Ecopetrol S.A. (EC) vs YPF Sociedad Anonima (YPF)

Ecopetrol S.A. and YPF Sociedad Anonima are both Oil & Gas Integrated companies. Ecopetrol S.A. is the larger, with a market value of $33.7B against $21.1B — 1.6× the size. Ecopetrol S.A. trades at the lower P/E: 13.2× against 27.4×. YPF Sociedad Anonima grew revenue faster over the last twelve months: 7.37% against −83.7%. Ecopetrol S.A. has the higher net margin (8.76% vs 3.60%) and the lower return on invested capital (8.20% vs 11.5%). Across the 22 metrics below, YPF Sociedad Anonima leads on 14 and Ecopetrol S.A. on 8.

Valuation

Metric EC YPF Oil & Gas Integrated median
P/E 13.19 27.42 11.88
P/S 1.43 0.97 1.20
P/B 1.60 1.58 1.56
Price to free cash flow 7.76 6.29 9.74
EV/EBITDA 6.26 4.00 4.94
EV/Sales 2.24 1.36 1.57
Earnings yield 7.58% 3.65% 7.58%
Free cash flow yield 12.89% 15.90% 6.71%

Profitability

Metric EC YPF Oil & Gas Integrated median
Gross margin 31.44% 35.38% 39.18%
Operating margin 22.29% 18.47% 14.90%
Net margin 8.76% 3.60% 8.76%
Free cash flow margin 18.44% 15.49% 9.61%
Return on equity 2.86% 6.03% 12.22%
Return on assets 1.09% 2.43% 6.47%
Return on invested capital 8.20% 11.47% 10.61%

Growth

Metric EC YPF Oil & Gas Integrated median
Revenue growth (TTM) (83.68%) 7.37% 5.63%
EPS growth (last fiscal year) (24.10%) (135.23%) —
Revenue growth, 5-year CAGR (18.18%) 14.19% 12.04%
Net income growth, 5-year CAGR 0.34% 0.00% 0.00%

Health

Metric EC YPF Oil & Gas Integrated median
Debt to equity 1.02 0.82 0.55
Current ratio 1.55 0.93 1.18
Net debt to EBITDA 2.26 1.95 0.80

Dividend

Metric EC YPF Oil & Gas Integrated median
Dividend yield 18.03% — 5.01%
Payout ratio 0.39 0.00 0.29

Size

Metric EC YPF Oil & Gas Integrated median
Market cap 33.65b 21.06b 51.12b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack