Análisis Argos
TCOM
TCOMBarata · ojo al riesgo
Trip.com Group Limited · Consumer Cyclical
US$ 41.00
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
74/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 30% al año — menos de lo que viene demostrando (9.4%). 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 90% el último año.
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR4/6FUTURO4/6PASADO4/6SALUD5/6DIVIDENDO6/6
El Iris de calidad
VALOR4/6FUTURO4/6PASADO4/6SALUD5/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos74de 100Barata · ojo al riesgo
Ingresos14%
US$ 60.7 B
Margen operativo5%
25.3%
Flujo de caja libre29%
US$ 13.6 B
Deuda neta
US$ -15.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 25.8B
P/E0.8x
EV/EBITDA0.7x
FCF yield52.6%
ROIC8.4%
Margen operativo25.3%
Crecim. ingresos+13.9%/año
Piotroski F6/9
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

247wallst.com · 2 jul
Here Are Thursday’s Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More
Pre-Market Stock Futures: Futures are trading higher as we get ready to end the holiday-shortened trading week, with the country preparing to celebrate the 250th birthday of our democratic republic. The stock market will be closed on Friday for the federal holiday, kicking off a long weekend to jump-start the holiday fun. All of the... Here Are Thursday's Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More
prnewswire.com · 30 jun
Trip.com Group Announces Results of Annual General Meeting
SINGAPORE, June 30, 2026 /PRNewswire/ -- Trip.com Group Limited (Nasdaq: TCOM; HKEX: 9961) ("Trip.com Group" or the "Company"), a leading one-stop travel service provider of accommodation reservation, transportation ticketing, packaged tours and corporate travel management, today announced that the resolutions as set forth in its notice of annual general meeting have been duly adopted at the annual general meeting of shareholders held in Singapore today. About Trip.com Group Limited Trip.com Group Limited (Nasdaq: TCOM; HKEX: 9961) is a leading global one-stop travel platform, integrating a comprehensive suite of travel products and services and differentiated travel content.
seekingalpha.com · 29 jun
Trip.com: Regulatory Scrutiny Leaves A Sour Aftertaste; Downgrade To Hold
We downgrade Trip.com to HOLD from BUY due to Q2 revenue guidance miss and ongoing antimonopoly investigation. TCOM's Q1 beat consensus, but 3%-8% Q2 revenue growth guidance lags expectations and signals near-term margin pressure. Regulatory scrutiny threatens TCOM's dominant domestic market position and monetization model and could trigger substantial fines and margin compression, in our view.
marketbeat.com · 29 jun
Trip.com's Selloff Raises a Bigger Question About Its Travel Recovery Story
Shares of Trip.com Group NASDAQ: TCOM fell as much as 18% on Thursday, hitting a new 52-week low after the company's second-quarter outlook spooked investors, overshadowing strong first-quarter revenue growth and resilient travel demand.
seekingalpha.com · 25 jun
Trip.com Group Limited (TCOM) Q1 2026 Earnings Call Transcript
Trip.com Group Limited (TCOM) Q1 2026 Earnings Call Transcript
seekingalpha.com · 25 jun
Trip.com Q1: Not Asymmetrical Enough
Trip.com Group stands out among OTAs due to its unique Chinese market exposure and diversified ecosystem. Q1 revenue grew 17% YoY, driven by strong inbound travel and international bookings, but cost growth outpaced revenue, pressuring margins. Management guided for Q2 revenue growth of just 3%-8% with margin headwinds, signaling deceleration and market normalization.
zacks.com · 24 jun
Trip.com (TCOM) Lags Q1 Earnings Estimates
Trip.com (TCOM) came out with quarterly earnings of $0.83 per share, missing the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $0.82 per share a year ago.
prnewswire.com · 24 jun
Trip.com Group Limited Reports Unaudited First Quarter of 2026 Financial Results
SINGAPORE, June 24, 2026 /PRNewswire/ -- Trip.com Group Limited (Nasdaq: TCOM; HKEX: 9961) ("Trip.com Group" or the "Company"), a leading global one-stop travel service provider of accommodation reservation, transportation ticketing, packaged tours, and corporate travel management, today announced its unaudited financial results for the first quarter of 2026. Key Highlights for the First Quarter of 2026 and Preliminary Outlook for the Second Quarter of 2026 Trip.com Group reported solid financial results in the first quarter of 2026 - Total net revenues increased by 17% year-over-year to RMB16.2 billion (US$2.4 billion), primarily driven by resilient travel demand.

* 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.