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Santos Limited (SSLZY)
OTHER OTC:SSLZY

Santos (SSLZY) Price & Analysis

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SSLZY Stock Chart & Stats

$3.98
-$0.08(-1.69%)
At close: 4:00 PM EST
$3.98
-$0.08(-1.69%)

Bulls Say, Bears Say

Bulls Say
Strong Operating Cash GenerationConsistent, sizable operating cash flow (FCF from operations $1.8bn; EBITDAX $3.4bn) demonstrates the upstream portfolio generates durable cash even as revenue softens. That cash supports capex for sanctioned projects, shareholder returns and liquidity over the next 2–6 months.
Low Unit Costs And EfficiencyA structurally low cost base ($6.78/boe record) and a sub‑$7/boe target provide resilient margin buffer across commodity cycles. Lower unit costs reduce breakeven, improve cash conversion as new projects ramp, and offer a durable competitive advantage for upstream economics.
Large Resource Base And Development OptionalityA ~4.7bn boe inventory and 17‑year 2P life give Santos material optionality to stage developments (Beetaloo, Bedout, Papua). That depth supports a multi-year production and cash‑flow runway, allowing measured growth that can enhance long‑term resilience and returns.
Bears Say
Multi-year Revenue Declines And Weaker FCFSustained revenue declines and weakening free cash flow reduce the company’s ability to self‑fund projects, de‑gear or sustain elevated shareholder returns. In a cyclical commodity business, persistent top‑line erosion increases reliance on favorable prices or asset sales to restore financial flexibility.
Rising Leverage Reducing FlexibilityA material increase in debt and rising gearing in 2025 limits financial flexibility. Higher leverage makes the company more sensitive to price and operational shocks, constrains optionality for opportunistic investments, and raises refinancing and covenant risk over the medium term.
High All‑in Breakeven And Price SensitivityAn elevated all‑in FCF breakeven (~$58.90/boe) makes profitability and cash generation highly sensitive to commodity prices. Until structural breakeven improvements are realised, earnings and de‑leveraging progress remain vulnerable to price dips and can quickly erode financial metrics.

Santos News

SSLZY FAQ

What was Santos Limited’s price range in the past 12 months?
Santos Limited lowest stock price was $3.20 and its highest was $5.64 in the past 12 months.
    What is Santos Limited’s market cap?
    Santos Limited’s market cap is $18.18B.
      When is Santos Limited’s upcoming earnings report date?
      Santos Limited’s upcoming earnings report date is Aug 25, 2026 which is in 154 days.
        How were Santos Limited’s earnings last quarter?
        Santos Limited released its earnings results on Feb 17, 2026. The company reported $0.118 earnings per share for the quarter, missing the consensus estimate of $0.126 by -$0.008.
          Is Santos Limited overvalued?
          According to Wall Street analysts Santos Limited’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Santos Limited pay dividends?
            Santos Limited pays a Notavailable dividend of $0.134 which represents an annual dividend yield of 5.38%. See more information on Santos Limited dividends here
              What is Santos Limited’s EPS estimate?
              Santos Limited’s EPS estimate is 0.27.
                How many shares outstanding does Santos Limited have?
                Santos Limited has 3,247,773,000 shares outstanding.
                  What happened to Santos Limited’s price movement after its last earnings report?
                  Santos Limited reported an EPS of $0.118 in its last earnings report, missing expectations of $0.126. Following the earnings report the stock price went down -0.195%.
                    Which hedge fund is a major shareholder of Santos Limited?
                    Currently, no hedge funds are holding shares in SSLZY
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Santos Stock Smart Score

                      5
                      Neutral
                      1
                      2
                      3
                      4
                      5
                      6
                      7
                      8
                      9
                      10

                      Technicals

                      SMA
                      Positive
                      20 days / 200 days
                      Momentum
                      -9.90%
                      12-Months-Change

                      Fundamentals

                      Return on Equity
                      5.26%
                      Trailing 12-Months
                      Asset Growth
                      3.75%
                      Trailing 12-Months

                      Company Description

                      Santos Limited

                      Santos Limited explores for, develops, produces, transports, and markets hydrocarbons for homes and businesses in Australia and the Asia Pacific. Its five principal assets are located in the Cooper Basin, Queensland and NSW, Papua New Guinea, Northern Australia and Timor-Leste, and Western Australia. The company also holds an asset in Alaska; and engages in the development of carbon capture and storage technologies. In addition, it produces natural gas, liquefied petroleum gas, ethane, methane, coal seam gas, liquefied natural gas, shale gas, and condensate, as well as oil. The company's proved plus probable reserves include 1676 million barrels of oil equivalent. Santos Limited was incorporated in 1954 and is headquartered in Adelaide, Australia.

                      Santos (SSLZY) Earnings & Revenues

                      SSLZY Company Deck

                      SSLZY Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed a largely positive tone: Santos demonstrated strong cash generation, robust balance sheet metrics, industry-leading safety and reliability, successful delivery of major projects (Barossa, Moomba CCS), and clear mid-term growth optionality (Beetaloo, Bedout, Papua). Operational setbacks (Barossa commissioning issues), regional disruption (Cooper flood), higher-than-expected costs on Pikka, and sensitivity to commodity prices and all-in breakeven in 2025 were acknowledged but framed as manageable within a disciplined capital framework. Overall, the highlights notably outweigh the lowlights.View all SSLZY earnings summaries
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                      Ownership Overview

                      <0.01%100.00%
                      Insiders
                      <0.01% Other Institutional Investors
                      100.00% Public Companies and
                      Individual Investors

                      Options Prices

                      Currently, No data available
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