Análisis Argos
HUBS
HUBSCara
HubSpot, Inc. · Technology
US$ 192.12
precio al 2026-07-04
Valor justo Argos*
US$ 112–121
vs. su valor justo
59% por encima
Score Argos
60/100
LA RESPUESTA
El mercado le pide crezca 23.2% al año — más de lo que ha demostrado (2.6%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 19% por debajo de su valor justo.
Las ganancias crecieron 892% el último año.
Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
VALOR1/6FUTURO6/6PASADO2/6SALUD4/6DIVIDENDO4/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO2/6SALUD4/6DIVIDENDO4/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos60de 100Cara
Ingresos19%
US$ 3.1 B
Margen operativo115%
0.4%
Flujo de caja libre27%
US$ 0.7 B
Deuda neta
US$ -0.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 9.8B
P/E214.3x
EV/EBITDA53.7x
FCF yield7.2%
ROIC0.5%
Margen operativo0.4%
Crecim. ingresos+19.2%/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

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HubSpot: Priced For An AI Disruption That Is Not Happening
HubSpot is rated Buy with a $323 price target, implying ~80% upside from current levels. Q1 results showed 23% YoY revenue growth, 17.8% non-GAAP operating margin, and robust AI-driven expansion in seat usage and credit consumption. AI monetization levers are accelerating, with active core seat users up 90% YoY and customer adoption of AI agents broadening.
feeds.benzinga.com · 18 jun
HubSpot Stock's Momentum Score Jumps As Shareholders Approve 2.3 Million New Shares For Incentives
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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.