Análisis Argos
HEI
HEICara
HEICO Corporation · Industrials
US$ 363.44
precio al 2026-07-28
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
50/100
LA RESPUESTA
El mercado le pide crezca 51.1% al año — más de lo que ha demostrado (13.6%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Las ganancias crecieron 34% el último año.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR1/6FUTURO4/6PASADO4/6SALUD4/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO4/6PASADO4/6SALUD4/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoEl dividendo aún duerme
Score Argos50de 100Cara
Ingresos▲16%
US$ 4.5 B
Margen operativo▲5%
22.7%
Flujo de caja libre▲41%
US$ 0.9 B
Deuda neta
US$ 2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 50.6B
P/E73.3x
EV/EBITDA43.3x
FCF yield1.7%
ROIC13.5%
Margen operativo22.7%
Crecim. ingresos+16.3%/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 · 9 jul
3 Reasons Why Growth Investors Shouldn't Overlook Heico (HEI)
Heico (HEI) is well positioned to outperform the market, as it exhibits above-average growth in financials.
benzinga.com · 8 jul
Forget The Airlines, The Hidden Monopoly Is Pocketing Your Higher Airfare
Passengers are paying more to fly, but the carriers selling those tickets are not necessarily the ones collecting the profits. Facing rapidly aging fleets, operators are incurring higher maintenance bills.
nypost.com · 7 jul
US airlines' spent over $6 billion on monthly fuel in May amid Iran war — up 84% from year ago
The latest government data reveals that U.S. airlines spent $6.66 billion on jet fuel in May 2026.
fool.com · 7 jul
SpaceX Is Losing Money and Borrowing Billions. These 4 Profitable Aerospace Stocks Might Be Better Buys Right Now
Aerospace investors don't need to bet on highly leveraged moonshots when profitable, cash-generating industry leaders offer direct exposure to long-term aerospace and defense growth. The strongest aerospace businesses often sit in the critical infrastructure layer.
zacks.com · 6 jul
Heico Corporation (HEI) Just Flashed Golden Cross Signal: Do You Buy?
Heico Corporation (HEI) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, HEI's 50-day simple moving average broke out above its 200-day moving average; this is known as a "golden cross.
zacks.com · 26 jun
Heico (HEI) Down 0.8% Since Last Earnings Report: Can It Rebound?
Heico (HEI) reported earnings 30 days ago. What's next for the stock?
zacks.com · 24 jun
Is Heico (HEI) Stock Outpacing Its Aerospace Peers This Year?
Here is how Heico Corporation (HEI) and Rolls-Royce Holdings PLC (RYCEY) have performed compared to their sector so far this year.
zacks.com · 24 jun
Heico Corporation (HEI) Just Overtook the 20-Day Moving Average
From a technical perspective, Heico Corporation (HEI) is looking like an interesting pick, as it just reached a key level of support. HEI recently overtook the 20-day moving average, and this suggests a short-term bullish trend.

* 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.