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Argentina's state-controlled oil and gas major, a leading developer of the Vaca Muerta shale play.
Argentina's state-controlled oil and gas major, a leading developer of the Vaca Muerta shale play.
Sells fuels through the country's largest service-station network and supplies gas to power plants and industry, with Argentine prices shaped by the government, so what it earns per barrel at home depends on policy as well as markets. The state took majority control in 2012 by seizing Repsol's stake, and growth now comes from Vaca Muerta shale rather than old conventional fields.
Moat: narrow (scale, regulatory licence, installed base). Largest acreage position in the prolific Vaca Muerta shale, backed by Argentine state control.
Headquarters: Buenos Aires, Argentina · Founded: 1922
Size YPF SA Sponsored ADR (YPF) is a United States Energy company (Integrated Oil) with a market value of $17.8B, the 529th largest of 3,117 United States companies the cockpit tracks. Shares closed at $38.66 on 6 Nov 2026.
Performance Over six months the shares fell 8.8%, against -0.2% for the median peer and -1.1% for the United States market (cap-weighted) — 5th lowest of 21 in its peer set.
Growth Revenue fell 14.4% over the last twelve months (peer median +16.1%); the operating margin is 21.9% (peer median 28.9%).
Valuation It trades at 4.9× forward earnings against a peer median of 7.5× (3rd cheapest of 21).
Capital Return on invested capital runs 13.6 points above its cost of capital (11.6% WACC).
Short interest Short interest is 1.4% of the free float (15 Oct 2026).
Next results Next results expected around 4 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $16.1B | $18.5B | $19.4B | $18.3B | $19.0B |
| Revenue growth | — | -5% | +6% | -4% | — |
| Gross profit | $5.87B | $5.10B | $5.04B | $6.39B | $5.39B |
| EBITDA | $5.94B | $5.27B | $4.72B | $6.95B | $5.71B |
| Net income | $1.02B | -$873M | $2.27B | -$5.30B | $2.21B |
| Free cash flow | n/a | -$595M | -$174M | -$25.7M | $1.10B |
| Capital expenditure | n/a | $5.13B | $5.61B | $5.40B | $4.07B |
| Total debt | $7.22M | $11.1B | $9.71B | $8.84B | $7.65B |
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 |
|---|---|---|---|---|---|---|
| YPF SA Sponsored ADR YPF | $17.8B | -9% | -14% | 22% | 4.9× | n/a |
| Petroleo Brasileiro SA Sponsored ADR PBR | $118B | -9% | +21% | 35% | 3.7× | -19.8% |
| Ecopetrol SA Sponsored ADR EC | $32.6B | +23% | +6% | 22% | 6.5× | -6.7% |
| Vista Energy SAB de CV Sponsored ADR VIST | $6.91B | -12% | +84% | 40% | 4.6× | -13.4% |
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 | YPF | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -22.5% | -5.4% | lowest of 21 |
| 6-month return | -8.8% | -0.2% | 5th lowest of 21 |
| Distance from 52-week high | -33.2% | -18.9% | lowest of 21 |
| Revenue growth (TTM) | -14.4% | +16.1% | lowest of 21 |
| Operating margin | 21.9% | 28.9% | 8th lowest of 21 |
| Forward P/E | 4.9× | 7.5× | 3rd cheapest of 21 |
| ROIC minus cost of capital | +13.6 pp | +4.9 pp | 5th highest of 21 |
| EV / EBITDA | 3.0× | 4.1× | 6th cheapest of 20 |
| Net debt / EBITDA | 0.0× | 0.8× | least indebted of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| YPF SA Sponsored ADR YPF | United States | $17.8B | -9% | -14% | 22% | 4.9× | n/a | n/a |
| Permian Resources PR | United States | $18.2B | +10% | +13% | 36% | 8.1× | -2.0% | +54.2% |
| Ovintiv OVV | United States | $16.3B | +5% | +14% | 29% | 7.1× | -10.9% | +9.4% |
| Expand Energy EXE | United States | $19.5B | -11% | +20% | 20% | 10.8× | -7.6% | +20.3% |
| APA APA | United States | $15.6B | +26% | -12% | 41% | 7.5× | -20.0% | +15.0% |
| Aker BP AKRBP.OL | Norway | $21.6B | -8% | +4% | 70% | 7.8× | -15.4% | +32.7% |
| Indian Oil IOC.NS | India | $21.9B | 0% | +23% | 7% | 20.8× | -2.3% | +16.4% |
| Whitecap Resources WCP.TO | Canada | $14.4B | +6% | +73% | 38% | 8.8× | -7.1% | +44.8% |
| Var Energi VAR.OL | Norway | $13.3B | +7% | +48% | 55% | 6.9× | -19.6% | +26.6% |
| Inpex 1605.T | Japan | $25.9B | -16% | -8% | 49% | 7.4× | -14.4% | +21.1% |
| Oil & Natural Gas ONGC.NS | India | $30.8B | -18% | +7% | 9% | 5.6× | -12.6% | +14.9% |
| EQT EQT | United States | $30.9B | -12% | +18% | 42% | 16.0× | -1.9% | +25.7% |
| Ecopetrol SA Sponsored ADR EC | United States | $32.6B | +23% | +6% | 22% | 6.5× | -6.7% | +15.9% |
| Repsol REP.MC | Spain | $36.2B | +34% | +24% | 13% | 4.7× | -20.1% | +10.5% |
| Oil India OIL.NS | India | $7.60B | -2% | +20% | 29% | 7.7× | -1.1% | +13.7% |
| Chord Energy CHRD | United States | $7.47B | 0% | +19% | 19% | 6.3× | -13.4% | +38.6% |
| SM Energy SM | United States | $7.12B | +2% | +100% | 38% | 3.5× | -13.6% | +22.9% |
| National Fuel Gas NFG | United States | $6.98B | -8% | +13% | 37% | 10.2× | -6.2% | +9.1% |
| Devon Energy DVN | United States | $46.4B | -7% | +18% | 24% | 7.6× | 0.9% | +31.5% |
| Guanghui Energy 600256.SS | China | $6.47B | 0% | -5% | 18% | 10.1× | -11.4% | +14.9% |
| Cenovus Energy CVE.TO | Canada | $50.2B | 0% | +12% | 21% | 6.7× | -14.4% | +29.7% |