Análisis Argos
NNN
NNNEn su precio1 señal de riesgo
NNN REIT, Inc. · Real Estate
US$ 49.23
precio al 2026-07-28
Valor justo Argos*
US$ 41–45
vs. su valor justo
11% por encima
Score Argos
53/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (7.9%) en línea con lo que la empresa demuestra (2.4%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
Cotiza 39% por debajo de su valor justo.
Reparte dividendo sostenible (4.88%).
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
!Altman Z'' en zona roja (0.81)
VALOR3/6FUTURO2/6PASADO3/6SALUD1/6DIVIDENDO4/6
El Iris de calidad
VALOR3/6FUTURO2/6PASADO3/6SALUD1/6DIVIDENDO4/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos53de 100En su precio
Ingresos7%
US$ 0.9 B
Margen operativo8%
61.5%
Flujo de caja libre5%
US$ 0.7 B
Deuda neta
US$ 4.8 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 9.4B
P/E24x
EV/EBITDA16.9x
FCF yield7.1%
ROIC6.2%
Margen operativo61.5%
Crecim. ingresos+6.6%/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

seekingalpha.com · 18 jul
NNN REIT: The Middle Of The Net Lease Fairway
NNN maintains disciplined, accretive growth, favoring self-funding and conservative leverage over aggressive acquisitions. NNN's capital recycling program accelerated, selling $200M in properties and reinvesting at spreads over 100 bps, improving occupancy to 98.6%. Exposure to experiential retail and middle-market tenants presents long-term earnings risk if sector headwinds persist.
seekingalpha.com · 17 jul
Dividend Champion, Contender, And Challenger Highlights: Week Of July 19
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies that changed their dividends. Companies with upcoming ex-dividend dates.
seekingalpha.com · 17 jul
July's 5 Dividend Growth Stocks With Yields Up To 6.85%
Every month, we run a screen for dividend growth stocks that could offer some ideas for further due diligence. The screening process considers dividend safety, dividend growth, and dividend growth consistency. REITs tend to show up quite regularly, and that has been particularly notable this month, as we will take a quick dive into three of them.
prnewswire.com · 15 jul
Increased Common Dividend Declared by NNN REIT, Inc.
-- Marks 37 th Consecutive Annual Dividend Increase -- ORLANDO, Fla., July 15, 2026 /PRNewswire/ -- The Board of Directors of NNN REIT, Inc. (NYSE: NNN) ("NNN" or the "Company"), a real estate investment trust, today announced a quarterly dividend of 62 cents per share payable August 14, 2026 to shareholders of record as of July 31, 2026.
247wallst.com · 15 jul
What It Takes to Fund a Beach House From Dividend Income
The fantasy of owning a beach house rarely dies at the closing table. It usually dies later, when the insurance renewal arrives, the HVAC fails in August, and the property tax bill lands the same week as a roof estimate. Even without a mortgage payment, the carrying costs can turn a dream home into a... What It Takes to Fund a Beach House From Dividend Income
247wallst.com · 10 jul
3 High-Yield Dividend Stocks to Buy in July
The 10-year Treasury yield sits at 4.49%, in the 93rd percentile of its 12-month range.
247wallst.com · 7 jul
The $1,500-A-Month Portfolio: Conservative, Moderate, And High-Yield Paths Compared
Replacing $1,500 a month in portfolio income looks simple until yield enters the equation. At a 3.5% yield, you need roughly $514,000 invested. At 6%, the target falls to $300,000. At 10%, it drops to $180,000. Those numbers seem to reward the highest-yielding portfolio, but the real question is what you may have to give... The $1,500-A-Month Portfolio: Conservative, Moderate, And High-Yield Paths Compared
prnewswire.com · 25 jun
NNN REIT, Inc. Announces Second Quarter 2026 Earnings Release Date and Conference Call Details
ORLANDO, Fla., June 25, 2026 /PRNewswire/ -- NNN REIT, Inc. (NYSE: NNN) ("NNN" or the "Company"), a real estate investment trust ("REIT"), today announced that it will release its second quarter 2026 results before the market opens on Wednesday, August 5, 2026.

* 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.