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Pampa Energía S.A.BASE:PAMP 株式レポート

時価総額 AR$6.4t
株価
AR$4.96k
AR$6.18k
19.8% 割安 内在価値ディスカウント
1Y29.4%
7D4.3%
1D
ポートフォリオ価値
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Pampa Energía S.A.

BASE:PAMP 株式レポート

時価総額:AR$6.4t

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Pampa Energía S.A. 競合他社

価格と性能

株価の高値、安値、推移の概要Pampa Energía
過去の株価
現在の株価AR$4,957.50
52週高値AR$5,750.00
52週安値AR$3,205.00
ベータ-0.20
1ヶ月の変化1.12%
3ヶ月変化5.93%
1年変化29.44%
3年間の変化582.76%
5年間の変化4,372.26%
IPOからの変化354,007.14%

最新ニュース

ナラティブの更新 May 16

PAMP: Rincon De Aranda Crude Upside And Buyback Activity Will Support Repricing

Analysts have lifted their price target on Pampa Energía to ARS 7,400 from ARS 7,400. This reflects updated views on revenue growth, margins, discount rate and P/E assumptions, supported by recent research that highlights the company's asset quality, disciplined investment approach and potential upside from crude-focused projects such as Rincon de Aranda, alongside any improvement in Argentina's macro backdrop.
ナラティブの更新 May 01

PAMP: Rincon De Aranda Crude Exposure Will Drive Future Upside Potential

Analysts have lifted their ARS price target for Pampa Energía, citing stronger expected profit margins, a lower future P/E, and confidence in the quality of its assets and Rincon de Aranda crude investments as key drivers of the change. Analyst Commentary Recent Street research highlights a more constructive tone around Pampa Energía, with bullish analysts pointing to asset quality, disciplined capital allocation, and crude exposure at Rincon de Aranda as key parts of the investment case.
ナラティブの更新 Apr 16

PAMP: Future Upside Will Be Driven By Rincon De Aranda Crude Exposure

Analysts have raised their ARS price target for Pampa Energía, citing a more supportive view on valuation linked to its Rincon de Aranda crude exposure and its disciplined investment approach. Analyst Commentary Bullish Takeaways Bullish analysts point to the move in the target to $97 from $88 as a reflection of stronger conviction in how the current valuation lines up with the quality of Pampa Energía's asset base.
ナラティブの更新 Apr 02

PAMP: Rincon De Aranda Exposure Will Drive Future Upside Potential

Analysts have raised their ARS price target on Pampa Energía, citing confidence in the quality of its assets, its investment discipline, and potential upside tied to higher crude oil assumptions and exposure to the Rincon de Aranda field, along with possible support from any improvement in Argentina's macroeconomic environment. Analyst Commentary Recent Street research reflects a more constructive stance on Pampa Energía, with bullish analysts signaling greater confidence in the company’s ability to execute on its asset base and investment plans.

Recent updates

ナラティブの更新 May 16

PAMP: Rincon De Aranda Crude Upside And Buyback Activity Will Support Repricing

Analysts have lifted their price target on Pampa Energía to ARS 7,400 from ARS 7,400. This reflects updated views on revenue growth, margins, discount rate and P/E assumptions, supported by recent research that highlights the company's asset quality, disciplined investment approach and potential upside from crude-focused projects such as Rincon de Aranda, alongside any improvement in Argentina's macro backdrop.
ナラティブの更新 May 01

PAMP: Rincon De Aranda Crude Exposure Will Drive Future Upside Potential

Analysts have lifted their ARS price target for Pampa Energía, citing stronger expected profit margins, a lower future P/E, and confidence in the quality of its assets and Rincon de Aranda crude investments as key drivers of the change. Analyst Commentary Recent Street research highlights a more constructive tone around Pampa Energía, with bullish analysts pointing to asset quality, disciplined capital allocation, and crude exposure at Rincon de Aranda as key parts of the investment case.
ナラティブの更新 Apr 16

PAMP: Future Upside Will Be Driven By Rincon De Aranda Crude Exposure

Analysts have raised their ARS price target for Pampa Energía, citing a more supportive view on valuation linked to its Rincon de Aranda crude exposure and its disciplined investment approach. Analyst Commentary Bullish Takeaways Bullish analysts point to the move in the target to $97 from $88 as a reflection of stronger conviction in how the current valuation lines up with the quality of Pampa Energía's asset base.
ナラティブの更新 Apr 02

