Santos (STO) Aktienübersicht
Santos Limited erkundet, erschließt, fördert, transportiert und vermarktet Kohlenwasserstoffe in Australien und Papua-Neuguinea. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 2/6 |
| Künftiges Wachstum | 3/6 |
| Vergangene Leistung | 2/6 |
| Finanzielle Gesundheit | 5/6 |
| Dividenden | 2/6 |
STO Community Fair Values
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Analyst Price Targets
Top Community Narratives
AU$8.89
FV
11.0% unterbewertet intrinsischer Abschlag11.10%
Revenue growth p.a.
241
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Santos Limited Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | AU$7.91 |
| 52-Wochen-Hoch | AU$8.19 |
| 52-Wochen-Tief | AU$5.83 |
| Beta | -0.12 |
| 1 Monat Veränderung | -2.10% |
| 3 Monate Veränderung | 12.36% |
| 1 Jahr Veränderung | 34.52% |
| 3 Jahre Veränderung | 8.80% |
| 5 Jahre Veränderung | 13.32% |
| Veränderung seit IPO | 170.89% |
Aktuelle Nachrichten und Updates
STO: Future Returns Will Depend On Low Costs And Papua LNG Execution
Analysts have nudged their price target on Santos higher to A$8.59 from A$8.56, citing updated fair value work that reflects its low cost operating model and planned production growth, supported by expectations around Papua LNG reaching final investment decision by mid 2026. Analyst Commentary Analysts reacting to the recent update on Santos are highlighting both supports and pressure points for the equity story, with views clustering around execution on growth projects, cash generation and how much of the medium term outlook is already reflected in the share price.STO: Future Upside Will Rely On Low Costs And Papua LNG Progress
Analysts have nudged their price targets for Santos higher, with fair value moving from A$8.49 to A$8.56. This reflects updated assumptions around revenue growth, margins and production outlook tied to recent research that highlights Santos' low cost model and planned production expansion supported by progress at Papua LNG.STO: Future Returns Will Reflect Low Costs And Papua LNG Execution Risk
The analyst fair value estimate for Santos has shifted from A$7.95 to A$8.49. The change is linked to recent upgrades that highlight the company's low cost model and planned production growth as key supports for higher price targets around A$7.30 to A$7.50.Recent updates
STO: Future Returns Will Depend On Low Costs And Papua LNG Execution
Analysts have nudged their price target on Santos higher to A$8.59 from A$8.56, citing updated fair value work that reflects its low cost operating model and planned production growth, supported by expectations around Papua LNG reaching final investment decision by mid 2026. Analyst Commentary Analysts reacting to the recent update on Santos are highlighting both supports and pressure points for the equity story, with views clustering around execution on growth projects, cash generation and how much of the medium term outlook is already reflected in the share price.STO: Future Upside Will Rely On Low Costs And Papua LNG Progress
Analysts have nudged their price targets for Santos higher, with fair value moving from A$8.49 to A$8.56. This reflects updated assumptions around revenue growth, margins and production outlook tied to recent research that highlights Santos' low cost model and planned production expansion supported by progress at Papua LNG.STO: Future Returns Will Reflect Low Costs And Papua LNG Execution Risk
The analyst fair value estimate for Santos has shifted from A$7.95 to A$8.49. The change is linked to recent upgrades that highlight the company's low cost model and planned production growth as key supports for higher price targets around A$7.30 to A$7.50.STO: Future Returns Will Reflect Low Costs And Asset Review Execution Risk
Analysts have lifted their average price target for Santos to about A$7.95, up from roughly A$7.55, citing a solid in line result, expectations for more than 25% production growth by 2027 and a supportive low cost operating model, along with updated Street views that factor in more moderate assumptions for future commodity prices. Analyst Commentary Bullish Takeaways Bullish analysts point to Santos' low cost operating model as a key support for margins and cash generation potential, which they see as helping to underpin the higher A$7.30 to A$7.50 price targets.
