Análisis Argos
AZZ
AZZCara
AZZ Inc. · Industrials
US$ 146.62
precio al 2026-07-28
Valor justo Argos*
US$ 85–104
vs. su valor justo
56% por encima
Score Argos
74/100
LA RESPUESTA
El mercado le pide crezca 22.2% al año — más de lo que ha demostrado (9.1%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 42% por debajo de su valor justo.
Las ganancias crecieron 146% el último año.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR2/6FUTURO3/6PASADO4/6SALUD3/6DIVIDENDO2/6
El Iris de calidad
VALOR2/6FUTURO3/6PASADO4/6SALUD3/6DIVIDENDO2/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos74de 100Cara
Ingresos4%
US$ 1.7 B
Margen operativo7%
16%
Flujo de caja libre238%
US$ 0.4 B
Deuda neta
US$ 0.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.4B
P/E13.9x
EV/EBITDA13.9x
FCF yield10.1%
ROIC10.7%
Margen operativo16%
Crecim. ingresos+4.6%/año
Piotroski F7/9
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 · 10 jul
AZZ Inc.: The Grid Boom May Not Be Enough To Justify Buying Here
AZZ Inc. is a leading North American provider of metal finishing solutions for steel and aluminum products. I previously rated AZZ as a hold, citing ongoing debt reduction, rising margins, and infrastructure-driven demand. Despite operational improvements, AZZ's valuation appeared stretched relative to its forward growth profile.
marketbeat.com · 9 jul
AZZ Q1 Earnings Call Highlights
AZZ NYSE: AZZ reported record fiscal 2027 first-quarter sales and raised its full-year outlook, citing strength in metal coatings demand, a ramping Precoat Metals facility in Washington, Missouri, and expectations for sustained infrastructure and electrification investment.
seekingalpha.com · 9 jul
AZZ Inc. (AZZ) Q1 2027 Earnings Call Transcript
AZZ Inc. (AZZ) Q1 2027 Earnings Call Transcript
fool.com · 9 jul
Breakfast News: AstraZeneca's Heart Drug Flatlines
AZN drops as drug trial misses expectations, SK Hynix set for huge U.S. ADR listing, and more
zacks.com · 8 jul
AZZ (AZZ) Surpasses Q1 Earnings and Revenue Estimates
AZZ (AZZ) came out with quarterly earnings of $1.85 per share, beating the Zacks Consensus Estimate of $1.63 per share. This compares to earnings of $1.78 per share a year ago.
prnewswire.com · 8 jul
AZZ Inc. Reports Fiscal Year 2027 First Quarter Results
Record Quarterly Sales in Both Segments Drives EPS, Cash Flow and Value Creation  Raising Fiscal Year 2027 Guidance FORT WORTH, Texas, July 8, 2026 /PRNewswire/ -- AZZ Inc. (NYSE: AZZ), the leading independent provider of hot-dip galvanizing and coil coating solutions, today announced financial results for the first quarter ended May 31, 2026.  Fiscal Year 2027 First Quarter Overview (as compared to prior fiscal year first quarter (1) ): Total Sales of $448.5 million, up 6.3% Metal Coatings sales of $210.3 million, up 12.3% Precoat Metals sales of $238.2 million, up 1.5% Net Income of $52.0 million, down 69.6%; prior year results were meaningfully impacted by equity in earnings from our minority interest in the AVAIL JV related to the sale of the Electrical Products Group to nVent Electric plc; Adjusted net income of $55.8 million, up 3.6% GAAP diluted EPS of $1.72 per share, down 69.6% due to equity in earnings from the AVAIL JV as mentioned above; Adjusted diluted EPS of $1.85, up 3.9% Consolidated Adjusted EBITDA of $99.5 million, or 22.2% of sales, versus prior year of $106.4 million, or 25.2% of sales; prior year Q1 included $7.7 million equity in earnings(2) from AVAIL JV operations Segment Adjusted EBITDA margin of 30.3% for Metal Coatings and 21.7% for Precoat Metals Cash flow from operations of $37.1 million Cash dividend of $0.20 per share to common shareholders paid during the quarter, recently announced 20% increase in dividend to $0.24 per share Net leverage ratio of 1.4x (1) Adjusted Net Income, Adjusted EPS, Adjusted EBITDA, and net leverage ratio are non-GAAP financial measures as defined and reconciled in the tables below.
fool.com · 6 jul
Breakfast News: SK Hynix Squares Up Against Micron
Korea's SK Hynix launches U.S. listing, Pepsi headlines the week's earnings, and more
benzinga.com · 2 jul
How To Earn $500 A Month From AZZ Stock Ahead Of Q1 Earnings
AZZ Inc. (NYSE:AZZ) investors may be eyeing potential gains from company dividends ahead of its first-quarter earnings report on Wednesday, July 8.

* 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.