PAMP: Rincon De Aranda Exposure Will Drive Future Upside Potential

Analysts have raised their ARS price target on Pampa Energía, citing confidence in the quality of its assets, its investment discipline, and potential upside tied to higher crude oil assumptions and exposure to the Rincon de Aranda field, along with possible support from any improvement in Argentina's macroeconomic environment. Analyst Commentary Recent Street research reflects a more constructive stance on Pampa Energía, with bullish analysts signaling greater confidence in the company’s ability to execute on its asset base and investment plans.
ナラティブの更新 Mar 19

PAMP: Future Returns Will Be Driven By Crude Projects And Buybacks

Analysts have lifted their fair value estimate for Pampa Energía from ARS 6,149.67 to ARS 6,183.00, pointing to stronger perceived asset quality, disciplined investment, and potential upside from crude-focused projects such as Rincon de Aranda. Analyst Commentary Bullish Takeaways Bullish analysts point to the raised price target of US$97 from US$88 as a reflection of confidence in how Pampa Energía is managing its asset base and capital allocation.
ナラティブの更新 Mar 04

PAMP: Future Returns Will Reflect Buybacks And Improved Margin And Risk Outlook

Analysts now see fair value for Pampa Energía at ARS 6,149.67, up from ARS 5,747.17, citing updated assumptions around revenue growth, profit margins, and a lower discount rate that also indicate a reduced future P/E estimate. What's in the News Pampa Energía completed a share buyback tranche between September 8, 2025 and March 2, 2026, repurchasing 830,000 shares for $168.8 million.
ナラティブの更新 Feb 17

PAMP: Power And Gas Integration Will Drive Future Upside Potential

Analysts have held their ARS 7,400 price target for Pampa Energía, with the latest update reflecting slightly lower assumed revenue growth, a higher profit margin outlook, and a reduced discount rate that together support the same fair value under revised P/E expectations. Valuation Changes Fair Value: ARS 7,400 remains unchanged, indicating the overall target valuation is the same under the revised assumptions.
ナラティブの更新 Feb 03

PAMP: Fair Value View Will Reflect Higher Margins And Revised Cash Flow Assumptions

Analysts have revised their fair value estimate for Pampa Energía from $3,400 to $5,400, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple as key drivers of the change. Valuation Changes Fair Value Estimate was raised from ARS 3,400 to ARS 5,400, reflecting the updated model assumptions.
ナラティブの更新 Jan 20

PAMP: Power And Gas Integration Will Drive Future Upside Potential

Analysts have lifted their fair value estimate for Pampa Energía from $4,800 to $7,400, citing updated assumptions that reflect recent research highlighting expected benefits from changes in its power generation business and improved monetization of its gas upstream operations. Analyst Commentary Recent Street research highlights a more constructive view on Pampa Energía, with bullish analysts revisiting their models and aligning valuation work with updated expectations for the power and gas businesses.
ナラティブの更新 Jan 06

PAMP: Future Returns Will Reflect Integrated Power And Gas Monetization Potential

Analysts have raised their price target on Pampa Energía, increasing their fair value estimate from $5,016.50 to approximately $5,747.17. They cited updated expectations related to changes in power generation and the potential monetization of its gas upstream and integrated businesses.
ナラティブの更新 Dec 14

PAMP: Future Returns Will Reflect Power Reforms And Gas Integration Benefits

Analysts have raised their price target on Pampa Energía from $92 to $113 per share, citing expectations for significant benefits from changes in the power generation business and improved monetization and integration of the company's gas upstream operations. Analyst Commentary Recent research updates highlight a more constructive stance on Pampa Energía, with higher price targets reflecting improved visibility on earnings growth and cash flow generation from both power and gas operations.
ナラティブの更新 Nov 28

PAMP: Future Performance Will Reflect Gains From Power-Gas Business Integration

Analysts have raised their price target for Pampa Energía from $92 to $113, citing anticipated gains from improvements in its power generation and gas upstream integration businesses. Analyst Commentary Recent analyst upgrades reflect a shift in sentiment around Pampa Energía, with expectations that operational improvements and business integration will support ongoing growth and value creation.
ナラティブの更新 Nov 14

PAMP: Future Earnings Will Depend On Power-Gas Integration Execution Success

Analysts have raised their price target for Pampa Energía from $92 to $113. They cite expected benefits from improvements in the company’s power generation and gas monetization businesses.
ナラティブの更新 Oct 31

