Análisis Argos
AVGO
AVGOCara
Broadcom Inc. · Technology
US$ 380.91
precio al 2026-07-28
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
54/100
LA RESPUESTA
El mercado le pide crezca 51% al año — más de lo que ha demostrado (10.8%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Las ganancias crecieron 292% el último año.
✓Retorno sobre el capital alto (20%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
VALOR1/6FUTURO5/6PASADO5/6SALUD3/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO5/6PASADO5/6SALUD3/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos54de 100Cara
Ingresos▲24%
US$ 63.9 B
Margen operativo▲53%
39.9%
Flujo de caja libre▲39%
US$ 26.9 B
Deuda neta
US$ 49 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 1.81T
P/E78.4x
EV/EBITDA54.3x
FCF yield1.5%
ROIC19.6%
Margen operativo39.9%
Crecim. ingresos+23.9%/año
Piotroski F8/9
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

247wallst.com · 11 jul
Got $10,000? Broadcom vs Marvell: Only One Will Match The AI Hype
Broadcom (NASDAQ: AVGO | AVGO Price Prediction) and Marvell Technology (NASDAQ: MRVL) both just delivered AI-fueled quarters, but the businesses behind the tickers look nothing alike.
fool.com · 11 jul
Broadcom Just Gave Investors Another $30 Billion Reason to Buy the Stock
Broadcom's wireless manufacturing is set to get a lift from its recent deal with Apple. However, custom AI chips and networking should be its biggest growth driver moving forward.
fool.com · 11 jul
Apple CEO Tim Cook Announces $30 Billion Broadcom Deal to Produce 15 Billion Chips
Apple will buy more than 15 billion chips from Broadcom through 2031. The new deal exceeds $30 billion in value, providing Broadcom with revenue visibility for its growing custom silicon operation.
youtube.com · 10 jul
Graham: GOOGL & AVGO Strongest Companies in Hyperscaler & AI Chip Gap
Andrew Graham doesn't see fatigue hitting the AI space. He believes the issue investors have is a "performance gap" between hyperscalers and semiconductors.
247wallst.com · 10 jul
Why I Can't Stop Buying This “Boring” Chipmaker With Game Changing Upside
I keep hitting the buy button on Broadcom (NASDAQ:AVGO | AVGO Price Prediction), and every quarter Hock Tan gives me a fresh reason to do it again.
zacks.com · 10 jul
AAPL & Broadcom's $30B Deal Boosts AI Chip Strategy: What's Ahead?
Apple's new $30 billion chip deal will secure over 15 billion U.S.-made chips and support custom silicon, wireless tech and AI-enabled devices.
fool.com · 10 jul
Apple Stock Soars on Broadcom Deal. Here's What You Need to Know.
Everyone is celebrating Broadcom's win, but it benefits Apple, too.
marketbeat.com · 10 jul
Broadcom's $30 Billion Apple Deal: This Chip Giant Is About More than Just AI
Semiconductor giant Broadcom NASDAQ: AVGO has made a name for itself as one of the leading players in AI chips. The industry behemoth, NVIDIA NASDAQ: NVDA, is still far and away the world's largest AI chip company.

* 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.