Santos Limited (STOSF)
OTHER OTC:STOSF
STOSF Stock Chart & Stats
$5.50
$0.72(19.05%)
At close: 4:00 PM EST
$5.50
$0.72(19.05%)
Day’s Range― - ―
52-Week Range$3.25 - $5.77
Previous CloseN/A
Volume100.00
Average Volume (3M)3.55K
Market Cap
$17.76B
Enterprise Value$24.73B
Total Cash (Recent Filing)$1.72B
Total Debt (Recent Filing)$8.75B
Price to Earnings (P/E)15.8
Beta0.98
Next Earnings
Aug 25, 2026EPS Estimate
0.27Next Dividend Ex-DateN/A
Dividend Yield5.61%
Share Statistics
EPS (TTM)0.12
Shares Outstanding3,247,773,000
10 Day Avg. Volume5,942
30 Day Avg. Volume3,551
Financial Highlights & Ratios
PEG Ratio-0.50
Price to Book (P/B)0.85
Price to Sales (P/S)2.54
P/FCF Ratio20.76
Enterprise Value/Market Cap1.39
Enterprise Value/Revenue4.90
Enterprise Value/Gross Profit15.29
Enterprise Value/Ebitda7.79
Forecast
1Y Price Target
$5.19Price Target Upside-5.64% Downside
Rating ConsensusModerate Buy
Number of Analyst Covering9
EPS Forecast (FY)0.33
Revenue Forecast (FY)$4.55B
Bulls Say, Bears Say
Bulls Say
Low Unit Production CostsRecord-low unit costs (~$6.78/boe) create a durable competitive advantage by lowering Santos’s operational breakeven and improving margin resilience across commodity cycles. This structural cost base improves cash generation per barrel and reduces FCF sensitivity as new projects scale.
Strong Liquidity And Balance SheetSubstantial liquidity (~$4.3bn) and moderate gearing provide lasting financial flexibility to fund development, absorb shocks, and support returns. A long‑dated bond and early project financing repayment reduce near‑term refinancing risk and give durable capacity for capital allocation.
Scale And Near-term Production GrowthA large resource base (~4.7bn BOE) and material production uplift from Barossa/Pikka (~25% by 2027) provide durable volume growth potential. Scale and diversified assets enhance production visibility and reserve life, underpinning sustainable cash flow as new assets reach plateau.
Bears Say
Multi-year Revenue DeclineA sustained revenue downcycle, including a ~24% fall in 2025, weakens underlying earnings power and reduces retained cash for reinvestment. Persistent top‑line contraction can compress long‑term margins, limit growth funding, and make dividends and capex more vulnerable unless trends reverse.
Rising Leverage And Compressed ROEIncreasing debt and a sharp drop in ROE (to ~5% from ~14%) signal weaker capital efficiency and higher financial risk. Greater leverage raises interest and refinancing sensitivity, constrains strategic flexibility, and amplifies earnings volatility across commodity cycles.
Ongoing Decommissioning CostsPersistent decommissioning obligations (~US$200–300m p.a.) are a structural cash drain that reduces free cash flow available for growth or returns. These non‑productive costs raise all‑in breakeven and limit the company's ability to redirect cash to value‑creating projects over the medium term.
Santos Limited News
STOSF FAQ
What was Santos Limited’s price range in the past 12 months?
Santos Limited lowest stock price was $3.25 and its highest was $5.77 in the past 12 months.
What is Santos Limited’s market cap?
Santos Limited’s market cap is $17.76B.
When is Santos Limited’s upcoming earnings report date?
Santos Limited’s upcoming earnings report date is Aug 25, 2026 which is in 149 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.
Does Santos Limited pay dividends?
Santos Limited pays a Semiannually dividend of $0.134 which represents an annual dividend yield of 5.61%. 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 up 3.896%.
Which hedge fund is a major shareholder of Santos Limited?
Currently, no hedge funds are holding shares in STOSF
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 Limited Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
$5.19 (-5.64% Downside)
$5.19 (-5.64% Downside)
Blogger Sentiment
Bullish
STOSF Sentiment 79%
Sector Average 67%
Sector Average 67%
Insider Transactions
Sold Shares
Worth $3.8M over
the Last 3 Months
the Last 3 Months
News Sentiment
Neutral
Bullish news 43%
Bearish news 57%
Bearish news 57%
Technicals
SMA
Negative
20 days / 200 days
Momentum
11.06%
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.
STOSF Company Deck
STOSF Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized substantial operational and financial strengths: record-low unit costs, strong cash generation, robust liquidity, successful delivery of Barossa and other execution highlights, and progress across CCS and growth portfolios. Challenges cited were primarily near-term and operational (Barossa commissioning issues, regional inflation-driven project cost pressure, Cooper Basin flood impacts) and appraisal/longer-term development risks (Beetaloo economics). Management presented clear mitigation actions, conservative guidance (all-in breakeven target of $45–$50/boe), and a pathway to stronger free cash flow sensitivity once Barossa and Pikka reach plateau, indicating the positives meaningfully outweigh the negatives.View all STOSF earnings summariesSTOSF Stock 12 Month Forecast
Average Price Target
$5.19
▼(-5.64% Downside)
Technical Analysis
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Ownership Overview
0.09% Insiders
6.68% Mutual Funds
<0.01% Other Institutional Investors
82.88% Public Companies and
Individual Investors
Options Prices
Currently, No data available
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