Transportadora de Gas del Sur SA TGS Common Stock (TGS)
FairStock Score: 59/100 — STEADY
Key Financials
| Current Price | $27.22 |
| Market Cap | $4.6B |
| P/E Ratio | 11.94 |
| ROE | 15.98% |
| Dividend Yield | 3.16% |
| Sector | Energy |
AI Analysis
AI-generated, general educational analysis — not personal investment advice.
As a Buffett/Graham investor, I look for a durable business at a sensible price. TGS transports natural gas and produces natural gas liquids, a necessary infrastructure-like business in Argentina. The latest quarter, 2026-Q2, showed revenue of $530.8B, net income of $133.1B, and a 25.08% net margin, a real profit, not a story. FairStock calculations at the 2026-10-13 close price of $26.03 show a P/E of 11.42, P/B of 1.67, ROE of 15.98%, ROCE of 9.91%, and D/E of 0.43. Revenue and profit growth were 13.51% and 12.38%, with a 3.16% dividend yield and a beta of -0.54. FairStock's Graham Number is $519.93, implying a 94.99% margin of safety, and PEG is 0.92, EV/EBITDA 1.19. That combination says the market may be pricing in trouble. But I cannot ignore FairStock's Altman Z-score of 0.60, Piotroski F-score of 5/9, FairStock Score of 59/100, and no Lynch category because only 0 years of filed results are available. Also the TTM FCF of $337.9B and 7,279.5% FCF yield look inconsistent with a $4.6B market cap, so I would treat that as suspect. TGS looks cheap on earnings and assets, with decent returns and growth, but the balance-sheet risk signals and data quality issues stop me from calling it a clear margin-of-safety bargain.
In plain English: Transportadora de Gas del Sur moves and sells natural gas and natural gas liquids, mostly in Argentina and abroad. In its latest quarter, the company earned a 25.08% profit margin on $530.8B of revenue, and its sales and profits have been growing. The stock price looks low compared with its profits and book value, but some risk measures are weak, so it is not a clean bargain.
The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.
Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash
Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer