Análisis Argos
STGW
STGWBarata · ojo al riesgo1 señal de riesgo
Stagwell Inc. · Communication Services
US$ 8.08
precio al 2026-07-29
Valor justo Argos*
US$ 12–13
vs. su valor justo
37% por debajo
Score Argos
29/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 10.6% al año — menos de lo que viene demostrando (2.4%). 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.
Las ganancias crecieron 1188% el último año.
Reparte dividendo sostenible (10.4%).
Riesgos
!Cotiza 35% por encima de su valor justo.
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
!Altman Z'' en zona roja (0.02)
VALOR4/6FUTURO2/6PASADO1/6SALUD1/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO2/6PASADO1/6SALUD1/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoHistorial débil
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos29de 100Barata · ojo al riesgo
Ingresos2%
US$ 2.9 B
Margen operativo17%
5.5%
Flujo de caja libre178%
US$ 0.3 B
Deuda neta
US$ 1.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.0B
P/E68.8x
EV/EBITDA8.8x
FCF yield12.3%
ROIC3.5%
Margen operativo5.5%
Crecim. ingresos+2.4%/año
Piotroski F6/9
Novedades

Noticias recientes

accessnewswire.com · 27 jul
Stagwell (STGW) to Acquire QStrauss Consulting to Expand Code and Theory's Implementation of Adobe's Suite of Solutions
Colombia-Based Adobe Implementation Specialist Joins Stagwell's Code and Theory Network, Expanding the Network's Global Footprint and Deepening Its Bench of Adobe Experts NEW YORK CITY, NY / ACCESS Newswire / July 27, 2026 / Stagwell (NASDAQ:STGW), the challenger network transforming marketing through AI, today announced it has entered into an agreement to acquire QStrauss Consulting , a leading Adobe implementation and consulting firm and preferred Adobe consulting vendor. Based in Colombia, QStrauss Consulting will join the Code and Theory Network , further expanding its global footprint and team of Adobe experts.
accessnewswire.com · 16 jul
Stagwell (STGW) Launches Stagwell Curate
A new AI-powered marketplace and platform designed to reach audiences through premium, trusted media partnerships NEW YORK CITY, NY / ACCESS Newswire / July 16, 2026 / Stagwell (NASDAQ:STGW), the global challenger network transforming marketing through AI, today announced the launch of Stagwell Curate, a new centralized deal marketplace and bespoke inventory curation platform that consolidates preferred supply relationships across the Stagwell network into a single, always-on source of trusted supply. It is designed to help brands access higher‑quality digital advertising inventory across streaming TV, video, display and audio.
accessnewswire.com · 13 jul
Stagwell Schedules Webcast to Discuss Financial Results for the Three and Six Months Ended June 30, 2026
NEW YORK CITY, NY / ACCESS Newswire / July 13, 2026 / Stagwell  ( NASDAQ:STGW ), the global challenger network transforming marketing through AI, will report financial results for the three and six months ended June 30, 2026, on Thursday, July 30, 2026, before market open. Stagwell will host a video webcast to review those results the same day at 8:30 AM (ET).
accessnewswire.com · 30 jun
IBM Selects Stagwell as Lead Creative Partner
Stagwell's cross-network model offers the creative ambition and marketing capabilities an enterprise technology provider demands. NEW YORK, NY / ACCESS Newswire / June 30, 2026 / IBM today appointed Stagwell (NASDAQ:STGW), the global challenger network transforming marketing through AI, as its lead creative partner.
zacks.com · 30 jun
Are Investors Undervaluing Stagwell Inc. (STGW) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
accessnewswire.com · 23 jun
Stagwell (STGW) and Microsoft Advertising Become First to Integrate Copilot Directly Into Live Media Campaigns
The integration of Microsoft MCP connects Copilot directly to live campaigns, moving AI from pilot to production LONDON, UK AND CANNES, FR / ACCESS Newswire / June 23, 2026 / Stagwell (NASDAQ:STGW), the challenger network transforming marketing through AI, today announced an industry-first launch of the integration of Microsoft's Model Context Protocol (MCP), an open standard that enables AI to securely connect to live data, tools and workflows, where the Copilot agent is embedded directly into Stagwell's global media agency Assembly's paid search operations and live campaigns. The solution demonstrates how AI can move beyond testing and support day‑to‑day marketing at scale by connecting Copilot directly to Microsoft Advertising data and systems, enabling continuous analysis, auditing and generation of client‑ready outputs.
accessnewswire.com · 22 jun
Stagwell's Code and Theory Launches Content Operating System for Sports
New solution gives sports teams and leagues a single system to ensure content is on-brand, rights-cleared and informed by performance at every step NEW YORK CITY, NY / ACCESS Newswire / June 22, 2026 / Professional sports organizations have become media companies, but they're running on infrastructure that was never built for media-company scale. Sponsor renewals, fan engagement, partnership sales and proof of performance all run through the content operation, and the operating infrastructure can't keep up.
accessnewswire.com · 19 jun
Stagwell (STGW) Launches The Media Machine, Full Lifecycle Agentic Media Operating System
An AI-native operating system for media developed by GALE - where 20+ intelligent agents plan, buy, optimize, and report across every major platform, with humans in control at every decision gate NEW YORK CITY, NY / ACCESS Newswire / June 19, 2026 / Stagwell (NASDAQ:STGW), the global challenger network transforming marketing through AI, today announced the launch of The Media Machine, a full lifecycle agentic media operating system. The Media Machine accelerates optimization, maximizes media investment efficiency, and drives higher-quality audience engagement across platforms.

* 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.