Análisis Argos
JKHY
JKHYOportunidad
Jack Henry & Associates, Inc. · Technology
US$ 146.87
precio al 2026-07-04
Valor justo Argos*
US$ 132
vs. su valor justo
−10%
Score Argos
63/100
Oportunidad
LA RESPUESTA
El mercado la precia para que crezca 7.1% al año — menos de lo que viene demostrando (9.3%). 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.
Las ganancias crecieron 19% el último año.
Retorno sobre el capital alto (22%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!Cotiza 10% por encima de su valor justo.
!Crecimiento estancado o en baja.
VALOR5/6FUTURO2/6PASADO5/6SALUD6/6DIVIDENDO3/6
El Iris de calidad
VALOR5/6FUTURO2/6PASADO5/6SALUD6/6DIVIDENDO3/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos63de 100Oportunidad
Ingresos7%
US$ 2.4 B
Margen operativo8%
23.9%
Flujo de caja libre16%
US$ 0.6 B
Deuda neta
US$ -0.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 10.4B
P/E22.9x
EV/EBITDA13.4x
FCF yield5.6%
ROIC21.8%
Margen operativo23.9%
Crecim. ingresos+7.2%/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

prnewswire.com · 17 jun
First American Bank and Trust Taps Jack Henry Technology to Power Next Phase of Growth
$1.4 billion-asset Louisiana bank plans to strengthen digital experience and operational resilience MONETT, Mo., June 17, 2026 /PRNewswire/ -- Jack Henry® (Nasdaq: JKHY) announced today that First American Bank and Trust has selected Jack Henry's technology solutions to strengthen operations, enhance its digital banking experience, and support continued growth across Southeast Louisiana.
prnewswire.com · 15 jun
CorTrust Bank Selects Jack Henry to Provide for Local Communities with Competitive, Flexible Offerings
$1.5 billion-asset bank will utilize Jack Henry's trifecta of core, payments, and digital solutions to position for growth MONETT, Mo., June 15, 2026 /PRNewswire/ -- Jack Henry® (Nasdaq: JKHY) announced today that CorTrust Bank has selected Jack Henry to implement a flexible, open platform that will drive operational efficiency and support long-term growth.
zacks.com · 12 jun
Jack Henry (JKHY) is a Top-Ranked Value Stock: Should You Buy?
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
seekingalpha.com · 10 jun
Jack Henry & Associates, Inc. (JKHY) Presents at Morgan Stanley US Financials Conference 2026 Transcript
Jack Henry & Associates, Inc. (JKHY) Presents at Morgan Stanley US Financials Conference 2026 Transcript
seekingalpha.com · 9 jun
Jack Henry & Associates, Inc. (JKHY) Presents at RBC Capital Markets Global Financial Technology Conference 2026 Transcript
Jack Henry & Associates, Inc. (JKHY) Presents at RBC Capital Markets Global Financial Technology Conference 2026 Transcript
zacks.com · 9 jun
Jack Henry (JKHY) is a Top-Ranked Growth Stock: Should You Buy?
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
seekingalpha.com · 8 jun
Top 50 High-Quality Dividend Growth Stocks For June 2026
I track a curated universe of 50 high-quality dividend growth stocks to identify attractive entry points based on valuation and forward return potential. Year-to-date, the universe lags SPY and SCHD, but select names like LRCX (+343%) and KLAC (+208%) have dramatically outperformed since inception. Currently, 40 stocks offer forward return estimates of at least 10%, with 24 appearing potentially undervalued by my free cash flow model.
zacks.com · 4 jun
3 IT Services Stocks to Buy Right Now From a Challenging Industry
The Zacks Computers - IT Services Industry participants like VRT, ROP and JKHY are benefiting from ongoing digitization, strong demand for hybrid working solutions and improving IT spending.

* 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.