Análisis Argos
LCII
LCIIBarata · ojo al riesgo
LCI Industries · Consumer Cyclical
US$ 103.36
precio al 2026-07-04
Valor justo Argos*
US$ 199–220
vs. su valor justo
53% por debajo
Score Argos
75/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 16.5% al año — menos de lo que viene demostrando (4.1%). 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.
Las ganancias crecieron 32% el último año.
Reparte dividendo sostenible (4.45%).
Riesgos
Sin riesgos destacados.
VALOR4/6FUTURO3/6PASADO4/6SALUD3/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO3/6PASADO4/6SALUD3/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos75de 100Barata · ojo al riesgo
Ingresos10%
US$ 4.1 B
Margen operativo17%
6.8%
Flujo de caja libre15%
US$ 0.3 B
Deuda neta
US$ 1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.5B
P/E13.3x
EV/EBITDA8.8x
FCF yield11.1%
ROIC8.7%
Margen operativo6.8%
Crecim. ingresos+10.2%/año
Piotroski F8/9
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

businesswire.com · 2 jul
LCI Industries Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of LCI Industries - LCII
NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of LCI Industries (NYSE: LCII) to Patrick Industries, Inc. (NASDAQ: PATK). Under the terms of the proposed transaction, shareholders of LCI will receive 1.2440 shares of Patrick common stock for each share of LCI that they own. KSF is seeking to determine whether this consideration and the process.
globenewswire.com · 30 jun
Halper Sadeh LLC is Investigating Whether LCII, NUVL, DAN, TMHC are Obtaining Fair Deals for their Shareholders
Insiders may stand to receive substantial financial benefits not available to ordinary shareholders. The proposed transactions may contain terms that could limit superior competing offers. Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation.
prnewswire.com · 30 jun
$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of LCI Industries (NYSE: LCII)
NEW YORK, June 30, 2026 /PRNewswire/ -- Class Action Attorney Juan Monteverde  with Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2025 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating LCI Industries (NYSE: LCII ) related to its sale to Patrick Industries, Inc. Under the terms of the proposed transaction, LCI shareholders are expected to receive 1.2440 shares of Patrick common stock for each share of LCI common stock.
seekingalpha.com · 30 jun
LCI Industries (LCII) M&A Call Transcript
LCI Industries (LCII) M&A Call Transcript
gurufocus.com · 30 jun
LCII Stock Alert: Halper Sadeh LLC is Investigating Whether LCI Industries is Obtaining a Fair Price for its Shareholders
Halper Sadeh LLC, an investor rights law firm, is investigating the sale of LCI Industries (NYSE: LCII) to Patrick Industries, Inc. for 1.2440 shares of Patrick
businesswire.com · 30 jun
LCII Stock Alert: Halper Sadeh LLC is Investigating Whether LCI Industries is Obtaining a Fair Price for its Shareholders
NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating the sale of LCI Industries (NYSE: LCII) to Patrick Industries, Inc. for 1.2440 shares of Patrick common stock for each share of LCI Industries common stock.Halper Sadeh encourages LCI Industries shareholders to click here to learn more about their rights and options or contact Daniel Sadeh or Zachary Halper free of charge at (212) 763-0060 or sadeh@halpersadeh.com or zhalper@halpersadeh.com.The investigati.
businesswire.com · 30 jun
Patrick Industries and LCI Industries to Combine in All-Stock Merger, Creating a Premier Platform Serving Global Outdoor Enthusiast, Housing and Other Markets
ELKHART, Ind.--(BUSINESS WIRE)--Patrick Industries (NASDAQ: PATK) (“Patrick”) and LCI Industries (NYSE: LCII) (“LCI” or “Lippert”) today announced they have entered into a definitive agreement to combine in an all-stock merger, forming a premier component solutions provider for the outdoor enthusiast, housing and transportation markets. Under the agreement, which the Boards of Directors of both companies unanimously approved, LCI shareholders will receive 1.2440 shares of Patrick common stock f.
zacks.com · 30 jun
LCI (LCII) Surges 4.4%: Is This an Indication of Further Gains?
LCI (LCII) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

* 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.