Santos Limited (STOSF)
OTHER OTC:STOSF
STOSF Stock Chart & Stats
$5.33
$0.72(19.05%)
At close: 4:00 PM EST
$5.33
$0.72(19.05%)
Day’s Range― - ―
52-Week Range$3.65 - $6.25
Previous CloseN/A
Volume100.00
Average Volume (3M)3.55K
Market Cap
$17.86B
Enterprise Value$25.21B
Total Cash (Recent Filing)$1.72B
Total Debt (Recent Filing)$8.75B
Price to Earnings (P/E)21.6
Beta0.83
Next Earnings
Aug 19, 2026EPS Estimate
0.19Next Dividend Ex-DateN/A
Dividend Yield5.61%
Share Statistics
EPS (TTM)0.26
Shares Outstanding3,247,773,000
10 Day Avg. Volume5,942
30 Day Avg. Volume3,551
Financial Highlights & Ratios
PEG Ratio-0.75
Price to Book (P/B)1.28
Price to Sales (P/S)3.80
P/FCF Ratio31.11
Enterprise Value/Market Cap1.41
Enterprise Value/Revenue5.00
Enterprise Value/Gross Profit15.59
Enterprise Value/Ebitda7.94
Forecast
1Y Price Target
$6.10Price Target Upside14.38% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering7
EPS Forecast (FY)0.45
Revenue Forecast (FY)$5.13B
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 $3.65 and its highest was $6.25 in the past 12 months.
What is Santos Limited’s market cap?
Santos Limited’s market cap is $17.86B.
When is Santos Limited’s upcoming earnings report date?
Santos Limited’s upcoming earnings report date is Aug 19, 2026 which is in 71 days.
How were Santos Limited’s earnings last quarter?
Santos Limited released its earnings results on Feb 17, 2026. The company reported $0.117 earnings per share for the quarter, missing the consensus estimate of $0.126 by -$0.009.
Is Santos Limited overvalued?
According to Wall Street analysts Santos Limited’s price is currently Undervalued.
Does Santos Limited pay dividends?
Santos Limited pays a Semiannually dividend of $0.103 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 0.19.
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 $0.117 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
Outperform
1
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3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$6.10 (14.38% Upside)
$6.10 (14.38% Upside)
Blogger Sentiment
Bullish
STOSF Sentiment 79%
Sector Average 72%
Sector Average 72%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
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, an Australian energy corporation established in 1954 and headquartered in Adelaide, plays a crucial role in the hydrocarbon industry. The company handles the full spectrum of activities from exploring and developing to producing, transporting, and marketing energy resources, serving both residential and commercial clients across Australia and the broader Asia-Pacific region. Its primary operational hubs are strategically located in the Cooper Basin, Queensland and New South Wales, Papua New Guinea, Northern Australia and Timor-Leste, Western Australia, and Alaska. Beyond its core business of extracting and supplying various hydrocarbons, including natural gas (in its many forms such as LPG, ethane, methane, coal seam gas, LNG, and shale gas), condensate, and crude oil, Santos is also actively involved in advancing carbon capture and storage technologies. The company reports substantial proved and probable reserves, amounting to 1676 million barrels of oil equivalent.
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
$6.10
▲(14.38% Upside)
Technical Analysis
Beach Energy
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Woodside Energy Group
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Ownership Overview
0.09% Insiders
7.03% Mutual Funds
<0.01% Other Institutional Investors
81.88% Public Companies and
Individual Investors
Options Prices
Currently, No data available
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