Análisis Argos
ICLR
ICLRBarata · ojo al riesgo
ICON Public Limited Company · Healthcare
US$ 180.24
precio al 2026-07-28
Valor justo Argos*
US$ 213–233
vs. su valor justo
23% por debajo
Score Argos
65/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que crezca 1% al año — menos de lo que viene demostrando (8.7%). 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.
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
VALOR4/6FUTURO4/6PASADO2/6SALUD2/6DIVIDENDO4/6
El Iris de calidad
VALOR4/6FUTURO4/6PASADO2/6SALUD2/6DIVIDENDO4/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos65de 100Barata · ojo al riesgo
Ingresos0%
US$ 8.3 B
Margen operativo8%
12.3%
Flujo de caja libre23%
US$ 0.9 B
Deuda neta
US$ 2.9 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 13.8B
P/E60.2x
EV/EBITDA12x
FCF yield6.2%
ROIC7.6%
Margen operativo12.3%
Crecim. ingresos-0.4%/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

globenewswire.com · 9 jul
INVESTOR ACTION NOTICE: Moore Law PLLC Encourages Investors in ICON plc (ICLR) to Contact Law Firm
NEW YORK, July 09, 2026 (GLOBE NEWSWIRE) -- Moore Law, PLLC, a shareholder litigation law firm located on Wall Street, is investigating: ICON plc (NASDAQ: ICLR) shareholders should email fletcher@fmoorelaw.com What is the Investigation About ? On February 12, 2026, ICON issued a press release entitled "ICON plc Provides Update on Timing of Fourth Quarter and Full Year 2025 Earnings Results and Investigation into Accounting Practices.
prnewswire.com · 9 jul
RESERVOIR ANNOUNCES PUBLISHING DEAL WITH MULTI-PLATINUM AND GRAMMY-WINNING HIP-HOP ICON T.I.
NEW YORK, July 9, 2026 /PRNewswire/ -- Reservoir Media, Inc. (NASDAQ: RSVR, the "Company"), an award-winning independent music company, today announced a publishing deal with hip-hop icon T.I. Under the agreement, Reservoir will work alongside T.I.
zacks.com · 8 jul
ICON Stock and the CRO Trends Shaping Its Next Growth Phase
ICLR is tapping CRO demand, AI workflows and wider trial access, but uneven revenue trends and margin resets keep its earnings recovery in focus.
zacks.com · 7 jul
Is ICLR Stock a Value Trap or Turnaround After an Earnings Reset?
ICON trades below its five-year median, but weaker 2026 guidance, control issues and leverage keep the stock in wait-and-see territory.
zacks.com · 6 jul
ICON Stock Outlook 2026 as Margin Woes Meet a Stronger Backlog Base
ICON's stronger bookings and backlog hint at improving demand, but margin pressure, earnings declines and control remediation keep 2026 cautious.
seekingalpha.com · 25 jun
ICON Q1 2026: Margins Face Questions, But The Long-Term Thesis Holds
ICON plc delivered a modest 1Q26 beat, with EPS of $2.50 and revenue of $2.03B, but growth was subdued and margins compressed. ICLR reaffirmed FY26 guidance—revenue of $7.85–$8.15B and EPS of $10–$11—signaling management confidence in a back-half recovery. Profitability faced pressure as adjusted EBITDA fell over 20% and margins dropped to 15.6%, driven by business mix and integration costs.
fool.com · 24 jun
Why Icon Stock Crushed it on Wednesday
It posted mixed results, but investors looked past this to other encouraging developments. In particular, this included gross bookings for the period.
seekingalpha.com · 24 jun
ICON Public Limited Company (ICLR) Q1 2026 Earnings Call Transcript
ICON Public Limited Company (ICLR) Q1 2026 Earnings Call Transcript

* 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.