Análisis Argos
SIRI
SIRIBarata · ojo al riesgo
Sirius XM Holdings Inc. · Communication Services
US$ 31.68
precio al 2026-07-28
Valor justo Argos*
US$ 50–54
vs. su valor justo
42% por debajo
Score Argos
48/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 13.1% al año — menos de lo que viene demostrando (3.3%). 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 (3.41%).
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
VALOR4/6FUTURO2/6PASADO2/6SALUD2/6DIVIDENDO4/6
El Iris de calidad
VALOR4/6FUTURO2/6PASADO2/6SALUD2/6DIVIDENDO4/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos48de 100Barata · ojo al riesgo
Ingresos▼2%
US$ 8.6 B
Margen operativo▼199%
17.2%
Flujo de caja libre▲24%
US$ 1.3 B
Deuda neta
US$ 9.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 10.7B
P/E13.2x
EV/EBITDA9.8x
FCF yield11.7%
ROIC5.3%
Margen operativo17.2%
Crecim. ingresos-1.6%/año
Piotroski F6/9
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
Everyone Is Watching Greg Abel. But Another Berkshire Hathaway Stock Picker Is Quietly Winning in 2026.
Greg Abel may have taken over as CEO, but he's not the only one making key investment decisions at Berkshire Hathaway. Berkshire's positions in DaVita and SiriusXM, reportedly selected by Ted Weschler, who manages a portion of the portfolio, have outperformed so far in 2026.
youtube.com · 8 jul
SiriusXM CEO: We are seeing improvements in engagement, customer satisfaction, and retention
SiriusXM CEO Jennifer Witz sits down with CNBC's Julia Boorstin to discuss reports of a potential merger with iHeartMedia, the competitive landscape, SiriusXM's partnership with YouTube, and more.
fool.com · 7 jul
Roku vs. Sirius XM: Which Media Stock Is a Better Buy in 2026?
Roku is navigating a pending acquisition by Fox Corp while maintaining a dominant position in the streaming platform market. Sirius XM is leveraging a new advertising partnership with Alphabet to diversify its revenue beyond satellite subscriptions.
prnewswire.com · 6 jul
SiriusXM to Report Second Quarter 2026 Operating and Financial Results
NEW YORK, July 6, 2026 /PRNewswire/ -- SiriusXM (NASDAQ: SIRI) will release its second quarter 2026 operating and financial results on Thursday, July 30, 2026. The company will host an investor conference call that morning at 8:00 a.m.
zacks.com · 3 jul
SIRI or NFLX: Which Is the Better Value Stock Right Now?
Investors with an interest in Broadcast Radio and Television stocks have likely encountered both Sirius XM (SIRI) and Netflix (NFLX). But which of these two stocks is more attractive to value investors?
fool.com · 28 jun
2 Dividend Stocks to Buy Even as New Fed Chair Kevin Warsh Holds Interest Rates Steady
These stocks, packing healthy payouts, are even better buys with the Fed's decision not to raise rates earlier this month.
zacks.com · 26 jun
Sirius XM (SIRI) Gains As Market Dips: What You Should Know
Sirius XM (SIRI) concluded the recent trading session at $28.35, signifying a +2.13% move from its prior day's close.
zacks.com · 25 jun
Zacks Industry Outlook Netflix, Roku and Sirius XM
Netflix, Roku and Sirius XM have been highlighted in this Industry Outlook article.

* 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.