PAMP: Softer Revenue And Margin Outlook Will Limit Future Upside

Narrative Update: Analyst Price Target Change for Pampa Energía Analysts have lowered their price target for Pampa Energía from $4,139.83 to $4,083.17, reflecting cautious sentiment in light of slightly softer revenue growth and profit margin forecasts. Valuation Changes Fair Value: Decreased slightly from ARS 4,139.83 to ARS 4,083.17.
ナラティブの更新 Oct 17

Rincón De Aranda Shale And Renewables Will Redefine Energy Landscape

Narrative Update on Pampa Energía Analysts have maintained their price target for Pampa Energía at $4,139.83, citing steady forecasts for revenue growth and profit margins. They also noted only a slight rise in future price-to-earnings expectations.
ナラティブの更新 Oct 03

Rincón De Aranda Shale And Renewables Will Redefine Energy Landscape

Analysts have slightly raised their price target for Pampa Energía to $4,139.83. They cite modest improvements in revenue growth forecasts, even though there is a minor decline in projected profit margins.
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新しいナラティブ Jan 19

PEPE VI Wind Expansion And LNG Project Will Expand Future Energy Capacity

Renewable energy and LNG projects could significantly boost future revenues and earnings through increased capacity and export opportunities.

株主還元

PAMPAR Electric UtilitiesAR 市場
7D4.3%-0.3%10.2%
1Y29.4%10.5%25.7%

業界別リターン: PAMP過去 1 年間で10.5 % の収益を上げたAR Electric Utilities業界を上回りました。

リターン対市場: PAMP過去 1 年間で25.7 % の収益を上げたAR市場を上回りました。

価格変動

Is PAMP's price volatile compared to industry and market?
PAMP volatility
PAMP Average Weekly Movement4.5%
Electric Utilities Industry Average Movement3.8%
Market Average Movement5.8%
10% most volatile stocks in AR Market7.9%
10% least volatile stocks in AR Market3.8%

安定した株価: PAMP 、 AR市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: PAMPの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
1945n/aGustavo Marianiri.pampa.com/en

パンパ・エネルギア社はアルゼンチンの総合電力会社。同社は、石油・ガス、発電、石油化学、持ち株・運輸・その他部門を通じて事業を展開している。火力発電所、水力発電所、風力発電所を通じて発電を行い、設備容量は5,472メガワット(MW)。また、ネウケン州とリオ・ネグロ州で石油・ガスの探鉱・生産も行っている。さらに、スチレン、合成ゴム、ポリスチレンなどの石油化学製品も生産している。さらに、アルゼンチン国内で22,396kmの高圧送電網を運営・維持している。さらに、アルゼンチン中央部、西部、南部に9,248kmのガスパイプラインを持つ天然ガス輸送のコンセッションを保有し、ブエノスアイレス州のバヒア・ブランカで天然ガス液体を加工・販売し、関連アドバイザリーサービスも提供している。以前はパンパ・ホールディング社(Pampa Holding S.A.)として知られていたが、2008年9月にパンパ・エネルギア社(Pampa Energía S.A.)に社名を変更した。パンパ・エネルギア社は1945年に設立され、アルゼンチンのブエノスアイレスに本社を置いている。

Pampa Energía S.A. 基礎のまとめ

Pampa Energía の収益と売上を時価総額と比較するとどうか。
PAMP 基礎統計学
時価総額AR$6.44t
収益(TTM)AR$618.54b
売上高(TTM)AR$3.05t
10.8x
PER(株価収益率
2.2x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
PAMP 損益計算書(TTM)
収益US$2.16b
売上原価US$1.47b
売上総利益US$689.64m
その他の費用US$251.64m
収益US$438.00m

直近の収益報告

Mar 31, 2026

次回決算日

Aug 04, 2026

一株当たり利益(EPS)0.33
グロス・マージン31.97%
純利益率20.31%
有利子負債/自己資本比率49.6%

PAMP の長期的なパフォーマンスは?

過去の実績と比較を見る

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2026/05/27 16:17
終値2026/05/27 00:00
収益2026/03/31
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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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

Pampa Energía S.A. 10 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。13

アナリスト機関
Matias CattaruzziAdCap Securities Argentina S.A.
Gustavo FariaBofA Global Research
Daniel GuardiolaBTG Pactual