Análisis Argos
ABNB
ABNBOportunidad
Airbnb, Inc. · Consumer Cyclical
US$ 153.11
precio al 2026-07-28
Valor justo Argos*
US$ 191–212
vs. su valor justo
28% por debajo
Score Argos
52/100
Oportunidad
LA RESPUESTA
El mercado la precia para que crezca 8.7% al año — menos de lo que viene demostrando (18%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Retorno sobre el capital alto (52%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!Cotiza 31% por encima de su valor justo.
!Venta significativa de insiders en el último trimestre.
VALOR5/6FUTURO4/6PASADO5/6SALUD4/6DIVIDENDO4/6
El Iris de calidad
VALOR5/6FUTURO4/6PASADO5/6SALUD4/6DIVIDENDO4/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos52de 100Oportunidad
Ingresos10%
US$ 12.2 B
Margen operativo10%
20.8%
Flujo de caja libre3%
US$ 4.7 B
Deuda neta
US$ -4.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 90.9B
P/E36.2x
EV/EBITDA34x
FCF yield5.1%
ROIC52.1%
Margen operativo20.8%
Crecim. ingresos+10.3%/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

seekingalpha.com · 28 jul
Airbnb: Offering A Great Value As It Enters Its Next Great Growth Cycle
Airbnb (ABNB) continues to defy negative perceptions, expanding beyond travel rentals while maintaining an asset-light, scalable business model. Q1 2026 results highlight ABNB's strength, with revenue and gross bookings value up 19% year-over-year to $29.2 billion. Nights and seats booked rose 9% YoY, signaling robust platform demand and countering concerns of platform maturity.
zacks.com · 28 jul
Do Options Traders Know Something About Airbnb Stock We Don't?
Investors need to pay close attention to ABNB stock based on the movements in the options market lately.
defenseworld.net · 28 jul
Cetera Investment Advisers Purchases 7,949 Shares of Airbnb, Inc. $ABNB
Cetera Investment Advisers raised its holdings in shares of Airbnb, Inc. (NASDAQ: ABNB) by 5.7% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 148,123 shares of the company's stock after acquiring an additional 7,949 shares during the quarter. Cetera Investment Advisers'
defenseworld.net · 27 jul
Delta Global Management LP Sells 4,438 Shares of Airbnb, Inc. $ABNB
Delta Global Management LP decreased its stake in Airbnb, Inc. (NASDAQ: ABNB) by 38.4% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,116 shares of the company's stock after selling 4,438 shares during the period. Delta Global Management LP's
defenseworld.net · 27 jul
Caxton Associates LLP Decreases Stock Holdings in Airbnb, Inc. $ABNB
Caxton Associates LLP reduced its position in shares of Airbnb, Inc. (NASDAQ: ABNB) by 67.3% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 8,009 shares of the company's stock after selling 16,493 shares during the quarter. Caxton Associates LLP's holdings in Airbnb
fool.com · 26 jul
Airbnb Is in the Spotlight for All the Right Reasons. Here's Why It's a Buy Now.
Airbnb's brand and network effect are traits rivals can't copy. The company's innovative culture continuously improves the experience for hosts and guests.
zacks.com · 24 jul
Airbnb, Inc. (ABNB) Surpasses Market Returns: Some Facts Worth Knowing
The latest trading day saw Airbnb, Inc. (ABNB) settling at $141.1, representing a +2.57% change from its previous close.
zacks.com · 23 jul
Airbnb, Inc. (ABNB) Registers a Bigger Fall Than the Market: Important Facts to Note
Airbnb, Inc. (ABNB) closed the most recent trading day at $137.57, moving 1.77% from the previous trading session.

* 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.