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Argentina's largest private power generator, operating thermal, hydro and renewable plants.
Argentina's largest private power generator, operating thermal, hydro and renewable plants.
Most revenue is paid by CAMMESA, the state wholesale-market administrator, under government-set remuneration for capacity and energy, with the rest from private long-term contracts with large industrial users, so rules set in Buenos Aires matter more than market demand. It has been moving toward renewables, which sell mainly under long-term contracts.
Moat: narrow (scale). Largest private generation capacity in Argentina, but revenue depends on regulated/CAMMESA pricing.
Headquarters: Buenos Aires, Argentina
Size Central Puerto SA Sponsored ADR (CEPU) is a United States Utilities company (Electric Utilities) with a market value of $1.64B, the 1929th largest of 3,117 United States companies the cockpit tracks. Shares closed at $9.96 on 6 Nov 2026.
Performance Over six months the shares fell 29.4%, against -19.8% for the median peer and -1.1% for the United States market (cap-weighted) — 6th lowest of 20 in its peer set.
Growth Revenue grew 50.8% over the last twelve months (peer median -0.2%); the operating margin is 28.6% (peer median 8.0%).
Valuation It trades at 5.0× forward earnings against a peer median of 12.9× (2nd cheapest of 15).
Price implies For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -15 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.1 points above its cost of capital (8.1% WACC).
Short interest Short interest is 0.5% of the free float (15 Oct 2026).
Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.20B | $881M | $807M | $1.06B | $775M |
| Revenue growth | — | +9% | -24% | +37% | — |
| Gross profit | $405M | $313M | $317M | $345M | $368M |
| EBITDA | $493M | $392M | $394M | $576M | $508M |
| Net income | $345M | $278M | $54.2M | $503M | $146M |
| Free cash flow | $15.7M | $86.0M | $86.3M | $336M | $355M |
| Capital expenditure | $512M | $237M | $156M | $33.4M | $25.6M |
| Total debt | $692M | $340M | $369M | $415M | $358M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Central Puerto SA Sponsored ADR CEPU | $1.64B | -29% | +51% | 29% | 5.0× | -5.0% |
| Pampa Energia SA Sponsored ADR PAM | $3.78B | -19% | +29% | 21% | 7.4× | n/a |
| YPF SA Sponsored ADR YPF | $17.8B | -9% | -14% | 22% | 4.9× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | CEPU | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -21.3% | -3.3% | lowest of 21 |
| 6-month return | -29.4% | -19.8% | 6th lowest of 20 |
| Distance from 52-week high | -46.2% | -36.2% | 5th lowest of 21 |
| Revenue growth (TTM) | +50.8% | -0.2% | highest of 21 |
| Operating margin | 28.6% | 8.0% | 4th highest of 21 |
| Forward P/E | 5.0× | 12.9× | 2nd cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | -5.0% | -0.1% | 4th least demanding of 15 |
| Growth delivered (Del g) | +10.3% | +6.2% | 5th highest of 15 |
| Hurdle (Req g minus delivered) | -15.3 pp | -4.9 pp | 5th least demanding of 15 |
| ROIC minus cost of capital | +2.1 pp | -0.1 pp | 4th highest of 21 |
| EV / EBITDA | 4.5× | 8.5× | cheapest of 8 |
| Net debt / EBITDA | 1.0× | 4.0× | 3rd least indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Central Puerto SA Sponsored ADR CEPU | United States | $1.64B | -29% | +51% | 29% | 5.0× | -5.0% | +10.3% |
| Dynagreen Environmental Protection 601330.SS | China | $1.63B | -4% | +11% | 31% | 14.8× | -3.5% | +9.2% |
| Romande Energie REHN.SW | Switzerland | $1.68B | -1% | +2% | 8% | 15.1× | 7.4% | +7.2% |
| Nava NAVA.NS | India | $1.59B | -26% | +9% | 29% | n/a | 19.8% | +11.0% |
| Jiangsu New Energy Development 603693.SS | China | $1.56B | -21% | -3% | 35% | 20.9× | 0.7% | +6.1% |
| Harbin Hatou Investment 600864.SS | China | $1.56B | -18% | 0% | -17% | n/a | -17.2% | -3.8% |
| Chongqing Three Gorges Water Conservancy and Electric Power 600116.SS | China | $1.73B | -8% | +4% | 6% | 18.8× | -2.5% | +14.1% |
| Beijing Jingneng Clean Energy 0579.HK | Hong Kong | $1.74B | -27% | -1% | 18% | 4.7× | -1.0% | +3.5% |
| CESC CESC.NS | India | $1.77B | -32% | +9% | 12% | 9.9× | n/a | n/a |
| Datang Huayin Electric Power 600744.SS | China | $1.83B | -30% | -10% | 6% | n/a | n/a | n/a |
| Vedanta Power VEDPOWER.NS | India | $1.46B | n/a | +5% | -13% | n/a | n/a | n/a |
| Hawaiian Electric Industries HE | United States | $1.45B | -43% | +2% | 11% | 5.2× | n/a | n/a |
| Guangdong Baolihua New Energy Stock 000690.SZ | China | $1.87B | +9% | +1% | 14% | 11.1× | -11.6% | +3.9% |
| Jinneng Holding Shanxi Electric Power 000767.SZ | China | $1.40B | -20% | -6% | 6% | n/a | 2.5% | +5.6% |
| Xinjiang Tianfu Energy 600509.SS | China | $1.40B | -16% | +9% | 7% | 14.7× | -4.3% | +11.5% |
| Hokkaido Electric Power Company,Incorporated 9509.T | Japan | $1.38B | +5% | -1% | 4% | 7.3× | n/a | n/a |
| CHN Energy Changyuan Electric Power 000966.SZ | China | $1.99B | -16% | -9% | 1% | 22.4× | 6.6% | +6.2% |
| Hokuriku Electric Power 9505.T | Japan | $1.34B | +16% | -5% | 7% | 7.6× | 8.4% | +3.7% |
| Chongqing Fuling Electric Power Industrial 600452.SS | China | $2.00B | -25% | -7% | 17% | 22.9× | 3.6% | +2.4% |
| HCIG Energy Investment 000600.SZ | China | $2.01B | -31% | -12% | 9% | 11.1× | n/a | n/a |
| Electricite de Strasbourg ELEC.PA | France | $1.29B | -34% | -10% | 8% | n/a | -10.7% | +11.1% |