Análisis Argos
TEAM
TEAMCara1 señal de riesgo
Atlassian Corporation · Technology
US$ 99.98
precio al 2026-07-28
Valor justo Argos*
US$ 61–67
vs. su valor justo
50% por encima
Score Argos
64/100
LA RESPUESTA
El mercado le pide crezca 19% 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 35% por debajo de su valor justo.
Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Balance frágil: la deuda pesa sobre el negocio.
!Altman Z'' en zona roja (-1.36)
VALOR1/6FUTURO6/6PASADO2/6SALUD1/6DIVIDENDO3/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO2/6SALUD1/6DIVIDENDO3/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance frágil
DividendoRetorno al accionista moderado
Score Argos64de 100Cara
Ingresos20%
US$ 5.2 B
Margen operativo7%
-2.5%
Flujo de caja libre0%
US$ 1.4 B
Deuda neta
US$ -1.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 26.3B
P/E
EV/EBITDA
FCF yield5.4%
ROIC-180.8%
Margen operativo-2.5%
Crecim. ingresos+19.7%/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

businesswire.com · 7 jul
RH AND MERCEDES-AMG PETRONAS FORMULA ONE TEAM ANNOUNCE FIRST-OF-ITS-KIND GLOBAL DESIGN COLLABORATION
CORTE MADERA, Calif. & BRACKLEY, England--(BUSINESS WIRE)--RH (NYSE: RH), the leading luxury home furnishings brand in the world, and the Mercedes-AMG PETRONAS Formula One Team announced today a multi-year collaboration that will bring RH's distinctive design perspective to destinations across the team's global footprint. As the Global Interior Design and Luxury Furnishings Curator of the Mercedes-AMG PETRONAS Formula One Team, RH will reimagine the team's hospitality environments across key Fo.
marketwatch.com · 6 jul
Software stocks have rarely seen such divergent performances. Here's how to pick winners.
An Evercore analyst notes that infrastructure software stocks have vastly outperformed application names. But there's still hope for companies like Salesforce.
zacks.com · 6 jul
Atlassian's Cloud Business Gains Pace: A Sign of More Upside?
TEAM's cloud revenues surge 29% in Q3 FY26 as AI adoption, Rovo usage and enterprise commitments strengthen recurring revenue visibility.
zacks.com · 3 jul
Atlassian Stock Plunges 46% in 6 Months: Time to Hold Steady or Exit?
TEAM's steep six-month slide reflects AI disruption fears and margin pressure, but enterprise demand and valuation support a hold case.
fool.com · 1 jul
GitLab vs. MongoDB: Which Technology Stock Is a Better Buy in 2026?
Both GitLab and MongoDB saw robust revenue growth in 2026, but their paths to profitability and risk profiles reveal key differences for investors.
zacks.com · 1 jul
Can Atlassian's Enterprise Adoption Drive Higher Revenue Growth?
TEAM's rising enterprise adoption, $4B RPO and cloud momentum may support higher recurring revenue growth despite AI-led competition.
gurufocus.com · 25 jun
Atlassian (DX) Named a Leader in the 2026 Gartner® Magic Quadrant™ for Developer Productivity Insight Platforms
Atlassian Corporation (Nasdaq: TEAM), a leading provider of team collaboration and productivity software, has been named a Leader in the inaugural Gartner Ma
businesswire.com · 25 jun
Atlassian (DX) Named a Leader in the 2026 Gartner® Magic Quadrant™ for Developer Productivity Insight Platforms
SAN FRANCISCO--(BUSINESS WIRE)--Atlassian Corporation (Nasdaq: TEAM), a leading provider of team collaboration and productivity software, has been named a Leader in the inaugural Gartner® Magic Quadrant™ for Developer Productivity Insight Platforms (DPIP). Notably, Atlassian (DX) was recognized for its Ability to Execute and Completeness of Vision among 12 evaluated vendors. According to the report, the "primary catalyst for the market's recent acceleration is the widespread adoption of AI codi.

* 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.