Análisis Argos
CRM
CRMOportunidad
Salesforce, Inc. · Technology
US$ 181.50
precio al 2026-07-28
Valor justo Argos*
US$ 216–238
vs. su valor justo
24% por debajo
Score Argos
71/100
Oportunidad
LA RESPUESTA
El mercado la precia para que crezca 2.2% al año — menos de lo que viene demostrando (9.4%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 20% el último año.
Riesgos
Sin riesgos destacados.
VALOR5/6FUTURO4/6PASADO4/6SALUD4/6DIVIDENDO5/6
El Iris de calidad
VALOR5/6FUTURO4/6PASADO4/6SALUD4/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos71de 100Oportunidad
Ingresos10%
US$ 41.5 B
Margen operativo13%
21.5%
Flujo de caja libre16%
US$ 14.4 B
Deuda neta
US$ 9.9 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 148.6B
P/E19.9x
EV/EBITDA12.6x
FCF yield9.7%
ROIC10.1%
Margen operativo21.5%
Crecim. ingresos+9.6%/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

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* 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.