Análisis Argos
MDA
MDACara1 señal de riesgo
MDA Space Ltd · Technology
US$ 40.75
precio al 2026-07-04
Valor justo Argos*
US$ 27
vs. su valor justo
−33%
Score Argos
32/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (8.1%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 43% el último año.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Balance frágil: la deuda pesa sobre el negocio.
!Altman Z'' en zona roja (-0.2)
VALOR1/6FUTURO6/6PASADO2/6SALUD2/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO2/6SALUD2/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance razonable
DividendoEl dividendo aún duerme
Score Argos32de 100Cara
Ingresos59%
US$ 1.2 B
Margen operativo15%
6.9%
Flujo de caja libre64%
US$ 0.2 B
Deuda neta
US$ 0.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 5.7B
P/E71.6x
EV/EBITDA31.6x
FCF yield3%
ROIC7%
Margen operativo6.9%
Crecim. ingresos+58.5%/año
Piotroski F5/9
Novedades

Noticias recientes

marketbeat.com · 25 jun
MDA Space Targets US Defense Market With $620M Acquisition
Space infrastructure has rapidly transitioned from a playground for speculative venture capital to a strictly physical, cash-flow-driven defense business. For investors tracking this sector, the challenge is finding businesses that balance high-growth addressable markets with actual, sustainable profitability.
prnewswire.com · 25 jun
MDA SPACE SELECTED BY MITSUBISHI ELECTRIC FOR NEXT-GENERATION DEFENCE COMMUNICATIONS SATELLITE PROGRAM
Multiple contracts for next-generation digital payload and other subsystems in the UK and in Montréal for the GEO satellite series supporting operations of the Japanese government. TORONTO, June 25, 2026 /PRNewswire/ - MDA Space Ltd.
prnewswire.com · 24 jun
CANADIAN SPACE AGENCY AND MDA SPACE CONCLUDE CONTRACT FOR REPLENISHMENT SATELLITE VALUED AT $688M
MDA Space will design, build, test, launch and commission the next-generation sovereign satellite to be added to the existing Earth observation constellation. TORONTO, June 24, 2026 /PRNewswire/ - MDA Space Ltd.
gurufocus.com · 22 jun
MDA Space Buys Blue Canyon for $620 Million, Shares Rise 4%
MDA Space (MDA) will acquire Blue Canyon Technologies in an all-cash $620 million deal, giving the Canadian space company a possible opening into classified US
seekingalpha.com · 19 jun
MDA Space Ltd. (MDA:CA) M&A Call Transcript
MDA Space Ltd. (MDA:CA) M&A Call Transcript
proactiveinvestors.com · 19 jun
MDA Space to acquire Blue Canyon Technologies for $620M
MDA Space (TSX:MDA) announced that it has agreed to acquire US-based Blue Canyon Technologies in an all-cash transaction valued at US$620 million, or about C$874 million. Blue Canyon Technologies, currently part of RTX's Raytheon business, manufactures spacecraft and satellite components and provides mission services.
reuters.com · 19 jun
Canada's MDA Space to buy Blue Canyon in $620 million deal
Canadian space technology firm MDA Space said on Friday it would buy U.S.-based ​Blue Canyon Technologies from RTX's Raytheon ‌business for $620 million in cash, expanding its footprint in the U.S. defense space market.
prnewswire.com · 19 jun
/C O R R E C T I O N -- MDA Space/
In the news release, MDA Space announces definitive agreement to acquire US-based Blue Canyon Technologies LLC, issued 19-Jun-2026 by MDA Space over PR Newswire, we are advised by the company that a change has been made. The complete, corrected release follows: MDA Space announces definitive agreement to acquire US-based Blue Canyon Technologies LLC Expands Total Addressable Market for MDA Space Positions company to further pursue substantial US defence market opportunities Adds a profitable, cash-generating business with 18-year history Transaction expected to be accretive to Adjusted EBITDA 1  and Adjusted EPS 1 in 2027 Adds high-quality spacecraft and satellite component supplier business and US$3.5B (approx.

* 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.