Análisis Argos
BWXT
BWXTCara
BWX Technologies, Inc. · Industrials
US$ 169.67
precio al 2026-07-28
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
43/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (7.9%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 17% el último año.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR1/6FUTURO3/6PASADO3/6SALUD3/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO3/6PASADO3/6SALUD3/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos43de 100Cara
Ingresos19%
US$ 3.2 B
Margen operativo28%
10.1%
Flujo de caja libre20%
US$ 0.3 B
Deuda neta
US$ 1.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 15.5B
P/E47.1x
EV/EBITDA39.4x
FCF yield1.9%
ROIC9.8%
Margen operativo10.1%
Crecim. ingresos+18.3%/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

zacks.com · 9 jul
Will BWX (BWXT) Beat Estimates Again in Its Next Earnings Report?
BWX (BWXT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
zacks.com · 9 jul
How Is BWXT Building Capabilities for Advanced Reactor Deployment?
BWX Technologies expands advanced reactor capabilities through nuclear manufacturing, engineering and fuel technologies to support future deployment.
etftrends.com · 6 jul
Microreactors Reach Milestones and Retailers Go Nuclear
The U.S. nuclear sector advanced on two fronts in recent days. Advanced microreactors completed a key federal target while the existing commercial fleet signed a landmark agreement with a major retailer.
businesswire.com · 6 jul
BWXT Completes Acquisition of Precision Components Group, Expanding U.S. Nuclear Manufacturing Capacity
LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today that it has successfully completed its previously announced acquisition of Precision Components Group, LLC (PCG), including its subsidiaries Precision Custom Components (PCC) and DC Fabricators (DCF). PCG is a U.S. manufacturer of complex, heavy-walled and heat-transfer components. The acquisition expands BWXT's heavy-manufacturing footprint and enhances the company's ability to deliver U.S.-made nuclear compone.
fool.com · 3 jul
Is This $17.5 Billion Nuclear Stock Your Ticket to Future Riches?
BWX dominates a crucial link of the nuclear supply chain. It has better scale and diversification than many of its industry peers.
zacks.com · 2 jul
Can BWX Technologies' R&D Spending Strengthen Its Competitive Edge?
BWXT expands R&D investments to advance nuclear technologies, strengthen innovation and support long-term growth.
seekingalpha.com · 2 jul
BWX Technologies: Even A Q2 Beat And Raise Is Not Enough
BWX Technologies continues to deliver robust results, driven by strong government contracts and surging commercial demand, but valuation remains stretched. Q2 is expected to show another revenue beat, with commercial operations benefiting from Kinectrics acquisition and organic growth, though margin pressure looms longer term. BWXT trades at a significant premium to peers, with a forward earnings multiple of 40.1x and a free cash flow yield of just 1.8%, limiting margin of safety.
zacks.com · 1 jul
Can BWX Technologies Benefit From the Commercial Nuclear Revival?
BWXT's commercial nuclear business is accelerating with acquisitions, rising backlog, and surging revenues on demand growth for components and nuclear services.

* 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.