Pampa Energía S.A.

Report azionario NYSE:PAM

Capitalizzazione di mercato: US$4.5b

Pampa Energía Gestione

Criteri Gestione verificati 2/4

Pampa Energía Il CEO è Gustavo Mariani, nominato in Dec2018, ha un mandato di 7.67 anni. possiede direttamente 6.26% delle azioni della società, per un valore di $ 282.70M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.8 anni e 7 anni.

Informazioni chiave

Gustavo Mariani

Amministratore delegato

n/a

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEO7.7yrs
Proprietà del CEO6.3%
Durata media del management4.8yrs
Durata media del Consiglio di amministrazione7yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha • Aug 11

Pampa Energia: Rincon De Aranda And Fertilizers Add New Legs To The Bull Case

Summary Pampa Energia’s Q2 results reinforced the long-term bullish thesis, with adjusted EBITDA up 75% Y/Y to $415M as Rincón de Aranda and power generation drove performance. Rincón de Aranda is scaling rapidly, while its RIGI approval and the $2.7B Fértil Pampa urea project add two major long-term catalysts. Despite rising capex and net debt, PAM retains manageable leverage; its diversified exposure to oil, gas, power, transport, and fertilizers differentiates it from pure-play peers. I maintain a Buy rating, as the market is still mispricing PAM’s multi-year Vaca Muerta growth runway, with $80-$90 offering an attractive entry range and $120 as a long-term target. 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.

AMMINISTRATORE DELEGATO

Gustavo Mariani (56 yo)

7.7yrs
Mandato

Mr. Gustavo Mariani, CFA, has been the Chief Executive Officer and Executive Vice President at Pampa Energía S.A. Mr. Mariani served as the Chief Executive Officer at Pampa Energía S.A. since December 14,...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Marcos Mindlin
Chairman of the Board20.2yrsNessun dato14.99%
$ 677.1m
Gustavo Mariani
CEO, Executive VP & Vice Chairman7.7yrsNessun dato6.26%
$ 282.7m
Adolfo Zuberbuhler
CFO & Executive Director of Finances1.7yrsNessun dato0.0093%
$ 420.4k
Mauricio Penta
Executive Director of Administrationno dataNessun dato0.016%
$ 715.7k
Lida Wang
Head of Investor Relations & Sustainabilityno dataNessun datoNessun dato
Maria Sigwald
Executive Director of Legal Affairs8.8yrsNessun dato0.032%
$ 1.4m
Mariana De La Fuente
Director of Human Resources4.8yrsNessun dato0.0023%
$ 102.5k
Ricardo Torres
Executive VP & Directorno dataNessun dato1.82%
$ 82.3m
Damian Mindlin
Executive VP & Directorno dataNessun dato0.93%
$ 42.2m
Horacio Jorge Turri
Executive Director of Exploration & Productionno dataNessun dato0.42%
$ 18.8m
Nicolás Mindlin
Executive VP & Director1.6yrsNessun datoNessun dato
Iris Valla
Director of Internal Auditno dataNessun dato0.0049%
$ 220.4k
4.8yrs
Durata media
58.5yo
Età media

Gestione esperta: Il team dirigenziale di PAM è considerato esperto (durata media dell'incarico 4.8 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Marcos Mindlin
Chairman of the Board20.2yrsNessun dato14.99%
$ 677.1m
Gustavo Mariani
CEO, Executive VP & Vice Chairman20.8yrsNessun dato6.26%
$ 282.7m
Mauricio Penta
Executive Director of Administration8.3yrsNessun dato0.016%
$ 715.7k
Maria Sigwald
Executive Director of Legal Affairs1.3yrsNessun dato0.032%
$ 1.4m
Ricardo Torres
Executive VP & Director20.8yrsNessun dato1.82%
$ 82.3m
Damian Mindlin
Executive VP & Director20.8yrsNessun dato0.93%
$ 42.2m
Horacio Jorge Turri
Executive Director of Exploration & Production5.6yrsNessun dato0.42%
$ 18.8m
Nicolás Mindlin
Executive VP & Director1.3yrsNessun datoNessun dato
Jose Abelovich
Chairman of Supervisory Committee19.6yrsNessun datoNessun dato
Gabriel Szpigiel
Independent Director1.3yrsNessun dato0.026%
$ 1.2m
Carolina Zang
Independent Director4.6yrsNessun datoNessun dato
Julia Pomares
Independent Director2.3yrsNessun datoNessun dato
7.0yrs
Durata media
59yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di PAM sono considerati esperti (durata media dell'incarico 7 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/14 02:49
Prezzo dell'azione a fine giornata2026/08/14 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Pampa Energía S.A. è coperta da 14 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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