Análisis Argos
MNSO
MNSOBarata · ojo al riesgo
MINISO Group Holding Limited · Consumer Cyclical
US$ 11.72
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
74/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 30% al año — menos de lo que viene demostrando (11.5%). 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.
Reparte dividendo sostenible (5.68%).
Riesgos
Sin riesgos destacados.
VALOR4/6FUTURO4/6PASADO4/6SALUD3/6DIVIDENDO6/6
El Iris de calidad
VALOR4/6FUTURO4/6PASADO4/6SALUD3/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos74de 100Barata · ojo al riesgo
Ingresos23%
US$ 20.9 B
Margen operativo23%
14.6%
Flujo de caja libre17%
US$ 1.7 B
Deuda neta
US$ 4.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 3.6B
P/E3.1x
EV/EBITDA1.9x
FCF yield46.2%
ROIC12.9%
Margen operativo14.6%
Crecim. ingresos+22.7%/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

prnewswire.com · 18 jun
MINISO Group Announces Results of Annual General Meeting
GUANGZHOU, China, June 18, 2026 /PRNewswire/ -- MINISO Group Holding Limited (NYSE: MNSO; HKEX: 9896) ("MINISO", "MINISO Group" or the "Company"), a global high-growth value retailer offering a variety of trendy lifestyle products featuring distinctive IP designs, today announced that all the proposed resolutions submitted for shareholders' approval set out in the notice of its annual general meeting were duly adopted at the meeting held in Hong Kong today. About MINISO Group MINISO Group is a global high-growth value retailer offering a variety of trendy lifestyle products featuring distinctive IP designs.
zacks.com · 9 jun
Brokers Suggest Investing in MINISO Group Holding Limited (MNSO): Read This Before Placing a Bet
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
benzinga.com · 2 jun
Miniso's Earnings Get A Boost From Investment In AI Company
The lifestyle retailer's first-quarter report showed impressive headline profit growth, but a closer look reveals the increase owed to stock investment gains
seekingalpha.com · 28 may
MINISO Q1 Earnings Review: Too Attractive At These Prices, I'm In
Miniso reported robust 28.5% y/y revenue growth, driven by overseas expansion and TOP TOY, but faced margin compression concerns. Adjusted operating margin fell to 14.7% as selling and distribution expenses outpaced revenue growth, pressuring profitability. Management pivots to quality-over-quantity expansion, guiding for high double-digit revenue growth and 450-500 net store additions in FY26.
gurufocus.com · 27 may
MINISO Group Holding Ltd (MNSO) Stock Down 3.8% -- Now Undervalued? GF Score: 72/100
On May 27, 2026, MINISO Group Holding Ltd (MNSO) shares fell 3.8% to $12.47, continuing a downward trend with a year-to-date decline of 31.9%. Over the past 52
seekingalpha.com · 26 may
MINISO Group Holding Limited (MNSO) Q1 2026 Earnings Call Transcript
MINISO Group Holding Limited (MNSO) Q1 2026 Earnings Call Transcript
prnewswire.com · 26 may
MINISO Group Announces March Quarter 2026 Unaudited Financial Results
Group Revenue Grew by 28.5% to RMB 5,688.4 million and Surpassed Expectation Powered by Mid-single Digit SSSG (1) MINISO Chinese Mainland Delivered its Fifth Consecutive Quarter of Accelerating Growth Operating Profit Grew by 114.3% YoY, with Margin of 26.7% Adjusted Operating Profit (2) Excluding FX (3) grew by 14.3% YoY, with Margin of 14.7% Profit for the Period Grew by 199.7% YoY, with Margin of 21.9% Adjusted Net Profit (2) Excluding FX (3) grew by 8.1% YoY, with Margin of 11.1% GUANGZHOU, China, May 26, 2026 /PRNewswire/ -- MINISO Group Holding Limited (NYSE: MNSO; HKEX: 9896) ("MINISO", "MINISO Group" or the "Company"), a global high-growth value retailer offering a variety of trendy lifestyle products featuring distinctive IP designs, today announced its unaudited financial results for the quarter ended March 31, 2026 ( "26Q1"). Selected Financial Information Item For the quarter ended March 31, Year-over- year  ("YoY") change 2025 2026 (Unaudited) (Unaudited) RMB million RMB million US$ million Revenue 4,427.0 5,688.4 824.6 28.5 % Gross profit 1,958.0 2,464.0 357.2 25.8 % Operating profit 709.8 1,521.4 220.6 114.3 % Adjusted operating profit(2) excluding FX(3) 733.1 838.1 121.5 14.3 % Profit for the period 416.5 1,248.1 180.9 199.7 % Adjusted net profit(2) excluding FX(3) 585.6 633.1 91.8 8.1 % Store Network Expansion As of March 31, 2026, the Company's total store count reached 8,565, representing a net increase of 797 YoY and 80 YTD(4).
zacks.com · 22 may
Wall Street Bulls Look Optimistic About MINISO Group Holding Limited (MNSO): Should You Buy?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

* 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.