Análisis Argos
HAE
HAECara
Haemonetics Corporation · Healthcare
US$ 82.54
precio al 2026-07-28
Valor justo Argos*
US$ 44–53
vs. su valor justo
72% por encima
Score Argos
63/100
LA RESPUESTA
El mercado le pide crezca 23.3% al año — más de lo que ha demostrado (6.9%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 21% por debajo de su valor justo.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Crecimiento estancado o en baja.
VALOR1/6FUTURO2/6PASADO3/6SALUD3/6DIVIDENDO4/6
El Iris de calidad
VALOR1/6FUTURO2/6PASADO3/6SALUD3/6DIVIDENDO4/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos63de 100Cara
Ingresos2%
US$ 1.3 B
Margen operativo11%
18.1%
Flujo de caja libre86%
US$ 0.3 B
Deuda neta
US$ 1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 3.8B
P/E38.5x
EV/EBITDA11.9x
FCF yield6.9%
ROIC10.3%
Margen operativo18.1%
Crecim. ingresos-2.0%/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

prnewswire.com · 8 jul
Haemonetics Sets Date for Publishing First Quarter Fiscal Year 2027 Results: August 6, 2026
BOSTON, July 8, 2026 /PRNewswire/ -- Haemonetics Corporation (NYSE: HAE) announced that the Company intends to publish first quarter fiscal year 2027 financial results at 6:00 am ET on Thursday, August 6, 2026. The Company will hold a conference call with investors and analysts to discuss results and answer questions at 8:00 am ET on August 6, 2026.
zacks.com · 3 jul
Is it Apt to Retain Haemonetics Stock in Your Portfolio for Now?
HAE's Plasma franchise and NexSys PCS momentum may support growth, but heavy debt and competitive pressure remain key concerns.
gurufocus.com · 25 jun
Haemonetics Corp (HAE) Stock Up 6.5% and Still Undervalued -- GF Score: 84/100
On June 25, 2026, Haemonetics Corp (HAE) shares rose 6.5% today, bringing the current price to $77.62. The stock has experienced a 52-week range between $47.32
seekingalpha.com · 15 jun
BioCryst Pharmaceuticals: Management's Plans For Multibillion HAE Franchise Add Up
BioCryst Pharmaceuticals, Inc. is upgraded to Buy, reflecting strong execution in HAE and a compelling pipeline with Orladeyo and navenibart. BCRX targets $1.8bn in revenues and $1bn in cash by 2033, leveraging best-in-class efficacy and less frequent dosing for navenibart to challenge market incumbents. Recent Q1 results showed 11% YoY Orladeyo revenue growth, robust non-GAAP profitability, and reaffirmed 2026 guidance, suggesting valuation remains attractive.
globenewswire.com · 12 jun
BioCryst Presents New Clinical Data and Real-World Evidence Demonstrating Impact of HAE Portfolio at the 2026 European Academy of Allergy and Clinical Immunology Annual Meeting
— Growing body of ORLADEYO ® clinical data and real-world evidence demonstrates consistent reductions in HAE attack burden and healthcare utilization across diverse patient populations
globenewswire.com · 11 jun
Pharvaris Announces Annual General Meeting of Shareholders
ZUG, Switzerland, June 11, 2026 (GLOBE NEWSWIRE) -- Pharvaris (Nasdaq: PHVS), a late-stage biopharmaceutical company developing novel, oral bradykinin B2 receptor antagonists to help address unmet needs of those living with bradykinin-mediated diseases such as hereditary angioedema (HAE) and acquired angioedema due to C1 inhibitor deficiency (AAE-C1INH), today announced the annual general meeting of shareholders will take place on Friday, June 26, 2026, at 16:00 CEST (10:00 a.m. EDT).
seekingalpha.com · 8 jun
Haemonetics Corporation (HAE) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript
Haemonetics Corporation (HAE) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript
prnewswire.com · 5 jun
Haemonetics Updates Financial Reporting Segments
BOSTON, June 5, 2026 /PRNewswire/ -- Haemonetics Corporation (NYSE: HAE), a global medical technology company focused on delivering innovative solutions designed to improve patient outcomes, today announced an update to its reportable segment structure to better align external financial reporting with how the Company manages its business and allocates resources. Under the new structure, Haemonetics will transition from three reportable segments to two.

* 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.