SANTOS LIMITED (STO)
Share Price Analysis and Chart

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STO - SANTOS LIMITED

FNArena Sector : NatGas
Year End: December
GICS Industry Group : Energy
Debt/EBITDA: 1.52
Index: ASX20 | ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

Santos is Australia's number one domestic gas supplier and aims to be a leading Asia-Pacific LNG supplier. Santos was founded in 1954 and made its first significant discovery of natural gas in the Cooper Basin in 1963. the name is an acronym of South Australia Northern Territory Oil Search.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$7.76

16 Apr
2024

-0.120

OPEN

$7.84

-1.52%

HIGH

$7.84

5,708,733

LOW

$7.71

TARGET
$9.033

+0.04 change from previous day

16.4% upside
Franking for last dividend paid out: 0%
OTHER COMPANIES IN THE SAME SECTOR
APA . BLU . BYE . COE . COI . CTP . GHY . GLL . KAR . ORG . STX . TBN . WDS .
FNARENA'S MARKET CONSENSUS FORECASTS
STO: 1
Title FY24
Forecast
FY25
Forecast
EPS (cps) 73.1 xxx
DPS (cps) 34.1 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 10.5 xxx
Dividend Yield 4.4% xxx
Div Pay Ratio(%) 46.6% xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 5.19%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

4.82

Estimated Dividend Growth
(Average Of Past Three Years)

 %

Amount Invested

Tell Me The Dividend After This Many Years

Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 26/02 - ex-div 26.8c (franking 0%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx65.4
DPS All xxxxxxxxxxxxxxx40.2
Sales/Revenue xxxxxxxxxxxxxxx9,021.2 M
Book Value Per Share xxxxxxxxxxxxxxx691.1
Net Operating Cash Flow xxxxxxxxxxxxxxx4,542.3 M
Net Profit Margin xxxxxxxxxxxxxxx23.65 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx9.64 %
Return on Invested Capital xxxxxxxxxxxxxxx7.25 %
Return on Assets xxxxxxxxxxxxxxx4.73 %
Return on Equity xxxxxxxxxxxxxxx9.64 %
Return on Total Capital xxxxxxxxxxxxxxx9.34 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx64.8 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201820192020202120222023
Short-Term Debt xxxxxxxxxxxxxxx1,224 M
Long Term Debt xxxxxxxxxxxxxxx7,802 M
Total Debt xxxxxxxxxxxxxxx9,026 M
Goodwill - Gross xxxxxxxxxxxxxxx2,191 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx2,748 M
Price To Book Value xxxxxxxxxxxxxxx1.10

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx3,569.0 M
Capex % of Sales xxxxxxxxxxxxxxx39.56 %
Cost of Goods Sold xxxxxxxxxxxxxxx5,919 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx234 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx734 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.4

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Macquarie

18/03/2024

1

Outperform

$9.05

16.62%

After Macquarie raises oil price forecasts by -4-5%, and incorporates lower spot LNG futures pricing for 2024/25, the broker suggests equities remain cheap, particularly relative to the rising market valuation multiple.

The broker's oil price estimates for 2024 and 2025 are US$80.34/bbl and US$68.75/bbl, respectively, on moderate surpluses in the 1H of 2024, followed by larger oversupply in the 2H.

The Outperform rating and $9.05 target are kept for Santos. Macquarie notes superior free cash flow is approaching and the growth portfolio appears to be on track.

FORECAST
Macquarie forecasts a full year FY24 dividend of 51.90 cents.
Macquarie forecasts a full year FY25 dividend of 53.26 cents.

Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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STO STOCK CHART