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TGS

STRONG BUYAPPROVE

Transportadora de Gas del Sur S.A. · Energy · Argentina · $4.6B · Avg Vol: $12M/d

83
StockRank
Q
71
V
52
M
47
P/E (TTM)
16.3x
ROE
14.3%
D/E
0.4x
Dividend %
AI CONVICTION THESIS

Transportadora de Gas del Sur is the dominant gas midstream operator in Argentina, controlling access to the massive Vaca Muerta shale formation. As geopolitical tensions keep global energy prices structurally high, Argentina's push for energy self-sufficiency and LNG export capability provides a powerful tailwind. TGS boasts high operating margins, strong cash generation, and a clear regulatory inflection point under the current administration.

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)

Year2022202320242025CAGR
Revenue1.1T1.3T1.6T1.7T16.5%
EPS214.65447.503234.402795.45135.3%
Shares794M794M794M753M-5.3%
Debt294.6B1.0T763.1B1.7T79.6%
Equity832.2B1.9T2.9T3.1T55.5%
Op CF240.2B543.1B636.9B551.7B31.9%
Inv CF-272.7B-591.3B-506.3B-454.5B
Fin CF24.6B70.6B-41.2B654.7B
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PRICE (1M)+3.1%
28.6329.8130.9932.1833.36May 7May 29Jun 18
SMA 50SMA 200
Close
$31.60
RSI (14)
52.9
52W High
$36.35
From 52W High
0.9%

SCORE BREAKDOWN

Quality
71
ROIC
14.8%84.0
ROE
14.3%76.8
GP/Assets
18.2%57.6
Op. Margin
49.7%94.8
FCF/Assets
-0.4%38.8
Piotroski
79.8
Int. Cover
8.3x73.1
D/E Ratio
0.44x50.6
Current Ratio
5.11x90.2
Value
52
P/E (TTM)
16.3x53.4
EV/EBITDA
-0.2x86.1
P/FCF
N/A
P/B
2.0x36.6
P/S
0.0x99.3
Div Yield
N/A
Momentum
47
52W High %
87%82.2
RS 6M
-8%29.1
SMA 50/200
1.05x29.5
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
+34%34.7
Q Growth
12%54.4

FUNDAMENTALS

Market Cap
$4.6B
P/E (Forward)
12.2x
Gross Margin
55.3%

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)$4.6B83STRONG BUY

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

Transportadora de Gas del Sur S.A. (TGS) has a MoatMap StockRank of 83/100 based on Quality (71/100), Value (52/100), and Momentum (47/100) factor scores. The current signal is STRONG BUY. Transportadora de Gas del Sur is the dominant gas midstream operator in Argentina, controlling access to the massive Vaca Muerta shale formation. As geopolitical tensions keep global energy prices structurally high, Argentina's push for energy self-sufficiency and LNG export capability provides a powerful tailwind. TGS boasts high operating margins, strong cash generation, and a clear regulatory inflection point under the current administration.

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$31.60
Market Cap$4.6B
P/E (TTM)16.29
P/E (Forward)12.17
Price/Book2.00
Return on Equity14.3%
Return on Invested Capital14.8%
Debt/Equity43.85
Gross Margin55.3%
Operating Margin49.7%
Revenue Growth13.2%
Free Cash Flow$-24.2B

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 83/100, with a Strong Buy signal. It is a composite of Quality (71), Value (52), and Momentum (47) 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 71/100. 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 Strong Buy, based on a StockRank of 83/100. 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).