Análisis Argos
IHS
IHSBarata · ojo al riesgo1 señal de riesgo
IHS Holding Limited · Communication Services
US$ 8.22
precio al 2026-07-04
Valor justo Argos*
US$ 14–17
vs. su valor justo
48% por debajo
Score Argos
67/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 16.2% al año — menos de lo que viene demostrando (6.5%). 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.
!Altman Z'' en zona roja (-2.7)
VALOR4/6FUTURO3/6PASADO4/6SALUD1/6DIVIDENDO1/6
El Iris de calidad
VALOR4/6FUTURO3/6PASADO4/6SALUD1/6DIVIDENDO1/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance frágil
DividendoEl dividendo aún duerme
Score Argos67de 100Barata · ojo al riesgo
Ingresos8%
US$ 1.6 B
Margen operativo40%
16.8%
Flujo de caja libre9%
US$ 0.4 B
Deuda neta
US$ 2.7 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.8B
P/E19.2x
EV/EBITDA8.4x
FCF yield15.1%
ROIC9.6%
Margen operativo16.8%
Crecim. ingresos-7.6%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

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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.