Narrative Update • Jun 30

The Utilities industry is up 2.7% in the last week, with Pampa Energía up 2.6%. This means that the industry has gained 33% over the past year. Looking forward, earnings are forecast to grow by 14% annually.
Has the Argentinian Utilities Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 04 Jul 2026 | AR$18.6t | AR$13.6t | AR$2.3t | 7.7x | 8x | 1.4x |
| Mon, 01 Jun 2026 | AR$18.3t | AR$12.5t | AR$2.2t | 8x | 8.4x | 1.5x |
| Wed, 29 Apr 2026 | AR$17.3t | AR$12.1t | AR$1.9t | 8.3x | 9.1x | 1.4x |
| Fri, 27 Mar 2026 | AR$17.8t | AR$12.0t | AR$1.9t | 8.6x | 9.5x | 1.5x |
| Sun, 22 Feb 2026 | AR$17.8t | AR$9.9t | AR$1.5t | 12.7x | 12x | 1.8x |
| Tue, 20 Jan 2026 | AR$17.9t | AR$10.0t | AR$1.5t | 11.7x | 11.9x | 1.8x |
| Thu, 18 Dec 2025 | AR$20.3t | AR$10.0t | AR$1.5t | 13.9x | 13.4x | 2x |
| Sat, 15 Nov 2025 | AR$18.6t | AR$10.2t | AR$1.6t | 11.4x | 12x | 1.8x |
| Mon, 13 Oct 2025 | AR$12.4t | AR$9.7t | AR$1.7t | 7.5x | 7.5x | 1.3x |
| Wed, 10 Sep 2025 | AR$11.1t | AR$9.7t | AR$1.7t | 6.3x | 6.7x | 1.1x |
| Fri, 08 Aug 2025 | AR$16.1t | AR$9.2t | AR$1.6t | 8.9x | 10.3x | 1.7x |
| Sun, 06 Jul 2025 | AR$13.4t | AR$9.2t | AR$1.6t | 8x | 8.6x | 1.5x |
| Tue, 03 Jun 2025 | AR$14.8t | AR$8.9t | AR$1.5t | 9.6x | 9.7x | 1.7x |
| Thu, 01 May 2025 | AR$13.0t | AR$8.4t | AR$1.6t | 12.2x | 8.2x | 1.6x |
| Sat, 29 Mar 2025 | AR$15.2t | AR$7.9t | AR$1.4t | 13.3x | 10.6x | 1.9x |
| Mon, 24 Feb 2025 | AR$15.8t | AR$5.9t | AR$1.3t | 15.5x | 12.3x | 2.7x |
| Wed, 22 Jan 2025 | AR$15.3t | AR$5.4t | AR$1.2t | 15.6x | 12.6x | 2.8x |
| Fri, 20 Dec 2024 | AR$16.2t | AR$5.4t | AR$1.2t | 18x | 13.4x | 3x |
| Sun, 17 Nov 2024 | AR$13.0t | AR$5.0t | AR$970.6b | 13.9x | 13.4x | 2.6x |
| Tue, 15 Oct 2024 | AR$10.5t | AR$4.4t | AR$941.3b | 23.3x | 11.2x | 2.4x |
| Thu, 12 Sep 2024 | AR$10.5t | AR$4.4t | AR$941.3b | 23.7x | 11.1x | 2.4x |
| Sat, 10 Aug 2024 | AR$9.1t | AR$3.7t | AR$804.3b | 30.5x | 11.4x | 2.5x |
| Mon, 08 Jul 2024 | AR$9.3t | AR$3.6t | AR$832.3b | 11x | 11.1x | 2.5x |
| Wed, 05 Jun 2024 | AR$9.2t | AR$3.7t | AR$813.1b | 10.4x | 11.3x | 2.5x |
| Fri, 03 May 2024 | AR$7.6t | AR$2.5t | AR$290.0b | 29x | 26.2x | 3x |
| Sun, 31 Mar 2024 | AR$7.6t | AR$2.4t | AR$330.9b | 24.1x | 23x | 3.2x |
| Tue, 27 Feb 2024 | AR$7.3t | AR$1.5t | AR$342.0b | 11.8x | 21.3x | 4.7x |
| Thu, 25 Jan 2024 | AR$9.2t | AR$1.5t | AR$342.0b | 17.4x | 27x | 6x |
| Sat, 23 Dec 2023 | AR$7.0t | AR$1.5t | AR$341.7b | 13x | 20.6x | 4.6x |
| Mon, 20 Nov 2023 | AR$4.0t | AR$1.5t | AR$360.9b | 15.5x | 11.2x | 2.7x |
| Wed, 18 Oct 2023 | AR$5.1t | AR$1.2t | AR$206.9b | 54.1x | 24.9x | 4.4x |
| Fri, 15 Sep 2023 | AR$3.6t | AR$1.2t | AR$211.3b | 32.7x | 17.3x | 3x |
| Sun, 13 Aug 2023 | AR$3.2t | AR$1.1t | AR$181.2b | 27.5x | 17.5x | 2.8x |
| Tue, 11 Jul 2023 | AR$2.8t | AR$1.0t | AR$121.9b | 28.4x | 22.6x | 2.7x |
22.6x
Which industries have driven the changes within the Argentinian Utilities sector?
| AR Market | 2.18% | |
| Utilities | 2.44% | |
| Renewable Energy | 2.68% | |
| Gas Utilities | 2.61% | |
| Electric Utilities | 2.27% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PAMP Pampa Energía | AR$5.14k | 3.3% +AR$218.3b | 41.9% | PE10.6x | |
| METR MetroGAS | AR$1.97k | 9.2% +AR$93.9b | -0.7% | PE9.2x | |
| CEPU Central Puerto | AR$2.32k | 2.2% +AR$73.5b | 63.0% | PE7.7x | |
| EDN Empresa Distribuidora y Comercializadora Norte Sociedad Anónima | AR$1.96k | 3.4% +AR$56.9b | 20.0% | PE5.5x | |
| CECO2 Central Costanera | AR$525.00 | 8.0% +AR$27.4b | 32.9% | PE13.7x |