Análisis Argos
GOOG
GOOGCara
Alphabet Inc. · Communication Services
US$ 332.60
precio al 2026-07-28
Valor justo Argos*
US$ 153–179
vs. su valor justo
95% por encima
Score Argos
60/100
LA RESPUESTA
El mercado le pide crezca 36.1% al año — más de lo que ha demostrado (17.2%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Las ganancias crecieron 32% el último año.
✓Retorno sobre el capital alto (24%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
VALOR1/6FUTURO5/6PASADO5/6SALUD6/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO5/6PASADO5/6SALUD6/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos60de 100Cara
Ingresos▲15%
US$ 403 B
Margen operativo▲0%
32.1%
Flujo de caja libre▲1%
US$ 73.3 B
Deuda neta
US$ 28.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.03T
P/E30.5x
EV/EBITDA27x
FCF yield1.8%
ROIC24.2%
Margen operativo32.1%
Crecim. ingresos+15.1%/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

investors.com · 10 jul
Google, Amazon Increase Data-Center Capacity Plans
The project pipeline for data centers in North America increased by 4% in June from May, with hyperscalers driving the growth.
247wallst.com · 10 jul
Jim Cramer Says Google Could Win the Entire AI War: The 2.5 Billion Apple Devices Behind It Are Why
Jim Cramer used his July 9 Mad Money segment to identify what he evidently sees as a crucial structural advantage in artificial intelligence: distribution across Apple‘s (NASDAQ:AAPL | AAPL Price Prediction) ecosystem.
benzinga.com · 10 jul
EXCLUSIVE: Berkshire's Alphabet, UnitedHealth Buys Show CEO Greg Abel Is Expanding the Playbook, Expert Says
Investors are no longer paying a premium for Berkshire Hathaway (NYSE:BRK) (NYSE:BRK) shares since Warren Buffett stepped down as CEO. Freedom Capital Markets Chief Market Strategist Jay Woods tells Benzinga new CEO Greg Abel is putting his stamp on the company and changing things up, which could pay off long term for shareholders.
247wallst.com · 10 jul
Alphabet Stock Looks Undervalued After a 100% Rally in a Year. Analysts See More Upside
Alphabet (NASDAQ:GOOG | GOOG Price Prediction) has quietly become one of the most compelling risk/reward setups in mega-cap tech.
247wallst.com · 10 jul
AI’s $182 Billion Borrowing Spree Could Become Its Biggest Risk Yet
Six tech giants have flooded the corporate bond market with a level of borrowing that dwarfs anything seen in recent memory, and the bet only pays off if AI delivers returns at a scale that has never been proven.
fool.com · 10 jul
Alphabet Is the Dow's Newest Member. This One Has Been Raising Its Dividend Since Before Google Existed.
Alphabet is the newest addition to the Dow Jones Industrial Average, replacing Verizon Communications. Most Dow components are stocks that demonstrate consistent earnings growth and pay dividends.
barrons.com · 10 jul
How OpenAI's GPT 5.6 Measures Up to SpaceX, Google, Anthropic
The ChatGPT developer's recent model beats releases from Elon Musk's SpaceX and Alphabet's Google on Artificial Analysis's intelligence ranking.
fool.com · 10 jul
Greg Abel Built a $31 Billion Berkshire Stake in Alphabet
Alphabet has become a key holding in a very short time.

* 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.