Narrative Update • Apr 29
In the last week, the Oil and Gas industry is up 6.4%, with SNGN Romgaz up 10%. Meanwhile, Rompetrol Rafinare actually underperformed within the industry, shrinking 6.3% in the last week. This takes the industry's 12 month performance to a gain of 75%. As for the next few years, earnings are expected to grow by 13% per annum.
Has the Romanian Oil and Gas Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 10 May 2026 | RON 120.7b | RON 64.5b | RON 6.6b | 15.3x | 18.2x | 1.9x |
| Tue, 07 Apr 2026 | RON 111.3b | RON 63.8b | RON 6.7b | 14.2x | 16.7x | 1.7x |
| Thu, 05 Mar 2026 | RON 109.2b | RON 64.1b | RON 6.7b | 13.6x | 16.3x | 1.7x |
| Sat, 31 Jan 2026 | RON 110.1b | RON 62.2b | RON 7.0b | 17.1x | 15.8x | 1.8x |
| Mon, 29 Dec 2025 | RON 103.3b | RON 62.4b | RON 7.0b | 15.8x | 14.8x | 1.7x |
| Wed, 26 Nov 2025 | RON 99.4b | RON 62.4b | RON 6.6b | 15.7x | 15.1x | 1.6x |
| Fri, 24 Oct 2025 | RON 96.6b | RON 61.8b | RON 6.5b | 15.8x | 14.8x | 1.6x |
| Sun, 21 Sep 2025 | RON 86.9b | RON 61.6b | RON 6.5b | 14.6x | 13.3x | 1.4x |
| Tue, 19 Aug 2025 | RON 86.8b | RON 62.0b | RON 6.5b | 14.1x | 13.3x | 1.4x |
| Thu, 17 Jul 2025 | RON 79.1b | RON 60.8b | RON 6.5b | 12.4x | 12.2x | 1.3x |
| Sat, 14 Jun 2025 | RON 75.7b | RON 60.7b | RON 6.5b | 12.2x | 11.7x | 1.2x |
| Mon, 12 May 2025 | RON 68.9b | RON 60.5b | RON 6.8b | 12.4x | 10.1x | 1.1x |
| Wed, 09 Apr 2025 | RON 70.0b | RON 60.3b | RON 7.1b | 12.4x | 9.8x | 1.2x |
| Fri, 07 Mar 2025 | RON 71.8b | RON 60.5b | RON 7.1b | 12.4x | 10.1x | 1.2x |
| Sun, 02 Feb 2025 | RON 69.3b | RON 62.2b | RON 7.0b | 7.8x | 10x | 1.1x |
| Tue, 31 Dec 2024 | RON 67.0b | RON 62.2b | RON 7.0b | 7.5x | 9.6x | 1.1x |
| Thu, 28 Nov 2024 | RON 68.8b | RON 61.8b | RON 7.0b | 7.7x | 9.8x | 1.1x |
| Sat, 26 Oct 2024 | RON 69.2b | RON 62.2b | RON 7.5b | 8.5x | 9.3x | 1.1x |
| Mon, 23 Sep 2024 | RON 70.1b | RON 61.7b | RON 7.5b | 8.6x | 9.3x | 1.1x |
| Wed, 21 Aug 2024 | RON 73.4b | RON 61.8b | RON 7.5b | 8.7x | 9.8x | 1.2x |
| Fri, 19 Jul 2024 | RON 74.9b | RON 63.3b | RON 5.8b | 11.6x | 12.8x | 1.2x |
| Sun, 16 Jun 2024 | RON 71.9b | RON 63.7b | RON 5.8b | 11.3x | 12.4x | 1.1x |
| Tue, 14 May 2024 | RON 67.4b | RON 64.7b | RON 5.6b | 11.8x | 12x | 1x |
| Thu, 11 Apr 2024 | RON 66.7b | RON 65.6b | RON 5.7b | 11.6x | 11.8x | 1x |
| Sat, 09 Mar 2024 | RON 62.9b | RON 65.3b | RON 5.7b | 11.1x | 11.1x | 1x |
| Mon, 05 Feb 2024 | RON 59.8b | RON 70.7b | RON 6.2b | 10.8x | 9.6x | 0.8x |
| Wed, 03 Jan 2024 | RON 58.4b | RON 73.4b | RON 5.9b | 10.9x | 9.9x | 0.8x |
| Fri, 01 Dec 2023 | RON 55.4b | RON 73.6b | RON 5.9b | 10.3x | 9.4x | 0.8x |
| Sun, 29 Oct 2023 | RON 55.3b | RON 83.6b | RON 9.2b | 9.4x | 6x | 0.7x |
| Tue, 26 Sep 2023 | RON 57.5b | RON 83.6b | RON 9.2b | 9.1x | 6.3x | 0.7x |
| Thu, 24 Aug 2023 | RON 50.7b | RON 82.8b | RON 9.2b | 8.5x | 5.5x | 0.6x |
| Sat, 22 Jul 2023 | RON 53.2b | RON 91.9b | RON 13.7b | 6.2x | 3.9x | 0.6x |
| Mon, 19 Jun 2023 | RON 53.2b | RON 95.1b | RON 13.9b | 8.4x | 3.8x | 0.6x |
| Wed, 17 May 2023 | RON 51.4b | RON 94.8b | RON 13.4b | 7.9x | 3.8x | 0.5x |
3.8x
Which industries have driven the changes within the Romanian Energy industry?
| RO Market | 5.03% | |
| Energy | 6.33% | |
| Oil and Gas | 6.38% | |
| Oil and Gas Exploration and Production | 15.20% | |
| Oil and Gas Storage and Transportation | 0.42% | |
| Integrated Oil and Gas | 0.30% | |
| Oil and Gas Refining and Marketing | -4.74% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SNG SNGN Romgaz | RON 13.50 | 10.3% +RON 4.9b | 134.4% | PE15.6x | |
| SNP OMV Petrom | RON 1.01 | 0.8% +RON 498.5m | 46.2% | PE20.9x | |
| COTE Conpet | RON 82.00 | 0.2% +RON 1.7m | 2.5% | PE13.2x | |
| OIL Oil Terminal | RON 0.12 | 0.4% +RON 1.5m | 6.8% | PE14.2x |