Empresas Lipigas sells liquefied petroleum gas (LPG) in cylinders and bulk tanks to residential, commercial and industrial customers in Chile, with a distribution network that is hard to replicate because cylinder logistics and delivery routes are built up over decades. Its moat is that scale density: a route-based business where each new customer added to an existing truck route lifts margins without new fixed cost. With revenue growing 5.5%, a return on equity of 33.8%, a gross margin of 33.1% and an operating margin of 13.8%, the company is converting that density into unusually strong returns on capital. The trailing P/E of 13.7 is modest for a business earning that kind of return, though the absence of a forward estimate means the earnings trajectory has to be checked directly in the filings. The stock is a candidate for a deeper look if the next results show operating margin holding near current levels while volumes keep expanding.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 20 Oct 2026, 02:20 CEST | ACCE price target | CLP 11000 | first publication | CLP 10150 |
Answered from Empresas Lipigas S.A. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| LIPIGAS.SN Empresas Lipigas S.A. | CLP 10000.00 | - | - | 13.5x | 33.8% | 69 | 69 |
| NAE.PA North Atlantic Energies | €70.00 | - | - | - | -3.5% | 27 | 44 |
| TERPEL.CL Organizacion Terpel | COP 18640.00 | - | - | 5.4x | 21.5% | 45 | 71 |
| WKC World Kinect Corporation Common Stock | $36.50 | - | - | - | -12.3% | 27 | 64 |
| APC ARKO Petroleum Corp. Class A Common Stock | $15.86 | $12 | 29% above | 18.5x | 64.4% | 36 | 44 |
| CSAN Cosan S.A. ADS | $3.01 | - | - | - | -27.2% | 38 | 34 |
| VEA.AX Viva Energy Group Limited | A$2.89 | A$1 | 116% above | 21.8x | 12.9% | 31 | 69 |
Where LIPIGAS.SN ranks against its sector peers on each metric.