Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$7.5B
209M shares
52-week range
$25.02 – $39.02
77% from low
Exchange
NYSE
CS
P/S (TTM)
4.5
EV / FCF (TTM)
18.3
South Bow Corp is a energy infrastructure company. The company is engaged in constructing pipelines system safely transports liquids like crude oil, across Canadian provinces, U.S. states, and Gulf coasts. It has three reportable segments: Keystone Pipeline System, Marketing, and Intra-Alberta & Other. It derives maximum revenue from Keystone Pipeline System segment. The company's projects and pipelines include: Blackrod connection project; Grand Rapids Pipeline System; Marketlink Pipeline System; Keystone Pipeline System; Port Neches Link; and White Spruce Pipeline System.
www.southbow.comNo one on the platform currently holds SOBO.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 34,880 | $1.2M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-29 | $0.5000 | 2026-10-15 |
| 2026-06-30 | $0.5000 | 2026-07-15 |
| 2026-03-31 | $0.5000 | 2026-04-15 |
| 2025-12-31 | $0.5000 | 2026-01-15 |
| 2025-09-29 | $0.5000 | 2025-10-15 |
| 2025-06-30 | $0.5000 | 2025-07-15 |
| 2025-03-31 | $0.5000 | 2025-04-15 |
| 2024-12-31 | $0.5000 | 2025-01-31 |
No one on the platform has traded SOBO yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 3.5% | — | — | — | ||
| Rev. Growth % | -24.0% | |||||
| Profit Margin % | 27.4% | |||||
| Free Cash Flow Margin % | 34.0% | |||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +4.7% on the P/E track.
At today's price, your expected annual return is +9.8% on the P/E track.
At today's price, your expected annual return is +14.3% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.0B | +2.1% | $1.81 | $1.78–$1.84 | 19.7× | 8 |
| 2027 | $2.0B | +1.7% | $1.95 | $1.68–$2.19 | 18.3× | 9 |
| 2028 | $2.0B | +1.3% | $2.06 | $1.75–$2.32 | 17.3× | 8 |
| 2029 | $2.2B | +7.1% | $2.19 | $2.02–$2.30 | 16.3× | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.45 | $0.50 | +11.1% |
| 2026-05-07 | $0.46 | $0.44 | -4.3% |
| 2026-03-05 | $0.42 | $0.61 | +45.2% |
| 2025-11-13 | $0.38 | $0.47 | +23.7% |
| 2025-08-06 | $0.38 | $0.42 | +10.5% |
| 2025-05-15 | $0.42 | $0.47 | +11.9% |
| 2025-03-05 | $0.42 | $0.54 | +28.6% |
| 2024-09-30 | $0.36 |
| $0.29 |
| -18.7% |
| $11.2B |
| — |
| MTDRMatador Resources Company | $61.18 | +0.21% | $7.6B | — |
| NENoble Corporation Plc | $43.88 | -3.09% | $7.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
$PSEC Sure I’ll take it for $0.02 Pennies more $NVDA $SPY $SOBO
View on StockTwits ↗$IEP $PSEC $SOBO $SPY $WFC Bear you’re about to be in forever debt to 7
View on StockTwits ↗$IEP $SOBO $SPY $WFC Giving up 36 when your 22 $PSEC still short is not smart
View on StockTwits ↗$OPEN $SPY If you lose energy $SOBO and you already lost treasuries and bonds $TLT It won’t be much longer till your insane of most dum dum bets on $BTC.X unravel.
View on StockTwits ↗$SOBO Dum dum bears first gave up financials @ $WFC and are now going to give up the biggest booty in energy ICU $IEP 👀 $SPY
View on StockTwits ↗
$SOBO will go nuclear (or nuclar if George Bush) once keystone spur gets going. Buy now…it will happen.
View on StockTwits ↗
$SOBO undiscovered breakout with 162 watchers
View on StockTwits ↗
$SOBO levels are mapped. Now let's see what price does. 👀 Built with @TrendSpider. https://share.trendspider.com/chart/SOBO/7594fjbpmq
View on StockTwits ↗$SOBO looks like Prex BlobboMcDiaperbutt has screwed everyone…again
View on StockTwits ↗$SOBO using my fuzzy math w current transport fees I estimate an additional approx 900M annual revenue on 550k bpd if it gets the nod
View on StockTwits ↗$SOBO I had more people at my wedding than watch this co. Predict that will change shortly
View on StockTwits ↗$SOBO will be the #1 beneficiary if the proposed keystone xl spur referenced in the Canada/US tariff agreement holds.
View on StockTwits ↗
$SOBO Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.64 up 39.13% YoY • Reported revenue of $546M up 4.20% YoY • South Bow Corp. expects 2026 normalized EBITDA of $1,040 million, distributable cash flow of $665 million, and growth capital expenditures of approximately $80 million, while maintaining a modest debt reduction trend.
View on StockTwits ↗
Read my latest article on $SOBO and why I believe it’s a hold at its current valuation, here’s a summary: South Bow Corporation operates critical oil pipeline infrastructure connecting Canadian crude to US markets, supporting essential economic functions. I rate SOBO as a hold due to modest revenue growth, a high P/B of 2.92, and a 5.35% dividend yield, despite robust free cash flow. SOBO's Keystone Pipeline System drives 85% of revenue, with segment growth offset by sharp declines in Marketing due to risk management losses. Geopolitical tensions and oil price volatility present both potential tailwinds and risks, but current valuation and near-52-week highs limit upside. https://seekingalpha.com/article/4924527-south-bow-corporation-hold-on-to-this-energy-infrastructure-company-fueling-the-economy
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.