Análisis Argos
DOX
DOXOportunidad
Amdocs Limited · Technology
US$ 54.87
precio al 2026-07-28
Valor justo Argos*
US$ 97–115
vs. su valor justo
47% por debajo
Score Argos
76/100
Oportunidad
LA RESPUESTA
El mercado la precia para que se encoja 15.6% al año — menos de lo que viene demostrando (5.1%). 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 14% el último año.
Retorno sobre el capital alto (17%).
Reparte dividendo sostenible (3.99%).
Riesgos
!Crecimiento estancado o en baja.
VALOR6/6FUTURO2/6PASADO4/6SALUD5/6DIVIDENDO6/6
El Iris de calidad
VALOR6/6FUTURO2/6PASADO4/6SALUD5/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos76de 100Oportunidad
Ingresos9%
US$ 4.5 B
Margen operativo44%
18.2%
Flujo de caja libre5%
US$ 0.7 B
Deuda neta
US$ 0.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 5.9B
P/E10.5x
EV/EBITDA6.3x
FCF yield10.9%
ROIC17.2%
Margen operativo18.2%
Crecim. ingresos-9.4%/año
Piotroski F6/9
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

defenseworld.net · 27 jul
Entropy Technologies LP Buys 15,496 Shares of Amdocs Limited $DOX
Entropy Technologies LP increased its stake in Amdocs Limited (NASDAQ: DOX) by 59.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 41,757 shares of the technology company's stock after purchasing an additional 15,496 shares during the period. Entropy Technologies
defenseworld.net · 26 jul
Amdocs Limited $DOX Shares Purchased by First Trust Advisors LP
First Trust Advisors LP boosted its position in Amdocs Limited (NASDAQ: DOX) by 13.9% in the undefined quarter, according to its most recent filing with the SEC. The firm owned 1,077,258 shares of the technology company's stock after acquiring an additional 131,197 shares during the period. First Trust Advisors LP owned about 1.00%
seekingalpha.com · 25 jul
Amdocs: AI Fears Created This Shareholder Yield Monster
Amdocs trades at historically low multiples due to AI-driven fears, despite deep integration with major MNOs and resilient, cash-generative operations. DOX is actively reshaping for the AI era, exiting low-margin segments, launching AI-driven products, and acquiring agentic AI capabilities to maintain relevance and efficiency. Revenue is highly predictable with a $4.3B backlog and near-100% renewal rates in managed services, but customer concentration with AT&T and T-Mobile is a key risk.
gurufocus.com · 21 jul
Richard Pzena's Strategic Acquisition of Amdocs Ltd Shares
On June 30, 2026, Richard Pzena (Trades, Portfolio) executed a significant transaction involving Amdocs Ltd (DOX), a prominent player in the software and servic
zacks.com · 16 jul
DOX vs. JKHY: Which Stock Is the Better Value Option?
Investors interested in Computers - IT Services stocks are likely familiar with Amdocs (DOX) and Jack Henry (JKHY). But which of these two companies is the best option for those looking for undervalued stocks?
marketwatch.com · 15 jul
Small-cap outperformance is persisting — and these 15 quality stocks pay rich dividends
Think large caps are still the best bet? The data say you are looking in the wrong place.
zacks.com · 15 jul
Are Investors Undervaluing Amdocs (DOX) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
247wallst.com · 25 jun
66 Years Old With $1.3 Million. Here Are 3 Hidden Gems to Buy
A 66-year-old with $1.3 million can't afford a dividend cut. The hunt for yield often pushes retirees into mega-caps, but I think the real income value sits in mid-caps whose GAAP earnings are masked by non-cash charges or sector stigma. Here's my dividend safety read on three overlooked names. Nexstar: Cash Flow Hides Behind a... 66 Years Old With $1.3 Million. Here Are 3 Hidden Gems to Buy

* 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.