Análisis Argos
META
METAEn su precio
Meta Platforms, Inc. · Communication Services
US$ 593.41
precio al 2026-07-28
Valor justo Argos*
US$ 558–622
vs. su valor justo
5% por debajo
Score Argos
50/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (16.7%) en línea con lo que la empresa demuestra (18%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
✓Retorno sobre el capital alto (22%).
Riesgos
!Cotiza 34% por encima de su valor justo.
!Venta significativa de insiders en el último trimestre.
VALOR3/6FUTURO5/6PASADO5/6SALUD5/6DIVIDENDO3/6
El Iris de calidad
VALOR3/6FUTURO5/6PASADO5/6SALUD5/6DIVIDENDO3/6
ValorCerca de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos50de 100En su precio
Ingresos▲22%
US$ 201 B
Margen operativo▼2%
41.4%
Flujo de caja libre▼15%
US$ 46.1 B
Deuda neta
US$ 48 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 1.51T
P/E24.9x
EV/EBITDA15.3x
FCF yield3.1%
ROIC22.1%
Margen operativo41.4%
Crecim. ingresos+22.2%/año
Piotroski F5/9
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

fool.com · 9 jul
Alphabet vs. Meta: Which AI Stock Is the Better Buy Right Now?
AI leadership is about getting products into users' hands, not just building the smartest model, and Alphabet has the widest distribution network. Alphabet's control of chips, Google Cloud, AI models, Search, Android, and YouTube gives it a unique advantage in turning its AI spending into profits.
fastcompany.com · 9 jul
If you don't want to let everyone use your Instagram public photos for AI—here's how to opt out of Meta Muse Image
This week, Meta launched Muse Image, Meta Superintelligence Lab's first image generation model. And with the new AI tool, Meta is once again testing the limits of privacy rights.
marketwatch.com · 9 jul
Meta's stock rebounds as agentic AI coding and custom chips ease spending fears
Shares of Meta rallied on Thursday following the launch of a new AI model and reports of a big custom-chip milestone.
techcrunch.com · 9 jul
Meta enters the crowded AI coding battle with Muse Spark 1.1
Meta publicly launched a new version of Muse Spark on Thursday, a multimodal AI model designed for agentic coding that aims to compete with similar products offered by OpenAI and Anthropic.
nypost.com · 9 jul
Meta aims to make its own chips as AI giants strive for independence from strained supply chain
Mark Zuckerberg's Meta plans to design its own artificial intelligence chips in-house starting in September – part of an industry-wide effort by the biggest names in AI to start making their own chips amid ongoing high demand.
fool.com · 9 jul
Direxion Daily Semiconductor Bull 3X ETF Explodes
Micron's spending $3 billion to support semiconductor production. Meta's spending even more -- $145 billion in 2026 alone.
businessinsider.com · 9 jul
Meta launches a new AI coding model with 'very aggressive' pricing, CEO Mark Zuckerberg says
On Thursday, Meta launched a new model, Muse Spark 1.1, for coding and AI agents. CEO Mark Zuckerberg said pricing will be "very aggressive," calling out other labs for high costs.
gurufocus.com · 9 jul
Meta Takes Aim at Google and OpenAI
Meta Platforms (META) introduced Muse Spark 1.1 on Thursday, calling the new AI model a major upgrade as Mark Zuckerberg pushes harder against Google (GOOG), Op

* 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.