YPF Sociedad Anónima

Vaca Muerta Expansion Will Unlock Long Term Export Potential

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

18 Nov 24

Updated

27 Nov 25

Views

174

n/a

AnalystConsensusTarget's Fair Value

n/a

7.6%

-2.6%

7.6%

-2.6%

You can edit this narrative until Nov 28 4:05 PM. Then, changes will post as Updates.

Author's Valuation

AR$70k23.5% undervalued

AnalystConsensusTarget Fair Value

Narrative

Updates3

Shared on 27 Nov 25

Fair value Increased 23%

YPFD: Improved Margins Will Drive Efficiency And Support Forward Momentum

Analysts have raised YPF Sociedad Anónima's fair value estimate from $57,100 to $70,000, citing improved profit margins and a lower discount rate. This revision comes despite a moderated revenue growth outlook.

Shared on 15 Aug 25

Fair value Increased 6.13%

The upward revision in YPF Sociedad Anónima’s price target reflects improved valuation as indicated by a lower future P/E ratio, despite a modest decline in net profit margin, resulting in a consensus analyst target increase from ARS53,800 to ARS57,100. What's in the News YPF is nearing an agreement to acquire shale oil assets from France’s TotalEnergies, potentially valued between $400 million and $500 million.

Shared on 01 May 25

Fair value Increased 1.13%

AnalystConsensusTarget Fair Value

AR$70k

23.5% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

7.71%

Oil and Gas revenue growth rate

1.15%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

25.86%

Calculation

AR$5.27t

Earnings '28

10.39x

PE Ratio '28

AR$54.73t

Market Cap '28

AR$54.73t

Market Cap '28

393.31m

No. shares '28

AR$139.14k

Share Price '28

AR$139.14k Share Price '28

Discounted to 2025 @ 25.77% p.a.

AR$69.94k

Fair Value '25