Análisis Argos
NTES
NTESOportunidad
NetEase, Inc. · Technology
US$ 127.24
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
90/100
Oportunidad
LA RESPUESTA
El mercado la precia para que se encoja 30% al año — menos de lo que viene demostrando (14.4%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
✓Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
✓Las ganancias crecieron 14% el último año.
✓Retorno sobre el capital alto (27%).
✓Tiene más caja que deuda: balance fuerte.
Riesgos
!Venta significativa de insiders en el último trimestre.
VALOR6/6FUTURO3/6PASADO6/6SALUD6/6DIVIDENDO6/6
El Iris de calidad
VALOR6/6FUTURO3/6PASADO6/6SALUD6/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos90de 100Oportunidad
Ingresos▲7%
US$ 112.6 B
Margen operativo▲13%
31.8%
Flujo de caja libre▲29%
US$ 48.3 B
Deuda neta
US$ -45.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 81.2B
P/E2.4x
EV/EBITDA0.9x
FCF yield59.5%
ROIC26.5%
Margen operativo31.8%
Crecim. ingresos+7.0%/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 · 25 jun
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gurufocus.com · 24 jun
NTES DCF Analysis: Intrinsic Value $190 vs Price $119
On June 24, 2026, we delve into the discounted cash flow (DCF) analysis for NetEase Inc (NTES), a company currently facing a challenging market environment with
seekingalpha.com · 23 jun
NetEase: Multiples Will Rise As International Business Expands
NetEase (NTES) is deeply undervalued, trading at 10x free cash flow and offering a 24% upside to a $150/share target. International expansion, evidenced by hits like Marvel Rivals and Where Winds Meet, is accelerating, with overseas revenue now at 10.1%. NTES boasts a 38% free cash flow margin, $25.3B cash, low leverage, and expanding gross margins, supporting dividends and reinvestment.
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NetEase (NTES) could produce exceptional returns because of its solid growth attributes.
zacks.com · 12 jun
Earnings Estimates Rising for NetEase (NTES): Will It Gain?
NetEase (NTES) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
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gurufocus.com · 10 jun
NTES DCF Analysis: Intrinsic Value $190 vs Price $121
On June 10, 2026, we present a DCF analysis for NetEase Inc (NTES), which has experienced a mixed price performance recently. Over the past week, the stock has

* 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.