YPF Sociedad Anónima

BASE:YPFD 株式レポート

時価総額：AR$30.6t

YPF Sociedad Anónima 将来の成長

Future 基準チェック /36

YPF Sociedad Anónimaは、27.8%と5.4%でそれぞれ年率27.8%で利益と収益が成長すると予測される一方、EPSはgrowで12.2%年率。

主要情報

27.8%

収益成長率

12.21%

EPS成長率

Oil and Gas 収益成長-0.7%
収益成長率5.4%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日11 Aug 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Aug 09

YPFD: Higher Revenue Outlook Will Be Outweighed By Compressed Future Earnings Multiple

Analysts lifted their fair value estimate for YPF Sociedad Anónima to ARS1,043.19, supported by a higher ARS48 price target from recent Street research that reflects updated assumptions on revenue growth, profit margins and the stock's future P/E. What's in the News Transportadora de Gas del Sur S.A. executed commercial agreements for the Integrated NGLs Project with YPF Sociedad Anónima, Pluspetrol entities and Chevron Argentina.
ナラティブ更新 • Jul 26

YPFD: Higher Revenue Assumptions Will Temper Neutral Street Views On Execution

Analysts have lifted the fair value estimate for YPF Sociedad Anónima to ARS 81,000 from ARS 71,000, citing updated assumptions for revenue growth, profit margin, and future P/E in line with recent Street price target increases. Analyst Commentary Recent price target updates for YPF Sociedad Anónima highlight a mixed tone, with some analysts adjusting fair value assumptions but maintaining neutral stances.
ナラティブ更新 • Jul 12

YPFD: Higher UBS Price Assumptions Will Support Future Earnings Repricing

Analysts have raised their fair value estimate for YPF Sociedad Anónima from ARS 109,461 to ARS 127,958, reflecting updated views on discount rates, revenue growth, profit margin, and future P/E after a recent series of price target increases cited in Street research. Analyst Commentary Recent Street research on YPF Sociedad Anónima points to a more constructive tone, with higher price targets reflecting updated assumptions on valuation and earnings power.
ナラティブ更新 • Jun 28

YPFD: LNG Expansion And Margin Execution Will Drive Future Upside Potential

Analysts have adjusted the fair value estimate for YPF Sociedad Anónima to ARS 102,586 from ARS 84,420, citing updated assumptions around discount rates, profit margins, and future P/E that are broadly consistent with recent increases in Street price targets. Analyst Commentary Recent Street research on YPF Sociedad Anónima shows price targets clustered in a similar range, with one update setting a target of US$48 and another indicating an US$8 uplift from a prior level.
ナラティブ更新 • Jun 14

YPFD: Higher Revenue Assumptions Will Eventually Expose Execution Risk

Narrative Update on YPF Sociedad Anónima Analysts have raised their ARS price target on YPF Sociedad Anónima to ARS 48 from ARS 45, citing updated assumptions around revenue growth, profit margins and a slightly lower future P/E multiple. Analyst Commentary Recent research points to a mixed stance on YPF Sociedad Anónima, with the latest move being a price target adjustment to $48 from $45 while keeping a Neutral rating on the stock.
ナラティブ更新 • May 31

YPFD: Cautious Oil Price Reliance Will Limit Future Upside Potential

Analysts have lifted the fair value estimate for YPF Sociedad Anónima to ARS 71,000 from ARS 60,000, reflecting updated views on profit margins, discount rate, and future P/E after a series of recent price target increases from ARS 36 to ARS 48 in Street research. Analyst Commentary Recent price target revisions on YPF Sociedad Anónima have generally moved higher, but commentary around those changes still carries a cautious tone.
ナラティブ更新 • May 10

YPFD: Higher Oil Price Scenarios Will Support Future Earnings Repricing

Analyst price targets for YPF Sociedad Anónima have been raised to ARS 109,461, supported by updated assumptions around discount rates, revenue growth, profit margins and P/E expectations that reflect recent Street research discussing potential upside risks for oil prices. Analyst Commentary Recent Street research on YPF Sociedad Anónima points to a cluster of raised price targets, with bullish analysts citing updated assumptions for discount rates, revenue growth, profit margins and P/E expectations, alongside potential upside risks for oil prices.
ナラティブ更新 • Apr 22

