Análisis Argos
ZD
ZDBarata · ojo al riesgo
Ziff Davis, Inc. · Communication Services
US$ 54.38
precio al 2026-07-20
Valor justo Argos*
US$ 109–124
vs. su valor justo
54% por debajo
Score Argos
69/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 20.9% al año — menos de lo que viene demostrando (1.6%). 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.
Riesgos
!Crecimiento estancado o en baja.
VALOR4/6FUTURO1/6PASADO2/6SALUD4/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO1/6PASADO2/6SALUD4/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoIngresos estancados o cayendo
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos69de 100Barata · ojo al riesgo
Ingresos4%
US$ 1.5 B
Margen operativo74%
14.1%
Flujo de caja libre4%
US$ 0.3 B
Deuda neta
US$ 0.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.0B
P/E42.3x
EV/EBITDA5.3x
FCF yield14.4%
ROIC6.5%
Margen operativo14.1%
Crecim. ingresos+3.5%/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

businesswire.com · 16 jul
Ziff Davis to Announce Second Quarter 2026 Earnings
NEW YORK--(BUSINESS WIRE)--Ziff Davis, Inc. (NASDAQ: ZD) will release its Second Quarter 2026 Earnings at 6:00PM ET on Thursday, August 6, 2026. Additionally, Ziff Davis invites the public, members of the press, the financial community, stockholders, and other interested parties to listen to a live audio Webcast of its Second Quarter 2026 Earnings Call at 8:30AM ET on Friday, August 7, 2026. Vivek Shah, Chief Executive Officer, and Bret Richter, Chief Financial Officer, will host the call. Mate.
fool.com · 4 jul
Ziff Davis' CFO Sold 18,000 Company Shares. Here's a Closer Look at the Transaction.
CFO Bret Richter sold 18,000 shares for a transaction value of ~$844,000 on June 10, 2026. This sale represented 38% of his direct holdings, reducing direct ownership to 29,244 shares (0.08% of shares outstanding).
fool.com · 4 jun
Ziff Davis' General Counsel Sold Over 4,000 Company Shares. What Does That Mean for Investors?
Ziff Davis, a leader in digital media and cloud-based services, reported a notable insider sale amid strong one-year share price gains.
prnewswire.com · 4 jun
RetailMeNot Kicks Off First-Ever Summer Issue & New 'Chief Capri Officer' Search: Get Paid to Shop & Style the Season's Hottest Fashion Trend
RetailMeNot's Summer Issue savings event runs June 4-8, featuring stackable deals, shopping inspiration and seasonal savings across top retailers New summer research reveals Y2K-inspired fashion resurgence and growing demand for polished, versatile alternatives like capris AUSTIN, Texas, June 4, 2026 /PRNewswire/ -- RetailMeNot today announced its first-ever Chief Capri Officer (CCO) search, a summer initiative offering one consumer the opportunity to bring one of the season's biggest fashion comebacks to life. The opportunity is part of RetailMeNot's Summer Issue savings event and is informed by new consumer data showing that shoppers are increasingly rethinking traditional summer staples in favor of more polished, versatile styles.
fool.com · 29 may
Pale Fire Capital Adds to Ziff Davis Stake Valued at $117 Million, According to Recent SEC Filing
Ziff Davis has a broader portfolio than its legacy media roots suggest. Health, gaming, cybersecurity, and martech are increasingly important as technology and shopping segments face pressure.
gurufocus.com · 22 may
Is It Too Late to Buy Ziff Davis Inc (ZD) After 4.8% Rally? GF Value Says Undervalued
On May 22, 2026, Ziff Davis Inc (ZD) shares rose 4.8% to a current price of $43.73, following a trend of positive momentum over the past week, where shares incr
businesswire.com · 19 may
Ziff Davis to Participate in One Investor Conference in June
NEW YORK--(BUSINESS WIRE)--Ziff Davis, Inc. (NASDAQ: ZD), today announced its participation in one investor conference in June. Details of the conference are as follows: 2026 Evercore TMT Global Conference Location: Omni San Francisco Hotel, San Francisco, CA Date and time: June 2, 2026 Webcast: No formal presentation About Ziff Davis Ziff Davis (NASDAQ: ZD) is a vertically focused digital media and internet company whose portfolio includes leading brands in technology, shopping, gaming and ent.
seekingalpha.com · 18 may
Ziff Davis, Inc. (ZD) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Ziff Davis, Inc. (ZD) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

* 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.