Análisis Argos
ICLR
ICLRBarata · ojo al riesgo
ICON Public Limited Company · Healthcare
US$ 173.06
precio al 2026-07-04
Valor justo Argos*
US$ 217–237
vs. su valor justo
27% por debajo
Score Argos
67/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 0.9% al año — menos de lo que viene demostrando (8.7%). 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.
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
VALOR4/6FUTURO4/6PASADO2/6SALUD2/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO4/6PASADO2/6SALUD2/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos67de 100Barata · ojo al riesgo
Ingresos0%
US$ 8.3 B
Margen operativo8%
12.3%
Flujo de caja libre23%
US$ 0.9 B
Deuda neta
US$ 2.9 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 13.3B
P/E57.8x
EV/EBITDA11.6x
FCF yield6.5%
ROIC7.6%
Margen operativo12.3%
Crecim. ingresos-0.4%/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

Noticias recientes

seekingalpha.com · 25 jun
ICON Q1 2026: Margins Face Questions, But The Long-Term Thesis Holds
ICON plc delivered a modest 1Q26 beat, with EPS of $2.50 and revenue of $2.03B, but growth was subdued and margins compressed. ICLR reaffirmed FY26 guidance—revenue of $7.85–$8.15B and EPS of $10–$11—signaling management confidence in a back-half recovery. Profitability faced pressure as adjusted EBITDA fell over 20% and margins dropped to 15.6%, driven by business mix and integration costs.
fool.com · 24 jun
Why Icon Stock Crushed it on Wednesday
It posted mixed results, but investors looked past this to other encouraging developments. In particular, this included gross bookings for the period.
seekingalpha.com · 24 jun
ICON Public Limited Company (ICLR) Q1 2026 Earnings Call Transcript
ICON Public Limited Company (ICLR) Q1 2026 Earnings Call Transcript
businesswire.com · 23 jun
ICON Reports First Quarter 2026 Results
DUBLIN--(BUSINESS WIRE)--ICON Reports First Quarter 2026 Results.
businesswire.com · 22 jun
ICON selects Microsoft as a preferred technology partner to power AI-enabled clinical development
DUBLIN--(BUSINESS WIRE)--ICON plc (NASDAQ: ICLR) today announced that it has selected Microsoft as a preferred technology partner – further advancing ICON's previously announced plan to invest in digital innovation and AI over the next three years. This partnership incorporates an enterprise-wide deployment of Microsoft 365 Copilot along with an enterprise-grade cloud, data and AI infrastructure to further scale Orbis, ICON's secure, governed agentic AI platform. Through Orbis, ICON is building.
businesswire.com · 17 jun
ICON Schedules First Quarter 2026 Earnings Conference Call
DUBLIN--(BUSINESS WIRE)--ICON Schedules First Quarter 2026 Earnings Conference Call.
businesswire.com · 15 jun
Wells Fargo Named as ICON Preferred Mortgage Lender to Support 3D‑Printed Homes
SAN FRANCISCO--(BUSINESS WIRE)--Wells Fargo announced it has been named a preferred home mortgage lender for ICON, the global leader in advanced construction technologies. The collaboration expands access to financing for buyers of ICON homes and supports broader adoption of innovative construction methods designed to address housing supply and affordability challenges. Through the relationship, Wells Fargo Home Mortgage will offer a 50-basis point lender credit to qualified buyers who finance.
zacks.com · 8 jun
ICON Stock Valuation vs Peers: Is ICLR Cheap Enough?
ICLR looks cheap at 14.7x forward EPS versus peers, but 2026 guidance calls for lower revenue/EPS and a weak margin starting point.

* 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.