Análisis Argos
UL
ULEn su precio
Unilever PLC · Consumer Defensive
US$ 62.48
precio al 2026-07-04
Valor justo Argos*
US$ 49–55
vs. su valor justo
27% por encima
Score Argos
57/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (6.9%) en línea con lo que la empresa demuestra (3.1%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
Las ganancias crecieron 65% el último año.
Retorno sobre el capital alto (16%).
Reparte dividendo sostenible (3.64%).
Riesgos
!Crecimiento estancado o en baja.
VALOR3/6FUTURO1/6PASADO4/6SALUD3/6DIVIDENDO4/6
El Iris de calidad
VALOR3/6FUTURO1/6PASADO4/6SALUD3/6DIVIDENDO4/6
ValorCerca de su valor justo
FuturoIngresos estancados o cayendo
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos57de 100En su precio
Ingresos17%
US$ 50.5 B
Margen operativo15%
17.9%
Flujo de caja libre11%
US$ 6.9 B
Deuda neta
US$ 25.7 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 134.6B
P/E14.2x
EV/EBITDA15.5x
FCF yield5.2%
ROIC15.7%
Margen operativo17.9%
Crecim. ingresos-16.9%/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

businessinsider.com · 1 jul
Creators have made 155-year-old Vaseline one of Unilever's fastest growing brands, says CMO Leandro Barreto
Barreto said brand leaders thought Vaseline was a straightforward beauty brand, but they learned that customers use the product in many different ways — like on their dog's noses or in their shoes. "We started understanding we should give the brand back to the communities and let them do with it what was more relevant for them," Barreto said.
marketbeat.com · 29 jun
Is McCormick a Steal Ahead of Game-Changing Unilever Deal?
The proposed combination with Unilever's food business could triple the business, generate shareholder value, and provide sufficient cash flow to enable balance sheet quality and capital returns.
seekingalpha.com · 27 jun
McCormick: A 4% Yield And 35% Upside For This Spice Giant
McCormick is rated a buy, with a 35% upside to a $65 PT, driven by the transformative Unilever Foods deal and a compelling 4% dividend yield. Despite underwhelming Q2 results and ongoing Consumer segment weakness in the Americas, MKC's valuation is at a ten-year low and reflects current headwinds. The Unilever deal is expected to deliver mid/high-single-digit EPS accretion in year one, rising to mid-high teens by year three, with significant scale and geographic diversification.
reuters.com · 26 jun
Unilever explores bid for supplements maker Thorne, FT reports
Unilever is ​exploring a ‌bid for ​Thorne, ​a U.S. supplements ⁠maker ​valued ​at up to $4 billion, ​the ​Financial Times reported ‌on ⁠Friday.
wsj.com · 25 jun
McCormick Posts Higher Sales Amid Combination With Unilever
The maker of spices and seasonings reported higher sales in its fiscal second quarter, as it continues work to combine with Unilever's food business.
businesswire.com · 24 jun
UL Solutions Issues Its First Certification for a Remotely Operated Robot Designed for Hazardous Locations
NORTHBROOK, Ill.--(BUSINESS WIRE)--UL Solutions Inc. (NYSE: ULS), a global leader in applied safety science, today announced it has issued its first certification for a remotely operated robot designed for hazardous locations to ExRobotics for its ExR-2.5 inspection robot, helping shift high-risk inspections from people to robots in potentially explosive atmospheres. UL Solutions' new certification program for robots used in hazardous locations was developed to address a critical industry need:.
fool.com · 22 jun
Breakfast News: AbbVie's $11 Billion Pounce
AbbVie reportedly set to take over Apogee, Satya Nadella wants to upturn AI, and more
seekingalpha.com · 17 jun
Unilever: The Food Deal Helps, But The Stock Looks Fairly Valued
Unilever remains a Hold, with valuation reflecting a balanced risk-reward post-Food business divestiture and ongoing macro headwinds. UL's Q1 saw 3.8% underlying sales growth, driven by emerging markets and Power Brands, with Home Care outperforming and Foods lagging. The McCormick deal delivers UL $15.7B cash, a 9.9% stake in the new entity, and unlocks capital for buybacks and higher-growth initiatives.

* 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.