Análisis Argos
CSCO
CSCOCara
Cisco Systems, Inc. · Technology
US$ 115.58
precio al 2026-07-28
Valor justo Argos*
US$ 46–55
vs. su valor justo
134% por encima
Score Argos
50/100
LA RESPUESTA
El mercado le pide crezca 25.6% al año — más de lo que ha demostrado (3.5%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Retorno sobre el capital alto (16%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
VALOR1/6FUTURO2/6PASADO5/6SALUD2/6DIVIDENDO3/6
El Iris de calidad
VALOR1/6FUTURO2/6PASADO5/6SALUD2/6DIVIDENDO3/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos50de 100Cara
Ingresos5%
US$ 56.7 B
Margen operativo8%
20.8%
Flujo de caja libre30%
US$ 13.3 B
Deuda neta
US$ 19.8 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 455.6B
P/E44.7x
EV/EBITDA32.5x
FCF yield2.9%
ROIC16.2%
Margen operativo20.8%
Crecim. ingresos+5.3%/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

zacks.com · 10 jul
5 Cloud Computing Stocks to Buy for 2H 2026 as Digital Demand Soars
AMZN, GOOGL, CSCO, NET and PLTR are five cloud computing stocks positioned to benefit from AI-driven expanding data center growth in 2H 2026.
zacks.com · 8 jul
Why the Market Dipped But Cisco Systems (CSCO) Gained Today
In the closing of the recent trading day, Cisco Systems (CSCO) stood at $113.82, denoting a +1.82% move from the preceding trading day.
fool.com · 8 jul
Tom Gardner's Five Stocks for the Long Term: Big Diversification, AI Research, and Caution
Tom Gardner makes the case for fifty-stock portfolios and AI-powered research, then names five companies to consider owning for the next five-plus years.
zacks.com · 7 jul
Cisco Systems, Inc. (CSCO) is Attracting Investor Attention: Here is What You Should Know
Recently, Zacks.com users have been paying close attention to Cisco (CSCO). This makes it worthwhile to examine what the stock has in store.
zacks.com · 6 jul
Can Cisco's AI Networking Momentum Lift CSCO Stock Higher?
CSCO's networking business is gaining momentum as AI infrastructure demand, campus refresh projects and hyperscaler deployments fuel a broader growth cycle.
zacks.com · 3 jul
Are Computer and Technology Stocks Lagging Cisco Systems (CSCO) This Year?
Here is how Cisco Systems (CSCO) and Arteris, Inc. (AIP) have performed compared to their sector so far this year.
247wallst.com · 2 jul
Cisco's Forecast Beats the Bearish Retail Crowd. Here's the Target
Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) has quietly become one of the most compelling AI infrastructure plays in the market, even as retail chatter has turned sour.
zacks.com · 2 jul
Dow Records Best 1H Performance Since 2021: 5 Top Picks for 2H 2026
Dow posted its best first-half gain since 2021. CSCO, CAT, V, KO and AMZN are five blue-chip stocks highlighted for potential second-half momentum.

* 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.