View ValuationPampa Energía 将来の成長Future 基準チェック /36Pampa Energía利益と収益がそれぞれ年間23.3%と15%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.3% 30.3%なると予測されています。主要情報23.3%収益成長率30.32%EPS成長率Electric Utilities 収益成長9.8%収益成長率15.0%将来の株主資本利益率15.27%アナリストカバレッジGood最終更新日01 Jun 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 08First quarter 2026 earnings released: EPS: US$0.16 (vs US$0.11 in 1Q 2025)First quarter 2026 results: EPS: US$0.16 (up from US$0.11 in 1Q 2025). Revenue: US$573.0m (up 38% from 1Q 2025). Net income: US$214.0m (up 40% from 1Q 2025). Profit margin: 37% (in line with 1Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Electric Utilities industry in South America. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.お知らせ • Mar 28+ 3 more updatesPampa Energía S.A. to Report Q1, 2026 Results on May 06, 2026Pampa Energía S.A. announced that they will report Q1, 2026 results on May 06, 2026お知らせ • Mar 10Pampa Energía S.A., Annual General Meeting, Apr 07, 2026Pampa Energía S.A., Annual General Meeting, Apr 07, 2026. Location: held remotely, ArgentinaReported Earnings • Mar 04Full year 2025 earnings released: EPS: US$0.28 (vs US$0.46 in FY 2024)Full year 2025 results: EPS: US$0.28 (down from US$0.46 in FY 2024). Revenue: US$2.00b (up 6.5% from FY 2024). Net income: US$377.0m (down 39% from FY 2024). Profit margin: 19% (down from 33% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in South America are expected to remain flat.New Risk • Nov 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 17% Last year net profit margin: 25% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 29%After last week's 29% share price gain to US$3.16, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Electric Utilities industry in South America. Total returns to shareholders of 14% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$1.40 per share.New Risk • Sep 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Argentinean stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: AR$43.15 (vs AR$66.22 in 2Q 2024)Second quarter 2025 results: EPS: AR$43.15 (down from AR$66.22 in 2Q 2024). Revenue: AR$570.2b (up 28% from 2Q 2024). Net income: AR$58.7b (down 35% from 2Q 2024). Profit margin: 10% (down from 20% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in South America are expected to remain flat.Buy Or Sell Opportunity • May 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.3% to US$3.39. The fair value is estimated to be US$2.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 9.7% per annum over the same time period.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$3.28, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Electric Utilities industry in South America. Total returns to shareholders of 70% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$2.91 per share.Reported Earnings • Apr 18Full year 2024 earnings released: EPS: US$0.46 (vs US$0.22 in FY 2023)Full year 2024 results: EPS: US$0.46 (up from US$0.22 in FY 2023). Revenue: US$1.88b (up 8.3% from FY 2023). Net income: US$619.0m (up 105% from FY 2023). Profit margin: 33% (up from 17% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Electric Utilities industry in South America.New Risk • Apr 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Argentinean stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$2.61, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Electric Utilities industry in South America. Total returns to shareholders of 28% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$1.22 per share.お知らせ • Mar 28+ 3 more updatesPampa Energía S.A. to Report Q2, 2025 Results on Aug 06, 2025Pampa Energía S.A. announced that they will report Q2, 2025 results on Aug 06, 2025Reported Earnings • Mar 06Full year 2024 earnings released: EPS: US$0.46 (vs US$0.22 in FY 2023)Full year 2024 results: EPS: US$0.46 (up from US$0.22 in FY 2023). Revenue: US$1.88b (up 8.3% from FY 2023). Net income: US$619.0m (up 105% from FY 2023). Profit margin: 33% (up from 17% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Electric Utilities industry in South America. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 06+ 1 more updatePampa Energía S.A. Announces Resignation of María Carolina Sigwald as DirectorPampa Energía S.A. has received a resignation letter from María Carolina Sigwald for her position as Director, effective as of the AGM appointing her replacement. This was approved by the Company's Board of Directors on 5 March 2025, as the resignation is due to personal reasons and does not affect the normal functioning of the Board.Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. Director of Human Resources Mariana De La Fuente was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Dec 26Pampa Energía S.A. Announces Chief Financial Officer ChangesPampa Energía S.A. informed our Board of Directors, in its meeting held on December 23, 2024 decided to replace Mr. Nicolás Mindlin as Chief Financial Officer (CFO) of the Company with Mr. Adolfo Zuberbuhler. Notwithstanding its replacement as CFO, Mr. Nicolás Mindlin will continue to contribute and add value to the Company through the Executive Committee.New Risk • Nov 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 11% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 11% per year for the foreseeable future. High level of non-cash earnings (35% accrual ratio).Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$3.40, the stock trades at a trailing P/E ratio of 13.2x. Average forward P/E is 10x in the Electric Utilities industry in South America. Total returns to shareholders of 328% over the past three years.Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: US$0.11 (vs US$0.11 in 3Q 2023)Third quarter 2024 results: EPS: US$0.11 (up from US$0.11 in 3Q 2023). Revenue: US$540.0m (up 24% from 3Q 2023). Net income: US$146.0m (up 1.0% from 3Q 2023). Profit margin: 27% (down from 33% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Electric Utilities industry in South America.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$2.05, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Electric Utilities industry in South America. Total returns to shareholders of 216% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$1.07 per share.Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: US$0.074 (vs US$0.12 in 2Q 2023)Second quarter 2024 results: EPS: US$0.074 (down from US$0.12 in 2Q 2023). Revenue: US$500.0m (up 16% from 2Q 2023). Net income: US$100.0m (down 39% from 2Q 2023). Profit margin: 20% (down from 38% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Electric Utilities industry in South America. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 08Pampa Energía S.A. (BASE:PAMP) announces an Equity Buyback for $75 million worth of its shares.Pampa Energía S.A. (BASE:PAMP) announces a share repurchase program. Under the program, the company will repurchase shares such that repurchased shares in treasury shall never surpass the limit of 10% of company's share capital, for a total price of $75 million. The shares will repurchased at a price of up to $50 per ADR on New York Stock Exchange and ARS 2,664 per share in the Bolsas y Mercados S.A. The purpose of the share repurchases is reduction of the difference between the company’s fair value based on its assets value and the quoted price from stock exchange, seeking to strengthen the market by efficiently applying the company’s strong cash position, and creating value for all its shareholders. The repurchase program will be funded from realized and liquid earnings and/or the company's voluntary reserve, as per the Financial Statements as of June 30, 2024. The program is valid till 120 days as from the start of the plan.New Risk • Jun 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 5.5% per year for the foreseeable future. High level of non-cash earnings (38% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).New Risk • May 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Argentinean stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.New Risk • May 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.6% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).Reported Earnings • May 08First quarter 2024 earnings released: EPS: US$0.20 (vs US$0.093 in 1Q 2023)First quarter 2024 results: EPS: US$0.20 (up from US$0.093 in 1Q 2023). Revenue: US$401.0m (flat on 1Q 2023). Net income: US$267.0m (up 107% from 1Q 2023). Profit margin: 67% (up from 32% in 1Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Electric Utilities industry in South America.Buy Or Sell Opportunity • Mar 19Now 26% overvaluedThe stock has been flat over the last 90 days, currently trading at US$2.18. The fair value is estimated to be US$1.73, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 66% over the last 3 years. Earnings per share has grown by 63%. Revenue is forecast to grow by 302% in 2 years. Earnings are forecast to grow by 862% in the next 2 years.Reported Earnings • Mar 08Full year 2023 earnings released: EPS: US$0.22 (vs US$0.33 in FY 2022)Full year 2023 results: EPS: US$0.22 (down from US$0.33 in FY 2022). Revenue: US$1.73b (down 5.3% from FY 2022). Net income: US$302.0m (down 34% from FY 2022). Profit margin: 17% (down from 25% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Electric Utilities industry in South America.