Análisis Argos
MTZ
MTZCara
MasTec, Inc. · Industrials
US$ 373.43
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
48/100
LA RESPUESTA
El mercado le pide crezca 47.6% al año — más de lo que ha demostrado (10.3%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 145% el último año.
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.
VALOR1/6FUTURO4/6PASADO4/6SALUD2/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO4/6PASADO4/6SALUD2/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoEl dividendo aún duerme
Score Argos48de 100Cara
Ingresos16%
US$ 14.3 B
Margen operativo31%
4.6%
Flujo de caja libre70%
US$ 0.3 B
Deuda neta
US$ 2.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 29.5B
P/E73.9x
EV/EBITDA29.6x
FCF yield1%
ROIC9.4%
Margen operativo4.6%
Crecim. ingresos+16.2%/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

zacks.com · 3 jul
Can MasTec's $20.3B Backlog Support Stronger Revenue Growth Ahead?
MasTec, Inc. MTZ is strengthening revenue visibility through a growing pipeline of infrastructure projects across communications, power delivery, clean energy and pipeline markets. Strong demand across these end markets is improving the company's ability to sustain revenue growth while providing greater confidence in its long-term outlook.
zacks.com · 2 jul
4 Infrastructure-Driven Heavy Construction Stocks to Buy Now
Growth in telecom, data centers and energy to aid EME, MTZ, DY & TPC in the Zacks Building Products - Heavy Construction industry.
seekingalpha.com · 2 jul
MasTec: Keeping The Energy Flowing
MasTec remains a buy, benefiting from surging AI-driven data center and power infrastructure capex, with backlog growth nearing 30%. MTZ's Clean Energy and Power Delivery segments drive accelerated backlog and margin expansion, leveraging scale and execution expertise. Consensus projects EBITDA and earnings growth outpacing revenue through 2029, supporting elevated valuation multiples and a $466 YE27 price target.
zacks.com · 1 jul
All You Need to Know About MasTec (MTZ) Rating Upgrade to Strong Buy
MasTec (MTZ) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
zacks.com · 1 jul
Are Construction Stocks Lagging MasTec (MTZ) This Year?
Here is how MasTec (MTZ) and United Rentals (URI) have performed compared to their sector so far this year.
businesswire.com · 1 jul
MasTec Announces the Appointment of Manny Miranda to its Board of Directors
CORAL GABLES, Fla.--(BUSINESS WIRE)--MasTec, Inc. (NYSE: MTZ) today announced that Mr. Manny Miranda has joined MasTec's Board of Directors as a Class II Director. With more than 40 years of experience in the utility industry, Mr. Miranda brings deep expertise across virtually every aspect of electric and natural gas utility operations. Throughout his career at Florida Power & Light and Florida City Gas, he held leadership responsibilities spanning transmission, substations, distribution, e.
zacks.com · 30 jun
Quanta vs. MasTec: Which Infrastructure Stock Is the Better Buy?
The U.S. infrastructure spending cycle remains firmly intact, supported by accelerating investments in electric grid modernization, data centers, AI infrastructure, broadband expansion and energy projects. As utilities, hyperscalers and governments increase capital expenditures, engineering and construction companies with diversified capabilities are positioned to benefit from years of sustained demand.
zacks.com · 30 jun
Can AI-Driven Fiber Demand Revive MasTec's Communications Business?
MTZ's Communications unit is likely to gain from AI data center fiber demand, BEAD funding and record backlog as telecom fundamentals improve.

* 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.