Análisis Argos
FLEX
FLEXCara
Flex Ltd. · Technology
US$ 113.28
precio al 2026-07-28
Valor justo Argos*
US$ 95
vs. su valor justo
−16%
Score Argos
47/100
LA RESPUESTA
El mercado le pide crezca 42.5% al año — más de lo que ha demostrado (7.1%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 5% el último año.
Retorno sobre el capital alto (16%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR1/6FUTURO3/6PASADO4/6SALUD3/6DIVIDENDO3/6
El Iris de calidad
VALOR1/6FUTURO3/6PASADO4/6SALUD3/6DIVIDENDO3/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos47de 100Cara
Ingresos8%
US$ 27.9 B
Margen operativo20%
5.4%
Flujo de caja libre2%
US$ 1.1 B
Deuda neta
US$ 1.9 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 41.5B
P/E47.2x
EV/EBITDA21x
FCF yield2.5%
ROIC16.4%
Margen operativo5.4%
Crecim. ingresos+8.1%/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

zacks.com · 10 jul
Can Flex Ride the AI Supercomputer Boom With Cerebras Alliance?
FLEX expands its Cerebras partnership to boost CS-3 AI system production sevenfold by 2026, opening new growth opportunities in AI hardware manufacturing.
prnewswire.com · 9 jul
Flex and Cerebras Expand Partnership to Scale American Manufacturing of Cerebras AI Supercomputers
New manufacturing lines in Milpitas, California will support an anticipated 7x increase in production of Cerebras CS-3 systems as demand for high-performance AI infrastructure accelerates. SUNNYVALE, Calif.
prnewswire.com · 8 jul
Flex Announces Date for First Quarter Fiscal Year 2027 Earnings Call
AUSTIN, Texas, July 8, 2026 /PRNewswire/ -- Flex (NASDAQ: FLEX) will announce its first quarter fiscal year 2027 financial results before the market opens on Wednesday, July 29, 2026. The company will hold a conference call to discuss the results that day at 7:30 AM CT / 8:30 AM ET.
defenseworld.net · 8 jul
Hypersonic Flex: China’s DF-17 Signals a New Era
Read Hypersonic Flex: China's DF-17 Signals a New Era at Defense World
globenewswire.com · 8 jul
Phoenix Energy Announces Phoenix Flex Junior Secured Notes™ with 6–7% Annual Interest Rates
IRVINE, Calif., July 08, 2026 (GLOBE NEWSWIRE) -- Phoenix Energy One, LLC ("Phoenix Energy" or the "Company"), an energy company focused on oil and gas exploration and production across key U.S. basins, today announced that the U.S. Securities and Exchange Commission has declared effective the Company's registration statement for Phoenix Flex Junior Secured Notes™ ("Phoenix Flex"), a new registered offering designed to give income-focused investors more flexibility and control over how and when they can look to access their capital.
zacks.com · 7 jul
Flex Climbs 130% in 6 Months: Is the Stock Still Worth Buying?
FLEX is benefiting from robust AI data center demand, expanding power infrastructure opportunities, improving margins and strategic acquisitions.
zacks.com · 6 jul
Jabil vs. Celestica: Which EMS Stock is a Better Buy Right Now?
JBL and CLS are positioned to benefit from AI, cloud and data center demand, but both face competitive, trade and segment challenges.
fool.com · 6 jul
Which Small-Cap ETF Is the Better Buy: Vanguard's VB or JPMorgan's BBSC?
JPMorgan's concentrated small-cap fund outpaced Vanguard over one year, but carries higher volatility and a steeper expense ratio.

* 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.