Energy
South Bow Corporation(SOBO)
Live Price
Offline$38.17
+1.09% today
1Y Change
+45.91%
Window
Jun 20, 2025 โ Jun 12, 2026
- Market Cap
- $7.24B
- Revenue Growth
- -24.0%
- EPS Growth
- +39.5%
- Dividend Yield
- 5.8%
Coverage: 246 bars ยท Jun 20, 2025 โ Jun 12, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
South Bow Corporation (SOBO) is a Energy stock with a market cap of $7.24B and listed on NYSE. The stock last traded around $38.17 and up 45.9% across the available one-year price window (Jun 20, 2025 โ Jun 12, 2026). Baseline metrics include revenue growth of -24.0%, EPS growth of +39.5%, a dividend yield of 5.8%. What stands out right now is revenue -24.0%, EPS +39.5%, free cash flow +41.5% with operating margin 30.4% and ROIC 4.6%. The dividend matters to the case here, with a current yield around 5.8%. Valuation is more restrained than many high-expectation growth names at P/E 17.7 and price/sales 4.2. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines SOBO price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Energy peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
-24.0% vs +11.2% peer median
Operating Margin
Above sector median
+30.4% vs +8.6% peer median
P/E
Above sector median
17.7 vs 7.9 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 21, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at -24.0% and EPS is at +39.5%, with operating margin around 30.4%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 5.8%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -0.6% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 21, 2026 | โ | +1.1% | -4.7% | โ |
2026 Mar 5, 2026 | +45.2% | +0.4% | -0.8% | -0.4% |
2025 Nov 13, 2025 | +23.7% | +5.1% | +3.7% | +4.3% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SOBO
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
SOBO Max Drawdown
-13.05%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for SOBO and SPY.
Company Overview
South Bow Corporation
New York Stock Exchange
South Bow Corp.is an energy infrastructure company. It engages in the construction and operation of pipelines that transport crude oil and other liquids across Canada and the United States. The company was founded on December 15, 2023 and is headquartered in Calgary, Canada.
- Leadership
- Bevin Mark Wirzba
- IPO Date
- Oct 8, 2024
- Employees
- 600
- Street Address
- 707 - 5 Street SW
- Mailing
- Calgary, AB, T2P 1V8
- Region
- Calgary, AB, CA
- Reporting Currency
- USD
- Investor Line
- 800-242-3447
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 17.7
- EV/EBITDA
- 14.1
- Price/Sales
- 4.2
- Price/Book
- 2.7
Growth
- Revenue
- -24.0%
- EPS
- +39.5%
- Free Cash Flow
- +41.5%
Profitability
- Gross Margin
- 55.0%
- Operating Margin
- 30.4%
- Net Margin
- 24.0%
- ROE
- 16.7%
- ROIC
- 4.6%
Balance Sheet
- Debt/Equity
- 2.14
- Current Ratio
- 1.50
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.