Análisis Argos
AUGO
AUGOCara
Aura Minerals · Basic Materials
US$ 55.05
precio al 2026-07-28
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
62/100
LA RESPUESTA
El mercado le pide crezca 60% 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 (58%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
VALOR1/6FUTURO6/6PASADO5/6SALUD4/6DIVIDENDO3/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO5/6SALUD4/6DIVIDENDO3/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos62de 100Cara
Ingresos56%
US$ 0.9 B
Margen operativo42%
49.2%
Flujo de caja libre100%
US$ 0.1 B
Deuda neta
US$ 0.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.6B
P/E
EV/EBITDA9x
FCF yield1.7%
ROIC58.1%
Margen operativo49.2%
Crecim. ingresos+55.1%/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

seekingalpha.com · 15 jul
Aura Minerals: Multiple Catalysts Could Drive Significant Upside
Aura Minerals receives a Buy rating, supported by a high-quality asset base, robust production growth, and strong execution. AUGO's diversified gold and copper portfolio, second-quartile AISC, and disciplined capital allocation underpin its competitive positioning and risk mitigation. Key catalysts include Era Dorada's development, Matupá FID, and copper portfolio expansion, with potential production growth from 500 koz to 800–1,000 koz.
fool.com · 12 jul
An Aura Minerals Insider Sold Shares as Revenue Jumped 136%
The disposition involved 19,010 shares totaling about $1.2 million based on the July 2, 2026 execution price. The sale reduced the insider's direct equity position by 5%, as reported in the filing.
globenewswire.com · 10 jul
Aura Announces Preliminary Q2 2026 and H1 2026 Production Results
ROAD TOWN, British Virgin Islands, July 10, 2026 (GLOBE NEWSWIRE) -- Aura Minerals Inc. (NASDAQ: AUGO and B3: AURA33) (“Aura” or the “Company”) is pleased to announce Q2 2026 preliminary production results from the Company's six operating mines: Aranzazu, Apoena, Minosa, Almas, Borborema and MSG (“Mineração Serra Grande”). Total production in Q2 2026, at current prices, reached 75,437 gold equivalent ounces (“GEO”)1, an 8% decrease compared to the previous quarter and 18% higher when compared to Q2 2025. At constant prices2, Aura's quarterly production decreased by 9% compared to Q1 2026 and increased 16% above Q2 2025. In Q2 2026, sales totaled 77,764 GEO, a decrease of 4% compared to Q1 2026, while compared to the same period of the last year, it increased by 25%, mainly due to better sales at Almas, a Borborema under commercial production and the acquisition of MSG.
zacks.com · 2 jul
Aura Minerals' Shares Rise 20% YTD: Here's What's Driving the Upside
AUGO's shares have surged 20% year to date as strong revenues, rising gold output, Borborema ramp-up and growth projects fuel momentum.
seekingalpha.com · 19 jun
Aura Minerals: The Price Collapse Created A Golden Opportunity (Rating Upgrade)
Aura Minerals Inc. is upgraded to a Strong Buy despite a 35% price drop, as fundamentals and long-term prospects remain intact. Recent headwinds—geopolitical events, copper preference, and weak Q1 results—created operational and cost pressures, but are seen as temporary and largely controllable. AUGO stock valuation remains attractive: 5Y DCF suggests 45.6% upside, P/NAV analysis indicates 28.7% upside, and a 37% average upside supports the strong buy rating.
globenewswire.com · 18 jun
Aura Minerals Announces Repurchase Programs
ROAD TOWN, British Virgin Islands, June 18, 2026 (GLOBE NEWSWIRE) -- Aura Minerals Inc. ("Aura Minerals" or the "Company") (NASDAQ: AUGO | B3: AURA33) announced that its Board of Directors has approved the repurchase programs pursuant to which the Company is authorized to repurchase its common shares and Brazilian Depositary Receipts (the “Repurchase Programs”). Under the Repurchase Programs, Aura may repurchase up to an aggregate US$200 million of its outstanding common shares and Brazilian Depositary Receipts in the open market, based on prevailing market prices, or in privately negotiated transactions, over a period beginning on June 18, 2026 continuing until the earlier of the completion of the repurchase or June 18, 2027, depending upon market conditions.
seekingalpha.com · 16 jun
Aura Minerals Inc. (AUGO) Shareholder/Analyst Call Prepared Remarks Transcript
Aura Minerals Inc. (AUGO) Shareholder/Analyst Call Prepared Remarks Transcript
gurufocus.com · 10 jun
Aura Minerals Inc (AUGO) Shares Fall 6.5% -- What GF Score of 71 Tells Investors
On June 10, 2026, Aura Minerals Inc (AUGO) shares fell 6.5% today, bringing the current price to $53.25. The stock has experienced significant volatility, tradi

* 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.