Análisis Argos
PANW
PANWCara1 señal de riesgo
Palo Alto Networks, Inc. · Technology
US$ 348.06
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
42/100
LA RESPUESTA
El mercado le pide crezca 56.5% al año — más de lo que ha demostrado (16.8%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Retorno sobre el capital alto (15%).
✓Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Altman Z'' en zona roja (0.97)
VALOR1/6FUTURO5/6PASADO3/6SALUD4/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO5/6PASADO3/6SALUD4/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoEl dividendo aún duerme
Score Argos42de 100Cara
Ingresos▲15%
US$ 9.2 B
Margen operativo▲59%
13.5%
Flujo de caja libre▲12%
US$ 3.5 B
Deuda neta
US$ -1.9 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 237.2B
P/E209.2x
EV/EBITDA148.3x
FCF yield1.5%
ROIC15%
Margen operativo13.5%
Crecim. ingresos+14.9%/año
Piotroski F4/9
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 · 2 jul
Palo Alto (PANW) Up 25.5% Since Last Earnings Report: Can It Continue?
Palo Alto (PANW) reported earnings 30 days ago. What's next for the stock?
zacks.com · 2 jul
Palo Alto Networks, Inc. (PANW) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching Palo Alto (PANW) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
247wallst.com · 1 jul
Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%
Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) stock is up 9% to $127.31 in midday trading on Wednesday, leading a broad AI-software rally after the company unveiled a sovereign-AI partnership with NVIDIA (NASDAQ:NVDA).
zacks.com · 1 jul
Palo Alto Networks Stock Surges 85% YTD: Time to Hold or Book Profits?
PANW surges 84.8% YTD on AI-driven cybersecurity demand, but premium valuation and rising integration costs warrant a cautious approach.
247wallst.com · 1 jul
Live Nasdaq Composite: Markets Kick Off H2 2026 on Cautious Note amid Chip Stock Profit Taking
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benzinga.com · 1 jul
Micron, Palo Alto, Apple And A Health Care Stock On CNBC's ‘Final Trades'
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benzinga.com · 1 jul
Palo Alto To Rally Around 23%? Here Are 10 Top Analyst Forecasts For Wednesday
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
zacks.com · 30 jun
Palo Alto Networks (PANW) Laps the Stock Market: Here's Why
Palo Alto Networks (PANW) reached $341.02 at the closing of the latest trading day, reflecting a +2.72% change compared to its last close.

* 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.