Análisis Argos
MTZ
MTZCara
MasTec, Inc. · Industrials
US$ 312.44
precio al 2026-07-28
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
48/100
LA RESPUESTA
El mercado le pide crezca 42.3% al año — más de lo que ha demostrado (10.3%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 145% el último año.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR1/6FUTURO4/6PASADO4/6SALUD2/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO4/6PASADO4/6SALUD2/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoEl dividendo aún duerme
Score Argos48de 100Cara
Ingresos16%
US$ 14.3 B
Margen operativo31%
4.6%
Flujo de caja libre70%
US$ 0.3 B
Deuda neta
US$ 2.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 24.7B
P/E61.9x
EV/EBITDA25.1x
FCF yield1.2%
ROIC9.4%
Margen operativo4.6%
Crecim. ingresos+16.2%/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

zacks.com · 10 jul
How Much Upside is Left in MasTec (MTZ)? Wall Street Analysts Think 26.92%
The consensus price target hints at a 26.9% upside potential for MasTec (MTZ). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
invezz.com · 8 jul
MasTec stock jumps as $1.65B Superior deal boosts AI data center push
MasTec Inc. (MTZ) shares climbed about 6% on Wednesday after the infrastructure engineering and construction company announced a $1.65 billion acquisition of electrical contractor The Superior Group. The deal expands its presence in the rapidly growing data center infrastructure market.
seekingalpha.com · 8 jul
MasTec, Inc. (MTZ) M&A Call Transcript
MasTec, Inc. (MTZ) M&A Call Transcript
zacks.com · 8 jul
Can MasTec's $1.65B Superior Deal Strengthen Data Center Business?
MTZ's acquisition of Superior Group expands its data center electrical capabilities and is expected to boost revenues, EBITDA, and EPS from 2026 onward.
seekingalpha.com · 8 jul
MasTec: AI Infrastructure Still Makes Valuation Worth Buying
MasTec is rated a buy, leveraging multi-segment growth from AI-driven power demand, broadband expansion, and the energy transition. Q1 2026 results highlight 34% revenue growth, 73% adjusted EBITDA growth, and a record $20.3 billion backlog, supporting strong multi-year visibility. Power Delivery is the key quality driver; if margins and execution improve, MTZ could command a premium valuation closer to Quanta Services.
reuters.com · 7 jul
MasTec to acquire electrical contractor Superior Group in $1.65 billion deal
Infrastructure engineering ​and construction firm MasTec said ‌on Tuesday it would acquire electrical contractor Superior Group ​in a $1.65 billion cash-and-stock deal, as ​it seeks to expand its ⁠data center infrastructure offerings.
businesswire.com · 7 jul
MasTec to Acquire The Superior Group, Enhancing MasTec's Infrastructure Capabilities Across Data Center and Mission-Critical End Markets
CORAL GABLES, Fla.--(BUSINESS WIRE)--MasTec, Inc. (NYSE: MTZ) today announced that it has entered into a definitive agreement to acquire Electrical Specialists, Inc., d/b/a The Superior Group (“Superior”), a premier full-service electrical contractor focused on critical infrastructure (the “Transaction”). With a heritage dating to 1925 and headquartered in Columbus, Ohio, Superior has been led by the Stewart family since the mid-1980s, when Greg Stewart acquired an ownership interest. Under Bry.
zacks.com · 7 jul
Should First Trust Large Cap Growth AlphaDEX ETF (FTC) Be on Your Investing Radar?
Launched on May 8, 2007, the First Trust Large Cap Growth AlphaDEX ETF (FTC) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Growth segment of the US equity market.

* 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.