Transportadora de Gas del Sur S.A. (TGS)
ValueMarkers Composite Index
87% above intrinsic value ($0)
Transportadora de Gas del Sur S.A. (TGS) — VMCI valuation read
TGS screens at VMCI 67/100, a 17-point gap above the Energy sector median (50). For a mid-cap Transportadora de Gas del Sur S.A. share, that placement says the multi-pillar composite is cheaper or higher quality than the typical peer on a like-for-like basis.
TGS has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.
**Investor frame.** Value: TGS trades at 16.0x earnings, 11% below the Energy median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Energy group. Quality: ROIC of 16.0% sits 6.0pp above the Energy median (10.0%), the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of 1.2x leaves covenant headroom, which sets the rate-cycle exposure for Transportadora de Gas del Sur S.A..
TGS fell 2.0% over the trailing 7 days, with a -13.3% read on a 30-day basis.
Transportadora de Gas del Sur S.A. engages in transportation of natural gas, production, and commercialization of natural gas liquids in Argentina. The company operates through four segments: Natural Gas Transportation Services; Liquids Production and Commercialization; Other Services; and Telecommunications. The Natural Gas Transportation segment transports natural gas through 5,769 miles of pipeline system to distribution companies, power plants, and industrial customers. It also provides operation and maintenance services for the natural gas transportation facilities. The company's Liquids Production and Commercialization segment produces and commercializes natural gas liquids, such as ethane, liquid petroleum gas, natural gasoline, propane, and butane in Argentina and internationally. Its Other Services segment offers midstream services, including natural gas treatment, separation, and removal of impurities from the natural gas stream, as well as natural gas compression. It also provides services related to pipeline and compression plant construction, operation, and maintenance; and generates steam for electricity production. The Telecommunications segment provides telecommunication services with a network that includes a microwave digital network with synchronous digital hierarchy technology and a dark fiber optic network. As of December 31, 2021, it served 6.2 million residential, commercial, industrial, and electric power generation end users. The company was founded in 1992 and is headquartered in Buenos Aires, Argentina. Transportadora de Gas del Sur S.A. is a subsidiary of Compañía de Inversiones de Energía S.A.
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