Pampa Energia SA ADR vs Seaboard Corp

Pampa Energia SA ADR (PAM) is undervalued and Seaboard Corp (SEB) is undervalued.

Against our estimates of intrinsic value, PAM trades at the wider discount: a margin of safety of +57%, against +41% for SEB.

Values as of the 22 Sept 2026 close.

Pampa Energia SA ADR (PAM)

Discounting its cash flows at 8.1% (average of 3 methods) values the shares at $187.77; the price of $80.69 is 57% below that value, and 80% of that value comes from beyond year five.

Leak Score 84/100 on 3 of 12 signals

Seaboard Corp (SEB)

Discounting its cash flows at 6.6% (average of 3 methods) values the shares at $7026.28; the price of $4124.09 is 41% below that value, and 85% of that value comes from beyond year five.

Leak Score 100/100 on 3 of 12 signals

MetricPAMSEB
VerdictUndervaluedUndervalued
Price$80.69$4124.09
Intrinsic value$187.77$7026.28
Margin of safety+57%+41%
Leak Score84/100 (3/12)100/100 (3/12)
Market cap$4.3B$4.0B
Revenue growth, 5 years13.4%6.5%
Operating margin21.1%3.6%
Net margin23.8%6.2%
Return on equity15.3%12.3%
Debt to equity0.650.36
P/E7.5x6.2x
Forward P/E7.4x
P/B1.1x0.7x
Dividend yield0.2%

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