Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TGS
STRONG BUYAPPROVETransportadora de Gas del Sur S.A. · Energy · Argentina · $4.6B · Avg Vol: $12M/d
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)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.1T | 1.3T | 1.6T | 1.7T | 16.5% |
| EPS | 214.65 | 447.50 | 3234.40 | 2795.45 | 135.3% |
| Shares | 794M | 794M | 794M | 753M | -5.3% |
| Debt | 294.6B | 1.0T | 763.1B | 1.7T | 79.6% |
| Equity | 832.2B | 1.9T | 2.9T | 3.1T | 55.5% |
| Op CF | 240.2B | 543.1B | 636.9B | 551.7B | 31.9% |
| Inv CF | -272.7B | -591.3B | -506.3B | -454.5B | — |
| Fin CF | 24.6B | 70.6B | -41.2B | 654.7B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of TGS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TGS | Transportadora de Gas del Sur S.A.(you) | $4.6B | 83 | STRONG BUY |