Análisis Argos
HOG
HOGBarata · ojo al riesgo
Harley-Davidson, Inc. · Consumer Cyclical
US$ 25.30
precio al 2026-07-28
Valor justo Argos*
US$ 71–72
vs. su valor justo
61% por debajo
Score Argos
77/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 30% al año — menos de lo que viene demostrando (0.7%). 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.
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR4/6FUTURO0/6PASADO3/6SALUD5/6DIVIDENDO6/6
El Iris de calidad
VALOR4/6FUTURO0/6PASADO3/6SALUD5/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoIngresos estancados o cayendo
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos77de 100Barata · ojo al riesgo
Ingresos14%
US$ 4.5 B
Margen operativo7%
8.6%
Flujo de caja libre52%
US$ 0.4 B
Deuda neta
US$ -0 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.7B
P/E7.9x
EV/EBITDA4.7x
FCF yield15.6%
ROIC8.9%
Margen operativo8.6%
Crecim. ingresos-13.8%/año
Piotroski F8/9
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 · 28 jul
Looking for a Fast-paced Momentum Stock at a Bargain? Consider Harley-Davidson (HOG)
Harley-Davidson (HOG) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.
defenseworld.net · 25 jul
Bank of New York Mellon Corp Purchases 163,762 Shares of Harley-Davidson, Inc. $HOG
Bank of New York Mellon Corp lifted its position in shares of Harley-Davidson, Inc. (NYSE: HOG) by 8.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,110,552 shares of the company's stock after purchasing an additional 163,762 shares during
zacks.com · 24 jul
Harley-Davidson Q2 Earnings Beat Estimates on HDMC Growth
HOG beats Q2 earnings estimates as motorcycle demand lifts HDMC, while HDFS revenues plunge and LiveWire narrows losses.
seekingalpha.com · 24 jul
Harley-Davidson, Inc. (HOG) Q2 2026 Earnings Call Transcript
Harley-Davidson, Inc. (HOG) Q2 2026 Earnings Call Transcript
marketbeat.com · 23 jul
Harley-Davidson Q2 Earnings Call Highlights
Harley-Davidson NYSE: HOG raised portions of its 2026 outlook after reporting second-quarter results that management said showed early progress under its “Back to the Bricks” strategic plan, including growth in North American retail motorcycle sales and improved dealer inventory health.
zacks.com · 23 jul
Harley-Davidson (HOG) Reports Q2 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Harley-Davidson (HOG) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
zacks.com · 23 jul
Harley-Davidson (HOG) Q2 Earnings Beat Estimates
Harley-Davidson (HOG) came out with quarterly earnings of $0.75 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.88 per share a year ago.
reuters.com · 23 jul
Harley-Davidson posts lower quarterly results as raw material costs rise
Harley-Davidson reported lower second-quarter profit and revenue but raised its annual forecast on Thursday, as the ​legacy motorbike maker leaned on its wider turnaround plan to ‌navigate higher costs of raw materials.

* 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.