YPFD: Oil Price Upside And LNG Project Will Shape A Balanced Outlook

Analysts have lifted the YPF Sociedad Anónima price target to ARS 40 from ARS 36. The change is supported by updated assumptions around oil price upside, a lower discount rate, modestly higher revenue growth and profit margin forecasts, and a slightly lower future P/E multiple.
ナラティブ更新 • Apr 08

YPFD: Higher Oil Price Scenarios Will Support Future Share Upside

Analysts have raised their price target for YPF Sociedad Anónima to ARS 40 from ARS 36, citing upside risks to oil prices and updated estimates for regional oil peers as the main drivers of the revision. Analyst Commentary Recent Street research on YPF Sociedad Anónima points to a more constructive tone from several research desks, with a focus on higher oil price assumptions and updated peer benchmarks in Latin America.
ナラティブ更新 • Mar 25

YPFD: Oil Price Assumptions And LNG Project Will Shape A Fair Outlook

Analysts now place fair value for YPF Sociedad Anónima at ARS 60,000, up from ARS 55,000. This reflects updates to oil price assumptions and related earnings estimates cited in recent Street research.
ナラティブ更新 • Mar 10

YPFD: LNG Expansion And Margin Execution Will Support Future Upside

Narrative Update: YPF Sociedad Anónima The updated analyst work trims YPF Sociedad Anónima's fair value estimate by ARS 400 to ARS 84,420, as analysts incorporate a lower discount rate, adjust revenue growth expectations, factor in a slightly higher profit margin, and revise the assumed future P/E multiple in line with the recent ARS 3 price target increase cited in Street research. Analyst Commentary Street research around YPF Sociedad Anónima currently centers on the recent US$3 price target increase reported by JPMorgan, alongside the updated fair value estimate of ARS 84,420.
ナラティブ更新 • Feb 24

YPFD: LNG Push And Vaca Muerta Exports Will Support Future Upside

Analysts have raised their ARS price target on YPF Sociedad Anónima by ARS 3, reflecting updated assumptions around discount rates, revenue growth, profit margins and a revised future P/E outlook. Analyst Commentary Recent Street research on YPF Sociedad Anónima, including a price target increase of ARS 3 cited in a JPMorgan report, points to a more constructive stance from bullish analysts who are updating their models for the stock.
ナラティブ更新 • Feb 09

YPFD: Export Agreements And Governance Changes Will Shape A Fairly Valued Outlook

Analysts have raised their price target on YPF Sociedad Anónima from AR$47,800 to AR$55,000, citing revised assumptions around the discount rate, revenue growth, profit margin, and future P/E as key drivers of the updated view. What's in the News A board meeting is set for November 18, 2025, with the agenda not yet publicly detailed.
ナラティブ更新 • Jan 25

YPFD: Long-Term Vaca Muerta Export Deals Will Underpin Future Upside

Analysts have raised their price target for YPF Sociedad Anónima from AR$65,000 to AR$109,461, citing updated assumptions that include a lower discount rate, revised expectations for revenue growth and profit margins, and a higher future P/E multiple. What's in the News YPF and partners Vista Energy Lach, Shell Argentina, Equinor Argentina and ENAP signed long term agreements for shale oil exports from Vaca Muerta, with contracts valid until June 2033 and an initial combined volume of up to 70,000 barrels per day, which is expected to generate an estimated US$12b in revenues for Argentina over the term of the contracts (Key Developments).
ナラティブ更新 • Jan 10

YPFD: Refined Assumptions Will Support Future Upside Potential

Analysts trimmed their price target on YPF Sociedad Anónima to US$44 from US$47, citing updated modeling assumptions that refine estimates for the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent commentary centers on how the updated model feeds into valuation rather than a change in overall stance.
ナラティブ更新 • Dec 27

YPFD: Future Export Agreements Will Support Efficiency Gains And Forward Momentum

Analysts have modestly lowered their price target on YPF Sociedad Anónima to $44 from $47, reflecting updated models that incorporate stronger top line growth but more conservative assumptions on profitability and valuation multiples. Analyst Commentary Analysts describe the modest price target reduction as a recalibration rather than a shift in fundamental conviction.
ナラティブ更新 • Dec 13

