Narrative Update • Jul 30

Over the last 7 days, the Utilities industry has remained flat. As for the the longer term, the industry is up 25% over the past 12 months. Looking forward, earnings are forecast to grow by 12% annually.
Has the Argentinian Utilities Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 04 Aug 2026 | AR$19.1t | AR$13.3t | AR$2.3t | 8x | 8.3x | 1.4x |
| Thu, 02 Jul 2026 | AR$18.7t | AR$13.6t | AR$2.3t | 7.6x | 8x | 1.4x |
| Sat, 30 May 2026 | AR$17.8t | AR$12.5t | AR$2.2t | 8x | 8.2x | 1.4x |
| Mon, 27 Apr 2026 | AR$17.3t | AR$12.0t | AR$1.9t | 8.5x | 9.1x | 1.4x |
| Wed, 25 Mar 2026 | AR$17.8t | AR$12.0t | AR$1.9t | 8.7x | 9.4x | 1.5x |
| Fri, 20 Feb 2026 | AR$17.4t | AR$9.9t | AR$1.5t | 12.7x | 11.6x | 1.8x |
| Sun, 18 Jan 2026 | AR$17.9t | AR$10.0t | AR$1.5t | 11.7x | 11.9x | 1.8x |
| Tue, 16 Dec 2025 | AR$20.0t | AR$10.0t | AR$1.5t | 13.5x | 13.2x | 2x |
| Thu, 13 Nov 2025 | AR$19.1t | AR$10.0t | AR$1.4t | 12.4x | 13.6x | 1.9x |
| Sat, 11 Oct 2025 | AR$12.4t | AR$9.7t | AR$1.7t | 7.5x | 7.5x | 1.3x |
| Mon, 08 Sep 2025 | AR$12.5t | AR$9.6t | AR$1.6t | 7.2x | 7.7x | 1.3x |
| Wed, 06 Aug 2025 | AR$15.0t | AR$9.2t | AR$1.6t | 8.9x | 9.6x | 1.6x |
| Fri, 04 Jul 2025 | AR$13.0t | AR$9.2t | AR$1.6t | 7.9x | 8.4x | 1.4x |
| Sun, 01 Jun 2025 | AR$14.8t | AR$8.9t | AR$1.5t | 9.1x | 9.7x | 1.7x |
| Tue, 29 Apr 2025 | AR$13.4t | AR$8.4t | AR$1.6t | 12.6x | 8.4x | 1.6x |
| Thu, 27 Mar 2025 | AR$15.8t | AR$7.9t | AR$1.4t | 13.7x | 11x | 2x |
| Sat, 22 Feb 2025 | AR$15.8t | AR$5.9t | AR$1.3t | 15.5x | 12.3x | 2.7x |
| Mon, 20 Jan 2025 | AR$15.0t | AR$5.4t | AR$1.2t | 14.7x | 12.4x | 2.8x |
| Wed, 18 Dec 2024 | AR$16.9t | AR$5.4t | AR$1.2t | 19.5x | 13.9x | 3.1x |
| Fri, 15 Nov 2024 | AR$12.9t | AR$4.7t | AR$816.7b | 14.1x | 15.8x | 2.7x |
| Sun, 13 Oct 2024 | AR$10.5t | AR$4.4t | AR$941.3b | 23.3x | 11.2x | 2.4x |
| Tue, 10 Sep 2024 | AR$10.2t | AR$4.4t | AR$941.3b | 22.6x | 10.8x | 2.3x |
| Thu, 08 Aug 2024 | AR$8.6t | AR$3.7t | AR$836.7b | 29.2x | 10.3x | 2.3x |
| Sat, 06 Jul 2024 | AR$9.1t | AR$3.6t | AR$832.3b | 11x | 10.9x | 2.5x |
| Mon, 03 Jun 2024 | AR$9.3t | AR$3.5t | AR$751.6b | 10.9x | 12.4x | 2.6x |
| Wed, 01 May 2024 | AR$7.6t | AR$2.5t | AR$290.0b | 27.7x | 26.2x | 3x |
| Fri, 29 Mar 2024 | AR$7.6t | AR$2.4t | AR$330.9b | 24.1x | 23x | 3.2x |
| Sun, 25 Feb 2024 | AR$7.6t | AR$1.5t | AR$342.0b | 12.5x | 22.3x | 5x |
| Tue, 23 Jan 2024 | AR$9.6t | AR$1.5t | AR$342.0b | 18.2x | 28x | 6.2x |
| Thu, 21 Dec 2023 | AR$7.0t | AR$1.6t | AR$359.3b | 11.5x | 19.4x | 4.4x |
| Sat, 18 Nov 2023 | AR$3.8t | AR$1.3t | AR$322.2b | 22.8x | 11.8x | 2.9x |
| Mon, 16 Oct 2023 | AR$4.8t | AR$1.2t | AR$206.9b | 54.2x | 23x | 4x |
| Wed, 13 Sep 2023 | AR$3.4t | AR$1.2t | AR$211.3b | 31.5x | 16.1x | 2.8x |
| Fri, 11 Aug 2023 | AR$3.1t | AR$1.1t | AR$180.5b | 27.5x | 17.1x | 2.7x |
17.1x
Which industries have driven the changes within the Argentinian Utilities sector?
| AR Market | -22.23% | |
| Utilities | 0.80% | |
| Renewable Energy | 1.56% | |
| Electric Utilities | 0.82% | |
| Gas Utilities | 0.09% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PAMP Pampa Energía | AR$5.50k | 0.9% +AR$67.2b | 31.6% | PE11.3x | |
| CEPU Central Puerto | AR$2.37k | 1.5% +AR$52.5b | 44.1% | PE7.9x | |
| EDN Empresa Distribuidora y Comercializadora Norte Sociedad Anónima | AR$2.08k | 2.9% +AR$51.7b | 3.3% | PE5.9x | |
| GBAN Naturgy BAN | AR$2.00k | 2.6% +AR$16.3b | 0.3% | PE3.7x | |
| METR MetroGAS | AR$2.05k | 0.8% +AR$9.7b | -9.4% | PE9.5x |