Santos Limited (STOSF) Fair Value & Analysis
Energy · US · Market cap $16.6B
Santos Limited
STOSF · US
Fair value as of: Jul 21, 2026
From 25 valuation models · updated 2 days ago
Share price +8.7% over the past month.
Price vs Fair Value (12 months)
12‑month range $3.15 – $6.11 · fair‑value band $2.25 – $4.00 · the $5.61 price screens above the $3.65 fair value. As of Jul 21, 2026.
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Santos Limited (STOSF) currently trades at $5.61, while our model-based Fair Value estimate is $3.65, implying the stock looks roughly 34.9% overvalued today. We read business quality at 54/100 (solid quality), in the Energy sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Santos Limited generated revenue of $4.9B at a net margin of 16.6%. Revenue declined 11.6% year over year. It earns a return on equity of 5.2%. Net debt stands at $5.8B. Fundamentals as of Jul 21, 2026
Our scenario range runs from $2.25 (bear case) to $4.00 (bull case); at $5.61, the current price sits above that range. The share trades about 10% below its 52-week high and 57% above its 52-week low, currently above its 200-day average. For context, the median of 10 Energy peers we cover trades at -25% fair-value upside, at -35%, STOSF screens richer than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 21, 2026. TTM = trailing twelve months.
About the company
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.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Santos Limited reported revenue of $5.3B in FY2025 versus $4.7B in FY2021, a compound +2.8%/yr. Reported net income was $846M in FY2025, compounding +6.5%/yr from FY2021.
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Recent news
- Institutional investors ramp up pressure on EU to halt Arctic drilling
- LNG Major Woodside Says No Takeover Bid Received From Exxon
- Alaska oil revival gains momentum as Arctic discoveries, policy shifts draw industry back
- Alaska’s Oil Revival Sparks a New Energy Rush Into the Arctic
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection, not financial advice.
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|---|---|---|---|
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| EOG Resources, Inc EOG | $140.88 | $100.82 | -28% |
| Occidental Petroleum Corporation OXY | $52.00 | $30.68 | -41% |
| Diamondback Energy, Inc F1AN34 | R$478.77 | R$279.12 | -42% |
| Devon Energy Corporation D1VN34 | R$238.61 | R$161.92 | -32% |
| Woodside Energy Group WOPEF | $19.61 | $20.68 | +5% |
| EQT Corporation EQT | $55.24 | $65.42 | +18% |
| Texas Pacific Land Corporation TPL | $375.18 | $91.33 | -76% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.