お知らせ • Mar 07Pampa Energía S.A., Annual General Meeting, Apr 29, 2024Pampa Energía S.A., Annual General Meeting, Apr 29, 2024, at 14:00 Coordinated Universal Time.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$2.09, the stock trades at a forward P/E ratio of 179x. Average forward P/E is 9x in the Electric Utilities industry in South America.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$2.06, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 9x in the Electric Utilities industry in South America. Total returns to shareholders of 281% over the past three years.お知らせ • Jan 18+ 3 more updatesPampa Energía S.A. to Report Q1, 2024 Results on May 08, 2024Pampa Energía S.A. announced that they will report Q1, 2024 results at 5:00 PM, Argentina Standard Time on May 08, 2024Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$2.50, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 10x in the Electric Utilities industry in South America. Total returns to shareholders of 331% over the past three years.Board Change • Dec 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Carolina Zang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Dec 01Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Carolina Zang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: US$0.11 (vs US$0.12 in 3Q 2022)Third quarter 2023 results: EPS: US$0.11 (down from US$0.12 in 3Q 2022). Revenue: US$474.0m (flat on 3Q 2022). Net income: US$152.0m (down 6.6% from 3Q 2022). Profit margin: 32% (down from 35% in 3Q 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in South America are expected to remain flat.Board Change • Nov 14Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Carolina Zang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Oct 26Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Carolina Zang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Oct 03Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Carolina Zang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Carolina Zang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Sep 14Pampa Energía S.A. Announces Resignation of Darío Epstein as DirectorPampa Energía S.A. announced that the Company received a resignation letter presented by Darío Epstein to his position as Director of the Company due to personal reasons, effective as from September 12th, 2023.New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 1.8% per year for the foreseeable future.Reported Earnings • Aug 10Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: US$464.0m (up 4.7% from 2Q 2022). Net income: US$164.0m (up 152% from 2Q 2022). Profit margin: 35% (up from 15% in 2Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in South America are expected to remain flat.Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 28%After last week's 28% share price gain to US$1.73, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 9x in the Electric Utilities industry in South America.お知らせ • May 13+ 2 more updatesPampa Energía S.A. to Report Q2, 2023 Results on Aug 09, 2023Pampa Energía S.A. announced that they will report Q2, 2023 results After-Market on Aug 09, 2023Reported Earnings • May 12First quarter 2023 earnings released: EPS: US$0.10 (vs US$0.067 in 1Q 2022)First quarter 2023 results: EPS: US$0.10 (up from US$0.067 in 1Q 2022). Revenue: US$431.0m (up 8.7% from 1Q 2022). Net income: US$141.0m (up 52% from 1Q 2022). Profit margin: 33% (up from 23% in 1Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electric Utilities industry in South America. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 18Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Dario Epstein was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jan 19Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Dario Epstein was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.