Transportadora de Gas del Sur

TGS

Market cap $4.35B

Investors with an interest in Oil and Gas - Production and Pipelines stocks have likely encountered both Transportadora De Gas Sa Ord B (TGS) and Williams Companies, Inc. (The) (WMB). But which of these two stocks is more attractive to value investors?

Investors interested in stocks from the Oil and Gas - Production and Pipelines sector have probably already heard of Transportadora De Gas Sa Ord B (TGS) and Williams Companies, Inc. (The) (WMB). But which of these two stocks offers value investors a better bang for their buck right now?

M, BG and TGS made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on December 29, 2025.

Transportadora De Gas Sa Ord B (TGS) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, TGS's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.

Transportadora de Gas del Sur delivered a strong Q3 rebound, with profits up 63% Y/Y to AR$112M, led by Liquids and Midstream segments. TGS reported total revenues of AR$426,518M (+26% Y/Y) and consolidated EBITDA of AR$219,864M, with margins recovering to 51.3%. The liquids segment EBITDA tripled, driven by higher domestic butane prices and a 72% surge in ethane volume sales.

Transportadora de Gas del Sur S.A. ( TGS ) Q3 2025 Earnings Call November 4, 2025 9:00 AM EST Company Participants Carlos Almagro - Head of Investor Relations Alejandro Basso - Director of Administration, Finance & Services Presentation Carlos Almagro Head of Investor Relations Good morning, everyone.

Transportadora De Gas Ord B (TGS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Transportadora de Gas del Sur benefits from monthly inflation-linked tariff updates, restoring predictability and making gas transportation the core driver of revenue and profitability. Liquids segment still reflects March storm disruption, but operations normalized in May; Midstream in Vaca Muerta continues expanding with double-digit growth and dollar-denominated contracts. Despite margins above 40% and a net cash position, Transportadora de Gas del Sur trades at only 6x EV/EBITDA and 8x EV/EBIT, showing a valuation gap.

Transportadora De Gas Ord B (TGS) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Conservative capital spending by upstream players and gradual shifting to renewables may hurt the demand for midstream players' assets. Enbridge (ENB), Kinder Morgan (KMI), The Williams Companies (WMB) and MPLX are surviving the industry challenges.