YPFD: Lower Projected Upside Will Constrain Future Share Price Performance

Analysts modestly cut their price target on YPF Sociedad Anónima from $47.80 to $44.00, reflecting updated models that incorporate a slightly lower fair value despite improved projected revenue growth, profit margins, and a more attractive future price-to-earnings multiple. Analyst Commentary Recent research updates suggest that, while the overall rating on YPF Sociedad Anónima remains constructive, the recalibration of price targets signals a more cautious stance on the balance of risk and reward at current levels.
ナラティブ更新 • Nov 27

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.
ナラティブ更新 • Aug 15

Vaca Muerta Expansion Will Unlock Long Term Export Potential

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.
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新しいナラティブ • Nov 18

Vaca Muerta's Shale Boom Sparks Revenue Boost Amidst PE Challenges And Efficient Restructuring

Strategic focus on Vaca Muerta and midstream expansions aims to boost margins, manage cash flow, and reduce financial leverage.

業績と収益の成長予測

BASE:YPFD - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202821,3142,9141,3616,47511
12/31/202720,1522,3738345,85411
12/31/202620,8852,3311,1737,50511
6/30/202617,9588372,2696,616N/A
3/31/202618,325-3341,1215,940N/A
12/31/202516,017-750294,467N/A
9/30/202515,558-380-2343,980N/A
6/30/202516,759936-2934,471N/A
3/31/202517,8581,417-1295,049N/A
12/31/202417,3652,0162075,433N/A
9/30/202415,6997851524,780N/A
6/30/202412,748-767233,854N/A
3/31/20249,643-1,263802,982N/A
12/31/20236,784-1,9312272,195N/A
9/30/202311,7654121253,630N/A
6/30/202313,1891,1754794,028N/A
3/31/202314,0931,5368814,209N/A
12/31/202214,2941,6351,1574,168N/A
9/30/202214,6041,6051,5854,291N/A
6/30/202214,0731,3341,5824,173N/A
3/31/202213,3532611,6634,139N/A
12/31/202112,81131,6093,895N/A
9/30/202111,0581991,7143,653N/A
6/30/20219,526-4001,7403,175N/A
3/31/20217,930-8471,4552,647N/A
12/31/20208,236-8281,1252,488N/A
9/30/20209,040-1,6331,1332,820N/A
6/30/20209,873-1,4421,0123,213N/A
3/31/202011,232-306N/A3,630N/A
12/31/201911,334-569N/A3,627N/A
9/30/201910,721-108N/A3,256N/A
6/30/201913,139463N/A3,752N/A
3/31/201911,320562N/A3,373N/A
12/31/201811,5751,025N/A3,321N/A
9/30/20188,711806N/A2,471N/A
6/30/201810,525697N/A2,882N/A
3/31/201813,504914N/A3,418N/A
12/31/201713,582663N/A3,867N/A
9/30/201713,750119N/A3,829N/A
6/30/201713,691-1,700N/A4,174N/A
3/31/201714,308-1,898N/A4,095N/A
12/31/201613,250-1,781N/A3,102N/A
9/30/201612,882-2,075N/A2,875N/A
6/30/201612,10027N/A2,472N/A
3/31/201611,485236N/A2,756N/A
12/31/201512,059354N/A3,198N/A
9/30/201516,235813N/A4,403N/A

アナリストによる今後の成長予測

収入対貯蓄率: YPFDの予測収益成長率 (年間27.8% ) は 貯蓄率 ( 9% ) を上回っています。

収益対市場: YPFDの収益 ( 27.8% ) はAR市場 ( 23.3% ) よりも速いペースで成長すると予測されています。

高成長収益: YPFDの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: YPFDの収益 ( 5.4% ) AR市場 ( 12.8% ) よりも低い成長が予測されています。

高い収益成長: YPFDの収益 ( 5.4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: YPFDの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/12 23:53
終値2026/08/12 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

YPF Sociedad Anónima 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18

アナリスト機関
Matias CattaruzziAdCap Securities Argentina S.A.
Leonardo MarcondesBofA Global Research
Vicente Falanga NetoBradesco S.A. Corretora de Títulos e Valores Mobiliários