Análisis Argos
INFY
INFYOportunidad
Infosys Limited · Technology
US$ 12.35
precio al 2026-07-28
Valor justo Argos*
US$ 17–21
vs. su valor justo
33% por debajo
Score Argos
88/100
Oportunidad
LA RESPUESTA
El mercado la precia para que se encoja 2.8% al año — menos de lo que viene demostrando (9.9%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Retorno sobre el capital alto (36%).
Tiene más caja que deuda: balance fuerte.
Reparte dividendo sostenible (4.24%).
Riesgos
Sin riesgos destacados.
VALOR6/6FUTURO3/6PASADO5/6SALUD6/6DIVIDENDO5/6
El Iris de calidad
VALOR6/6FUTURO3/6PASADO5/6SALUD6/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos88de 100Oportunidad
Ingresos5%
US$ 20.2 B
Margen operativo4%
20.3%
Flujo de caja libre9%
US$ 3.7 B
Deuda neta
US$ -1.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 50.1B
P/E15.1x
EV/EBITDA10.5x
FCF yield7.4%
ROIC35.7%
Margen operativo20.3%
Crecim. ingresos+4.6%/año
Piotroski F7/9
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 · 24 jul
Infosys Q1 Earnings Miss Estimates, Revenues Increase Y/Y
INFY's Q1 fiscal 2027 earnings and revenues miss estimates as soft volumes and a client exit offset growth and rising AI sales.
seekingalpha.com · 24 jul
Infosys: I Still Can't Find A Reason To Buy
Infosys Limited continues to underperform major benchmarks, including U.S. stocks, India, and global tech indices. Despite a strong balance sheet, healthy margins, and reliable cash generation, INFY has struggled with persistent lowered expectations over the past five years. My prior Hold rating reflected INFY's survivability and potential for turnaround, rather than imminent decline.
seekingalpha.com · 24 jul
Infosys: Margin Expansion Is Overshadowed By Revenue Miss (Rating Downgrade)
I downgrade Infosys Limited from 'Buy' to 'Hold,' considering its mixed performance and divergent outlook. INFY's 1QFY2027 revenue fell short of the consensus estimate, but its operating margins improved on both YoY and QoQ terms to 21.1%. The mid-point of its FY27 topline growth guidance was cut to +2.25%, while the full-year EBIT margin guidance held steady at 21.0%.
benzinga.com · 24 jul
These Analysts Slash Their Forecasts On Infosys After Q1 Results
Infosys (NYSE:INFY) reported downbeat earnings for the first quarter on Thursday.
seekingalpha.com · 23 jul
Infosys Limited (INFY) Q1 2027 Earnings Call Transcript
Infosys Limited (INFY) Q1 2027 Earnings Call Transcript
prnewswire.com · 23 jul
Infosys: AI Revenues at 8.2% in Q1; Resilient Operating Margin of 21.1%
Strong Large Deal Wins at $3.6 Billion with 61% Net New; Robust Free Cash Flow of $0.96 Billion FY27 Revenue Guidance Revised to 1.5%-3.0%, Margin guidance Retained at 20%-22% BENGALURU, India, July 23, 2026 /PRNewswire/ - Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in AI-first business consulting and technology services, delivered $5,082 million in Q1 revenues, year on year growth of 2.4% and sequential growth of 1.0% in constant currency. Operating margin was at 21.1%, sequential increase of 0.2%.
marketbeat.com · 23 jul
Infosys Q1 Earnings Call Highlights
Infosys NYSE: INFY announced a planned CEO transition alongside first-quarter results that showed modest constant-currency revenue growth, strong large-deal bookings and accelerating artificial intelligence-related revenue, while management lowered the top end of its full-year revenue growth outlook amid an uncertain macroeconomic environment.
reuters.com · 23 jul
India's Infosys misses quarterly revenue view, names CEO designate
Infosys ​reported lower-than-expected ‌quarterly revenue on ​Thursday ​as India's second-largest ⁠IT firm's ​clients ​held back spending as artificial ​intelligence ​tools disrupt traditional ‌software ⁠businesses.

* 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.