Análisis Argos
LBTYK
LBTYKSin veredicto1 señal de riesgo
Liberty Global plc · Communication Services
US$ 10.90
precio al 2026-07-04
Valor justo Argos*
US$ 12
vs. su valor justo
+8%
Score Argos
44/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Cotiza 8% por debajo de su valor justo.
Riesgos
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!FCF negativo con deuda creciente
VALOR3/6FUTURO0/6PASADO2/6SALUD1/6DIVIDENDO4/6
El Iris de calidad
VALOR3/6FUTURO0/6PASADO2/6SALUD1/6DIVIDENDO4/6
ValorCerca de su valor justo
FuturoIngresos estancados o cayendo
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos44de 100Sin veredicto
Ingresos12%
US$ 4.9 B
Margen operativo800%
1.4%
Flujo de caja libre111%
US$ -0.1 B
Deuda neta
US$ 8.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 3.7B
P/E
EV/EBITDA10.6x
FCF yield-3.3%
ROIC0.4%
Margen operativo1.4%
Crecim. ingresos+12.4%/año
Piotroski F5/9
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 · 2 jun
Liberty Global Schedules Investor Call for Second Quarter 2026 Results
DENVER, June 02, 2026 (GLOBE NEWSWIRE) -- Liberty Global Ltd. (“Liberty Global” or the “Company”) (NASDAQ: LBTYA, LBTYB and LBTYK) today announced plans to release its second quarter 2026 results on the morning of Friday, July 24, 2026.
reuters.com · 1 jun
Liberty Global names Stephen van Rooyen as Ziggo Group CEO ahead of Amsterdam listing
Liberty Global on Monday said Stephen van Rooyen, the boss of VodafoneZiggo, would lead Ziggo Group, its new Benelux ​telecoms company that combines its Netherlands and Belgium operations ‌in a company that has 13 million customers.
globenewswire.com · 1 jun
Liberty Global Names Stephen Van Rooyen as New Ziggo Group CEO Ahead of Planned Amsterdam Listing in 2027
Current Sunrise CFO, Jany Fruytier, will take on the role of Chief Financial Officer of the combined group Both bring deep industry experience and will take up their roles on September 1st to lead preparations for the planned listing of Ziggo Group in Amsterdam in 2027 Ziggo Group brings VodafoneZiggo in the Netherlands and Telenet in Belgium together into a single Benelux group with a total of around 13m customers and €6.6bn ($7.7bn) of revenue*, with both businesses continuing to operate under their existing brands and leadership teams DENVER and LONDON, June 01, 2026 (GLOBE NEWSWIRE) -- Liberty Global Ltd. (NASDAQ: LBTYA, LBTYB and LBTYK) today announced that it intends to appoint VodafoneZiggo CEO Stephen van Rooyen as Chief Executive Officer of Ziggo Group, a newly-formed Benelux telecommunications company that will combine VodafoneZiggo in the Netherlands and Telenet in Belgium, creating a scaled regional telecoms champion with 13m customers and €6.6bn ($7.7bn) of revenue.
seekingalpha.com · 29 may
Liberty Global: A Hidden Sum-Of-The-Parts Opportunity With A 2027 Catalyst
Liberty Global trades at a significant discount to its sum-of-the-parts valuation, with the current share price largely covered by holding company cash and the discounted Liberty Growth investment portfolio alone. The planned 2027 spin-off and Amsterdam listing of Ziggo Group represents the key value-unlocking catalyst. Despite competitive and leverage-related risks across EU telecom markets, the company offers an asymmetric risk-reward profile. Therefore, we are buyers.
seekingalpha.com · 6 may
Liberty Global: Q1 Thesis Update Plus Extracting The Spin-Off Alpha
Liberty Global remains a Strong Buy, driven by a well-defined spin-off catalyst and management's SOTP valuation aligning with my $27 base case. Operational momentum in Ziggo Group and Telenet, plus regulatory tailwinds from new EU merger guidelines, de-risks the spin-off and supports upside. Risks include a European recession, high subsidiary leverage (4-5x EBITDA), and paused buybacks due to cash restrictions, but partial sector hedges can mitigate exposure.
globenewswire.com · 6 may
Liberty Global Tech Ventures Announces Investment in AI Security Firm, XBOW
Liberty Global Tech Ventures, the technology investment arm of Liberty Global, today announced an investment in XBOW, an AI-driven offensive security company focused on identifying and fixing software vulnerabilities at scale.
seekingalpha.com · 1 may
Liberty Global Ltd. (LBTYA) Q1 2026 Earnings Call Transcript
Liberty Global Ltd. (LBTYA) Q1 2026 Earnings Call Transcript
defenseworld.net · 24 abr
Liberty Global (NASDAQ:LBTYK) vs. FOX (NASDAQ:FOX) Head to Head Comparison
Liberty Global (NASDAQ: LBTYK - Get Free Report) and FOX (NASDAQ: FOX - Get Free Report) are both consumer discretionary companies, but which is the better business? We will compare the two companies based on the strength of their valuation, earnings, dividends, analyst recommendations, risk, profitability and institutional ownership. Volatility and Risk Liberty Global has a beta

* 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.