Análisis Argos
NYAX
NYAXSin veredicto
Nayax Ltd. · Technology
US$ 70.22
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
47/100
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
Retorno sobre el capital alto (19%).
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR2/6FUTURO6/6PASADO4/6SALUD3/6DIVIDENDO1/6
El Iris de calidad
VALOR2/6FUTURO6/6PASADO4/6SALUD3/6DIVIDENDO1/6
ValorCerca de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoEl dividendo aún duerme
Score Argos47de 100Sin veredicto
Ingresos39%
US$ 0.4 B
Margen operativo590%
6.9%
Flujo de caja libre250%
US$ 0.1 B
Deuda neta
US$ -0.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.6B
P/E66.9x
EV/EBITDA43.5x
FCF yield2.8%
ROIC19%
Margen operativo6.9%
Crecim. ingresos+38.0%/año
Piotroski F5/9
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

globenewswire.com · 3 jul
Nayax Adds AI Layer to its MoMa Mobile App for Vending and Self-Service Operators
New AI capabilities in Nayax's mobile app MoMa help unattended and self-service operators get answers faster, make better decisions, and take action from their phones New AI capabilities in Nayax's mobile app MoMa help unattended and self-service operators get answers faster, make better decisions, and take action from their phones
globenewswire.com · 23 jun
Tellus Power Partners with Nayax to Simplify Commercial EV Charging Deployment with an Integrated Charging and Payments Platform
IRVINE, Calif. , June 23, 2026 (GLOBE NEWSWIRE) -- Tellus Power Global Holding Limited ("Tellus Power" or the "Company"), a deep technology company building bi-directional energy transfer systems to power the physical AI economy, today announced a partnership with Nayax Ltd. (Nasdaq: NYAX; TASE: NYAX), a global commerce enablement and payments platform. Commercial charging deployments often require operators to coordinate multiple vendors across charging hardware, payment processing and network management, creating unnecessary complexity and slowing deployment.
globenewswire.com · 23 jun
Tellus Power Partners with Nayax to Simplify Commercial EV Charging Deployment with an Integrated Charging and Payments Platform
The partnership simplifies commercial EV charging by bringing charging, payments and management together in a single seamless platform The partnership simplifies commercial EV charging by bringing charging, payments and management together in a single seamless platform
fool.com · 20 jun
What Does the Nayax President's Sale of 4,500 Company Shares Mean for Investors?
Keren Sharir sold 4,500 Ordinary Shares for a transaction value of approximately $323,000 on May 27, 2026. This transaction represented 14.34% of Sharir's direct holdings, reducing her direct Ordinary Share position from 31,376 to 26,876 shares.
fool.com · 14 jun
Nayax's CTO and Co-Founder Sold Nearly 30,000 Company Shares for $2.2 Million. Should Investors Worry?
David Ben-Avi sold 28,770 shares sold for a total of ~$2.18 million across two open-market transactions on May 28 and May 29, 2026. The sale reduced Ben-Avi's directly-held Common Stock to 6,589,134 shares, representing a 0.4% reduction in his direct holdings.
fool.com · 10 jun
Nayax CMO sells during a solid double digit run — Execution from here is the story to watch
5,000 ordinary shares were sold for a transaction value of ~$322,000. The transaction represented 22.42% of Sever Michal's direct holdings.
globenewswire.com · 1 jun
Nayax Launches AI-Powered Product Discovery for Retailers
HERZLIYA, Israel, June 01, 2026 (GLOBE NEWSWIRE) -- Nayax Ltd. (NASDAQ: NYAX, TASE: NYAX), a global commerce enablement, payments, and loyalty platform, today launched new product discovery and personalization capabilities for retailers, powered by a proprietary AI engine Nayax acquired and developed in-house.
seekingalpha.com · 15 may
Nayax: A Strong Business But Not A Mispriced Stock
Nayax maintains a plausible long-term growth story, but the current valuation appears fair, justifying a Hold rating. 2028 targets remain relevant, with organic revenue CAGR projected at 24.6% from FY26 guidance, though EBITDA margins lag trend. The Brazilian rental model could drive margin expansion, but its economics are unproven, and merchant retention is uncertain.

* 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.