Scorpio Tankers Inc.

Scorpio Tankers Inc.

STNGยทNYSE

$75.55

-0.20%
EnergyOil & Gas Midstream

Scorpio Tankers Inc., together with its subsidiaries, engages in the seaborne transportation of refined petroleum products in the shipping markets worldwide. As of March 18, 2022, the company's fleet consisted of 124 owned, finance leased, or bareboat chartered-in tankers, including 42 LR2, 6 LR1, 62 MR, and 14 Handymax with a weighted average age of approximately 6.2 years. Scorpio Tankers Inc. was incorporated in 2009 and is based in Monaco.

At a Glance

Live Snapshot
Market Cap$3.76B
EPS7.4000
P/E Ratio10.21
Earnings Date07/29/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is compressed (P/E 10.2).

Valuation inputs: P/E 10.2, earnings yield +9.8%, momentum -0.2%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is acceptable (ROE +10.8%, ROIC +8.1%).

Profitability stack: net margin +36.7%, ROE +10.8%, ROIC +8.1%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Downside profile looks controlled across current risk inputs.

Risk factors: liabilities/assets +18.3%, momentum -0.2%, net margin +36.7%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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Scorpio Tankers Inc. Market vs Earnings Trajectory

STNG ยท NYSE

Loading price and EPS data...

Scorpio Tankers Inc.

Scorpio Tankers Inc. Fair Value Envelope

STNG ยท NYSE

Our analysis suggests that STNG has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $75.55, this represents a potential HIDDEN relative to our calculated worth for Scorpio Tankers Inc..

Intrinsic Value
Current Price: $75.55
3Y-36.0%
5Y+330.0%
10Y-577.0%
3Y-40.0%
5Y+2.0%
10Y+79.0%
3Y-46.0%
5Y+266.0%
10Y-1483.0%
3Y-36.0%
5Y+17.0%
10Y+175.0%
3Y-33.0%
5Y+101.0%
10Y+851.0%
3Y-14.0%
5Y-24.0%
10Y+21.0%
Scorpio Tankers Inc.

Scorpio Tankers Inc. Profit Bridge

STNG ยท NYSE
Revenue938.22M
Cost of Goods Sold (505.12M)
Gross Profit433.10M
Operating Expenses (123.41M)
Operating Income309.70M
Interest Expense (80.13M)
Other Income/Expense34.59M
Pretax Income344.29M
Income Tax (0.00)
Net Income344.29M
Net Income
344.29M

Profitability Analysis

Gross Margin

46.2%

Strong gross margins indicate healthy pricing and efficient production or service delivery.

Operating Margin

33.0%

Outstanding operational efficiency. The company generates substantial profit from core operations.

Net Profit Margin

36.7%

Exceptional profitability. The company converts a significant portion of revenue to bottom-line earnings.

Effective Tax Rate

0.0%

Below-average tax rate suggests effective tax planning, favorable jurisdictions, or tax credits.

Profitability Insight

Exceptional profitability across all levels: Strong pricing power, efficient operations, and healthy bottom line indicate a high-quality business with sustainable competitive advantages.

46.16%
Gross Profit Margin
-19%
3Y-23.0%
5Y+29.0%
10Y+80.0%
33.01%
Operating Profit Margin
-46%
3Y-35.0%
5Y+23.0%
10Y+125.0%
36.70%
Net Profit Margin
-32%
3Y-10.0%
5Y+257.0%
10Y-870.0%
10.76%
Return on Equity
-54%
3Y-58.0%
5Y+136.0%
10Y-668.0%
8.79%
Return on Assets
-50%
3Y-37.0%
5Y+382.0%
10Y-1240.0%
8.11%
Return on Invested Capital
-60%
3Y-55.0%
5Y+68.0%
10Y+238.0%
STNG

Scorpio Tankers Inc. Cash Conversion Engine

STNG ยท NYSE
Net Income344.29M
Depreciation & Amortization187.32M
Stock-Based Compensation0.00
Change in Working Capital-31.41M
Others-8.98M
Capital Expenditures0.00
Free Cash Flow491.23M

Cash Flow Quality Analysis

FCF Conversion Rate

142.7%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

FCF Growth Trend

-32.9%

Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.

Working Capital Impact

-$31.41M

Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.

Cash Flow Quality Insight

Asset-light with strong cash conversion: Low capital requirements combined with efficient cash generation creates significant shareholder value through dividends, buybacks, or strategic investments.

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Scorpio Tankers Inc. Funding & Solvency Profile

STNG ยท NYSE
Cash & Cash Equivalents984.32M
Net Receivables225.25M
Inventory10.90M
Other Current Assets224.23M
Total Current Assets1 B
Property, Plant & Equipment2.56B
Goodwill & Intangible Assets8.20M
Long-Term Investments0.00
Other Non-Current Assets63.98M
Total Non-Current Assets3 B
Total Assets
4.08B

Financial Health Analysis

Current Ratio

13.98x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

0.20x

Conservative capital structure. The company relies primarily on equity financing, indicating low financial risk.

Working Capital

1 B

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

35% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

Financial Health Insight

Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.

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Scorpio Tankers Inc. Street Expectations Map

STNG ยท NYSE

Wall Street analysts project that STNG stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 87.00, with estimates ranging from a low of 80.00 to a high of 98.00.

Lowest Target
80.00
5.89%
Consensus Target
87.00
15.16%
Highest Target
98.00
29.72%

The consensus 1-year price target stands at 87.00, with estimates ranging from a low of 80.00 to a high of 98.00.

Analyst Consensus Analysis

Upside Potential

+15.2%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

20.7% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Scorpio Tankers Inc. Insider Positioning

STNG ยท NYSE

During the last 12 months, there has been no insider trading activity reported for STNG.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.

0.66%
Dividend Yield
-24%
3Y+78.0%
5Y+14.0%
10Y-79.0%
ย 

stng Dividend History

STNG
10Y CAGR 10%
Latest $0.45
Annual $2.12
Stable dividend payments
Last Period: +0%