Narrative Update • Jul 30

In the last week, the Utilities industry is flat overall, with Compañía de Transporte de Energía Eléctrica en Alta Tensión Transener standing out by going down 3.9%. As for the the longer term, the industry is up 25% over the past 12 months. As for the next few years, earnings are expected to grow by 12% per annum.
Has the Argentinian Utilities Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 02 Aug 2026 | AR$19.2t | AR$13.2t | AR$2.3t | 8.1x | 8.4x | 1.5x |
| Tue, 30 Jun 2026 | AR$18.2t | AR$13.6t | AR$2.3t | 7.8x | 7.8x | 1.3x |
| Thu, 28 May 2026 | AR$17.0t | AR$12.5t | AR$2.2t | 7.8x | 7.8x | 1.4x |
| Sat, 25 Apr 2026 | AR$17.3t | AR$12.0t | AR$1.9t | 8.5x | 9.1x | 1.4x |
| Mon, 23 Mar 2026 | AR$17.6t | AR$12.0t | AR$1.9t | 8.5x | 9.4x | 1.5x |
| Wed, 18 Feb 2026 | AR$18.0t | AR$9.9t | AR$1.5t | 12.7x | 12.1x | 1.8x |
| Fri, 16 Jan 2026 | AR$18.0t | AR$10.0t | AR$1.5t | 12x | 12x | 1.8x |
| Sun, 14 Dec 2025 | AR$20.0t | AR$10.0t | AR$1.5t | 13.3x | 13.2x | 2x |
| Tue, 11 Nov 2025 | AR$18.3t | AR$9.9t | AR$1.6t | 11.2x | 11.5x | 1.8x |
| Thu, 09 Oct 2025 | AR$11.6t | AR$9.8t | AR$1.7t | 6.8x | 7x | 1.2x |
| Sat, 06 Sep 2025 | AR$12.5t | AR$9.6t | AR$1.6t | 7.2x | 7.6x | 1.3x |
| Mon, 04 Aug 2025 | AR$15.0t | AR$9.2t | AR$1.6t | 8.7x | 9.6x | 1.6x |
| Wed, 02 Jul 2025 | AR$13.0t | AR$9.2t | AR$1.6t | 7.5x | 8.3x | 1.4x |
| Fri, 30 May 2025 | AR$15.2t | AR$8.9t | AR$1.5t | 9.2x | 10x | 1.7x |
| Sun, 27 Apr 2025 | AR$13.4t | AR$8.4t | AR$1.6t | 12.8x | 8.4x | 1.6x |
| Tue, 25 Mar 2025 | AR$15.6t | AR$7.9t | AR$1.4t | 13.9x | 10.8x | 2x |
| Thu, 20 Feb 2025 | AR$15.3t | AR$5.9t | AR$1.3t | 16.1x | 11.9x | 2.6x |
| Sat, 18 Jan 2025 | AR$15.6t | AR$5.4t | AR$1.2t | 14.7x | 12.9x | 2.9x |
| Mon, 16 Dec 2024 | AR$16.2t | AR$5.4t | AR$1.2t | 19.7x | 13.3x | 3x |
| Wed, 13 Nov 2024 | AR$12.2t | AR$4.7t | AR$814.4b | 13.7x | 15x | 2.6x |
| Fri, 11 Oct 2024 | AR$10.5t | AR$4.4t | AR$941.3b | 23.3x | 11.2x | 2.4x |
| Sun, 08 Sep 2024 | AR$10.0t | AR$4.4t | AR$941.3b | 21.3x | 10.6x | 2.2x |
| Tue, 06 Aug 2024 | AR$8.4t | AR$3.7t | AR$836.7b | 28x | 10.1x | 2.3x |
| Thu, 04 Jul 2024 | AR$9.1t | AR$3.6t | AR$832.3b | 11.1x | 10.9x | 2.5x |
| Sat, 01 Jun 2024 | AR$9.4t | AR$3.5t | AR$751.6b | 10.9x | 12.5x | 2.6x |
| Mon, 29 Apr 2024 | AR$7.4t | AR$2.5t | AR$291.8b | 27.7x | 25.5x | 3x |
| Wed, 27 Mar 2024 | AR$7.4t | AR$2.4t | AR$330.9b | 22.3x | 22.3x | 3.1x |
| Fri, 23 Feb 2024 | AR$7.3t | AR$1.5t | AR$342.0b | 12.5x | 21.4x | 4.8x |
| Sun, 21 Jan 2024 | AR$9.2t | AR$1.5t | AR$342.0b | 17.4x | 26.9x | 6x |
| Tue, 19 Dec 2023 | AR$7.0t | AR$1.5t | AR$351.7b | 11.6x | 19.8x | 4.6x |
| Thu, 16 Nov 2023 | AR$4.0t | AR$1.3t | AR$321.6b | 23.9x | 12.3x | 3.1x |
| Sat, 14 Oct 2023 | AR$4.8t | AR$1.2t | AR$206.9b | 54.2x | 23x | 4x |
| Mon, 11 Sep 2023 | AR$3.5t | AR$1.2t | AR$177.1b | 29.9x | 19.7x | 2.9x |
| Wed, 09 Aug 2023 | AR$3.0t | AR$1.0t | AR$121.9b | 27.1x | 24.6x | 2.9x |
24.6x
Which industries have driven the changes within the Argentinian Utilities sector?
| AR Market | 0.35% | |
| Utilities | 0.22% | |
| Renewable Energy | 1.35% | |
| Electric Utilities | 0.31% | |
| Gas Utilities | -1.00% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PAMP Pampa Energía | AR$5.56k | 0.7% +AR$53.7b | 36.7% | PE11.5x | |
| CEPU Central Puerto | AR$2.40k | 1.3% +AR$46.5b | 45.2% | PE8x | |
| EDN Empresa Distribuidora y Comercializadora Norte Sociedad Anónima | AR$2.12k | 2.4% +AR$43.8b | 9.9% | PE6x | |
| CECO2 Central Costanera | AR$538.00 | 1.7% +AR$6.3b | 36.0% | PE14x | |
| DGCU2 Distribuidora de Gas Cuyana | AR$1.64k | 0.6% +AR$2.0b | 7.5% | PE6x |