Análisis Argos
VRTX
VRTXCara
Vertex Pharmaceuticals Incorporated · Healthcare
US$ 528.04
precio al 2026-07-04
Valor justo Argos*
US$ 362–403
vs. su valor justo
31% por encima
Score Argos
57/100
LA RESPUESTA
El mercado le pide crezca 25.8% al año — más de lo que ha demostrado (18%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Retorno sobre el capital alto (23%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR2/6FUTURO5/6PASADO5/6SALUD6/6DIVIDENDO2/6
El Iris de calidad
VALOR2/6FUTURO5/6PASADO5/6SALUD6/6DIVIDENDO2/6
ValorCerca de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos57de 100Cara
Ingresos10%
US$ 12.1 B
Margen operativo1976%
39.4%
Flujo de caja libre504%
US$ 3.2 B
Deuda neta
US$ -1.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 134.0B
P/E33.9x
EV/EBITDA26.7x
FCF yield2.4%
ROIC23.2%
Margen operativo39.4%
Crecim. ingresos+9.6%/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

zacks.com · 3 jul
Wall Street Bulls Look Optimistic About Vertex (VRTX): Should You Buy?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
fool.com · 3 jul
Arcutis vs. Vertex: Which Pharmaceutical Maker Stock Is a Better Buy in 2026?
Arcutis doubled revenue last year while Vertex delivered strong profits and cash flow. Explore how each company stacks up on growth, risk, and value.
zacks.com · 2 jul
Vertex Gets FDA Nod for Expanded Use of Casgevy in SCD & TDT
VRTX gets FDA approval to expand Casgevy use in patients aged two and older with SCD or TDT, a first for genetic therapies in both inherited blood disorders.
businesswire.com · 1 jul
Vertex Announces US FDA Approval for Expanded Use of CASGEVY® for the Treatment of People Ages 2 Years and Older With Sickle Cell Disease or Transfusion-Dependent Beta Thalassemia
BOSTON--(BUSINESS WIRE)--Vertex Pharmaceuticals Incorporated (Nasdaq: VRTX) announced today that the U.S. Food and Drug Administration (FDA) has approved expanded use of CASGEVY® (exagamglogene autotemcel) for the treatment of people ages 2 years and older with either sickle cell disease (SCD) with recurrent vaso-occlusive crises (VOCs) or transfusion-dependent beta thalassemia (TDT). CASGEVY is the first approved genetic therapy indicated for children as young as 2 years for both SCD and TDT.
reuters.com · 1 jul
US FDA approves Vertex's gene therapy for sickle cell disease in children as young as two
The U.S. Food and Drug Administration approved expanded use of Vertex Pharmaceuticals' gene therapy in children as ​young as two with inherited blood disorders, including ‌sickle cell disease, the first such treatment cleared for this age group.
fool.com · 1 jul
Dyne Therapeutics vs. Vertex Pharmaceuticals: Which Drug Innovator Stock Is a Better Buy in 2026?
Dyne Therapeutics focuses on high-potential therapies for rare neuromuscular diseases using its proprietary FORCE platform. Vertex Pharmaceuticals maintains a dominant market share in cystic fibrosis while expanding its reach into gene editing and pain management.
zacks.com · 1 jul
Investors Heavily Search Vertex Pharmaceuticals Incorporated (VRTX): Here is What You Need to Know
Zacks.com users have recently been watching Vertex (VRTX) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
seekingalpha.com · 30 jun
Vertex Pharmaceuticals Has One Of The Widest And Most Durable Moats In Biotech
Vertex Pharmaceuticals Incorporated maintains a dominant, monopoly position in cystic fibrosis, driving highly predictable, recurring revenue and justifying its valuation premium. VRTX is leveraging its CF cash flows to expand into pain, hematology, and renal franchises, with promising catalysts in each area, notably Pove for IgAN. Non-CF franchises are gaining traction, with Journavx and Casgevy contributing to revenue growth; renal (Pove) is positioned to become a major driver post-2027.

* 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.