Análisis Argos
STM
STMSin veredicto
STMicroelectronics N.V. · Technology
US$ 50.16
precio al 2026-07-28
Valor justo Argos*
US$ 38
vs. su valor justo
−23%
Score Argos
40/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Tiene más caja que deuda: balance fuerte.
Riesgos
!Cotiza 23% por encima de su valor justo.
VALOR2/6FUTURO4/6PASADO1/6SALUD5/6DIVIDENDO2/6
El Iris de calidad
VALOR2/6FUTURO4/6PASADO1/6SALUD5/6DIVIDENDO2/6
ValorCerca de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial débil
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos40de 100Sin veredicto
Ingresos11%
US$ 11.8 B
Margen operativo79%
2.7%
Flujo de caja libre77%
US$ -0.1 B
Deuda neta
US$ -0.7 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 44.8B
P/E268.9x
EV/EBITDA20.2x
FCF yield-0.1%
ROIC0.9%
Margen operativo2.7%
Crecim. ingresos-10.8%/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

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zacks.com · 8 jul
Can STMicroelectronics Achieve Its Strong Q2 Revenue Outlook?
STM's Q2 outlook looks achievable as bookings improve, inventories normalize and AI infrastructure emerges as a key growth driver.
zacks.com · 6 jul
STM Stock Trades at Lofty Valuations: Is It Still Attractive?
STM's AI, automotive and industrial momentum is supporting growth as investors weigh whether its premium valuation remains justified.
globenewswire.com · 3 jul
STMicroelectronics Announces Timing for Second Quarter 2026 Earnings Release and Conference Call
PR N° C3399C STMicroelectronics Announces Timing for Second Quarter 2026 Earnings Release and Conference Call Geneva – July 3, 2026 – STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, announced that it will release second quarter 2026 earnings before the opening of trading on the European Stock Exchanges on July 23, 2026. The press release will be available immediately after the release on the Company's website at www.st.com.
247wallst.com · 2 jul
Goldman’s Top Strategist Says Europe Is Quietly Keeping Pace With the S&P 500. Here’s the AI Spillover Nobody’s Watching
Peter Oppenheimer, Goldman Sachs' Chief Global Equity Strategist, went on Bloomberg on July 1, 2026 and pointed at a statistic most US-focused investors have missed: European equities have kept pace with the S&P 500 through the first half of the year, despite carrying a fraction of the tech weight. The tortoise is running even with... Goldman's Top Strategist Says Europe Is Quietly Keeping Pace With the S&P 500. Here's the AI Spillover Nobody's Watching
zacks.com · 1 jul
Can STMicroelectronics' China-for-China Strategy Lift MCU Momentum?
STM advances its China-for-China strategy, as local STM32 wafer supply and stronger industrial demand support MCU momentum.
gurufocus.com · 29 jun
STMicroelectronics NV (STM) Shares Surge 4.7% -- What GF Score of 72 Tells Investors
On June 29, 2026, STMicroelectronics NV (STM) shares rose 4.7% to a current price of $74.79. This price movement comes amidst a notable 52-week range, with a hi

* 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.