Narrative Update • Sep 03

Over the last 7 days, the Utilities industry has risen 1.8%, driven by gains from Pampa Energía of 2.7%. This takes the industry's 12 month performance to a gain of 60%. In the next few years earnings are forecast to be pretty stable.
Has the Argentinian Utilities Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 15 Sep 2026 | AR$18.7t | AR$14.6t | AR$2.5t | 7.1x | 7.5x | 1.3x |
| Thu, 13 Aug 2026 | AR$17.9t | AR$13.9t | AR$2.5t | 7.1x | 7.3x | 1.3x |
| Sat, 11 Jul 2026 | AR$18.7t | AR$13.6t | AR$2.3t | 8x | 8x | 1.4x |
| Mon, 08 Jun 2026 | AR$17.5t | AR$12.6t | AR$2.2t | 7.7x | 8x | 1.4x |
| Wed, 06 May 2026 | AR$17.1t | AR$12.0t | AR$1.9t | 8.5x | 9.1x | 1.4x |
| Fri, 03 Apr 2026 | AR$18.9t | AR$12.0t | AR$1.9t | 9.3x | 10x | 1.6x |
| Sun, 01 Mar 2026 | AR$16.6t | AR$10.1t | AR$1.5t | 11.5x | 11.1x | 1.7x |
| Tue, 27 Jan 2026 | AR$18.9t | AR$10.0t | AR$1.5t | 13x | 12.6x | 1.9x |
| Thu, 25 Dec 2025 | AR$20.6t | AR$10.0t | AR$1.5t | 14.5x | 13.7x | 2.1x |
| Sat, 22 Nov 2025 | AR$18.8t | AR$10.4t | AR$1.5t | 11.2x | 12.3x | 1.8x |
| Mon, 20 Oct 2025 | AR$12.8t | AR$9.8t | AR$1.7t | 7.7x | 7.7x | 1.3x |
| Wed, 17 Sep 2025 | AR$11.3t | AR$9.8t | AR$1.7t | 6.4x | 6.7x | 1.1x |
| Fri, 15 Aug 2025 | AR$14.8t | AR$9.5t | AR$1.6t | 8.6x | 9.2x | 1.5x |
| Sun, 13 Jul 2025 | AR$13.0t | AR$9.2t | AR$1.6t | 7.7x | 8.3x | 1.4x |
| Tue, 10 Jun 2025 | AR$14.1t | AR$8.9t | AR$1.5t | 8.2x | 9.2x | 1.6x |
| Thu, 08 May 2025 | AR$12.9t | AR$8.3t | AR$1.6t | 12.6x | 8.2x | 1.5x |
| Sat, 05 Apr 2025 | AR$14.2t | AR$7.9t | AR$1.4t | 11.7x | 9.9x | 1.8x |
| Mon, 03 Mar 2025 | AR$14.4t | AR$5.9t | AR$1.3t | 14x | 11.2x | 2.4x |
| Wed, 29 Jan 2025 | AR$15.1t | AR$5.4t | AR$1.2t | 16.2x | 12.4x | 2.8x |
| Fri, 27 Dec 2024 | AR$16.8t | AR$5.4t | AR$1.2t | 19.5x | 13.8x | 3.1x |
| Sun, 24 Nov 2024 | AR$14.0t | AR$5.5t | AR$1.2t | 14.9x | 11.5x | 2.5x |
| Tue, 22 Oct 2024 | AR$10.7t | AR$4.4t | AR$941.3b | 22.5x | 11.3x | 2.4x |
| Thu, 19 Sep 2024 | AR$10.5t | AR$4.4t | AR$941.3b | 23x | 11.2x | 2.4x |
| Sat, 17 Aug 2024 | AR$9.6t | AR$4.6t | AR$1.0t | 15.2x | 9.4x | 2.1x |
| Mon, 15 Jul 2024 | AR$10.0t | AR$3.6t | AR$832.3b | 11.6x | 12x | 2.7x |
| Wed, 12 Jun 2024 | AR$9.0t | AR$3.7t | AR$818.0b | 10.4x | 11x | 2.4x |
| Fri, 10 May 2024 | AR$8.4t | AR$2.5t | AR$402.2b | 19.7x | 21x | 3.3x |
| Sun, 07 Apr 2024 | AR$8.1t | AR$2.4t | AR$283.8b | 26.8x | 28.4x | 3.3x |
| Tue, 05 Mar 2024 | AR$6.9t | AR$1.5t | AR$342.0b | 12.1x | 20.3x | 4.5x |
| Thu, 01 Feb 2024 | AR$9.3t | AR$1.5t | AR$342.0b | 16.6x | 27.3x | 6.1x |
| Sat, 30 Dec 2023 | AR$6.8t | AR$1.5t | AR$341.7b | 11.5x | 19.8x | 4.4x |
| Mon, 27 Nov 2023 | AR$6.2t | AR$1.5t | AR$362.3b | 26.3x | 17.1x | 4.1x |
| Wed, 25 Oct 2023 | AR$4.6t | AR$1.2t | AR$206.9b | 52.8x | 22.1x | 3.9x |
| Fri, 22 Sep 2023 | AR$3.6t | AR$1.2t | AR$207.0b | 39.2x | 17.4x | 3.1x |
17.4x
Which industries have driven the changes within the Argentinian Utilities sector?
| AR Market | 2.98% | |
| Utilities | 1.80% | |
| Electric Utilities | 2.54% | |
| Renewable Energy | 1.81% | |
| Gas Utilities | 0.027% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PAMP Pampa Energía | AR$5.54k | 2.9% +AR$208.3b | 56.1% | PE8.7x | |
| ECOG Ecogas Inversiones | AR$3.01k | 6.2% +AR$43.8b | 72.7% | PE7.7x | |
| TRAN Compañía de Transporte de Energía Eléctrica en Alta Tensión Transener | AR$3.18k | 2.2% +AR$30.0b | 75.8% | PE6x | |
| CEPU Central Puerto | AR$2.22k | 0.6% +AR$19.5b | 78.9% | PE6.8x | |
| METR MetroGAS | AR$2.37k | 0.5% +AR$6.8b | 95.3% | PE10.4x |