Análisis Argos
INFY
INFYOportunidad
Infosys Limited · Technology
US$ 11.16
precio al 2026-07-04
Valor justo Argos*
US$ 17–21
vs. su valor justo
41% por debajo
Score Argos
82/100
Oportunidad
LA RESPUESTA
El mercado la precia para que se encoja 5.9% al año — menos de lo que viene demostrando (9.9%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Retorno sobre el capital alto (36%).
Tiene más caja que deuda: balance fuerte.
Reparte dividendo sostenible (4.69%).
Riesgos
Sin riesgos destacados.
VALOR6/6FUTURO3/6PASADO5/6SALUD6/6DIVIDENDO5/6
El Iris de calidad
VALOR6/6FUTURO3/6PASADO5/6SALUD6/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos82de 100Oportunidad
Ingresos5%
US$ 20.2 B
Margen operativo4%
20.3%
Flujo de caja libre9%
US$ 3.7 B
Deuda neta
US$ -1.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 45.3B
P/E13.7x
EV/EBITDA9.5x
FCF yield8.2%
ROIC35.7%
Margen operativo20.3%
Crecim. ingresos+4.6%/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

Noticias recientes

techcrunch.com · 24 jun
Former Infosys chief has a new startup that wants to challenge the IT services world
For decades, IT services firms made billions of dollars by allowing companies to outsource tech tasks like customizing, integrating, and maintaining enterprise software. Vishal Sikka, former CEO of Infosys, one of the largest such firms in India, is now betting that AI can do much of that work instead.
zacks.com · 24 jun
Are Investors Undervaluing Infosys (INFY) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
prnewswire.com · 24 jun
Infosys Collaborates with Sentara to Unlock AI Value and Scale Enterprise AI Adoption in Healthcare Services
Collaboration focuses on improving efficiency across the enterprise utilizing AI with tangible outcomes across IT, hospital operations and clinical support BENGALURU, India and NORFOLK, Va., June 24, 2026 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in AI–first business consulting and technology services, today announced its strategic collaboration with Sentara, a leading not–for–profit healthcare organization, to create a scalable foundation for AI–driven transformation that aims to enhance efficiency, support clinicians and staff, and improve experiences for patients and members.
prnewswire.com · 24 jun
Infosys, ANA's Global CMO Growth Council, and LIONS Unveil the CMO AI Hub
Peer-to-peer learning and collaboration platform for global CMOs Powered by Infosys Aster, the Hub brings proprietary case studies, and curated peer insights through a conversational AI experience BENGALURU, India, June 24, 2026 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in AI-first business consulting and technology services, in collaboration with ANA's Global CMO Growth Council, global leadership body driving growth for marketers, and LIONS, the parent platform and organizer of the Cannes Lions International Festival of Creativity, today announced the launch of the CMO AI Hub. This exclusive AI-powered platform is designed to enable peer-to-peer learning among Chief Marketing Officers by bringing together insights, experiences, and perspectives from the leading marketing organizations and executives worldwide.
seekingalpha.com · 23 jun
Infosys Limited (INFY) Shareholder/Analyst Call Transcript
Infosys Limited (INFY) Shareholder/Analyst Call Transcript
prnewswire.com · 23 jun
Infosys Announces Expanded Collaboration with GlobalFoundries to Accelerate AI-Driven Transformation of IT Operations
Multi-year engagement reinforces Infosys' leadership in AI-led managed services for complex, mission-critical IT operations BENGALURU, India, June 23, 2026 /PRNewswire/ -- Infosys (NYSE: INFY), a global leader in AI–first business consulting and technology services, today announced an expanded multi-year collaboration with GlobalFoundries (NASDAQ: GFS) (GF), a leading semiconductor manufacturer, to deliver AI-led managed services across GF's  enterprise IT landscape. Through this collaboration, Infosys will manage GF's end-to-end application, infrastructure, data and service desk operations.
invezz.com · 19 jun
TCS, Infosys lead Indian IT rout as Accenture sparks demand fears
Indian IT shares fell sharply on Friday after Accenture's weaker outlook revived concerns that global technology spending remains fragile despite strong investor enthusiasm around artificial intelligence. The Nifty IT index dropped as much as 5.8%, making it one of the worst-performing sector gauges in Mumbai, after Accenture lowered the upper end of its annual revenue growth forecast and issued a softer-than-expected sales outlook.
gurufocus.com · 17 jun
INFY Fairly Valued by DCF at $11
On June 17, 2026, we delve into the DCF analysis for Infosys Ltd (INFY), a company that has seen a challenging year with its stock price declining significantly

* 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.