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Pampa Energía S.A.Informe acción NYSE:PAM

Capitalización bursátil US$4.6b
Precio de las acciones
US$80.68
US$110.46
27.0% infravalorado descuento intrínseco
1Y-2.0%
7D1.7%
1D
Valor de la cartera
​
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Pampa Energía S.A.

Informe acción NYSE:PAM

Capitalización de mercado: US$4.6b

Pampa Energía (PAM) Resumen de Acciones

Pampa Energía S.A. opera como empresa integrada de energía en Argentina. Saber más

Análisis fundamental de PAM
Puntuación del snowflake
Valoración5/6
Crecimiento futuro4/6
Rendimiento pasado1/6
Salud financiera4/6
Dividendos0/6

Recompensas

Cotiza un 74.2% por debajo de nuestra estimación de su valor justo

Se prevé un crecimiento anual de los beneficios de 21.22%

Cotiza a buen valor en comparación con empresas similares e industria

Análisis de riesgos

Alto nivel de ganancias no monetarias


PAM Community Fair Values

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Competidores de Pampa Energía S.A.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Pampa Energía
Precios históricos de las acciones
Precio actual de la acciónAR$80.68
Máximo en las últimas 52 semanasAR$94.50
Mínimo de 52 semanasAR$54.95
Beta-0.20
Cambio en 1 mes-2.40%
Variación en 3 meses-2.84%
Cambio de 1 año-2.04%
Variación en 3 años119.90%
Variación en 5 años427.67%
Variación desde la OPV610.29%

Noticias y actualizaciones recientes

Seeking Alpha • Apr 22

Pampa Energía: No New Catalysts, But Potential In Prices

Summary Pampa Energía is now rated a Buy, offering exposure to Argentina's energy sector amid shifting oil price dynamics. Despite recent oil price surges, PAM shares underperformed peers due to its diversified revenue mix, with significant weight in gas and electricity. Long-term oil price uncertainty persists, but PAM's profitability risk from sub-$60 crude has eased, given current geopolitical disruptions. Vaca Muerta investments remain attractive, and PAM's strong positioning in Argentina's energy infrastructure supports upside as sector momentum builds. Read the full article on Seeking Alpha
Seeking Alpha • Apr 15

Pampa Energia: Strategic Infrastructure With Latent Upside

Summary Pampa Energía, Argentina's leading energy firm, shows strong growth in electricity generation and gas production, with significant investments in Vaca Muerta and a new wind power project. Despite a 57% stock rally, Pampa remains undervalued with P/E FWD at 8.57x and EV/EBITDA FWD at 4.68x, indicating a repricing opportunity. Financial health is robust, with net debt at 0.6x EBITDA and a cash position of $1,670 MM, positioning it among the least leveraged utilities. With expected EPS growth of 135.5% and ROE projected to reach 81% by 2025, Pampa offers significant upside potential of 35%-60%. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Apr 22

Pampa Energía: No New Catalysts, But Potential In Prices

Summary Pampa Energía is now rated a Buy, offering exposure to Argentina's energy sector amid shifting oil price dynamics. Despite recent oil price surges, PAM shares underperformed peers due to its diversified revenue mix, with significant weight in gas and electricity. Long-term oil price uncertainty persists, but PAM's profitability risk from sub-$60 crude has eased, given current geopolitical disruptions. Vaca Muerta investments remain attractive, and PAM's strong positioning in Argentina's energy infrastructure supports upside as sector momentum builds. Read the full article on Seeking Alpha
Seeking Alpha • Apr 15

Pampa Energia: Strategic Infrastructure With Latent Upside

Summary Pampa Energía, Argentina's leading energy firm, shows strong growth in electricity generation and gas production, with significant investments in Vaca Muerta and a new wind power project. Despite a 57% stock rally, Pampa remains undervalued with P/E FWD at 8.57x and EV/EBITDA FWD at 4.68x, indicating a repricing opportunity. Financial health is robust, with net debt at 0.6x EBITDA and a cash position of $1,670 MM, positioning it among the least leveraged utilities. With expected EPS growth of 135.5% and ROE projected to reach 81% by 2025, Pampa offers significant upside potential of 35%-60%. Read the full article on Seeking Alpha
Seeking Alpha • Feb 12

Pampa Energia: Great Company, But Fairly Valued

Summary Pampa Energía is Argentina's largest private energy company, focusing on power generation and gas production, with plans to double EBITDA by 2030. Despite strong management and growth potential, current valuation appears stretched, making the stock expensive compared to peers like YPF and Petrobras. Key constraints include fully utilized pipeline capacity and regulatory risks, though deregulation and new investments could enhance profitability and export opportunities. Recommended strategies include waiting for market corrections to buy below $70 or selling at-the-money Puts for a 20% to 25% annual return. Read the full article on Seeking Alpha
Seeking Alpha • Nov 26

Adding Pampa Energia To My Value Portfolio; Benefits From Macroeconomic Conditions

