Narrative Update • Aug 14

In the last week, the Utilities industry is up 4.2%, with Central Puerto leading the way, up 6.5%. In the last 12 months, the industry was up 34%. Looking forward, earnings are forecast to decline by 1.6% per year.
Has the Argentinian Utilities Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 27 Aug 2026 | AR$18.0t | AR$14.6t | AR$2.5t | 7.1x | 7.2x | 1.2x |
| Sat, 25 Jul 2026 | AR$19.5t | AR$13.3t | AR$2.3t | 8.1x | 8.5x | 1.5x |
| Mon, 22 Jun 2026 | AR$18.2t | AR$12.8t | AR$2.2t | 7.9x | 8.2x | 1.4x |
| Wed, 20 May 2026 | AR$17.0t | AR$12.3t | AR$2.1t | 8.3x | 8.2x | 1.4x |
| Fri, 17 Apr 2026 | AR$17.6t | AR$12.0t | AR$1.9t | 9x | 9.4x | 1.5x |
| Sun, 15 Mar 2026 | AR$17.5t | AR$11.8t | AR$1.9t | 9.1x | 9.3x | 1.5x |
| Tue, 10 Feb 2026 | AR$18.6t | AR$9.9t | AR$1.5t | 13.1x | 12.4x | 1.9x |
| Thu, 08 Jan 2026 | AR$19.5t | AR$10.0t | AR$1.5t | 12.5x | 12.9x | 1.9x |
| Sat, 06 Dec 2025 | AR$20.9t | AR$10.0t | AR$1.5t | 13.6x | 13.5x | 2.1x |
| Mon, 03 Nov 2025 | AR$18.9t | AR$9.8t | AR$1.7t | 10.8x | 11.4x | 1.9x |
| Wed, 01 Oct 2025 | AR$11.5t | AR$9.7t | AR$1.6t | 6.4x | 7x | 1.2x |
| Fri, 29 Aug 2025 | AR$12.2t | AR$9.6t | AR$1.6t | 6.5x | 7.5x | 1.3x |
| Sun, 27 Jul 2025 | AR$14.1t | AR$9.2t | AR$1.6t | 8x | 9.1x | 1.5x |
| Tue, 24 Jun 2025 | AR$12.6t | AR$9.2t | AR$1.6t | 7.4x | 8.1x | 1.4x |
| Thu, 22 May 2025 | AR$15.8t | AR$8.9t | AR$1.5t | 9.5x | 10.5x | 1.8x |
| Sat, 19 Apr 2025 | AR$13.1t | AR$8.3t | AR$1.6t | 11.7x | 8.3x | 1.6x |
| Mon, 17 Mar 2025 | AR$15.2t | AR$7.7t | AR$1.4t | 14.2x | 10.6x | 2x |
| Wed, 12 Feb 2025 | AR$15.4t | AR$5.6t | AR$1.2t | 16.3x | 12.5x | 2.7x |
| Fri, 10 Jan 2025 | AR$16.8t | AR$5.4t | AR$1.2t | 17.7x | 13.9x | 3.1x |
| Sun, 08 Dec 2024 | AR$15.2t | AR$5.4t | AR$1.2t | 18.2x | 12.6x | 2.8x |
| Tue, 05 Nov 2024 | AR$11.6t | AR$4.4t | AR$941.3b | 29.2x | 12.4x | 2.6x |
| Thu, 03 Oct 2024 | AR$10.1t | AR$4.4t | AR$941.3b | 20.3x | 10.8x | 2.3x |
| Sat, 31 Aug 2024 | AR$9.5t | AR$4.4t | AR$941.3b | 21.1x | 10.1x | 2.1x |
| Mon, 29 Jul 2024 | AR$8.9t | AR$3.7t | AR$836.7b | 27.8x | 10.6x | 2.4x |
| Wed, 26 Jun 2024 | AR$8.8t | AR$3.6t | AR$832.3b | 10.4x | 10.5x | 2.4x |
| Fri, 24 May 2024 | AR$8.6t | AR$3.5t | AR$743.8b | 10.5x | 11.6x | 2.5x |
| Sun, 21 Apr 2024 | AR$7.1t | AR$2.4t | AR$283.8b | 21.9x | 25x | 2.9x |
| Tue, 19 Mar 2024 | AR$7.3t | AR$2.4t | AR$330.9b | 23.2x | 22.1x | 3.1x |
| Thu, 15 Feb 2024 | AR$8.1t | AR$1.5t | AR$342.0b | 15.1x | 23.7x | 5.3x |
| Sat, 13 Jan 2024 | AR$8.4t | AR$1.5t | AR$342.0b | 19.3x | 24.6x | 5.5x |
| Mon, 11 Dec 2023 | AR$6.6t | AR$1.5t | AR$351.7b | 11.6x | 18.7x | 4.4x |
| Wed, 08 Nov 2023 | AR$4.0t | AR$1.2t | AR$206.9b | 49.5x | 19.5x | 3.4x |
| Fri, 06 Oct 2023 | AR$3.9t | AR$1.2t | AR$206.9b | 47x | 18.9x | 3.3x |
| Sun, 03 Sep 2023 | AR$4.2t | AR$1.2t | AR$179.7b | 34.9x | 23.4x | 3.5x |
23.4x
Which industries have driven the changes within the Argentinian Utilities sector?
| AR Market | 3.24% | |
| Utilities | 4.18% | |
| Renewable Energy | 6.19% | |
| Electric Utilities | 4.54% | |
| Gas Utilities | 1.75% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CEPU Central Puerto | AR$2.16k | 6.5% +AR$198.0b | 49.8% | PE6.6x | |
| PAMP Pampa Energía | AR$5.09k | 2.6% +AR$174.7b | 38.0% | PE7.9x | |
| TRAN Compañía de Transporte de Energía Eléctrica en Alta Tensión Transener | AR$3.50k | 8.4% +AR$121.2b | 38.1% | PE6.6x | |
| EDN Empresa Distribuidora y Comercializadora Norte Sociedad Anónima | AR$1.89k | 7.4% +AR$114.7b | 27.9% | PE7.5x | |
| ECOG Ecogas Inversiones | AR$2.95k | 7.4% +AR$50.7b | 33.7% | PE7.5x |