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Company Analysis

South Bow Corporation SOBO

A comprehensive view of key metrics, scores, and financial health for South Bow Corporation

Overview of South Bow Corporation

SOBO NYQ
Energy Mid Cap
South Bow Corporation (SOBO), is a Mid Cap company, last closed at $33.49, about 39.2% overvalued vs fair value, +29.8% 1Y return, placing in the top 10% of its sector.
$33.49
1.30%
As of March 13, 2026
Previous close • Vol 90d: 22.9%
52-Week Range
Market Cap
$6.95B
Enterprise Value
$12.20B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.southbow.com
HQ Calgary, AB
Fiscal year Dec 31

Next Events

Dividend Apr 15 Ex-div: Mar 31
Earnings May 14 Estimated

Fair Value Snapshot

Bear Base Bull
$18
$20
$22
Current: $33.49 -39% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$2.1B
5.7%%
Gross Profit
$1.5B
6.2%%
Operating Income
$745.0M
6.4%%
Net Income
$316.0M
-28.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
128.8%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$187.0M
45.9% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
3
Active Leaks
0/3
Improving
1
High Impact
0
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating South Bow Corporation's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
65
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
85
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Sector Peers 83% Coverage
Trade-Off Triangle Visualization A ternary plot showing SOBO's balance between Growth (30.1%), Profitability (35.8%), and Safety (34.2%). Growth 30% Safety 34% Profitability 36%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

55th percentile vs peers
55
Key Signals
Rev Growth YoY 5.7% 63p EPS Growth YoY -28.7% 41p
Strengths
  • D/E Ratio in top 20% of peers (2.19, 90th percentile)
  • Gross Profit Margin in top 20% of peers (70.7%, 91th percentile)
  • Ebit Margin in top 20% of peers (38.0%, 82th percentile)
Risks

No significant risks identified for this axis.

Profitability

65th percentile vs peers
65
Key Signals
Strengths
Risks
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Safety

62th percentile vs peers
63
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for South Bow Corporation.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$20.36
- - -
-39.2% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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