Análisis Argos
CMCSA
CMCSABarata · ojo al riesgo
Comcast Corporation · Communication Services
US$ 24.19
precio al 2026-07-28
Valor justo Argos*
US$ 59–71
vs. su valor justo
63% por debajo
Score Argos
71/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 25.8% al año — menos de lo que viene demostrando (4.6%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 24% el último año.
Reparte dividendo sostenible (5.46%).
Riesgos
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
VALOR4/6FUTURO2/6PASADO4/6SALUD1/6DIVIDENDO6/6
El Iris de calidad
VALOR4/6FUTURO2/6PASADO4/6SALUD1/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos71de 100Barata · ojo al riesgo
Ingresos0%
US$ 123.7 B
Margen operativo11%
16.7%
Flujo de caja libre42%
US$ 21.9 B
Deuda neta
US$ 101 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 85.8B
P/E4.3x
EV/EBITDA5.1x
FCF yield25.5%
ROIC8%
Margen operativo16.7%
Crecim. ingresos+0.0%/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

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TREVOSE, Pa.--(BUSINESS WIRE)--Comcast today announced a significant construction milestone in its network expansion across the Greater Phillipsburg area, with the overall project now more than halfway complete as the company works to bring its reliable, high-speed Internet network to more than 15,700 additional homes and businesses for the first time. Momentum across Warren County remains strong with construction in Greenwich, Lopatcong and Alpha nearing completion. Half of planned work in Phi.

* 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.