Análisis Argos
PAYX
PAYXCara
Paychex, Inc. · Industrials
US$ 118.87
precio al 2026-07-28
Valor justo Argos*
US$ 70–78
vs. su valor justo
52% por encima
Score Argos
73/100
LA RESPUESTA
El mercado le pide crezca 15.4% al año — más de lo que ha demostrado (2.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 20% por debajo de su valor justo.
Las ganancias crecieron 6% el último año.
Retorno sobre el capital alto (27%).
Reparte dividendo sostenible (3.73%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Crecimiento estancado o en baja.
VALOR2/6FUTURO2/6PASADO6/6SALUD3/6DIVIDENDO4/6
El Iris de calidad
VALOR2/6FUTURO2/6PASADO6/6SALUD3/6DIVIDENDO4/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos73de 100Cara
Ingresos17%
US$ 6.5 B
Margen operativo3%
38.6%
Flujo de caja libre32%
US$ 2.3 B
Deuda neta
US$ 3.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 42.3B
P/E24x
EV/EBITDA15.5x
FCF yield5.5%
ROIC26.5%
Margen operativo38.6%
Crecim. ingresos+16.9%/año
Piotroski F7/9
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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Investors love dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return.
seekingalpha.com · 8 jul
Top 50 High-Quality Dividend Growth Stocks For July 2026
I track a curated universe of 50 high-quality dividend growth stocks to identify opportune entry points based on valuation and future return potential. Year-to-date through June, the investable universe returned 8.69%, trailing SPY (10.10%) and SCHD (17.50%), but several individual stocks outperformed significantly. Currently, 39 out of 50 stocks offer a forward return estimate of at least 10%, with 22 appearing potentially undervalued by my free cash flow model.
zacks.com · 7 jul
Here's Why You Should Retain Paychex Stock in Your Portfolio
PAYX outpaces its industry with improving small-business hiring, AI expansion and workplace recognition, supporting a growth outlook.
seekingalpha.com · 6 jul
New Jobs Keep Climbing, Ride The Wave With Paychex
Paychex remains a 'Buy,' offering both growth and a 32% discount to intrinsic value despite recent outperformance versus the S&P 500. Cross-selling with Paycor and the launch of AI-powered WISE drive high single-digit EPS growth and improved revenue per client, especially in upmarket segments. PAYX delivers robust financial stability with a 1.1x net leverage ratio, a 4.9% forward dividend yield, and strong dividend safety metrics.
zacks.com · 3 jul
Why Paychex (PAYX) is a Top Momentum Stock for the Long-Term
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
globenewswire.com · 30 jun
Paychex Small Business Jobs Index Improves for the Fourth Consecutive Month
Job gains were broad based while hourly earnings growth remains below three percent ROCHESTER, N.Y., June 30, 2026 (GLOBE NEWSWIRE) -- The Paychex Small Business Jobs Index—a primary component of the monthly Paychex Small Business Employment Watch report—shows the pace of job growth among U.S. small businesses with fewer than 50 employees improved for the fourth consecutive month in June, matching its highest index level since August 2025 (99.83) and marking the first four-month consecutive increase since November 2020.
zacks.com · 29 jun
Why Paychex (PAYX) is a Top Growth Stock for the Long-Term
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marketbeat.com · 25 jun
Paychex Stock Looks Beaten Down, But Not Broken
Paychex's NASDAQ: PAYX stock price declined following its fiscal Q4 earnings report, as macroeconomic headwinds, hiring woes, cautious guidance, and acquisition hurdles weighed on the price action.

* 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.