Análisis Argos
WAY
WAYCara
Waystar Holding Corp. · Technology
US$ 23.46
precio al 2026-07-04
Valor justo Argos*
US$ 10–11
vs. su valor justo
123% por encima
Score Argos
51/100
LA RESPUESTA
El mercado le pide crezca 37.3% al año — más de lo que ha demostrado (3.8%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 21% por debajo de su valor justo.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR1/6FUTURO4/6PASADO2/6SALUD2/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO4/6PASADO2/6SALUD2/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance razonable
DividendoEl dividendo aún duerme
Score Argos51de 100Cara
Ingresos17%
US$ 1.1 B
Margen operativo85%
24.2%
Flujo de caja libre100%
US$ 0.3 B
Deuda neta
US$ 1.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.5B
P/E40.1x
EV/EBITDA14.6x
FCF yield6.3%
ROIC3.3%
Margen operativo24.2%
Crecim. ingresos+16.5%/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
Strength Seen in Waystar (WAY): Can Its 9.5% Jump Turn into More Strength?
Waystar (WAY) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
prnewswire.com · 1 jul
Waystar to Host Investor Day at Waystar True North™ Conference on August 25, 2026
LEHI, Utah and LOUISVILLE, Ky., July 1, 2026 /PRNewswire/ -- Waystar Holding Corp. (Nasdaq: WAY), a provider of leading healthcare payment software, today announced that it will host an Investor Day on Tuesday, August 25, 2026, in San Antonio, Texas, from 1:00 p.m.
seekingalpha.com · 18 jun
Waystar: Silently Taking Over Healthcare Billing
Waystar Holding Corp. is rated buy, with an 85% upside to a $37 price target, as current share price reflects temporary private equity (PE) selling pressure, not business fundamentals. Waystar's revenue grew 22% YoY, profit margins remain above 40%, and a $200M buyback offsets PE overhang; 23 of 24 analysts rate it Buy/Strong Buy. The Iodine acquisition and AI-powered AltitudeAI suite expand WAY's end-to-end billing solutions, driving new client wins and high retention in a $100B+ addressable market.
prnewswire.com · 9 jun
New Research Reveals Healthcare Leaders Who Unite Financial and Clinical Data Recover Millions in Previously Missed Revenue
Healthcare leaders show unanimous interest in a single AI-powered platform connecting the mid-cycle to the final claim — yet 86% are still leaving revenue on the table LEHI, Utah and LOUISVILLE, Ky., June 9, 2026 /PRNewswire/ -- Waystar (Nasdaq: WAY), a provider of leading healthcare payment software, today released The State of the Mid-Revenue Cycle report.
seekingalpha.com · 8 jun
Baron Discovery Fund Q1 2026: Who Moved The Needle
In the first quarter of 2026, Baron Discovery Fund declined 10.65% (Institutional Shares), trailing the Russell 2000 Growth Index by 7.84% due to significant underperformance in the software sector. Advanced Energy Industries, Inc.'s stock rose during the quarter as the market began to appreciate the strength that the company would see in both its data center and semiconductor end markets. Baron Discovery Fund sold its investment in Intapp, Inc. in the quarter as the team believes that its other software holdings have better overall competitive advantages.
zacks.com · 29 may
TBRG vs. Waystar: Which Healthcare RCM Stock Is the Better Bet Now?
WAY's AI-driven RCM growth and strong Q1 results stand out, while TruBridge trades near its pending buyout price with limited upside.
prnewswire.com · 20 may
Waystar to Speak at William Blair Conference
LEHI, Utah and LOUISVILLE, Ky., May 20, 2026 /PRNewswire/ -- Waystar Holding Corp. (Nasdaq: WAY), a provider of leading healthcare payment software, today announced that Chief Executive Officer Matt Hawkins will speak at the 46th Annual William Blair Growth Stock Conference on Tuesday, June 2, 2026, at 10:40 a.m.
247wallst.com · 19 may
AI Is Coming for Pharmacy Benefit Managers: Potential Winners and Losers
Pharmacy benefit managers (PBMs) sit at the chokepoint of U.S. drug distribution.

* 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.