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Argentinian (MERVAL) Oil and Gas Industry Analysis

UpdatedJan 30, 2026
DataAggregated Company Financials
Companies5
  • 7D8.6%
  • 3M6.6%
  • 1Y21.6%
  • YTD3.4%

Over the last 7 days, the Oil and Gas industry has risen 7.6%, driven by gains from YPF Sociedad Anónima of 7.1%. In the last 12 months, the industry was up 21%. As for the next few years, earnings are expected to grow by 66% per annum.

Industry Valuation and Performance

Has the Argentinian Oil and Gas Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 30 Jan 2026AR$33.7tAR$24.1t-AR$150,170,638,000.0015.9x-224.2x1.4x
Sun, 28 Dec 2025AR$32.2tAR$24.1t-AR$150,170,638,000.0015.8x-214.3x1.3x
Tue, 25 Nov 2025AR$31.3tAR$24.2t-AR$85,435,900,000.0014.4x-366.7x1.3x
Thu, 23 Oct 2025AR$22.7tAR$22.8tAR$1.5t13.9x15.5x1x
Sat, 20 Sep 2025AR$21.4tAR$22.8tAR$1.5t12.9x14.7x0.9x
Mon, 18 Aug 2025AR$25.2tAR$22.8tAR$1.5t16.4x16.8x1.1x
Wed, 16 Jul 2025AR$23.3tAR$21.8tAR$2.0t11.6x11.6x1.1x
Fri, 13 Jun 2025AR$24.7tAR$21.7tAR$2.1t10.3x11.8x1.1x
Sun, 11 May 2025AR$22.6tAR$20.4tAR$2.7t8.9x8.5x1.1x
Tue, 08 Apr 2025AR$23.3tAR$20.4tAR$2.7t8.4x8.7x1.1x
Thu, 06 Mar 2025AR$24.2tAR$16.6tAR$950.3b26.6x25.5x1.5x
Sat, 01 Feb 2025AR$28.0tAR$16.6tAR$950.3b30.8x29.4x1.7x
Mon, 30 Dec 2024AR$29.4tAR$16.6tAR$950.3b33x30.9x1.8x
Wed, 27 Nov 2024AR$26.1tAR$16.5tAR$913.4b31.9x28.6x1.6x
Fri, 25 Oct 2024AR$18.1tAR$12.9t-AR$577,697,458,000.0024.7x-31.3x1.4x
Sun, 22 Sep 2024AR$18.7tAR$12.9t-AR$589,165,448,000.0025.4x-31.7x1.4x
Tue, 20 Aug 2024AR$18.0tAR$13.0t-AR$581,672,688,000.0023.5x-31x1.4x
Thu, 18 Jul 2024AR$17.2tAR$9.4t-AR$1,024,670,960,000.0035.9x-16.8x1.8x
Sat, 15 Jun 2024AR$17.3tAR$9.2t-AR$1,126,262,436,000.0063.4x-15.3x1.9x
Mon, 13 May 2024AR$15.1tAR$16.2t-AR$930,078,043,000.0052.5x-16.3x0.9x
Wed, 10 Apr 2024AR$13.9tAR$15.9t-AR$1,073,817,072,000.0092.9x-13x0.9x
Fri, 08 Mar 2024AR$11.1tAR$15.3t-AR$1,047,779,985,000.0079.1x-10.6x0.7x
Sun, 04 Feb 2024AR$14.4tAR$4.4tAR$191.4b90.1x75.4x3.3x
Tue, 02 Jan 2024AR$10.7tAR$4.4tAR$191.4b60.4x56x2.4x
Thu, 30 Nov 2023AR$9.0tAR$4.5tAR$209.7b39x42.7x2x
Sat, 28 Oct 2023AR$6.7tAR$3.7tAR$355.5b25.1x18.9x1.8x
Mon, 25 Sep 2023AR$6.3tAR$3.7tAR$355.5b21.1x17.7x1.7x
Wed, 23 Aug 2023AR$6.9tAR$3.8tAR$376.0b24.2x18.5x1.8x
Fri, 21 Jul 2023AR$5.1tAR$3.3tAR$380.8b16.4x13.3x1.5x
Sun, 18 Jun 2023AR$4.6tAR$3.3tAR$361.1b42.8x12.6x1.4x
Tue, 16 May 2023AR$3.5tAR$3.3tAR$370.0b27.9x9.6x1.1x
Thu, 13 Apr 2023AR$3.0tAR$2.9tAR$324.1b16.4x9.4x1.1x
Sat, 11 Mar 2023AR$2.6tAR$2.2tAR$260.5b24.2x10x1.2x
Mon, 06 Feb 2023AR$2.6tAR$2.2tAR$260.5b22.7x9.9x1.1x
Price to Earnings Ratio

9.9x


Total Market Cap: AR$2.6tTotal Earnings: AR$260.5bTotal Revenue: AR$2.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Argentinian Oil and Gas Industry Price to Earnings3Y Average -8.6x202420252026
Current Industry PE
  • Investors are pessimistic on the Argentinean Oil and Gas industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The 3-year average PS ratio of 1.5x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • Total earnings for the Oil and Gas industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 121% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Argentinian Energy industry?

AR Market5.15%
Energy8.63%
Oil and Gas8.63%
Integrated Oil and Gas9.75%
Oil and Gas Storage and Transportation6.73%
Oil and Gas Exploration and Production3.74%
Industry PE
  • Investors are most optimistic about the Oil and Gas Storage and Transportation industry even though it's trading below its 3-year average PE ratio of 48.2x.
    • Analysts are expecting annual earnings growth of 24.0%, which is lower than the prior year's growth of 91.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Integrated Oil and Gas industry, expecting annual earnings growth of 79% over the next 5 years.
  • In contrast, the Oil and Gas Storage and Transportation industry is expected to see its earnings grow by 24% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
YPFD YPF Sociedad AnónimaAR$59.08k9.8%
+AR$2.1t		23.7%PS1.1x
TGSU2 Transportadora de Gas del SurAR$9.83k6.2%
+AR$432.8b		40.4%PE21x
TGNO4 Transportadora de Gas del NorteAR$4.64k8.6%
+AR$161.5b		16.2%PE10.8x
CAPX CapexAR$5.04k2.8%
+AR$24.3b		-35.2%PS2.2x
COME Sociedad Comercial del PlataAR$61.805.8%
+AR$23.8b		-42.0%PS0.9x

Latest News

YPFD
AR$59,075.00
YPF Sociedad Anónima
7D
9.8%
1Y
23.7%

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).
CAPX
AR$5,040.00
Capex
7D
2.8%
1Y
-35.2%
TGNO4
AR$4,637.50
Transportadora de Gas del Norte
7D
8.6%
1Y
16.2%
COME
AR$61.80
Sociedad Comercial del Plata
7D
5.8%
1Y
-42.0%
TGSU2
AR$9,830.00
Transportadora de Gas del Sur
7D
6.2%
1Y
40.4%