STO logo

Santos Limited Stock Price

ASX:STO Community·AU$25.8b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 160 Fair Values set on narratives written by author

STO Share Price Performance

AU$0
-7.75 (-100.00%)
AU$9.09
Fair Value
AU$0
-7.75 (-100.00%)
Price AU$0

STO Community Narratives

·
Fair Value AU$9.09 15.6% undervalued intrinsic discount

STO: Focus Will Shift To Project Delivery Following Takeover Withdrawal

0users have liked this narrative
0users have commented on this narrative
91users have followed this narrative
Fair Value
·
Fair Value AU$8.89 13.6% undervalued intrinsic discount

Santos: Undervalued After Takeover Fallout

1users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
·
Fair Value AU$7.65 0.4% overvalued intrinsic discount

LNG Production Expansion And Carbon Capture Will Support Stable Long-Term Earnings Outlook

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AU$8.89
13.6% undervalued intrinsic discount
Fair Value
Revenue
11.1% p.a.
Profit Margin
16.56%
Future PE
20.44x
Price in 2031
AU$12.38
AU$9.43
18.5% undervalued intrinsic discount
Revenue
10.67% p.a.
Profit Margin
16.56%
Future PE
22.04x
Price in 2031
AU$13.22
AU$7.65
0.4% overvalued intrinsic discount
Revenue
9.03% p.a.
Profit Margin
14.08%
Future PE
23.36x
Price in 2029
AU$9.36
AU$9.09
15.6% undervalued intrinsic discount
Revenue
12.93% p.a.
Profit Margin
25.94%
Future PE
13.49x
Price in 2029
AU$11.14

Trending Discussion

No trending discussion available.

Updated Narratives

STO logo

Is Santos Cooking with Gas?

Fair Value: AU$9.43 18.5% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
STO logo

Santos: Undervalued After Takeover Fallout

Fair Value: AU$8.89 13.6% undervalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
STO logo

STO: Higher Fair Value View Will Rely On Barossa Project Delivery

Fair Value: AU$10.69 28.2% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet and fair value.

1 Risk
2 Rewards

Santos Limited Key Details

US$4.9b

Revenue

US$3.3b

Cost of Revenue

US$1.7b

Gross Profit

US$846.0m

Other Expenses

US$818.0m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
0.25
33.69%
16.56%
38.8%
View Full Analysis

About STO

Founded
1954
Employees
4028
CEO
Kevin Gallagher
WebsiteView website
www.santos.com

Santos Limited explores, develops, produces, transports, and markets hydrocarbons in Australia and Papua New Guinea. The company’s assets are located in the Alaska, Cooper Basin, Queensland and New South Wales, Papua New Guinea, Northern Australia, Timor-Leste and Western Australia. It also engages in the development of decarbonization technologies. In addition, the company produces crude oil, liquefied petroleum gas, ethane, liquefied natural gas, and condensate, as well as natural gas. Santos Limited was incorporated in 1954 and is headquartered in Adelaide, Australia.

Recent STO News & Updates

New Narrative Jul 25

Is Santos Cooking with Gas?

At A$9.427 per share, Santos (ASX: STO) appears reasonably valued when considering its existing operations and the expected contribution from the Barossa and Pikka projects. Santos reported 2025 revenue of US$4.9 billion, underlying profit of US$898 million and free cash flow of US$1.8 billion.
Narrative Update Jul 24

STO: Higher Fair Value View Will Rely On Barossa Project Delivery

Analysts have raised their fair value estimate for Santos from A$9.63 to A$10.69, citing updated assumptions for revenue growth, profit margins and future P/E that support a higher price target. What’s in the News for Santos The Australian federal government has announced a mandatory east coast gas reservation from July 2027, requiring large LNG exporters such as Santos to reserve 20% of production for the domestic market, according to recent reporting.

Recent updates

No updates