Análisis Argos
LOGI
LOGIOportunidad
Logitech International S.A. · Technology
US$ 111.66
precio al 2026-07-28
Valor justo Argos*
US$ 117–144
vs. su valor justo
14% por debajo
Score Argos
88/100
Oportunidad
LA RESPUESTA
El mercado la precia para que crezca 3.9% al año — menos de lo que viene demostrando (12.2%). 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.
Las ganancias crecieron 13% el último año.
Retorno sobre el capital alto (121%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!Venta significativa de insiders en el último trimestre.
VALOR5/6FUTURO3/6PASADO5/6SALUD6/6DIVIDENDO4/6
El Iris de calidad
VALOR5/6FUTURO3/6PASADO5/6SALUD6/6DIVIDENDO4/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos88de 100Oportunidad
Ingresos7%
US$ 4.9 B
Margen operativo13%
16.2%
Flujo de caja libre24%
US$ 1 B
Deuda neta
US$ -1.7 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 16.0B
P/E22.4x
EV/EBITDA16.6x
FCF yield6.1%
ROIC120.9%
Margen operativo16.2%
Crecim. ingresos+6.7%/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

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* 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.