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Company Analysis

Transportadora de Gas del Sur S TGS

A comprehensive view of key metrics, scores, and financial health for Transportadora de Gas del Sur S

Overview of Transportadora de Gas del Sur S.A.

TGS NYQ
Energy Oil & Gas Integrated Framework: Commodities & Mining Mid Cap
Transportadora de Gas del Sur S.A. (TGS), is a Mid Cap company, in the Oil & Gas Integrated industry, last closed at $22.88, about 50.0% overvalued vs fair value, -21.7% 1Y return, placing in the top 10% of its sector.
Metrics P/E 16.1× Rev Growth 7.5% ROE 13.9% Gross Margin 53.8% Div Yield 3.40%
USD 22.88
-3.34%
(Delayed)
• Vol 90d: 36.1%
Market Cap
$3.44B
Enterprise Value
$4.36B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Good
Valuation
Good
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Good
Valuation
Good
Completeness: 100%
Confidence: 96%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.tgs.com.ar
HQ Buenos Aires
Employees 1,147
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$10
$11
$12
Current: $22.88 -50% vs base

Engine Room Money Flow™

Mid Cap

Commodities & Mining - Where revenue goes and how value is created

Flow Steps
Revenue
ARS 1.7T
7.5%%
Gross Profit
ARS 918.9B
10.6%%
Operating Income
ARS 703.5B
-4.6%%
EBITDA
ARS 934.7B
-7.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Commodities & Mining

Quality & Reliability Indicators

Cash Conversion Ratio FY2025
0.55x
Fair

Operating Cash Flow / Net Income

Free cash flow relative to net income

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Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
4
Active Leaks
2/4
Improving
0
High Impact
0
Critical
Locked Leak
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Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Transportadora de Gas del Sur S's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
69
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Margins Consistently Above Peers Gross margin at 53.8% (top 5%) and operating margin at 41.2% (top 0%) indicate strong pricing power.
  • Scale Supporting Profitability Profitability at scale is strong (score 0.97), demonstrating competitive advantages.

Key risks

  • Revenue Volatility Signals Weak Stickiness Revenue volatility is high (stability score 0.16), suggesting weak customer stickiness.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
71
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Commodities & Mining vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing TGS's balance between Growth (31.0%), Profitability (38.3%), and Safety (30.7%). Growth 31% Safety 31% Profitability 38%

Click axes to expand details. Marker shows current allocation.

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Growth

62th percentile vs peers
63
Key Signals
Revenue CAGR 3Y 16.5% 77p Rev Growth YoY 7.5% 58p EPS CAGR 3Y 24.3% 82p EPS Growth YoY -13.6% 42p TSR 9.8% 47p
Strengths
  • EPS CAGR 3Y in top 20% of peers (24.3%, 82th percentile)
  • Superior capital returns - 3 return metrics above peer median
  • Growth above peer median with strong metric coverage (100%)
Risks

No significant risks identified for this axis.

Profitability

77th percentile vs peers
77
Key Signals
Strengths
Risks
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Safety

61th percentile vs peers
62
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Transportadora de Gas del Sur S.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$11.45
- - -
-50.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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