Análisis Argos
MNSO
MNSOBarata · ojo al riesgo
MINISO Group Holding Limited · Consumer Cyclical
US$ 12.51
precio al 2026-07-28
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
74/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 30% al año — menos de lo que viene demostrando (11.5%). 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.
Reparte dividendo sostenible (5.32%).
Riesgos
Sin riesgos destacados.
VALOR4/6FUTURO4/6PASADO4/6SALUD3/6DIVIDENDO6/6
El Iris de calidad
VALOR4/6FUTURO4/6PASADO4/6SALUD3/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos74de 100Barata · ojo al riesgo
Ingresos23%
US$ 20.9 B
Margen operativo23%
14.6%
Flujo de caja libre17%
US$ 1.7 B
Deuda neta
US$ 4.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 3.8B
P/E3.3x
EV/EBITDA1.9x
FCF yield43.3%
ROIC12.9%
Margen operativo14.6%
Crecim. ingresos+22.7%/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

zacks.com · 10 jul
Why MINISO Group Holding Limited Unsponsored ADR (MNSO) Outpaced the Stock Market Today
The latest trading day saw MINISO Group Holding Limited Unsponsored ADR (MNSO) settling at $11.79, representing a +2.79% change from its previous close.
gurufocus.com · 29 jun
Is It Too Late to Buy MINISO Group Holding Ltd (MNSO) After 4.8% Rally? GF Value Says Undervalued
On June 29, 2026, MINISO Group Holding Ltd (MNSO) shares rose 4.8% to a current price of $11.96. This price action occurs within a 52-week range of $11.12 to $2
prnewswire.com · 29 jun
MINISO Announces HK$2 Billion Share Repurchase Program
GUANGZHOU, China, June 29, 2026 /PRNewswire/ -- MINISO Group Holding Limited (NYSE: MNSO; HKEX: 9896) ("MINISO", "MINISO Group" or the "Company"), a global high-growth value retailer offering a variety of trendy lifestyle products featuring distinctive IP designs, today announced that, the board of directors of the Company (the "Board") authorized and approved a new share repurchase program (the "2026 Share Repurchase Program"), under which the Company may repurchase up to HKD2 billion in value of its outstanding ordinary shares (the "Shares") and/or American depositary shares (the "ADSs") (each representing four Shares) from the open market over a 12-month period starting from June 30, 2026. The Company expects to fund the repurchases under the 2026 Share Repurchase Program from surplus cash on its balance sheet.
zacks.com · 25 jun
Is MINISO Group Holding Limited (MNSO) a Buy as Wall Street Analysts Look Optimistic?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
prnewswire.com · 18 jun
MINISO Group Announces Results of Annual General Meeting
GUANGZHOU, China, June 18, 2026 /PRNewswire/ -- MINISO Group Holding Limited (NYSE: MNSO; HKEX: 9896) ("MINISO", "MINISO Group" or the "Company"), a global high-growth value retailer offering a variety of trendy lifestyle products featuring distinctive IP designs, today announced that all the proposed resolutions submitted for shareholders' approval set out in the notice of its annual general meeting were duly adopted at the meeting held in Hong Kong today. About MINISO Group MINISO Group is a global high-growth value retailer offering a variety of trendy lifestyle products featuring distinctive IP designs.
zacks.com · 9 jun
Brokers Suggest Investing in MINISO Group Holding Limited (MNSO): Read This Before Placing a Bet
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
benzinga.com · 2 jun
Miniso's Earnings Get A Boost From Investment In AI Company
The lifestyle retailer's first-quarter report showed impressive headline profit growth, but a closer look reveals the increase owed to stock investment gains
seekingalpha.com · 28 may
MINISO Q1 Earnings Review: Too Attractive At These Prices, I'm In
Miniso reported robust 28.5% y/y revenue growth, driven by overseas expansion and TOP TOY, but faced margin compression concerns. Adjusted operating margin fell to 14.7% as selling and distribution expenses outpaced revenue growth, pressuring profitability. Management pivots to quality-over-quantity expansion, guiding for high double-digit revenue growth and 450-500 net store additions in FY26.

* 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.