Análisis Argos
HRMY
HRMYBarata · ojo al riesgo
Harmony Biosciences Holdings, Inc. · Healthcare
US$ 37.26
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
77/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 18.9% al año — menos de lo que viene demostrando (18%). 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.
✓Las ganancias crecieron 9% el último año.
✓Retorno sobre el capital alto (43%).
✓Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR4/6FUTURO6/6PASADO5/6SALUD5/6DIVIDENDO1/6
El Iris de calidad
VALOR4/6FUTURO6/6PASADO5/6SALUD5/6DIVIDENDO1/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoEl dividendo aún duerme
Score Argos77de 100Barata · ojo al riesgo
Ingresos▲23%
US$ 0.9 B
Margen operativo▼10%
24%
Flujo de caja libre▲59%
US$ 0.4 B
Deuda neta
US$ -0.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.2B
P/E13.6x
EV/EBITDA7x
FCF yield16.1%
ROIC43.1%
Margen operativo24%
Crecim. ingresos+21.5%/año
Piotroski F5/9
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 · 29 jun
Is HRMY Stock Worth Buying With Neutral Signals and Cheap Valuation?
Harmony Biosciences trades at discounted valuations, but investors are weighing Wakix dependence, recent earnings misses and pipeline execution.
zacks.com · 29 jun
Harmony Biosciences Stock Outlook as Wakix Growth Meets Pipeline
Harmony Biosciences is leveraging Wakix growth to expand its neuroscience pipeline, while advancing pitolisant programs and rare disease assets.
zacks.com · 29 jun
HRMY Growth Trends Beyond Wakix Could Shape Its Next Growth Phase
Harmony Biosciences is broadening beyond Wakix with pitolisant programs, orexin research and rare epilepsy assets to diversify growth.
gurufocus.com · 11 jun
Harmony Biosciences Announces Poster Presentations at 2026 SLEEP Annual Meeting
Harmony Biosciences Holdings, Inc. (Nasdaq: HRMY), today announced that six abstracts in narcolepsy and idiopathic hypersomnia have been accepted for poster pr
businesswire.com · 11 jun
Harmony Biosciences Announces Poster Presentations at 2026 SLEEP Annual Meeting
PLYMOUTH MEETING, Pa.--(BUSINESS WIRE)--Harmony Biosciences Holdings, Inc. (Nasdaq: HRMY), today announced that six abstracts in narcolepsy and idiopathic hypersomnia have been accepted for poster presentation at SLEEP 2026, the 40th annual meeting of the Associated Professional Sleep Societies (APSS), which will be held June 14 – 17 in Baltimore, MD. The poster presentation details are as follows: Abstract Title Poster Presentation Session Treatment with Pitolisant in Subgroups of Adults with.
seekingalpha.com · 9 jun
Harmony Biosciences Holdings, Inc. (HRMY) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript
Harmony Biosciences Holdings, Inc. (HRMY) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript
gurufocus.com · 27 may
Harmony Biosciences to Participate in Upcoming Investor Conferences
Harmony Biosciences Holdings, Inc. (Nasdaq: HRMY), today announced that Harmony's management team will participate in the following upcoming investor conferenc
businesswire.com · 27 may
Harmony Biosciences to Participate in Upcoming Investor Conferences
PLYMOUTH MEETING, Pa.--(BUSINESS WIRE)--Harmony Biosciences Holdings, Inc. (Nasdaq: HRMY), today announced that Harmony's management team will participate in the following upcoming investor conferences. Goldman Sachs 47th Annual Global Healthcare Conference Fireside Chat: June 9, 2026, at 8:40 a.m. ET Location: Miami, FL Oppenheimer CNS & Neuro-Muscular Summit Fireside Chat: June 10, 2026, at 3:25 p.m. ET Location: Miami, FL A webcast of the fireside chats will be available on the investor.

* 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.