Análisis Argos
JOYY
JOYYEn su precio1 señal de riesgo
JOYY, Inc. Sponsored ADR Class A · Communication Services
US$ 67.26
precio al 2026-07-04
Valor justo Argos*
US$ 67–73
vs. su valor justo
7% por debajo
Score Argos
63/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (0.9%) en línea con lo que la empresa demuestra (2.7%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
Cotiza 39% por debajo de su valor justo.
Tiene más caja que deuda: balance fuerte.
Reparte dividendo sostenible (7.14%).
Riesgos
!Beneish M-Score sugiere manipulación (0.92)
VALOR3/6FUTURO5/6PASADO1/6SALUD5/6DIVIDENDO5/6
El Iris de calidad
VALOR3/6FUTURO5/6PASADO1/6SALUD5/6DIVIDENDO5/6
ValorCerca de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial débil
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos63de 100En su precio
Ingresos5%
US$ 2.1 B
Margen operativo24%
2.6%
Flujo de caja libre27%
US$ 0.2 B
Deuda neta
US$ -0.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 3.5B
P/E1.7x
EV/EBITDA19.3x
FCF yield4.6%
ROIC0.8%
Margen operativo2.6%
Crecim. ingresos-5.1%/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

globenewswire.com · 30 jun
JOYY Recognized as “Most Honored Company” in Extel's 2026 Asia Executive Team Survey
SINGAPORE, June 30, 2026 (GLOBE NEWSWIRE) -- JOYY Inc. (NASDAQ: JOYY) (“JOYY” or the “Company”), a global technology company, today announced that it has once again been recognized as a “Most Honored Company” by Extel, formerly known as Institutional Investor Research, in its 2026 Asia (ex-Japan/ANZ) Executive Team Survey. This marks JOYY's eighth consecutive year earning a published position in the survey, and second consecutive year being named a “Most Honored Company”, underscoring JOYY's sustained commitment to excellence in executive leadership, investor relations, and corporate governance.
seekingalpha.com · 16 jun
JOYY: The Turnaround Is Gaining Traction But The Market Remains Oblivious
JOYY is undergoing a successful transformation, evidenced by Q1 revenue growth of 12.4% YoY. The market, however, seems to have turned a blind eye to this turnaround success. BIGO Ads is now a major growth driver, contributing 23% of revenue and showing strong momentum in ad network expansion and new verticals. JOYY offers an attractive total shareholder yield near 15%, supported by a robust $3.18 billion net cash position and consistent positive cash flow.
seekingalpha.com · 29 may
JOYY Inc: Getting Back On Track Although Pitfalls Remain
The Q1 FY2026 report came at a crucial time with the stock in need of assistance to fend off a breakdown further into bear market territory. JOYY managed to reverse a precarious situation with an acceleration in growth and increased capital returns to shareholders. JOYY has a lot going for it, but it is also not without blemishes, which includes more goodwill on the balance sheet some may be comfortable with.
seekingalpha.com · 27 may
JOYY: Mediocre Earnings And Blockbuster Value Plan
JOYY stays undervalued in light of a supersized program for shareholder returns. 1Q26 results largely meet expectations, with revenue rising and gross margin slightly shrinking. I maintain a buy rating with an adjusted price target of $94.5, based on discounted dividends and the company's net cash.
seekingalpha.com · 26 may
JOYY Inc.: Positive About Outlook Surprise And Generous Returns
My 'Buy' rating for JOYY Inc. remains intact, following my assessment of its financial and capital return prospects. JOYY's 1Q26 revenue rose 12.4% YoY, with its above-consensus 2Q26 guidance of $571.5 million implying an even superior 12.6% increase. JOYY has raised its targeted shareholder returns for FY26-28 from $900 million previously to $1.5 billion now.
seekingalpha.com · 26 may
JOYY Inc. (JOYY) Q1 2026 Earnings Call Transcript
JOYY Inc. (JOYY) Q1 2026 Earnings Call Transcript
marketbeat.com · 25 may
JOYY Q1 Earnings Call Highlights
JOYY NASDAQ: YY reported its strongest year-over-year revenue growth in recent years in the first quarter of 2026, as its social entertainment business returned to growth and newer businesses in advertising technology and commerce continued to scale.
gurufocus.com · 25 may
JOYY Reports First Quarter 2026 Financial Results: Total Revenue Up 12.4% YoY, Substantially Expanding Shareholder Returns
JOYY Reports First Quarter 2026 Financial Results: Total Revenue Up 12.4% YoY, Substantially Expanding Shareholder Returns PR N

* 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.