Análisis Argos
GMAB
GMABBarata · ojo al riesgo
Genmab A/S · Healthcare
US$ 29.00
precio al 2026-07-28
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
55/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 30% al año — menos de lo que viene demostrando (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.
Riesgos
Sin riesgos destacados.
VALOR4/6FUTURO4/6PASADO2/6SALUD4/6DIVIDENDO3/6
El Iris de calidad
VALOR4/6FUTURO4/6PASADO2/6SALUD4/6DIVIDENDO3/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos55de 100Barata · ojo al riesgo
Ingresos83%
US$ 3.7 B
Margen operativo8%
33.6%
Flujo de caja libre85%
US$ 1.2 B
Deuda neta
US$ 3.7 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 17.8B
P/E18.5x
EV/EBITDA16.3x
FCF yield6.5%
ROIC10.5%
Margen operativo33.6%
Crecim. ingresos-82.7%/año
Piotroski F4/9
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 · 7 jul
EU Approves Expanded Use of ABBV's Tepkinly in Follicular Lymphoma
AbbVie's EU approval expands Tepkinly into a first-of-its-kind bispecific lymphoma combination, backed by phase III data showing strong efficacy.
globenewswire.com · 6 jul
Genmab Announces TEPKINLY® (epcoritamab) in Combination with Lenalidomide and Rituximab is Approved by the European Commission for the Treatment of Relapsed or Refractory Follicular Lymphoma
Media ReleaseCOPENHAGEN, Denmark; July 6, 2026 TEPKINLY (epcoritamab) plus lenalidomide and rituximab (R2) is the first and only bispecific-based therapy approved in Europe for the treatment of follicular lymphoma in the second-line setting, offering a chemotherapy-free option In the Phase 3 EPCORE FL-1 trial, fixed-duration TEPKINLYR2 demonstrated significantly superior progression-free survival and overall response rates compared to R2, with approximately three out of four patients achieving a complete response Genmab A/S (Nasdaq: GMAB) announced today that the European Commission (EC) granted marketing authorization for TEPKINLY (epcoritamab) in combination with lenalidomide and rituximab (TEPKINLYR2) for the treatment of adult patients with relapsed or refractory (R/R) follicular lymphoma (FL).
businesswire.com · 6 jul
Genmab Announces TEPKINLY® (epcoritamab) in Combination with Lenalidomide and Rituximab is Approved by the European Commission for the Treatment of Relapsed or Refractory Follicular Lymphoma
COPENHAGEN, Denmark--(BUSINESS WIRE)--Genmab A/S (Nasdaq: GMAB) announced today that the European Commission (EC) granted marketing authorization for TEPKINLY® (epcoritamab) in combination with lenalidomide and rituximab (TEPKINLY + R2) for the treatment of adult patients with relapsed or refractory (R/R) follicular lymphoma (FL). The approval is based on results from the pivotal Phase 3 EPCORE® FL-1 trial that evaluated fixed-duration TEPKINLY + R2 compared to standard of care R2. “Follicular.
benzinga.com · 30 jun
Genmab/AbbVie Lymphoma Trial Meets Main Goal, Analyst Eyes Bigger Market Opportunity
Genmab A/S – ADR (NASDAQ:GMAB) on Monday shared topline results from the Phase 3 EPCORE DLBCL-4 trial.
wsj.com · 30 jun
Genmab Shares Climb After Lymphoma Therapy Hits Goal in Trial
The Danish biotechnology company and partner AbbVie said a drug combination to treat lymphoma met the primary goal in a late-stage clinical trial.
globenewswire.com · 29 jun
Genmab Announces Positive Phase 3 Results for Epcoritamab Plus Lenalidomide in Patients with Relapsed/Refractory Diffuse Large B-Cell Lymphoma, Demonstrating Statistically Significant Improvement in Progression-Free Survival
Company Announcement Topline results from Phase 3 EPCORE ®  DLBCL-4 evaluating epcoritamab in combination with lenalidomide demonstrated statistically significant and clinically meaningful improvement in progression-free survival (PFS) in patients with relapsed/refractory (R/R) diffuse large B-cell lymphoma (DLBCL) EPCORE DLBCL-4 demonstrated improved PFS with a chemotherapy-free combination treatment regimen in patients with R/R DLBCL COPENHAGEN, Denmark; June 29, 2026 – Genmab A/S (Nasdaq: GMAB) today announced topline results from the Phase 3 EPCORE DLBCL-4 trial evaluating the combination of fixed duration epcoritamab, a T-cell engaging bispecific antibody administered subcutaneously, and lenalidomide, compared to standard-of-care, rituximab plus gemcitabine plus oxaliplatin (R-GemOx), in adult patients with relapsed or refractory (R/R) diffuse large B-cell lymphoma (DLBCL) who received at least one prior line of treatment. Based on topline results, the trial met its primary objective, demonstrating statistically significant and clinically meaningful improvement in progression-free survival (PFS).
globenewswire.com · 16 jun
Capital Increase in Genmab as a Result of Employee Warrant Exercise
Company Announcement COPENHAGEN, Denmark; June 16, 2026 – Genmab A/S (Nasdaq: GMAB) will increase its share capital by 185 shares as a consequence of the exercise of employee warrants. The increase is effected without any preemption rights for the existing shareholders of the Company or others.
globenewswire.com · 15 jun
Major Shareholder Announcement
Company Announcement Major shareholder announcement for Genmab A/S COPENHAGEN, Denmark; June 15, 2026 – Genmab A/S (Nasdaq: GMAB) announces under reference to Section 30 of the Danish Capital Markets Act that Orbis Investment Management Limited has informed us that through shares, as of June 12, 2026, Orbis Investment Management Limited controlled the voting rights to 3,112,476 shares in Genmab A/S, which amounts to 4.99% of the share capital and voting rights in Genmab A/S.   The major shareholder announcement of Orbis Investment Management Limited is attached to this announcement.

* 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.