業績と収益の成長予測BASE:PAMPD - 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12/31/20283,2558075601,343712/31/20272,96567350991912/31/20262,501485-241899103/31/20262,157438-632455N/A12/31/20251,998377-206778N/A9/30/20251,926322-200639N/A6/30/20251,875445-107518N/A3/31/20251,97656431538N/A12/31/20241,876619-12435N/A9/30/20242,815692-227730N/A6/30/20242,420593-364556N/A3/31/20242,028531-306521N/A12/31/20231,732302-163575N/A9/30/20232,339677158836N/A6/30/20232,198653185815N/A3/31/20232,020535165714N/A12/31/20221,829456193619N/A9/30/20221,949435313694N/A6/30/20221,814360350665N/A3/31/20221,646417450703N/A12/31/20211,508348524729N/A9/30/20211,580436689870N/A6/30/20211,377373692826N/A3/31/20211,188253638749N/A12/31/20201,073225570693N/A9/30/2020596194744989N/A6/30/2020863197554869N/A3/31/20201,162395470860N/A12/31/20191,340495N/A802N/A9/30/20192,333743N/A607N/A6/30/20192,848726N/A722N/A3/31/20192,578176N/A572N/A12/31/20181,43628N/A610N/A9/30/20183,190106N/A552N/A6/30/20183,936323N/A782N/A3/31/20184,901766N/A1,103N/A12/31/20174,406682N/A894N/A9/30/20172,490215N/A549N/A6/30/20172,37896N/A389N/A3/31/20172,08160N/A328N/A12/31/20161,584-5N/A375N/A9/30/20161,31670N/A242N/A6/30/2016809137N/A278N/A3/31/2016661189N/A269N/A12/31/2015549237N/A337N/A9/30/2015741184N/A401N/A6/30/2015737197N/A362N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: PAMPDの予測収益成長率 (年間23.3% ) は 貯蓄率 ( 8.9% ) を上回っています。収益対市場: PAMPDの収益 ( 23.3% ) AR市場 ( 33.6% ) よりも低い成長が予測されています。高成長収益: PAMPD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: PAMPDの収益 ( 15% ) AR市場 ( 13.2% ) よりも速いペースで成長すると予測されています。高い収益成長: PAMPDの収益 ( 15% ) 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: PAMPDの 自己資本利益率 は、3年後には低くなると予測されています ( 15.3 %)。成長企業の発掘7D1Y7D1Y7D1YUtilities 業界の高成長企業。View Past Performance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2026/06/15 11:43終値2026/06/12 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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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や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 ResearchDaniel GuardiolaBTG Pactual10 その他のアナリストを表示
Reported Earnings • May 08First quarter 2026 earnings released: EPS: US$0.16 (vs US$0.11 in 1Q 2025)First quarter 2026 results: EPS: US$0.16 (up from US$0.11 in 1Q 2025). Revenue: US$573.0m (up 38% from 1Q 2025). Net income: US$214.0m (up 40% from 1Q 2025). Profit margin: 37% (in line with 1Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Electric Utilities industry in South America. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.
お知らせ • Mar 28+ 3 more updatesPampa Energía S.A. to Report Q1, 2026 Results on May 06, 2026Pampa Energía S.A. announced that they will report Q1, 2026 results on May 06, 2026
お知らせ • Mar 10Pampa Energía S.A., Annual General Meeting, Apr 07, 2026Pampa Energía S.A., Annual General Meeting, Apr 07, 2026. Location: held remotely, Argentina
Reported Earnings • Mar 04Full year 2025 earnings released: EPS: US$0.28 (vs US$0.46 in FY 2024)Full year 2025 results: EPS: US$0.28 (down from US$0.46 in FY 2024). Revenue: US$2.00b (up 6.5% from FY 2024). Net income: US$377.0m (down 39% from FY 2024). Profit margin: 19% (down from 33% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in South America are expected to remain flat.
New Risk • Nov 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 17% Last year net profit margin: 25% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 29%After last week's 29% share price gain to US$3.16, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Electric Utilities industry in South America. Total returns to shareholders of 14% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$1.40 per share.
New Risk • Sep 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Argentinean stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: AR$43.15 (vs AR$66.22 in 2Q 2024)Second quarter 2025 results: EPS: AR$43.15 (down from AR$66.22 in 2Q 2024). Revenue: AR$570.2b (up 28% from 2Q 2024). Net income: AR$58.7b (down 35% from 2Q 2024). Profit margin: 10% (down from 20% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in South America are expected to remain flat.
Buy Or Sell Opportunity • May 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.3% to US$3.39. The fair value is estimated to be US$2.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 9.7% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$3.28, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Electric Utilities industry in South America. Total returns to shareholders of 70% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$2.91 per share.
Reported Earnings • Apr 18Full year 2024 earnings released: EPS: US$0.46 (vs US$0.22 in FY 2023)Full year 2024 results: EPS: US$0.46 (up from US$0.22 in FY 2023). Revenue: US$1.88b (up 8.3% from FY 2023). Net income: US$619.0m (up 105% from FY 2023). Profit margin: 33% (up from 17% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Electric Utilities industry in South America.
