YPF (BUE:YPFD) Tariff Resilience Score: 3/10 (As of Jul. 03, 2026)


BUE:YPFD YPF SA BUE:YPFD
76 GF Score
Price ARS70,075.00
GF Value ARS68,269.80
Valuation Fairly Valued
! 4 Warning Signs
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What is YPF Tariff Resilience Score?

YPF BUE:YPFD -0.32% 76 Tariff Resilience Score is 3 as of Jul. 03, 2026. GuruFocus rates BUE:YPFD with a GF Score™ of 76/100 and a GF Value™ of ARS68,269.80 (Fairly Valued). The stock has 4 warning signs investors should review. Among 1,035 Oil & Gas companies, YPF ranks better than 55.46% on this metric.

YPF has the Tariff Resilience Score of 3, which implies that the company might have .

YPF has YPF SA is heavily reliant on international markets for both imports and exports, making it vulnerable to tariffs. The energy sector faces specific tariff challenges, and YPF has limited pricing power. Previous tariffs have significantly impacted its financial performance.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes YPF might have .

YPF  (BUE:YPFD) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

YPF Tariff Resilience Score Related Terms

BUE:YPFD vs XOM, CVX: Tariff Resilience Score Comparison

For the Oil & Gas Integrated subindustry, YPF's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

YPF Tariff Resilience Score vs Oil & Gas Industry

For the Oil & Gas industry and Energy sector, YPF's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where YPF's Tariff Resilience Score falls into.


BUE:YPFD
76GF Score
YPF SA BUE:YPFD
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 3 mean?
YPF (BUE:YPFD) has a Tariff Resilience Score of 3 as of Jul. 03, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, YPF ranks #461 out of 1035 companies in the Oil & Gas industry, placing it in the top 44.5%.
Is YPF's Tariff Resilience Score too high?
YPF's current Tariff Resilience Score is 3. Based on the distribution chart, YPF ranks #461 out of 1035 companies in the Oil & Gas industry, which is above the industry midpoint. Overall, YPF has a GF Score™ of 76/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does YPF's Tariff Resilience Score compare to XOM and CVX?
According to the Oil & Gas industry distribution chart, YPF ranks #461 out of 1035 companies for Tariff Resilience Score. This puts YPF in the upper half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for an Oil & Gas company?
A good Tariff Resilience Score depends on the Oil & Gas industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. YPF's current Tariff Resilience Score is 3. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is YPF stock overvalued right now?
Based on GuruFocus' analysis, YPF (BUE:YPFD) is currently considered Fairly Valued. The stock's GF Value™ is ARS68,269.80, compared to a current price of ARS70,075.00 — trading 2.6% above its estimated fair value. The current Tariff Resilience Score is 3. YPF's overall GF Score™ is 76/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For YPF (BUE:YPFD), the current Tariff Resilience Score is 3 as of Jul. 03, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is YPF (BUE:YPFD) Overvalued in 2026?

Based on GuruFocus' analysis, YPF stock appears to be overvalued. The current stock price of ARS70,075.00 is trading 2.6% above its estimated GF Value™ of ARS68,269.80. GuruFocus considers YPF to be Fairly Valued.

Key valuation signals for BUE:YPFD:

  • Tariff Resilience Score: 3
  • GF Value™: ARS68,269.80 vs. price of ARS70,075.00 (2.6% above fair value)
  • GF Score™: 76/100 with 4 warning signs

No single metric tells the full story. See the BUE:YPFD stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

YPF Business Description

Industry EnergyOil & Gas
Address Macacha Guemes 515, Buenos Aires, ARG, C1106BKK
YPF SA is an Argentina-based integrated oil and gas company. The company operates through four business segments: Upstream, Midstream and Downstream, LNG and Integrated Gas, and New Energies. The Upstream segment focuses on the exploration and production of crude oil and natural gas. The Midstream and Downstream segment includes refining, transportation, and commercialization of crude oil, refined, and petrochemical products. The LNG and Integrated Gas segment is involved in natural gas transportation, processing, storage, and commercialization. The New Energies segment focuses on energy transition initiatives, including natural gas distribution, power generation, renewable energy, and related technology development. It generates majority of revenue from Midstream and Downstream segment.
76GF Score

Get the complete analysis for BUE:YPFD

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

ARS70,075.00
Price
ARS68,269.80
GF Value