Capex S.A. is an Argentine exploration and production company, producing crude oil and natural gas from fields in the Neuquén basin, the core of the Vaca Muerta shale play. Its edge is acreage and scale in that basin, which gives it a volume-growth runway that few Argentine peers can match. Revenue grew 61.7% in the latest year, and the company still earns a 14.1% return on equity on a 6.1x trailing P/E, with a 15.9% operating margin. The main near-term driver is continued production ramp-up as takeaway capacity and drilling programs expand, so the question for the portfolio manager is whether that volume growth converts into cash flow at Argentine price and currency risk.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 20 Oct 2026, 02:20 CEST | ACCE price target | ARS 3650 | first publication | ARS 3095 |
Answered from Capex S.A fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| CAPX.BA Capex S.A | ARS 3140.00 | - | - | 6.2x | 14.1% | 66 | 64 |
| VIST.BA Vista Energy S.A.B. de C.V. | ARS 40760.00 | - | - | 482.0x | 29.8% | 91 | 65 |
| ATH.TO Athabasca Oil Corporation | C$11.91 | C$6 | 97% above | 25.5x | 12.0% | 78 | 65 |
| TVE.TO Tamarack Valley Energy Ltd. | C$14.65 | C$14 | 3% above | 293.0x | 1.2% | 63 | 79 |
| LB LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests | $76.96 | $23 | 240% above | 71.3x | 11.5% | 68 | 70 |
| PSK.TO PrairieSky Royalty Ltd. | C$36.31 | C$15 | 135% above | 34.9x | 9.3% | 85 | 79 |
| MUR Murphy Oil Corporation Common Stock | $42.37 | $27 | 57% above | 22.0x | 6.5% | 75 | 84 |
Where CAPX.BA ranks against its sector peers on each metric.