New Risk • Apr 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Argentinean stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$2.61, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Electric Utilities industry in South America. Total returns to shareholders of 28% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$1.22 per share.
お知らせ • Mar 28+ 3 more updatesPampa Energía S.A. to Report Q2, 2025 Results on Aug 06, 2025Pampa Energía S.A. announced that they will report Q2, 2025 results on Aug 06, 2025
Reported Earnings • Mar 06Full year 2024 earnings released: EPS: US$0.46 (vs US$0.22 in FY 2023)Full year 2024 results: EPS: US$0.46 (up from US$0.22 in FY 2023). Revenue: US$1.88b (up 8.3% from FY 2023). Net income: US$619.0m (up 105% from FY 2023). Profit margin: 33% (up from 17% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Electric Utilities industry in South America. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 06+ 1 more updatePampa Energía S.A. Announces Resignation of María Carolina Sigwald as DirectorPampa Energía S.A. has received a resignation letter from María Carolina Sigwald for her position as Director, effective as of the AGM appointing her replacement. This was approved by the Company's Board of Directors on 5 March 2025, as the resignation is due to personal reasons and does not affect the normal functioning of the Board.
Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. Director of Human Resources Mariana De La Fuente was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Dec 26Pampa Energía S.A. Announces Chief Financial Officer ChangesPampa Energía S.A. informed our Board of Directors, in its meeting held on December 23, 2024 decided to replace Mr. Nicolás Mindlin as Chief Financial Officer (CFO) of the Company with Mr. Adolfo Zuberbuhler. Notwithstanding its replacement as CFO, Mr. Nicolás Mindlin will continue to contribute and add value to the Company through the Executive Committee.
New Risk • Nov 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 11% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 11% per year for the foreseeable future. High level of non-cash earnings (35% accrual ratio).
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$3.40, the stock trades at a trailing P/E ratio of 13.2x. Average forward P/E is 10x in the Electric Utilities industry in South America. Total returns to shareholders of 328% over the past three years.
Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: US$0.11 (vs US$0.11 in 3Q 2023)Third quarter 2024 results: EPS: US$0.11 (up from US$0.11 in 3Q 2023). Revenue: US$540.0m (up 24% from 3Q 2023). Net income: US$146.0m (up 1.0% from 3Q 2023). Profit margin: 27% (down from 33% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Electric Utilities industry in South America.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$2.05, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Electric Utilities industry in South America. Total returns to shareholders of 216% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$1.07 per share.
Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: US$0.074 (vs US$0.12 in 2Q 2023)Second quarter 2024 results: EPS: US$0.074 (down from US$0.12 in 2Q 2023). Revenue: US$500.0m (up 16% from 2Q 2023). Net income: US$100.0m (down 39% from 2Q 2023). Profit margin: 20% (down from 38% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Electric Utilities industry in South America. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 08Pampa Energía S.A. (BASE:PAMP) announces an Equity Buyback for $75 million worth of its shares.Pampa Energía S.A. (BASE:PAMP) announces a share repurchase program. Under the program, the company will repurchase shares such that repurchased shares in treasury shall never surpass the limit of 10% of company's share capital, for a total price of $75 million. The shares will repurchased at a price of up to $50 per ADR on New York Stock Exchange and ARS 2,664 per share in the Bolsas y Mercados S.A. The purpose of the share repurchases is reduction of the difference between the company’s fair value based on its assets value and the quoted price from stock exchange, seeking to strengthen the market by efficiently applying the company’s strong cash position, and creating value for all its shareholders. The repurchase program will be funded from realized and liquid earnings and/or the company's voluntary reserve, as per the Financial Statements as of June 30, 2024. The program is valid till 120 days as from the start of the plan.
New Risk • Jun 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 5.5% per year for the foreseeable future. High level of non-cash earnings (38% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).
New Risk • May 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Argentinean stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
New Risk • May 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.6% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).
Reported Earnings • May 08First quarter 2024 earnings released: EPS: US$0.20 (vs US$0.093 in 1Q 2023)First quarter 2024 results: EPS: US$0.20 (up from US$0.093 in 1Q 2023). Revenue: US$401.0m (flat on 1Q 2023). Net income: US$267.0m (up 107% from 1Q 2023). Profit margin: 67% (up from 32% in 1Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Electric Utilities industry in South America.
Buy Or Sell Opportunity • Mar 19Now 26% overvaluedThe stock has been flat over the last 90 days, currently trading at US$2.18. The fair value is estimated to be US$1.73, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 66% over the last 3 years. Earnings per share has grown by 63%. Revenue is forecast to grow by 302% in 2 years. Earnings are forecast to grow by 862% in the next 2 years.
Reported Earnings • Mar 08Full year 2023 earnings released: EPS: US$0.22 (vs US$0.33 in FY 2022)Full year 2023 results: EPS: US$0.22 (down from US$0.33 in FY 2022). Revenue: US$1.73b (down 5.3% from FY 2022). Net income: US$302.0m (down 34% from FY 2022). Profit margin: 17% (down from 25% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Electric Utilities industry in South America.
お知らせ • Mar 07Pampa Energía S.A., Annual General Meeting, Apr 29, 2024Pampa Energía S.A., Annual General Meeting, Apr 29, 2024, at 14:00 Coordinated Universal Time.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$2.09, the stock trades at a forward P/E ratio of 179x. Average forward P/E is 9x in the Electric Utilities industry in South America.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$2.06, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 9x in the Electric Utilities industry in South America. Total returns to shareholders of 281% over the past three years.
お知らせ • Jan 18+ 3 more updatesPampa Energía S.A. to Report Q1, 2024 Results on May 08, 2024Pampa Energía S.A. announced that they will report Q1, 2024 results at 5:00 PM, Argentina Standard Time on May 08, 2024
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$2.50, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 10x in the Electric Utilities industry in South America. Total returns to shareholders of 331% over the past three years.
Board Change • Dec 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Carolina Zang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Dec 01Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Carolina Zang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 14Third quarter 2023 earnings released: EPS: US$0.11 (vs US$0.12 in 3Q 2022)Third quarter 2023 results: EPS: US$0.11 (down from US$0.12 in 3Q 2022). Revenue: US$474.0m (flat on 3Q 2022). Net income: US$152.0m (down 6.6% from 3Q 2022). Profit margin: 32% (down from 35% in 3Q 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in South America are expected to remain flat.
Board Change • Nov 14Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Carolina Zang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Oct 26Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Carolina Zang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Oct 03Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Carolina Zang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Carolina Zang was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 14Pampa Energía S.A. Announces Resignation of Darío Epstein as DirectorPampa Energía S.A. announced that the Company received a resignation letter presented by Darío Epstein to his position as Director of the Company due to personal reasons, effective as from September 12th, 2023.
New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 1.8% per year for the foreseeable future.
Reported Earnings • Aug 10Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: US$464.0m (up 4.7% from 2Q 2022). Net income: US$164.0m (up 152% from 2Q 2022). Profit margin: 35% (up from 15% in 2Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in South America are expected to remain flat.
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 28%After last week's 28% share price gain to US$1.73, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 9x in the Electric Utilities industry in South America.
お知らせ • May 13+ 2 more updatesPampa Energía S.A. to Report Q2, 2023 Results on Aug 09, 2023Pampa Energía S.A. announced that they will report Q2, 2023 results After-Market on Aug 09, 2023
Reported Earnings • May 12First quarter 2023 earnings released: EPS: US$0.10 (vs US$0.067 in 1Q 2022)First quarter 2023 results: EPS: US$0.10 (up from US$0.067 in 1Q 2022). Revenue: US$431.0m (up 8.7% from 1Q 2022). Net income: US$141.0m (up 52% from 1Q 2022). Profit margin: 33% (up from 23% in 1Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electric Utilities industry in South America. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 18Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Dario Epstein was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jan 19Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Dario Epstein was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.