Análisis Argos
MRP
MRPSin veredicto
Millrose Properties, Inc. · Real Estate
US$ 29.77
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
59/100
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
Reparte dividendo sostenible (9.84%).
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
VALOR5/6FUTURO4/6PASADO3/6SALUD1/6DIVIDENDO5/6
El Iris de calidad
VALOR5/6FUTURO4/6PASADO3/6SALUD1/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos59de 100Sin veredicto
Ingresos
US$ 0.6 B
Margen operativo
80.9%
Flujo de caja libre499%
US$ 3.7 B
Deuda neta
US$ 2.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.6B
P/E12.1x
EV/EBITDA13.7x
FCF yield80%
ROIC5.8%
Margen operativo80.9%
Crecim. ingresos
Piotroski F6/9
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 · 23 jun
Millrose Properties Announces Quarterly Dividend Payment
MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP, “Millrose”), the homesite option platform for residential homebuilders, today announced that its Board of Directors has declared a quarterly cash dividend of approximately $127.9 million, or $0.77, per share of Class A and Class B common stock. The dividend will be paid on July 15, 2026, to shareholders of record as of July 6, 2026. "Millrose was built on consistency — in our earnings, our dividend, and our commitment to being a depe.
seekingalpha.com · 11 jun
Millrose Properties: Recurring Revenue And An Attractive Yield Profile
Millrose Properties offers a well-covered ~10.5% yield, trading at ~0.83x book with conservative ~29% leverage, making it an attractive income Buy. MRP's tollbooth land model ensures AFFO closely tracks net income, with dividends nearly a direct pass-through, but yield is sensitive to AFFO strength. Demand remains resilient with no contract terminations; builder margin compression, contractual income floors, and cross-collateralization provide downside protection.
seekingalpha.com · 6 jun
Buy 6 June Dividend Power Dogs
Dividend Power strategy targets 35 high-yield, low-valuation stocks, with six 'safer' picks showing free cash flow yields exceeding dividend yields. Top ten Dividend Power stocks project average net gains of 50.29% by June 2027, with analyst targets supporting substantial upside potential. Nine of the top ten yielding names are financials, with MFA Financial, Invesco Mortgage Capital, and Chicago Atlantic Real Estate among the highest projected returns.
feeds.benzinga.com · 26 may
GE Vernova, Estée Lauder, A Health Care Stock And More On CNBC's 'Final Trades'
GE Vernova fell 0.5% to settle at $1,038.74 during the Friday session while AbbVie shares gained 0.6% to close at $215.70 on Friday.
seekingalpha.com · 22 may
Millrose Properties: The 11% Yield Is Attractive, But Governance Risk Limits The Upside
Millrose Properties, Inc. (MRP) offers a unique land-banking REIT model, supporting homebuilders' asset-light strategies with a high 10.88% dividend yield. Millrose's business model generates profits from option fees on invested capital, not land sales, and maintains a manageable 29% debt-to-capitalization ratio. Significant governance risks include external management, Lennar concentration, and dual-class share structure, justifying a persistent valuation discount.
seekingalpha.com · 17 may
Inflation Reignites, Yields Spike
Surging oil prices and hotter inflation reports reignited rate-hike concerns, sending Treasury yields to one-year highs as the Iran conflict remained stalemated despite the highly anticipated Trump-Xi summit.
marketbeat.com · 12 may
Millrose Properties Q1 Earnings Call Highlights
Millrose Properties NYSE: MRP reported first-quarter 2026 results that management said were in line with expectations, citing recurring contractual income, disciplined capital deployment and continued demand from homebuilders seeking asset-light land strategies.
businesswire.com · 11 may
Millrose Properties Announces Land Banking Capital Support for Dream Finders Homes' Proposed Acquisition of Beazer Homes
MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP, “Millrose” or the “Company”) today announced its intent to provide land banking capital to support Dream Finders Homes' proposed acquisition of Beazer Homes. Upon completion of the acquisition, Millrose intends to acquire homesites currently owned by Beazer Homes, enabling Dream Finders to achieve capital-efficient growth in controlled homesites while preserving balance sheet flexibility. Millrose believes this transaction represents.

* 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.