Análisis Argos
PAYX
PAYXCara
Paychex, Inc. · Industrials
US$ 106.35
precio al 2026-07-04
Valor justo Argos*
US$ 70–79
vs. su valor justo
35% por encima
Score Argos
77/100
LA RESPUESTA
El mercado le pide crezca 12.1% al año — más de lo que ha demostrado (3.5%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Cotiza 32% por debajo de su valor justo.
✓Las ganancias crecieron 6% el último año.
✓Retorno sobre el capital alto (27%).
✓Reparte dividendo sostenible (4.17%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Crecimiento estancado o en baja.
VALOR2/6FUTURO2/6PASADO6/6SALUD3/6DIVIDENDO5/6
El Iris de calidad
VALOR2/6FUTURO2/6PASADO6/6SALUD3/6DIVIDENDO5/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos77de 100Cara
Ingresos▲17%
US$ 6.5 B
Margen operativo▼3%
38.6%
Flujo de caja libre▲32%
US$ 2.3 B
Deuda neta
US$ 3.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 37.8B
P/E21.5x
EV/EBITDA14x
FCF yield6.1%
ROIC26.5%
Margen operativo38.6%
Crecim. ingresos+16.9%/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

zacks.com · 3 jul
Why Paychex (PAYX) is a Top Momentum Stock for the Long-Term
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
globenewswire.com · 30 jun
Paychex Small Business Jobs Index Improves for the Fourth Consecutive Month
Job gains were broad based while hourly earnings growth remains below three percent ROCHESTER, N.Y., June 30, 2026 (GLOBE NEWSWIRE) -- The Paychex Small Business Jobs Index—a primary component of the monthly Paychex Small Business Employment Watch report—shows the pace of job growth among U.S. small businesses with fewer than 50 employees improved for the fourth consecutive month in June, matching its highest index level since August 2025 (99.83) and marking the first four-month consecutive increase since November 2020.
zacks.com · 29 jun
Why Paychex (PAYX) is a Top Growth Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
marketbeat.com · 25 jun
Paychex Stock Looks Beaten Down, But Not Broken
Paychex's NASDAQ: PAYX stock price declined following its fiscal Q4 earnings report, as macroeconomic headwinds, hiring woes, cautious guidance, and acquisition hurdles weighed on the price action.
zacks.com · 25 jun
PAYX Q4 Earnings Call Flags AI Push, Steady Fiscal 2027 View
Paychex enters fiscal 2027 with cleaner execution, steadier growth, Paycor synergies and WISE AI monetization in focus.
seekingalpha.com · 24 jun
Paychex, Inc. (PAYX) Q4 2026 Earnings Call Transcript
Paychex, Inc. (PAYX) Q4 2026 Earnings Call Transcript
benzinga.com · 24 jun
Crude Oil Down 4%; Paychex Posts Upbeat Earnings
U.S. stocks traded higher midway through trading, with the Dow Jones index gaining more than 400 points on Wednesday.
zacks.com · 24 jun
PAYX Q4 Earnings Beat on Paycor-Led Management Solutions Growth
Paychex's Q4 earnings beat as Paycor boosts Management Solutions growth, margins expand and the FY27 guidance points to continued gains.

* 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.