Análisis Argos
HRMY
HRMYBarata · ojo al riesgo
Harmony Biosciences Holdings, Inc. · Healthcare
US$ 35.77
precio al 2026-07-28
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
77/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 19.7% al año — menos de lo que viene demostrando (18%). 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.
Las ganancias crecieron 9% el último año.
Retorno sobre el capital alto (43%).
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR4/6FUTURO6/6PASADO5/6SALUD5/6DIVIDENDO1/6
El Iris de calidad
VALOR4/6FUTURO6/6PASADO5/6SALUD5/6DIVIDENDO1/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoEl dividendo aún duerme
Score Argos77de 100Barata · ojo al riesgo
Ingresos23%
US$ 0.9 B
Margen operativo10%
24%
Flujo de caja libre59%
US$ 0.4 B
Deuda neta
US$ -0.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.1B
P/E13x
EV/EBITDA6.7x
FCF yield16.8%
ROIC43.1%
Margen operativo24%
Crecim. ingresos+21.5%/año
Piotroski F5/9
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
5 Undervalued Price-to-Book Stocks Worth Adding to Your Portfolio
Harmony Biosciences, Invesco, GM, HPE and Quanex made the screen of low price-to-book stocks that also met multiple value metrics.
seekingalpha.com · 28 jul
Harmony Biosciences: WAKIX Cash Flow Funds Its Own Disruption
Harmony Biosciences (HRMY) is evolving from a single-product firm into a self-funded neuroscience platform, leveraging robust WAKIX growth. WAKIX posted 30% Q1 revenue growth, supporting a strong balance sheet with $710 million net cash and funding for pipeline expansion. HRMY trades at a deep valuation discount, reflecting market fears of WAKIX cash flow erosion post-2030 and underappreciated pipeline potential.
zacks.com · 28 jul
Harmony Biosciences Holdings, Inc. (HRMY) Reports Next Week: Wall Street Expects Earnings Growth
Harmony Biosciences (HRMY) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
zacks.com · 27 jul
Watch These 5 Biotech Stocks for Q2 Earnings: Beat or Miss?
Harmony Biosciences, Acadia, Biogen, Insmed and Agios show positive Earnings ESPs ahead of Q2 results, setting up closely watched earnings reports.
zacks.com · 22 jul
Harmony Biosciences (HRMY) Soars 10.0%: Is Further Upside Left in the Stock?
Harmony Biosciences (HRMY) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
globenewswire.com · 21 jul
Harmony Biosciences To Report Second Quarter 2026 Financial Results On August 4, 2026
PLYMOUTH MEETING, Pa., July 21, 2026 (GLOBE NEWSWIRE) -- Harmony Biosciences Holdings, Inc. (Nasdaq: HRMY) today announced that it will report second quarter 2026 financial results on Tuesday, August 4, 2026, before the open of the U.S. financial markets. Harmony will host a conference call and webcast on August 4, 2026, at 8:30 a.m. ET to discuss the results.
zacks.com · 17 jul
HRMY Posts Preliminary Q2 Revenues, Announces CFO Transition
Harmony Biosciences posts preliminary Q2 2026 Wakix revenues of about $261M, up 30% year over year, while reaffirming full-year guidance despite a CFO transition.
businesswire.com · 16 jul
Harmony Biosciences Preannounces Record Quarterly Revenue for Q2 2026, Reaffirms Full-Year 2026 Revenue Guidance, and Announces CFO Transition
PLYMOUTH MEETING, Pa.--(BUSINESS WIRE)--Harmony Biosciences Holdings, Inc. (Nasdaq: HRMY) today announced preliminary, unaudited second quarter 2026 net product revenue for WAKIX® (pitolisant) of approximately $261 million, representing a new quarterly revenue record for the Company and growth of 30% year over year and 21% growth for Q2 over Q1. These results underscore continued strong demand for WAKIX, disciplined commercial execution across the franchise and sustained momentum through the fi.

* 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.