Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

Request Deep Dive(50 Feathers)

TGS

HoldAPPROVE

Transportadora de Gas del Sur S.A. · Energy · Argentina · $4.2B · Avg Vol: $6M/d

37
StockRank
Get insider-trade alerts
Q
67
V
26
M
34
P/E (TTM)
12.3x
ROE
16.0%
D/E
0.4x
Dividend %
AI CONVICTION THESIS

Transportadora de Gas del Sur operates Argentina's largest gas pipeline network plus liquids processing, an infrastructure position central to Vaca Muerta production growth, with a good quality score (Q70) and a 1.8% upward consensus revision. Nothing adverse is known on accounting or solvency.

COMPANY DESCRIPTION

Transportadora de Gas del Sur S.A. (TGS) is Argentina's largest natural gas transportation company, operating an extensive pipeline network that delivers gas across a significant portion of the country. Beyond transportation, TGS also engages in natural gas processing, extracting liquids for domestic and export markets. Its essential role in national energy infrastructure and high barriers to entry for new pipeline development provide a strong competitive moat.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue713.5M841.6M1.0B1.1B16.5%1.2B1.4B1.4B12.4%
EPS1.541.1217.6120.02135.3%2.3027.3326.5015.1%
Shares69.5M69.5M69.5M69.5M0.0%69.5M
Debt194.8M679.2M504.6M1.1B79.6%1.1B
Equity550.3M1.2B1.9B2.1B55.5%
Op CF158.8M359.1M421.2M364.8M31.9%545.1M
Inv CF-180.3M-391.0M-334.8M-300.5M
Fin CF16.3M46.7M-27.3M432.9M
Loading 1Y...
PRICE (1Y)-6.5%
27.6128.6729.7230.7831.83Jul 20Aug 10Aug 28
SMA 50SMA 200

Close
$28.15
RSI (14)
36.7
52W High
$36.35
From 52W High
0.8%

SCORE BREAKDOWN

Quality
67
ROIC
17.6%86.8
ROE
16.0%76.8
GP/Assets
18.6%56.8
Op. Margin
40.7%81.8
FCF/Assets
2.9%44.6
Piotroski
665.5
Int. Cover
8.3x69.2
D/E Ratio
0.43x48.9
Current Ratio
3.67x86.4
Value
26
P/E (TTM)
12.3x62.4
EV/EBITDA
-730.1x25.0
P/FCF
39.8x14.7
P/B
2747.8x0.3
P/S
3.5x22.0
Div Yield
N/A
Momentum
34
52W High %
77%38.7
RS 6M
-18%23.5
SMA 50/200
0.97x33.8
EPS Rev 4W
-5.3%13.7
EPS Rev 12W
-4.5%24.3
EPS Improve
+14%34.0
Q Growth
148%73.4

FUNDAMENTALS

Market Cap
$4.2B
P/E (Forward)
10.8x
Gross Margin
55.0%

SECTOR PEERS

Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of TGS are excluded.

TickerCompanyMkt CapStockRankSignal
TGSTransportadora de Gas del Sur S.A.(you)$4.2B37Hold
YPFYPF Sociedad Anónima$19.7B50Hold

Peer medians: ROE 7.3% · P/E 26.6x · Gross margin 35.6%

Transportadora de Gas del Sur S.A. (TGS): Stock Score Summary

Transportadora de Gas del Sur S.A. (TGS) has a MoatMap StockRank of 37/100 based on Quality (67/100), Value (26/100), and Momentum (34/100) factor scores. The current signal is HOLD. Transportadora de Gas del Sur operates Argentina's largest gas pipeline network plus liquids processing, an infrastructure position central to Vaca Muerta production growth, with a good quality score (Q70) and a 1.8% upward consensus revision. Nothing adverse is known on accounting or solvency.

Transportadora de Gas del Sur S.A. (TGS) is Argentina's largest natural gas transportation company, operating an extensive pipeline network that delivers gas across a significant portion of the country. Beyond transportation, TGS also engages in natural gas processing, extracting liquids for domestic and export markets. Its essential role in national energy infrastructure and high barriers to entry for new pipeline development provide a strong competitive moat.

Key Financial Metrics

Price$28.15
Market Cap$4.2B
P/E (TTM)12.32
P/E (Forward)10.83
Price/Book2747.80
Return on Equity16.0%
Return on Invested Capital17.6%
Debt/Equity0.43x
Gross Margin55.0%
Operating Margin40.7%
Revenue Growth15.4%
Free Cash Flow$106M

Transportadora de Gas del Sur S.A. operates in the Oil & Gas Integrated industry, part of the Energy sector (Argentina).

Frequently Asked Questions

What is Transportadora de Gas del Sur S.A.’s (TGS) StockRank?
MoatMap’s StockRank for Transportadora de Gas del Sur S.A. (TGS) is 37/100, with a Hold signal. It is a composite of Quality (67), Value (26), and Momentum (34) factor ranks across MoatMap’s 20,000+ stock universe.
Does Transportadora de Gas del Sur S.A. have an economic moat?
Transportadora de Gas del Sur S.A. (TGS) has a Quality factor score of 67/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Transportadora de Gas del Sur S.A. a buy, hold, or sell?
MoatMap’s current signal for Transportadora de Gas del Sur S.A. (TGS) is Hold, based on a StockRank of 37/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Transportadora de Gas del Sur S.A. in?
Transportadora de Gas del Sur S.A. (TGS) operates in the Energy sector, specifically the Oil & Gas Integrated industry (Argentina).