Análisis Argos
NSIT
NSITBarata · ojo al riesgo
Insight Enterprises, Inc. · Technology
US$ 113.34
precio al 2026-07-04
Valor justo Argos*
US$ 128–150
vs. su valor justo
17% por debajo
Score Argos
59/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 3.8% al año — menos de lo que viene demostrando (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.
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
VALOR4/6FUTURO2/6PASADO2/6SALUD2/6DIVIDENDO4/6
El Iris de calidad
VALOR4/6FUTURO2/6PASADO2/6SALUD2/6DIVIDENDO4/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos59de 100Barata · ojo al riesgo
Ingresos5%
US$ 8.3 B
Margen operativo2%
4.6%
Flujo de caja libre53%
US$ 0.3 B
Deuda neta
US$ 1.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 3.4B
P/E21.8x
EV/EBITDA9.7x
FCF yield8.2%
ROIC9.1%
Margen operativo4.6%
Crecim. ingresos-5.2%/año
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 · 1 jul
Insight to Offer Microsoft 365 E7 AI-Powered Frontier Suite to Market, Leading by Example with Its Own Enterprise-Wide Deployment
CHANDLER, Ariz.--(BUSINESS WIRE)--Insight Enterprises (NASDAQ: NSIT) today announced it has signed an agreement to formalize its role as a launch partner for Microsoft 365 E7, Microsoft's Frontier Suite that combines advanced productivity and security with artificial intelligence (AI) built for work and capabilities to manage and secure AI agents. As one of the first enterprises to deploy Microsoft's Frontier Suite across its own 14,000+ employee global enterprise, Insight will be client zero f.
zacks.com · 18 jun
Insight Enterprises (NSIT) Just Flashed Golden Cross Signal: Do You Buy?
From a technical perspective, Insight Enterprises, Inc. (NSIT) is looking like an interesting pick, as it just reached a key level of support. NSIT's 50-day simple moving average crossed above its 200-day simple moving average, which is known as a "golden cross" in the trading world.
gurufocus.com · 1 jun
Insight Launches Insight Managed Exposure Defense to Help Organizations Defend Against AI-Driven Vulnerability Exploitation
[url="]Insight Enterprises[/url] (NASDAQ: NSIT) today announced the launch of Insight Managed Exposure Defense, a new managed security service purpose-built to
businesswire.com · 1 jun
Insight Launches Insight Managed Exposure Defense to Help Organizations Defend Against AI-Driven Vulnerability Exploitation
CHANDLER, Ariz.--(BUSINESS WIRE)--Insight Enterprises (NASDAQ: NSIT) today announced the launch of Insight Managed Exposure Defense, a new managed security service purpose-built to help organizations defend against an unprecedented wave of AI-driven vulnerabilities triggered by the next wave of AI models. The new offering enables organizations to move from vulnerability exposure to protected environment without the lengthy procurement cycles and disconnected vendor relationships the threat cann.
gurufocus.com · 29 may
Insight Enterprises Inc (NSIT) Stock Up 3.3% and Still Undervalued -- GF Score: 64/100
On May 29, 2026, Insight Enterprises Inc (NSIT) shares rose 3.3% today, reaching a current price of $106.78. The stock has experienced a 52-week range from $63.
seekingalpha.com · 19 may
Insight Enterprises, Inc. (NSIT) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Insight Enterprises, Inc. (NSIT) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
marketbeat.com · 8 may
Insight Enterprises Q1 Earnings Call Highlights
Insight Enterprises NASDAQ: NSIT reported first-quarter 2026 results that management said exceeded internal expectations, driven by double-digit gross profit growth and continued expansion in cloud and services. The company also outlined a shift in capital allocation priorities under new Chief Executive Officer Jack Azagury, including a pause in M&A for at least the remainder of 2026 and an increased emphasis on share repurchases.
seekingalpha.com · 8 may
Insight Enterprises, Inc. (NSIT) Q1 2026 Earnings Call Transcript
Insight Enterprises, Inc. (NSIT) Q1 2026 Earnings Call Transcript

* 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.