| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 89 | 4.8x | 17.8x | Top tier | |
Growth | 39 | 32.7% | 7.1% | Bottom tier | |
Quality | 81 | 13.9% | 4.5% | Top tier | |
Safety | 84 | — | 2.6x | Top tier | |
Capital Return | 80 | 1.92% | 2.12% | Top tier | |
Momentum | 93 | 58.1% | 2.9% | Top tier | |
Sentiment | 91 | 7 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Scorpio Tankers operates a fleet of product tankers and generates revenue from deploying vessels in the spot market and through multi-year time charter contracts. Its asset base includes LR2 and MR tankers, and the company benefits from the flexibility to switch some LR2 vessels between refined products and crude oil based on time charter equivalent returns; in Q2 FY2026, it moved a number of LR2 vessels into the crude market to capitalize on spot rates exceeding $100 thousand per day. It is also renewing the fleet by selling older vessels and purchasing more fuel-efficient ships, with 13 vessels remaining in the orderbook after the delivery of STI Moxie on July 31, 2026.
Q2 FY2026 delivered the strongest quarterly performance in Scorpio Tankers' history, according to management, with adjusted earnings before interest, taxes, depreciation, and amortization of $300.5 million, adjusted net income of $243.7 million, and net income under International Financial Reporting Standards of $388 million. Net income included a $154 million gain from the sale of ten vessels, so the full profit figure does not represent recurring operating performance. The provided data did not include a quarterly revenue figure, gross margin, or a numerical revenue breakdown by vessel type, but management said the company recorded the highest average daily time charter equivalent return in its history.
On an annual basis, FY2025 revenue declined to $938.2 million from $1.2 billion in FY2024, and net income fell to $344.3 million from $668.8 million, while earnings per share dropped to $7.03 from $13.15. In contrast, the balance sheet shifted from net debt of $2.9 billion at the end of 2021 to net cash of $1.3 billion on July 30, 2026, after reducing net debt by $4.2 billion. Cash stood at $2.2 billion on July 28, 2026, with an additional $483 million available through revolving credit facilities.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus rates STNG shares a "Buy," with an average price target of $90 and a narrow range of $86 to $94. The average is only approximately 3% above the 52-week range high of $87.39, while the lowest target falls within the 52-week range of $48.93–$87.39, reflecting the close proximity between the target valuation and recent historical highs. Assessing profitability requires separating the $154 million gain on vessel sales from Q2 FY2026 net income because this gain is non-operating and non-recurring.
Figures in the text are as of 2026-08-31; the live price is shown at the top of the page.
Scorpio Tankers recorded adjusted earnings before interest, taxes, depreciation, and amortization of $300.5 million and adjusted net income of $243.7 million. Net income under International Financial Reporting Standards was $388 million, including a $154 million gain from the sale of ten vessels. The company also achieved the highest average daily time charter equivalent return in its history, benefiting from record rates during the quarter.
Net debt declined by $4.2 billion, from $2.9 billion at the end of 2021 to net cash of $1.3 billion on July 30, 2026. Cash stood at $2.2 billion on July 28, 2026, in addition to $483 million available under revolving credit facilities. Total debt also declined to $655 million, of which $605 million consisted of convertible notes.
Seaborne refined-product exports declined by 2.3 million barrels per day in June 2026, or 11% year over year, but longer voyages offset most of the impact of lower volumes. Since 2019, refined-product demand has increased by approximately 4.5 million barrels per day, compared with only 1.8 million barrels per day of net refinery-capacity additions. The company believes that the shift in refinery capacity toward the Middle East and China increases the distance between production and consumption and supports tanker demand.
66% of the global LR2 fleet was operating in the crude oil trade on July 30, 2026, reducing the effective supply available to transport refined products. Scorpio Tankers shifted some LR2 vessels into the crude market when spot rates exceeded $100 thousand per day. The company manages this transition on a vessel-by-vessel basis according to return differentials and can return vessels to clean-product trades if the differential reverses.
The company has sold 19 vessels since the beginning of FY2026, most of them 11 or 12 years old, at prices exceeding their original cost. Following the delivery of STI Moxie on July 31, 2026, the company's orderbook declined to 13 vessels, with the renewal program focused on more fuel-efficient vessels. In Q2 FY2026, it repurchased approximately two million shares for $155 million and declared a dividend of $0.45 per share, returning more than $175 million to shareholders.
The company issued approximately $605 million of convertible notes, with a conversion price of approximately $100 per share and a yield to maturity below 1% after accounting for the issuance premium. Conversion could result in the issuance of a maximum of six million shares, potentially diluting shareholders' stakes. However, Scorpio Tankers has the right to settle in cash, shares, or a combination of both, and did not specify during the July 30, 2026 call which option it would use if the conversion conditions were met.
