Narrative Update • Sep 03

In the last week, the Utilities industry is up 2.6%, with Pampa Energía up 5.0%. In the last 12 months, the industry was up 55%. In the next few years, earnings are forecast to decline by 1.0% annually.
Has the Argentinian Utilities Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 11 Sep 2026 | AR$18.6t | AR$14.6t | AR$2.5t | 7.2x | 7.5x | 1.3x |
| Sun, 09 Aug 2026 | AR$18.3t | AR$14.0t | AR$2.6t | 6.9x | 7.1x | 1.3x |
| Tue, 07 Jul 2026 | AR$18.7t | AR$13.6t | AR$2.3t | 7.8x | 8x | 1.4x |
| Thu, 04 Jun 2026 | AR$18.3t | AR$12.6t | AR$2.2t | 7.8x | 8.3x | 1.5x |
| Sat, 02 May 2026 | AR$17.4t | AR$12.0t | AR$1.9t | 8.5x | 9.2x | 1.4x |
| Mon, 30 Mar 2026 | AR$17.5t | AR$12.0t | AR$1.9t | 8.6x | 9.3x | 1.5x |
| Wed, 25 Feb 2026 | AR$17.2t | AR$10.0t | AR$1.5t | 12.5x | 11.5x | 1.7x |
| Fri, 23 Jan 2026 | AR$18.7t | AR$10.0t | AR$1.5t | 12.3x | 12.4x | 1.9x |
| Sun, 21 Dec 2025 | AR$20.8t | AR$10.0t | AR$1.5t | 14.3x | 13.8x | 2.1x |
| Tue, 18 Nov 2025 | AR$19.4t | AR$10.2t | AR$1.6t | 11.3x | 12.5x | 1.9x |
| Thu, 16 Oct 2025 | AR$12.3t | AR$9.6t | AR$1.6t | 7.8x | 7.6x | 1.3x |
| Sat, 13 Sep 2025 | AR$11.8t | AR$9.8t | AR$1.7t | 6.4x | 7.1x | 1.2x |
| Mon, 11 Aug 2025 | AR$14.9t | AR$9.5t | AR$1.6t | 8.5x | 9.4x | 1.6x |
| Wed, 09 Jul 2025 | AR$13.1t | AR$9.2t | AR$1.6t | 8.1x | 8.4x | 1.4x |
| Fri, 06 Jun 2025 | AR$13.9t | AR$8.9t | AR$1.5t | 8.5x | 9.1x | 1.6x |
| Sun, 04 May 2025 | AR$12.6t | AR$8.4t | AR$1.6t | 12.2x | 7.9x | 1.5x |
| Tue, 01 Apr 2025 | AR$15.0t | AR$7.9t | AR$1.4t | 13.1x | 10.4x | 1.9x |
| Thu, 27 Feb 2025 | AR$15.2t | AR$5.9t | AR$1.3t | 14.6x | 11.8x | 2.6x |
| Sat, 25 Jan 2025 | AR$16.0t | AR$5.4t | AR$1.2t | 16.2x | 13.2x | 3x |
| Mon, 23 Dec 2024 | AR$15.9t | AR$5.4t | AR$1.2t | 18x | 13.1x | 2.9x |
| Wed, 20 Nov 2024 | AR$13.0t | AR$5.6t | AR$1.2t | 14.7x | 10.6x | 2.3x |
| Fri, 18 Oct 2024 | AR$10.3t | AR$4.4t | AR$941.3b | 22.8x | 10.9x | 2.3x |
| Sun, 15 Sep 2024 | AR$10.7t | AR$4.4t | AR$941.3b | 23.3x | 11.4x | 2.4x |
| Tue, 13 Aug 2024 | AR$9.3t | AR$3.8t | AR$809.1b | 30.9x | 11.5x | 2.4x |
| Thu, 11 Jul 2024 | AR$9.6t | AR$3.6t | AR$832.3b | 11.4x | 11.6x | 2.6x |
| Sat, 08 Jun 2024 | AR$8.4t | AR$3.7t | AR$813.1b | 10.1x | 10.3x | 2.3x |
| Mon, 06 May 2024 | AR$8.4t | AR$2.5t | AR$290.0b | 31.1x | 28.9x | 3.3x |
| Wed, 03 Apr 2024 | AR$7.6t | AR$2.4t | AR$330.9b | 24.1x | 23x | 3.2x |
| Fri, 01 Mar 2024 | AR$6.7t | AR$1.5t | AR$342.0b | 10.9x | 19.5x | 4.3x |
| Sun, 28 Jan 2024 | AR$9.3t | AR$1.5t | AR$342.0b | 16.4x | 27.1x | 6x |
| Tue, 26 Dec 2023 | AR$7.0t | AR$1.5t | AR$341.7b | 13x | 20.6x | 4.6x |
| Thu, 23 Nov 2023 | AR$5.1t | AR$1.5t | AR$362.3b | 23.6x | 14x | 3.4x |
| Sat, 21 Oct 2023 | AR$5.1t | AR$1.2t | AR$206.9b | 57.3x | 24.6x | 4.3x |
| Mon, 18 Sep 2023 | AR$3.7t | AR$1.2t | AR$211.2b | 32.6x | 17.3x | 3x |
17.3x
Which industries have driven the changes within the Argentinian Utilities sector?
| AR Market | 4.19% | |
| Utilities | 2.64% | |
| Electric Utilities | 4.07% | |
| Renewable Energy | 3.09% | |
| Gas Utilities | -1.07% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PAMP Pampa Energía | AR$5.66k | 5.0% +AR$362.8b | 57.6% | PE8.8x | |
| CEPU Central Puerto | AR$2.31k | 3.5% +AR$115.5b | 76.0% | PE7.1x | |
| EDN Empresa Distribuidora y Comercializadora Norte Sociedad Anónima | AR$2.00k | 2.6% +AR$43.8b | 53.9% | PE7.9x | |
| TRAN Compañía de Transporte de Energía Eléctrica en Alta Tensión Transener | AR$3.14k | 1.2% +AR$16.7b | 56.9% | PE5.9x | |
| EDSH EDESA Holding | AR$2.90k | 1.8% +AR$1.1b | n/a | PE1.1x |