Santos: Undervalued After Takeover Fallout
Santos (ASX: STO) experienced a sharp share price drop after the failed A$36 billion takeover by a consortium led by ADNOC. While the deal’s withdrawal removed a near-term premium, it highlighted the strategic value of Santos’ LNG and gas assets.STO: Future Returns Will Reflect Low Costs And Papua LNG Execution Risk
The analyst price target for Santos has moved from A$6.75 to A$7.50, with analysts pointing to a solid in line result, a low cost operating model, and expectations for production growth and Papua LNG progress as key supports for the higher fair value and slightly adjusted discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the move in price targets to A$7.30 to A$7.50 as better aligning the stock with their updated fair value assumptions after a solid in line result and a reaffirmed low cost operating model.STO: Future Returns Will Reflect Less Bearish 2026 Commodity Assumptions
Narrative Update on Santos Analysts have trimmed their Santos price target slightly to A$7.29 from A$7.38, reflecting updated views on fair value, discount rate and future P/E as they factor in expectations for 2026 oil and gas prices that are less bearish than broader consensus. Analyst Commentary Recent research has seen a shift in tone around Santos, with bullish analysts lifting their stance even while building in lower oil and gas price assumptions for 2026.STO: Future Share Momentum Will Reflect Less Bearish 2026 Commodity Assumptions
Analysts have trimmed their price target on Santos to about A$7.38 from roughly A$7.56, reflecting updated assumptions for slightly softer revenue growth and profit margins, along with a modestly higher expected future P/E. They still view the shares more positively relative to consensus expectations for oil and gas prices into 2026.STO: Future Share Momentum Will Reflect Firmer 2026 Pricing Expectations
Analysts have nudged their fair value estimate for Santos to A$7.56 from A$7.53, reflecting slightly higher assumptions for revenue growth, profit margins and future P/E, as some now expect oil and gas prices in 2026 to be less weak than broader forecasts. Analyst Commentary Bullish Takeaways Bullish analysts view the upgrade alongside a A$7.30 price target as support for the revised fair value, suggesting current assumptions on revenue growth, margins and P/E are within a range some investors may find reasonable.STO: Future Share Momentum Will Reflect Takeover Clarity And Rising Free Cash Flows
Analysts have trimmed their price target for Santos by A$0.29 to A$7.53, reflecting a slightly lower fair value and profit margin outlook, while also highlighting improving long term free cash flow prospects and a supportive valuation following the withdrawal of the XRG takeover proposal. Analyst Commentary Bullish Takeaways Bullish analysts see the withdrawal of the XRG takeover proposal as removing a key overhang, allowing the market to refocus on Santos fundamentals and intrinsic valuation support.STO: Share Momentum Expected As Takeover Uncertainty Ends And Cash Flows Improve
Analysts have slightly raised their price target for Santos from A$7.77 to A$7.82. They highlight an improved outlook following the withdrawal of the XRG consortium’s takeover bid and expectations for increased free cash flow as major projects advance.STO: Free Cash Flow Growth Expected As Key Projects Reach Completion
The analyst price target for Santos has increased slightly from A$7.76 to A$7.77. This reflects analysts' view that the withdrawal of a takeover proposal and expectations for improved cash flow from major projects support a higher valuation.STO: Focus Will Shift To Project Delivery Following Takeover Withdrawal
The analyst price target for Santos has been modestly reduced from A$7.88 to A$7.76. Analysts are factoring in adjusted expectations for revenue growth and profit margins following the withdrawal of the XRG takeover proposal and continued focus on future project execution.Barossa LNG And CCS Initiatives Will Drive Future Energy Transition
Analysts have trimmed their average price target for Santos from A$8.10 to A$7.88. This reflects more cautious assumptions on revenue growth and profit margins.Barossa LNG And CCS Initiatives Will Drive Future Energy Transition
Analysts have revised Santos' fair value estimate downward from A$8.37 to A$8.10. This change reflects updated expectations for stronger revenue growth and profit margins, along with sector valuation considerations after the XRG takeover proposal was withdrawn.Barossa LNG And CCS Initiatives Will Drive Future Energy Transition
Analysts have lowered Santos’s price target from A$8.51 to A$8.37 primarily due to concerns over risks to the completion of XRG's acquisition proposal. Analyst Commentary Bearish analysts cite potential risks to the completion of XRG's acquisition proposal as a reason for the downgrade and reduced price target.Securing Long-Term LNG Agreements Will Sustain Cash Flows Beyond 2029
Analysts have revised Santos’ price target upward to A$8.58, primarily reflecting concerns over risks to the XRG acquisition proposal, which has prompted a more cautious outlook. Analyst Commentary Concern over potential risks to XRG's acquisition proposal completing, leading to a more cautious outlook and lower price target.
