Análisis Argos
NFLX
NFLXCara
Netflix, Inc. · Communication Services
US$ 77.65
precio al 2026-07-04
Valor justo Argos*
US$ 40–48
vs. su valor justo
74% por encima
Score Argos
66/100
LA RESPUESTA
El mercado le pide crezca 30.6% al año — más de lo que ha demostrado (16.9%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 26% el último año.
Retorno sobre el capital alto (36%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR2/6FUTURO4/6PASADO6/6SALUD5/6DIVIDENDO3/6
El Iris de calidad
VALOR2/6FUTURO4/6PASADO6/6SALUD5/6DIVIDENDO3/6
ValorCerca de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos66de 100Cara
Ingresos16%
US$ 45.2 B
Margen operativo10%
29.5%
Flujo de caja libre37%
US$ 9.5 B
Deuda neta
US$ 5.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 327.0B
P/E29.8x
EV/EBITDA11x
FCF yield2.9%
ROIC35.9%
Margen operativo29.5%
Crecim. ingresos+15.9%/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

seekingalpha.com · 4 jul
Netflix: Forget Subscriber Growth, AI Is The New Investment Narrative
Netflix (NFLX) is poised to leverage AI as a growth catalyst, not as a content replacement. I see the future of NFLX AI integration as augmenting content creation and user experience, not generating fully AI-driven shows. The investment thesis is shifting from pure subscriber growth to how AI can unlock new growth vectors for NFLX.
247wallst.com · 4 jul
Netflix Vs. Walt Disney: Netflix Prints Cold Hard Cash While Disney Bleeds to Fund Parks and Linear Cable Remnants
Netflix (NASDAQ: NFLX | NFLX Price Prediction) and Walt Disney (NYSE: DIS) just reported quarters showing two opposite business models behind the same word: streaming.
gurufocus.com · 3 jul
Netflix Slides 17% as Valuation Worries Grow
Netflix Inc. (NFLX, Financials) has had a rough year on Wall Street. Shares are down about 17% and recently touched a 52-week low, putting a fresh spotlight on
zacks.com · 3 jul
SIRI or NFLX: Which Is the Better Value Stock Right Now?
Investors with an interest in Broadcast Radio and Television stocks have likely encountered both Sirius XM (SIRI) and Netflix (NFLX). But which of these two stocks is more attractive to value investors?
zacks.com · 3 jul
Netflix Gears Up to Report Q2 Earnings: Buy, Sell or Hold the Stock?
NFLX heads into Q2 earnings with pricing gains, ad growth and higher free cash flow guidance, offset by peak content costs.
forbes.com · 3 jul
‘I Will Find You' Dethroned In Netflix's Top 10 List By A New Show
One of the larger success stories of the past few months on Netflix has been I Will Find You, the service's latest Harlan Coben novel adaptation. It has performed better than some we've seen in the past, though it's not quite setting any records.
gurufocus.com · 2 jul
Netflix Inc (NFLX) Shares Surge 4.7% -- What GF Score of 95 Tells Investors
On July 02, 2026, Netflix Inc (NFLX) shares rose 4.7% today, bringing the current price to $77.65. The stock has fluctuated between a 52-week high of $130.23 an
seekingalpha.com · 2 jul
Netflix Is A Low-Risk Buying Opportunity With Upside Potential
Netflix presents a low-risk, high-upside buying opportunity after a pullback to key technical support. Strong 2025 fundamentals: 16% revenue growth to $45B, 26% net profit growth to $11B, and a 24.5% margin. Ad-tier expansion and proprietary ad tech are central to closing ARPU gaps and driving future valuation.

* 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.