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South Bow Corporation Stock Price

TSX:SOBO Community·CA$10.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 47 Fair Values set on narratives written by author
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SOBO Share Price Performance

CA$49.75
10.76 (27.60%)
​
CA$52.95
Fair Value
CA$49.75
10.76 (27.60%)
6.1% undervalued intrinsic discount
CA$52.95
Fair Value
Price CA$49.75
AnalystConsensusTarget CA$52.95
AnalystLowTarget CA$39.26
AnalystHighTarget CA$61.10
Fri, 14 Aug 26
Fair ValueCA$52.95
Share Pricen/a

SOBO Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value CA$52.95 6.1% undervalued intrinsic discount

Commissioning Progress And Contracted Cash Flows Will Support A Stable Long Term Outlook

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value CA$39.26 26.7% overvalued intrinsic discount

Pipeline Overbuild And Regulatory Constraints Will Pressure Cash Flows And Margins Ahead

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value CA$61.1 18.6% undervalued intrinsic discount

Pipeline Integrity Improvements And Rising Oil Supply Will Drive Stronger Long Term Cash Flows

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
SOBO logo
South Bow
6.1% undervalued intrinsic discount

Commissioning Progress And Contracted Cash Flows Will Support A Stable Long Term Outlook

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 14 Aug
Read Narrative
SOBO logo
South Bow
26.7% overvalued intrinsic discount

Pipeline Overbuild And Regulatory Constraints Will Pressure Cash Flows And Margins Ahead

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
Read Narrative
SOBO logo
South Bow
18.6% undervalued intrinsic discount

Pipeline Integrity Improvements And Rising Oil Supply Will Drive Stronger Long Term Cash Flows

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 26 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
SOBO logo

SOBO: Future Keystone And Prairie Connector Uncertainty May Restrain Elevated Expectations

Fair Value: CA$39.26 26.7% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
SOBO logo

SOBO: Keystone Cash Flow And Project Execution Will Likely Keep Upside Limited

Fair Value: CA$52.95 6.1% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
SOBO logo

SOBO: Long Duration Pipeline Cash Flows Will Drive Future Repricing

Fair Value: CA$61.1 18.6% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Good value with acceptable track record.

2 Risks
3 Rewards
View Full Analysis

South Bow Corporation Key Details

US$2.0b

Revenue

US$997.0m

Cost of Revenue

US$1.0b

Gross Profit

US$544.0m

Other Expenses

US$460.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Nov 04, 2026
2.21
50.17%
22.99%
215.2%
View Full Analysis

About SOBO

Founded
2023
Employees
n/a
CEO
Bevin Wirzba
WebsiteView website
www.southbow.com

South Bow Corporation operates as an energy infrastructure company. It operates through three segments: Keystone Pipeline System, Marketing, and Intra-Alberta & Other. The Keystone Pipeline System segment consists of the company’s main liquids pipeline network, which transports crude oil from Hardisty, Alberta, to key U.S. markets including Wood River, Patoka, Illinois, Cushing, Oklahoma, and the Gulf Coast. The Marketing segment provides crude oil marketing services, including transportation, storage, and logistics, and engages in physical crude oil trading and hedging activities. The Intra-Alberta & Other segment comprises pipelines such as the Grand Rapids Pipeline and White Spruce Pipeline, offering crude oil transportation from Alberta’s oil sands to refining and market regions, and includes corporate and financing activities. The company also operates 4,900 kilometres of crude oil pipeline infrastructure connecting Alberta crude oil supplies to the U.S. refining markets in the U.S. Midwest and Gulf Coast. In addition, the company offers ancillary services, including storage at terminals. The company was incorporated in 2023 and is based in Calgary, Canada.

Recent SOBO News & Updates

User avatar
Narrative Update • Sep 03

SOBO: Future Keystone And Prairie Connector Uncertainty May Restrain Elevated Expectations

South Bow's analyst price target has been revised higher to CA$39.26 from CA$29.80. This change reflects a series of recent target increases from banks that cite updated views on the company's energy infrastructure assets and cash flow profile.

Recent updates

No updates

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