Securing Long-Term LNG Agreements Will Sustain Cash Flows Beyond 2029
Santos's production is set to increase significantly with new projects, boosting revenue and lowering costs.Aktionärsrenditen
| STO | AU Oil and Gas | AU Markt | |
|---|---|---|---|
| 7D | 2.2% | 1.5% | -0.7% |
| 1Y | 34.5% | 49.4% | 6.5% |
Rendite im Vergleich zur Industrie: STO unter dem Niveau der Branche Australian Oil and Gas , die im vergangenen Jahr eine Rendite von 49.4% erzielte.
Rendite vs. Markt: STO übertraf den Markt Australian, der im vergangenen Jahr eine Rendite von 6.5 erzielte.
Preisvolatilität
| STO volatility | |
|---|---|
| STO Average Weekly Movement | 4.4% |
| Oil and Gas Industry Average Movement | 12.5% |
| Market Average Movement | 10.6% |
| 10% most volatile stocks in AU Market | 17.5% |
| 10% least volatile stocks in AU Market | 4.5% |
Stabiler Aktienkurs: STO hatte in den letzten 3 Monaten im Vergleich zum Australian -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: STODie wöchentliche Volatilität (4%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1954 | 4,028 | Kevin Gallagher | www.santos.com |
Santos Limited erkundet, entwickelt, produziert, transportiert und vermarktet Kohlenwasserstoffe in Australien und Papua-Neuguinea. Die Anlagen des Unternehmens befinden sich in Alaska, im Cooper Basin, in Queensland und Neusüdwales, in Papua-Neuguinea, Nordaustralien, Timor-Leste und Westaustralien. Es beschäftigt sich auch mit der Entwicklung von Dekarbonisierungstechnologien.
Santos Limited's Grundlagenzusammenfassung
| STO grundlegende Statistiken | |
|---|---|
| Marktanteil | AU$25.63b |
| Gewinn(TTM) | AU$1.14b |
| Umsatz(TTM) | AU$6.90b |
22.4x
Kurs-Gewinn-Verhältnis 3.7x
Kurs-Umsatz-VerhältnisIst STO zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| STO Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$4.94b |
| Kosten der Einnahmen | US$3.28b |
| Bruttogewinn | US$1.66b |
| Sonstige Ausgaben | US$846.00m |
| Gewinn | US$818.00m |
Zuletzt gemeldete Gewinne
Dec 31, 2025
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 0.25 |
| Bruttomarge | 33.69% |
| Nettogewinnspanne | 16.56% |
| Schulden/Eigenkapital-Verhältnis | 38.8% |
Wie hat sich STO auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
4.2%
Aktuelle Dividendenrendite94%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/05 12:12 |
| Aktienkurs zum Tagesende | 2026/05/05 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Santos Limited wird von 19 Analysten beobachtet. 11 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Dale Koenders | Barrenjoey Markets Pty Limited |
| NEIL BEVERIDGE | Bernstein |
| Matt Chalmers | BofA Global Research |