Transportadora de Gas del Sur operates Argentina's largest natural gas transmission network, moving gas from the Vaca Muerta shale basin and other producing areas to distribution utilities and industrial users under long-term regulated tariffs. Its moat is physical and regulatory: the pipeline system is hard to replicate, and the company's tariff base is set by the national regulator, which gives visibility on cash flows that few Argentine energy names offer. The near-term driver is volume growth as Vaca Muerta output rises and more gas needs to reach Buenos Aires and the interior, which is reflected in 15.4% revenue growth and a 40.7% operating margin. At 11.2 times trailing earnings and 9.7 times forward, with a 16.0% return on equity, the stock screens cheaply against that growth and profitability, though the regulatory and currency risk attached to any Argentine utility warrants a close look at tariff policy before sizing a position.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 20 Oct 2026, 02:20 CEST | ACCE price target | ARS 9050 | first publication | ARS 8365 |
Answered from Transportadora de Gas del Sur SA B fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| TGSU2.BA Transportadora de Gas del Sur SA B | ARS 8985.00 | - | - | 11.4x | 16.0% | 82 | 79 |
| TGS Transportadora de Gas del Sur SA TGS Common Stock | $25.94 | $36 | 29% below | 10.2x | 16.0% | 82 | 71 |
| 5021.T Cosmo Energy Holdings Co., Ltd. | ¥4283.00 | - | - | 4.2x | 22.8% | 66 | 79 |
| NFG National Fuel Gas Company Common Stock | $80.93 | $70 | 16% above | 11.2x | 19.6% | 86 | 57 |
| OIL.NS Oil India Limited | ₹456.90 | - | - | 8.9x | - | 89 | 84 |
| DEC Diversified Energy Company Common Stock | $14.39 | - | - | 2.4x | 53.7% | 78 | 69 |
| YPF YPF Sociedad Anonima Common Stock | $49.17 | - | - | 26.7x | 7.3% | 59 | 79 |
Where TGSU2.BA ranks against its sector peers on each metric.