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Oil and gas producer developing shale oil in Argentina's Vaca Muerta formation, incorporated in Mexico.
Oil and gas producer developing shale oil in Argentina's Vaca Muerta formation, incorporated in Mexico.
Sells crude priced off international benchmarks to Argentine refiners and for export, plus gas under local contracts. All production is in Argentina, so government policy on prices, exports and currency controls matters as much as the oil price. Founded in 2017 by Miguel Galuccio, a former head of state oil company YPF.
Moat: narrow (cost advantage, process know-how). Early-mover acreage position and drilling know-how in Vaca Muerta, one of the world's top shale plays.
Headquarters: Mexico City, Mexico (Vaca Muerta, Argentina operations) · Founded: 2017 · Employees: 584
Size Vista Energy SAB de CV Sponsored ADR (VIST) is a United States Energy company (Oil & Gas Production) with a market value of $6.91B, the 968th largest of 3,117 United States companies the cockpit tracks. Shares closed at $57.42 on 6 Nov 2026.
Performance Over six months the shares fell 11.9%, against -2.8% for the median peer and -1.1% for the United States market (cap-weighted) — 5th lowest of 20 in its peer set.
Growth Revenue grew 84.2% over the last twelve months (peer median +11.2%); the operating margin is 40.3% (peer median 21.6%).
Valuation It trades at 4.6× forward earnings against a peer median of 11.2× (cheapest of 20).
Price implies For today's price to make sense, revenue must grow about -13% a year for seven years (Req g). Recent delivered growth is +55%, so the hurdle is -69 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 12.0 points above its cost of capital (6.9% WACC).
Short interest Short interest is 2.4% of the free float (15 Oct 2026).
Next results Next results expected around 25 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $4.10B | $2.48B | $1.64B | $1.18B | $1.19B |
| Revenue growth | — | +51% | +39% | -1% | — |
| Gross profit | $2.22B | $1.18B | $813M | $593M | $627M |
| EBITDA | $2.67B | $1.55B | $1.05B | $736M | $743M |
| Net income | $805M | $721M | $476M | $400M | $271M |
| Free cash flow | $472M | -$800M | -$142M | $1.85M | $178M |
| Capital expenditure | $1.63B | $1.47B | $1.06B | $702M | $487M |
| Total debt | $3.73B | $3.30B | $1.54B | $687M | $579M |
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 |
|---|---|---|---|---|---|---|
| Vista Energy SAB de CV Sponsored ADR VIST | $6.91B | -12% | +84% | 40% | 4.6× | -13.4% |
| YPF SA Sponsored ADR YPF | $17.8B | -9% | -14% | 22% | 4.9× | n/a |
| Pampa Energia SA Sponsored ADR PAM | $3.78B | -19% | +29% | 21% | 7.4× | n/a |
| ExxonMobil XOM | $677B | +16% | +21% | 14% | 11.8× | -5.9% |
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 | VIST | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -14.5% | -2.2% | 2nd lowest of 20 |
| 6-month return | -11.9% | -2.8% | 5th lowest of 20 |
| Distance from 52-week high | -29.5% | -20.5% | 4th lowest of 20 |
| Revenue growth (TTM) | +84.2% | +11.2% | highest of 20 |
| Operating margin | 40.3% | 21.6% | 3rd highest of 20 |
| Forward P/E | 4.6× | 11.2× | cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | -13.4% | -0.7% | least demanding of 14 |
| Growth delivered (Del g) | +55.3% | +15.1% | highest of 14 |
| Hurdle (Req g minus delivered) | -68.7 pp | -18.4 pp | least demanding of 14 |
| ROIC minus cost of capital | +12.0 pp | +1.5 pp | 3rd highest of 20 |
| EV / EBITDA | 3.8× | 7.5× | 4th cheapest of 19 |
| Net debt / EBITDA | 1.1× | 1.1× | 9th most indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Vista Energy SAB de CV Sponsored ADR VIST | United States | $6.91B | -12% | +84% | 40% | 4.6× | -13.4% | +55.3% |
| Seplat Energy SEPL.L | United Kingdom | $7.14B | +56% | +25% | 27% | 19.7× | -7.1% | +38.0% |
| Magnolia Oil & Gas MGY | United States | $6.34B | -15% | +11% | 38% | 7.4× | 3.4% | +19.4% |
| Harbour Energy HBR.L | United Kingdom | $6.17B | -8% | +17% | 40% | 5.1× | n/a | n/a |
| Murphy Oil MUR | United States | $5.16B | -3% | +8% | 22% | 8.6× | -0.7% | +9.0% |
| CNX Resources CNX | United States | $4.99B | -2% | +8% | 40% | 9.3× | -5.8% | +14.6% |
| Antero Resources AR | United States | $11.1B | 0% | +22% | 23% | 7.8× | -4.1% | +15.1% |
| Range Resources RRC | United States | $11.4B | +20% | +18% | 33% | 12.1× | -1.7% | +10.9% |
| Comstock Resources CRK | United States | $3.94B | -5% | +17% | 19% | 43.4× | n/a | n/a |
| Patterson-UTI Energy PTEN | United States | $3.76B | -13% | 0% | 0% | 26.0× | 42.6% | +33.8% |
| Origin Energy ORG.AX | Australia | $14.4B | +5% | -10% | 8% | 16.2× | 10.9% | +5.0% |
| Topaz Energy TPZ.TO | Canada | $3.17B | -9% | +22% | 60% | 22.8× | 5.9% | +29.4% |
| Jiangxi Jovo Energy 605090.SS | China | $3.02B | -37% | -7% | 9% | 11.8× | -0.6% | +17.9% |
| International Petroleum Corp. (British Columbia) IPCO.TO | Canada | $2.85B | 0% | +11% | 19% | 11.2× | n/a | n/a |
| Tourmaline Oil TOU.TO | Canada | $17.5B | -3% | +4% | 1% | 11.9× | n/a | n/a |
| Gulfport Energy GPOR | United States | $2.65B | -16% | +27% | 42% | 6.3× | -13.4% | +10.6% |
| Santos STO.AX | Australia | $19.2B | +11% | -8% | 21% | 8.1× | 11.7% | +9.3% |
| Talos Energy TALO | United States | $2.48B | -1% | +13% | 14% | 7.9× | -5.0% | +25.3% |
| Northern Oil and Gas NOG | United States | $2.43B | -2% | -3% | 30% | 4.9× | n/a | n/a |
| Select Water Solutions WTTR | United States | $2.09B | -4% | -2% | 4% | 28.9× | n/a | n/a |