Análisis Argos
LNG
LNGCara1 señal de riesgo
Cheniere Energy, Inc. · Energy
US$ 252.18
precio al 2026-07-28
Valor justo Argos*
US$ 172–193
vs. su valor justo
33% por encima
Score Argos
48/100
LA RESPUESTA
El mercado le pide crezca 23% al año — más de lo que ha demostrado (12.8%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 64% el último año.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Balance frágil: la deuda pesa sobre el negocio.
!Beneish M-Score sugiere manipulación (-1.15)
VALOR2/6FUTURO5/6PASADO5/6SALUD1/6DIVIDENDO5/6
El Iris de calidad
VALOR2/6FUTURO5/6PASADO5/6SALUD1/6DIVIDENDO5/6
ValorCerca de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos48de 100Cara
Ingresos24%
US$ 19.6 B
Margen operativo12%
27%
Flujo de caja libre22%
US$ 2.5 B
Deuda neta
US$ 27 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 52.8B
P/E9.9x
EV/EBITDA11x
FCF yield4.7%
ROIC12.5%
Margen operativo27%
Crecim. ingresos+24.4%/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

investors.com · 9 jul
First U.S. LNG Ships To Asia From Mexico In A Win For Permian Producers
The milestone shipment came via France-based TotalEnergies, which has abandoned offshore wind.
businesswire.com · 9 jul
Cheniere Announces Timing of Second Quarter 2026 Earnings Release and Conference Call
HOUSTON--(BUSINESS WIRE)--Cheniere Announces Timing of Second Quarter 2026 Earnings Release and Conference Call.
globenewswire.com · 9 jul
Baker Hughes Secures Substantial Equipment and Services Awards for Cheniere's Sabine Pass LNG Facility
Contracts awarded by Bechtel and Cheniere to supply primary liquefaction equipment, including main refrigerant compressors and gas turbines, for the first phase of the Sabine Pass Expansion Project Technology packages support an additional nameplate capacity of over 6 million tons per annum (MTPA) for Train 7 and boil-off gas re-liquefaction unit Services award provides fleet-wide gas turbine upgrades to enhance power, driving LNG production HOUSTON and LONDON, July 09, 2026 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR), an energy technology company, announced Thursday three substantial awards for Cheniere's Sabine Pass LNG facility in Cameron Parish, Louisiana. The awards, booked in the second quarter, comprise orders from Bechtel Energy Inc. (Bechtel) and Cheniere to supply liquefaction equipment for Train 7 and for a boil-off gas re-liquefaction unit, as well as an award for fleet-wide gas turbine technology upgrades.
businesswire.com · 9 jul
Mexico: TotalEnergies Ships to Asia the Very First Cargo Produced by the ECA LNG Plant
PARIS--(BUSINESS WIRE)--TotalEnergies (Paris:TTE) (LSE:TTE) (NYSE:TTE) has shipped to Asia the very first cargo from ECA LNG Phase 1, a liquefied natural gas (LNG) export terminal currently under commissioning on Mexico's Pacific Coast, in Baja California. TotalEnergies, which holds a 16.6% stake in the project alongside operator Sempra Infrastructure, will offtake 1.7 million tonnes per year (Mtpa) of LNG for 20 years from the start of commercial operations. TotalEnergies will be the sole offt.
fool.com · 7 jul
Global LNG Demand Could Surge 65% by 2050. Here Are the Top Energy Stocks to Buy to Cash In on the Boom.
Liquefied natural gas (LNG) demand is booming. Investors can capitalize with ExxonMobil and several other stocks.
reuters.com · 7 jul
Nigeria's UTM secures gas supply deal, clears key hurdle to $3 billion LNG project
Nigeria's UTM Offshore said on Tuesday it had secured a 15-year gas supply agreement, removing a ​major obstacle to a final investment decision on its $3 ‌billion floating liquefied natural gas (FLNG) project, now expected in the fourth quarter after delays.
reuters.com · 6 jul
UAE's ADNOC launches combined LNG marketing and trading platform
UAE state oil giant ADNOC launched a new liquefied natural gas marketing and trading platform on ​Monday, bringing the marketing activities of ADNOC Gas , ‌international investment arm XRG and ADNOC Trading into a single commercial unit.
seekingalpha.com · 2 jul
Eni: Diversification Strategy Driving Long-Term Value Creation
Recent investments in Argentina, Angola, and Libya, together with the new Mercuria trading joint venture, further expand Eni's integrated gas, LNG, and energy trading platform, reducing reliance on upstream oil. E increased FY2026 guidance, including a 30% upgrade to Global Gas & LNG Portfolio EBIT, while maintaining its capital expenditure plan. The company also nearly doubled its share buyback program to €2.8 billion, reflecting confidence in future cash generation.

* 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.