Professional
Added to YB: 2026-06-05
Pitch date: 2026-05-22
VIST [neutral]
Vista Energy, S.A.B. de C.V.
Author Info
No bio for this author
Company Info
Vista Energy, S.A.B. de C.V., through its subsidiaries, engages in the exploration and production of oil and gas in Latin America.
Market Cap
MXN 8.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.33
P/E
11.28
EV/Sales
3.87
Sector
Oil, Gas and Consumable Fuels
Category
growth
Zeno Equity Partners Portfolio Holding: Vista Energy
VIST (holding update): Top-4 position. Tier-1 Vaca Muerta shale (Argentina), break-evens rival US shale at Permian early-2010s maturity. Can 2x production in 5yrs at 20%+ marginal ROIC + return half of mkt cap to holders even at $60-70 oil. FCF breakeven $40s/bbl, 15% recurring FCF yield, owner-operators (ex-YPF CEO Galuccio). Risk: Argentina exposure, mitigated by export shift.
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