Narrative Update • May 10

Over the last 7 days, the Energy industry has remained flat, although notably Transportadora de Gas del Norte gained 5.8%. As for the the longer term, the industry is up 46% over the past 12 months. As for the next few years, earnings are expected to grow by 50% per annum.
Has the Argentinian Energy Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 12 May 2026 | AR$34.2t | AR$27.4t | AR$26.4b | 11.8x | 1292x | 1.2x |
| Thu, 09 Apr 2026 | AR$36.8t | AR$26.6t | -AR$566,882,933,000.00 | 13.6x | -65x | 1.4x |
| Sat, 07 Mar 2026 | AR$29.3t | AR$28.8t | -AR$795,456,638,000.00 | 13.8x | -36.9x | 1x |
| Mon, 02 Feb 2026 | AR$34.0t | AR$24.1t | -AR$150,170,638,000.00 | 15.6x | -226.5x | 1.4x |
| Wed, 31 Dec 2025 | AR$32.5t | AR$24.1t | -AR$150,170,638,000.00 | 15.6x | -216.5x | 1.3x |
| Fri, 28 Nov 2025 | AR$32.5t | AR$24.1t | -AR$89,410,342,000.00 | 15.2x | -363.4x | 1.3x |
| Sun, 26 Oct 2025 | AR$23.9t | AR$22.8t | AR$1.5t | 14.7x | 16.4x | 1x |
| Tue, 23 Sep 2025 | AR$21.1t | AR$22.8t | AR$1.5t | 13.6x | 14.4x | 0.9x |
| Thu, 21 Aug 2025 | AR$24.5t | AR$22.8t | AR$1.5t | 15.8x | 16.3x | 1.1x |
| Sat, 19 Jul 2025 | AR$23.2t | AR$21.8t | AR$2.0t | 11.7x | 11.6x | 1.1x |
| Mon, 16 Jun 2025 | AR$24.5t | AR$21.7t | AR$2.1t | 10.1x | 11.7x | 1.1x |
| Wed, 14 May 2025 | AR$24.4t | AR$20.4t | AR$2.7t | 9.6x | 9.2x | 1.2x |
| Fri, 11 Apr 2025 | AR$23.2t | AR$20.4t | AR$2.7t | 7.7x | 8.7x | 1.1x |
| Sun, 09 Mar 2025 | AR$23.9t | AR$22.6t | AR$2.9t | 16.6x | 8.2x | 1.1x |
| Tue, 04 Feb 2025 | AR$27.5t | AR$16.6t | AR$950.3b | 30x | 28.9x | 1.7x |
| Thu, 02 Jan 2025 | AR$29.1t | AR$16.6t | AR$950.3b | 32.3x | 30.7x | 1.8x |
| Sat, 30 Nov 2024 | AR$26.7t | AR$16.5t | AR$913.4b | 29.1x | 29.3x | 1.6x |
| Mon, 28 Oct 2024 | AR$18.9t | AR$12.9t | -AR$577,697,458,000.00 | 25.2x | -32.7x | 1.5x |
| Wed, 25 Sep 2024 | AR$18.3t | AR$12.9t | -AR$577,697,458,000.00 | 25.4x | -31.7x | 1.4x |
| Fri, 23 Aug 2024 | AR$17.6t | AR$13.0t | -AR$581,672,688,000.00 | 22.6x | -30.2x | 1.4x |
| Sun, 21 Jul 2024 | AR$17.5t | AR$9.4t | -AR$1,024,670,960,000.00 | 37x | -17.1x | 1.9x |
| Tue, 18 Jun 2024 | AR$17.2t | AR$9.2t | -AR$1,042,911,136,000.00 | 36.6x | -16.5x | 1.9x |
| Thu, 16 May 2024 | AR$15.9t | AR$16.3t | -AR$932,868,159,000.00 | 56.2x | -17x | 1x |
| Sat, 13 Apr 2024 | AR$13.8t | AR$16.0t | -AR$1,132,604,114,000.00 | 64.5x | -12.2x | 0.9x |
| Mon, 11 Mar 2024 | AR$11.0t | AR$15.3t | -AR$1,048,409,745,000.00 | 79.6x | -10.5x | 0.7x |
| Wed, 07 Feb 2024 | AR$13.4t | AR$4.4t | AR$191.4b | 98.9x | 69.8x | 3x |
| Fri, 05 Jan 2024 | AR$11.4t | AR$4.4t | AR$191.4b | 64.1x | 59.6x | 2.6x |
| Sun, 03 Dec 2023 | AR$9.6t | AR$4.5t | AR$209.7b | 41.7x | 45.5x | 2.1x |
| Tue, 31 Oct 2023 | AR$6.1t | AR$3.7t | AR$355.5b | 23.4x | 17.3x | 1.6x |
| Thu, 28 Sep 2023 | AR$6.5t | AR$3.7t | AR$355.5b | 21.4x | 18.4x | 1.8x |
| Sat, 26 Aug 2023 | AR$7.2t | AR$3.8t | AR$369.2b | 25.1x | 19.6x | 1.9x |
| Mon, 24 Jul 2023 | AR$5.2t | AR$3.3t | AR$380.8b | 16.7x | 13.6x | 1.6x |
| Wed, 21 Jun 2023 | AR$4.6t | AR$3.3t | AR$361.1b | 42.8x | 12.6x | 1.4x |
| Fri, 19 May 2023 | AR$3.7t | AR$3.3t | AR$370.0b | 28.5x | 9.9x | 1.1x |
9.9x
Which industries have driven the changes within the Argentinian Energy sector?
| AR Market | 1.25% | |
| Energy | 0.10% | |
| Oil and Gas | 0.10% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TGNO4 Transportadora de Gas del Norte | AR$4.05k | 5.8% +AR$96.7b | 9.0% | PE8.1x |