Análisis Argos
LCII
LCIIBarata · ojo al riesgo
LCI Industries · Consumer Cyclical
US$ 107.67
precio al 2026-07-28
Valor justo Argos*
US$ 195–216
vs. su valor justo
50% por debajo
Score Argos
75/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 15% al año — menos de lo que viene demostrando (4.1%). 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 32% el último año.
Reparte dividendo sostenible (4.27%).
Riesgos
Sin riesgos destacados.
VALOR4/6FUTURO3/6PASADO4/6SALUD3/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO3/6PASADO4/6SALUD3/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos75de 100Barata · ojo al riesgo
Ingresos10%
US$ 4.1 B
Margen operativo17%
6.8%
Flujo de caja libre15%
US$ 0.3 B
Deuda neta
US$ 1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.6B
P/E13.9x
EV/EBITDA9x
FCF yield10.6%
ROIC8.7%
Margen operativo6.8%
Crecim. ingresos+10.2%/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

businesswire.com · 22 jul
LCI Industries Second Quarter 2026 Conference Call Scheduled for August 5, 2026, at 8:30 a.m. ET
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, will release its second quarter 2026 financial results before the market opens on Wednesday, August 5, 2026. Conference Call & Webcast LCI Industries will also host a conference call and webcast to discuss its second quarter 2026 results on Wednesday, August 5, 2026, at 8:30 a.m. ET. An online, real-time webcast, as well as a supplemental ear.
businesswire.com · 20 jul
LCI Industries Appoints Robert Hureau to Board of Directors
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, today announced the appointment of Robert Hureau to the Company's Board of Directors as an additional independent director. Mr. Hureau will serve on the Audit Committee, the Risk Committee, and the Compensation and Human Capital Committee. Mr. Hureau, 58, has served as President and Chief Executive Officer of Alamo Group Inc., a global leader in.
gurufocus.com · 9 jul
$HAREHOLDER ALERT: The M&A Class Action Firm Continues to Investigate the Merger--TBPH, IRDM, LCII, and PATK
$HAREHOLDER ALERT: The M&A Class Action Firm Continues to Investigate the Merger--TBPH, IRDM, LCII, and PATK PR Newswire
seekingalpha.com · 9 jul
20 July Ideal 'Safer' Russell Index Buys You Might Choose To Hold Forever
Russell 2000 & 3000 Maybe Hold Forever Stocks (MHFS) featured high (>4%) dividends, attractive or neutral ratings, >2-year dividend history, and positive cash flow per YCharts stock screener. The resulting list targets investors who “want to simply focus on profitable stocks without the fuss and bother of anything but an annual review and rebalance." 38 MHFS, from the Russell 2000/3000 2026 batch screened as of 7/6/26 represented all eleven Morningstar sectors. Broker estimated top-ten net gains ranged from 29.47% to 89.14%.
businesswire.com · 2 jul
LCI Industries Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of LCI Industries - LCII
NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of LCI Industries (NYSE: LCII) to Patrick Industries, Inc. (NASDAQ: PATK). Under the terms of the proposed transaction, shareholders of LCI will receive 1.2440 shares of Patrick common stock for each share of LCI that they own. KSF is seeking to determine whether this consideration and the process.
globenewswire.com · 30 jun
Halper Sadeh LLC is Investigating Whether LCII, NUVL, DAN, TMHC are Obtaining Fair Deals for their Shareholders
Insiders may stand to receive substantial financial benefits not available to ordinary shareholders. The proposed transactions may contain terms that could limit superior competing offers. Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation.
prnewswire.com · 30 jun
$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of LCI Industries (NYSE: LCII)
NEW YORK, June 30, 2026 /PRNewswire/ -- Class Action Attorney Juan Monteverde  with Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2025 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating LCI Industries (NYSE: LCII ) related to its sale to Patrick Industries, Inc. Under the terms of the proposed transaction, LCI shareholders are expected to receive 1.2440 shares of Patrick common stock for each share of LCI common stock.
seekingalpha.com · 30 jun
LCI Industries (LCII) M&A Call Transcript
LCI Industries (LCII) M&A 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.