Análisis Argos
HESM
HESMEn su precio
Hess Midstream LP · Energy
US$ 39.98
precio al 2026-07-28
Valor justo Argos*
US$ 32–36
vs. su valor justo
11% por encima
Score Argos
66/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (6.8%) en línea con lo que la empresa demuestra (2.4%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
Cotiza 27% por debajo de su valor justo.
Las ganancias crecieron 58% el último año.
Retorno sobre el capital alto (20%).
Reparte dividendo sostenible (7.59%).
Riesgos
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR3/6FUTURO4/6PASADO4/6SALUD1/6DIVIDENDO5/6
El Iris de calidad
VALOR3/6FUTURO4/6PASADO4/6SALUD1/6DIVIDENDO5/6
ValorCerca de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos66de 100En su precio
Ingresos9%
US$ 1.6 B
Margen operativo1%
62.2%
Flujo de caja libre16%
US$ 0.7 B
Deuda neta
US$ 3.8 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 8.3B
P/E23.4x
EV/EBITDA9.8x
FCF yield8.8%
ROIC19.9%
Margen operativo62.2%
Crecim. ingresos+8.7%/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

forbes.com · 5 jul
Dividend Growth Stock List: 8 Names Yielding Up To 8.3%
Wall Street analysts have one job: predict where companies' earnings are going in the coming quarter. Sounds simple enough, except said suits aren't so good at it!
seekingalpha.com · 1 jul
Hess Midstream LP: Transitioning From Growth Spending To Shareholder Return
Hess Midstream LP is transitioning from heavy infrastructure investment to maximizing cash generation and increasing shareholder returns, forming the basis for my Buy rating. HESM's fee-based business model, supported by long-term agreements and minimum volume commitments, underpins dependable cash flows and sustainable distribution growth. Management targets at least 5% annual distribution growth through 2028, alongside disciplined unit repurchases, prudent debt management, and selective acquisitions.
seekingalpha.com · 23 jun
Hess Midstream: Attractive Even Without An Iran Benefit
Hess Midstream remains a "Strong Buy," offering an 8.5% yield and at least 15% upside, despite recent underperformance and Bakken drilling headwinds. HESM's long-term contract with Chevron through 2033, with annual CPI-linked fee escalators, secures stable cash flow and mitigates near-term oil price and volume risks. Free cash flow yield stands at ~13%, supported by reduced capex, growing third-party revenues, and robust EBITDA margins of 83%.
seekingalpha.com · 20 jun
Buy The Dip: 8%+ Yields Getting Way Too Cheap
There are some highly compelling 8%+ yields available today. I detail 2 of them in this article that are often overlooked, yet have solid balance sheets, promising growth potential, and strong coverage. I also share some of the risks to keep in mind.
247wallst.com · 10 jun
Here Are Wednesday’s Top Wall Street Analyst Research Calls: BILL Holdings, Cava Group, Entergy, GlobalFoundries, Hess Midstream, Nike, Pfizer, SharkNinja, STMicroelectronics, and More
Pre-Market Stock Futures: Futures are trading lower after the stock market tried to take a cue from Monday's action, and things didn't work out quite as well on Tuesday. Once again, the market gapped open higher as the "Buy the dip" legions came in to ride what they thought would be another wave higher, only... Here Are Wednesday's Top Wall Street Analyst Research Calls: BILL Holdings, Cava Group, Entergy, GlobalFoundries, Hess Midstream, Nike, Pfizer, SharkNinja, STMicroelectronics, and More
seekingalpha.com · 8 jun
Undercovered Dozen: Hess Midstream, Gorilla Technology, Vertiv Holdings, And More
The Undercovered Dozen series spotlights 12 lesser-covered stocks featured on Seeking Alpha between May 29 and June 5. This curated selection aims to provide fresh investment ideas and foster community discussion around under-the-radar equities. Readers are encouraged to engage, share perspectives, and highlight additional overlooked investment opportunities.
seekingalpha.com · 30 may
Hess Midstream: 8% Yield That's Backed By Chevron
Hess Midstream earns a Buy rating for its high yield, robust distribution growth, and Chevron-backed, fee-based contracts extending through 2033. HESM's distribution has grown for eight consecutive years, with a 5-year CAGR of 11.29%, and management targets at least 5% annual growth through 2028. Q1 2026 results showed a 2.6% rise in adjusted EBITDA, a 24.3% increase in adjusted free cash flow, and continued share/unit buybacks.
etftrends.com · 19 may
1Q26 MLP/Midstream Dividends: Growth Trend Continues
Key Takeaways: On a year-over-year basis, 96.0% of the Alerian Midstream Energy Index (AMNA) by weighting have grown their dividends. MLPs largely drove sequential growth in payouts for 1Q26, while most corporations kept their dividends steady.

* 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.