retail sales rose 8% and dealer inventory fell 22%, signaling demand may have stopped bleeding. The 2027 reset is the first catalyst: less discounting, $150M+ cost cuts, U.S.-built Revolution Max, and fuller York production can lift HDMC EBITDA to over $350M. My base case is $32 in 12-18 months and $48 in 2-3 years, with greater upside if Harley turns dealers into rider factories and rebuilds cultural demand.
nypost.com · 11 jun
Harley dealers blast Indian Motorcycle over attack ad targeting CEO Artie Starrs being ‘from a pizza company'
Indian posted an ad mocking CEO Artie Starrs -- a move that has fueled speculation about a broader anti-Harley social media campaign.
reuters.com · 9 jun
Harley-Davidson to bring Revolution Max production back to US
Harley-Davidson said on Tuesday it is bringing ​production of the ‌Revolution Max engine platform for North America back to ​the U.S.
prnewswire.com · 9 jun
Harley‑Davidson Announces Return of Revolution® Max Production to U.S. Facilities
Move supports Back to the Bricks strategy and leans into Company's American manufacturing footprint MILWAUKEE, June 9, 2026 /PRNewswire/ -- Harley-Davidson, Inc. ("Harley-Davidson" or the "Company") (NYSE: HOG) today announced that it is bringing production of the Revolution® Max platform for North America back to the United States as part of the Company's Back to the Bricks strategy. The move brings machining, powertrain assembly, painting, and final vehicle assembly work back to Harley-Davidson facilities in Pennsylvania and Wisconsin, supporting skilled union jobs and strengthening the Company's American manufacturing footprint.
fool.com · 8 jun
Why is this Wealth Manager Buying 1 Million Shares of Harley Davidson?
Pine Valley acquired 1,133,505 shares of Harley-Davidson, with an estimated transaction value of $22.22 million based on quarterly average pricing. The quarter-end value of the position increased by $22.61 million, reflecting both share additions and stock price movement.
foxbusiness.com · 5 jun
Harley-Davidson under fire from Robby Starbuck over alleged 'woke' leadership
Conservative activist Robby Starbuck warns Harley-Davidson's recent executive hires risk alienating American riders fed up with wokeness and DEI.
zacks.com · 4 jun
Harley-Davidson (HOG) Up 1.7% Since Last Earnings Report: Can It Continue?
Harley-Davidson (HOG) reported earnings 30 days ago. What's next for the stock?
nypost.com · 3 jun
Robby Starbuck renews Harley-Davidson boycott call over alleged ‘woke' leadership: ‘Leave and go to another brand'
“I regret to inform you unfortunately today I am going to have to expose them again,” Starbuck said in a new social media post from Wednesday.

* 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.