Summary I am adding Pampa Energia to my value portfolio due to its strong valuation and promising macroeconomic environment under Javier Milei's leadership in Argentina. PAM's diversified operations in energy, including significant holdings in the Vaca Muerta oil and gas field, offer stable revenues and growth potential. The company's financial health is solid, with $332.5M in cash equivalents and recent share buybacks indicating strong cash management. Primary risks include potential failure of Milei's economic program and fluctuations in commodity prices, particularly oil and gas. Read the full article on Seeking Alpha
Seeking Alpha • Mar 21

Pampa Energia's Q4 Decoded, Still A Hold

Summary Pampa Energia is an integrated Argentinian energy market player involved in natural gas, energy generation, and petrochemicals. The company's forecasted operating income ranges for each segment are still valid, but there is an increase in operating expenses that could impact profitability long-term. PAM's segments, including natural gas, generation, and petrochemicals, have limitations and are not expected to experience significant growth. Read the full article on Seeking Alpha
Seeking Alpha • Dec 07

Pampa Also Trades At Fair Value Waiting For The New President (Rating Downgrade)

Summary Pampa Energia is an Argentinian energy company involved in electricity generation, gas and oil extraction, and petrochemicals. The company's electricity generation segment has underperformed due to delays in peso adjustments, but its PPA contract generation is expected to remain profitable. PAM plans to enter the oil market to overcome capacity constraints in natural gas, but the success of this venture remains uncertain. A sum of parts valuations yields a conservative fair value at these levels, in expectance of regulations from the new Argentinian government. Read the full article on Seeking Alpha
Seeking Alpha • Oct 02

Pampa Energia: Ride This Stock Into The Argentinean Elections

Summary Ahead of another election cycle, Pampa Energia remains a safe and proven bet. Doubling down on unconventional plays via Vaca Muerta adds attractive long-term optionality to the portfolio. Investing in Argentina isn’t for the faint-hearted, but Pampa’s fundamental positives, along with the undemanding stock valuation, help the risk/reward. Read the full article on Seeking Alpha
Seeking Alpha • Nov 08

Pampa Energia GAAP EPADR of $3.23 beats by $2.48, revenue of $507M beats by $10.19M

Pampa Energia  press release (NYSE:PAM): Q3 GAAP EPADR of $3.23 beats by $2.48. Revenue of $507M (+16.6% Y/Y) beats by $10.19M. 5% Y/Y decrease in the Adjusted EBITDA, recording $246M in Q3 22.
Seeking Alpha • Jan 11

Pampa Energía Is An Interesting Speculative Play In The Argentinian Energy Sector

PAM is a consolidated energy company operating in gas and oil production, hydro, wind and thermal generation, gas and electricity transmission and petrochemicals. The whole industry is heavily regulated but different segments are allowed different levels of profitability. With many of its segments under heavy price strains from government decisions, the company managed to make $140 million in 2020. Prices have recovered in many of the company's segments, but PAM still trades at $1 billion market cap. Recovery in the lagging segments is not clear.

Rentabilidad de los accionistas

PAMUS Electric UtilitiesMercado US
7D1.7%2.7%1.0%
1Y-2.0%13.3%28.7%

Rentabilidad vs. Industria: Los resultados de PAM fueron inferiores a los de la industria US Electric Utilities, que obtuvo un rendimiento del 13.3% el año pasado.

Rentabilidad vs. Mercado: PAM obtuvo unos resultados inferiores a los del mercado US, que fueron del 28.7% el año pasado.

Volatilidad de los precios

Is PAM's price volatile compared to industry and market?
PAM volatility
PAM Average Weekly Movement5.3%
Electric Utilities Industry Average Movement2.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: PAM no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de PAM (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
1945n/aGustavo Marianiri.pampa.com/en

Pampa Energía S.A. opera como una empresa integrada de energía en Argentina. La compañía opera a través de los segmentos de Petróleo y Gas; Generación; Petroquímica; y Holding, Transporte y Otros. Genera electricidad a través de centrales térmicas, hidroeléctricas y parques eólicos con una capacidad instalada de 5.472 megavatios (MW).

Resumen de fundamentos de Pampa Energía S.A.

¿Cómo se comparan los beneficios e ingresos de Pampa Energía con su capitalización de mercado?
Estadísticas fundamentales de PAM
Capitalización bursátilUS$4.64b
Beneficios(TTM)US$438.00m
Ingresos (TTM)US$2.16b
10.5x
Ratio precio-beneficio (PE)
2.1x
Ratio precio-ventas (PS)

¿Está PAM sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de PAM
IngresosUS$2.16b
Coste de los ingresosUS$1.47b
Beneficio brutoUS$689.64m
Otros gastosUS$251.64m
BeneficiosUS$438.00m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

Aug 04, 2026

Beneficios por acción (BPA)0.33
Margen bruto31.97%
Margen de beneficio neto20.31%
Ratio deuda/patrimonio49.6%

¿Cómo se ha desempeñado PAM a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 08:50
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Pampa Energía S.A. está cubierta por 12 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Matias CattaruzziAdCap Securities Argentina S.A.
Gustavo FariaBofA Global Research
Daniel GuardiolaBTG Pactual