Análisis Argos
MDLN
MDLNCara
Medline Inc. · Healthcare
US$ 43.19
precio al 2026-07-04
Valor justo Argos*
US$ 27–31
vs. su valor justo
45% por encima
Score Argos
52/100
LA RESPUESTA
El mercado le pide crezca 22.2% al año — más de lo que ha demostrado (10.2%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Sin recompensas destacadas.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR2/6FUTURO3/6PASADO4/6SALUD2/6DIVIDENDO5/6
El Iris de calidad
VALOR2/6FUTURO3/6PASADO4/6SALUD2/6DIVIDENDO5/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos52de 100Cara
Ingresos11%
US$ 28.4 B
Margen operativo10%
7.8%
Flujo de caja libre8%
US$ 1.3 B
Deuda neta
US$ 10.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 36.5B
P/E31.5x
EV/EBITDA16.2x
FCF yield3.6%
ROIC9.6%
Margen operativo7.8%
Crecim. ingresos+11.5%/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

benzinga.com · 2 jul
Jim Cramer: 'Go For' AST SpaceMobile, Power Plant Maker 'Too Speculative'
On CNBC's “Mad Money Lightning Round,” Jim Cramer said he likes Medline Inc. (NASDAQ:MDLN), adding that it is “probably the best IPO of the year.”
globenewswire.com · 1 jul
MDLN ALERT: HBSS Probes Medline (MDLN) After Reports Reveal Undisclosed Manufacturing Violations and Failed Contamination Investigations
SAN FRANCISCO, July 01, 2026 (GLOBE NEWSWIRE) -- National shareholder rights firm Hagens Berman Sobol Shapiro (HBSS) has launched an investigation into Medline Inc. (NASDAQ: MDLN) focusing on whether the company may have misled investors regarding the adequacy of its manufacturing quality controls and compliance with FDA safety standards. SUBMIT YOUR MDLN INVESTMENT LOSSES TO HBSS NOW The firm is looking into whether Medline concealed systemic lapses in its contamination protocols—specifically failures to investigate microbial incidents and batch discrepancies—that prompted regulatory scrutiny and triggered a significant decline in the company's share price.
globenewswire.com · 1 jul
Medline to report second quarter 2026 results on August 5, 2026
NORTHFIELD, Ill., July 01, 2026 (GLOBE NEWSWIRE) -- Medline Inc. (“Medline”) (Nasdaq: MDLN) today announced that it plans to report second quarter 2026 financial results on Wednesday, August 5, 2026.
globenewswire.com · 30 jun
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Medline Industries, Inc. - MDLN
NEW YORK, June 30, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Medline Industries, Inc. (“Medline” or the “Company”) (NASDAQ: MDLN).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980.
seekingalpha.com · 30 jun
Medline: After IPO In 2025, This Year Is A Bet On Continued Growth
Medline Inc. is rated a buy, driven by robust sector macroeconomics, strong ROE, organic Q1 growth, and a favorable Fitch investment-grade rating. MDLN's top-line growth is compelling, with net sales up 10.7% YoY, fueled by new customer signings and international market penetration. Despite positive revenue trends, MDLN faces margin pressure from rising costs, volatile cash flows, and a rich 37x forward earnings multiple, warranting caution.
prnewswire.com · 25 jun
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Medline Industries, Inc. - MDLN
NEW YORK, June 25, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Medline Industries, Inc. ("Medline" or the "Company") (NASDAQ: MDLN). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext.
globenewswire.com · 23 jun
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Medline Industries, Inc. - MDLN
NEW YORK, June 23, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Medline Industries, Inc. (“Medline” or the “Company”) (NASDAQ: MDLN). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980.
businesswire.com · 23 jun
Access Vascular and Medline Enter Multi-Year Agreement to Launch Cobranded Next-Generation Vascular Access Catheters
BILLERICA, Mass.--(BUSINESS WIRE)--Access Vascular, Inc. (“AVI”), a medical device company specializing in developing advanced vascular access solutions, and Medline, the largest provider of medical-surgical products and supply chain solutions serving all points of care, today announced a multi-year agreement to accelerate the rollout of AVI's next-generation catheters, HydroMID® and HydroPICC®, which recently received an anti-thrombogenic indication from the FDA. The initiative bolsters Medlin.

* 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.