STOSF (Santos) Tariff Resilience Score: 8/10 (As of Jun. 27, 2026)


STOSF Santos Ltd STOSF
75 GF Score
Price $4.64
GF Value $4.80
Valuation Fairly Valued
! 5 Warning Signs
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What is Santos Tariff Resilience Score?

Santos STOSF +6.18% 75 Tariff Resilience Score is 8 as of Jun. 27, 2026. GuruFocus rates STOSF with a GF Score™ of 75/100 and a GF Value™ of $4.80 (Fairly Valued). The stock has 5 warning signs investors should review. Among 1,035 Oil & Gas companies, Santos ranks better than 99.13% on this metric.

Santos has the Tariff Resilience Score of 8, which implies that the company might have Highly Resilient.

Santos has Santos Ltd, an Australian energy company, primarily operates domestically with limited exposure to international tariffs. Its main vulnerability lies in equipment imports, but the company benefits from Australia's trade agreements and has some pricing power in the energy market, enhancing its resilience.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Santos might have Highly Resilient.

Santos  (OTCPK:STOSF) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Santos Tariff Resilience Score Related Terms

STOSF vs COP, EOG, OXY: Tariff Resilience Score Comparison

For the Oil & Gas E&P subindustry, Santos's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Santos Tariff Resilience Score vs Oil & Gas Industry

For the Oil & Gas industry and Energy sector, Santos's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Santos's Tariff Resilience Score falls into.


STOSF
75GF Score
Santos Ltd STOSF
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 8 mean?
Santos (STOSF) has a Tariff Resilience Score of 8 as of Jun. 27, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Santos ranks #9 out of 1035 companies in the Oil & Gas industry, placing it in the top 0.90000000000001%.
Is Santos' Tariff Resilience Score too high?
Santos' current Tariff Resilience Score is 8. Based on the distribution chart, Santos ranks #9 out of 1035 companies in the Oil & Gas industry, which is in the top quartile — a strong position relative to peers. Overall, Santos has a GF Score™ of 75/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Santos' Tariff Resilience Score compare to COP and EOG?
According to the Oil & Gas industry distribution chart, Santos ranks #9 out of 1035 companies for Tariff Resilience Score. This places Santos in the top 1% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for an Oil & Gas company?
A good Tariff Resilience Score depends on the Oil & Gas industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Santos's current Tariff Resilience Score is 8. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Santos stock overvalued right now?
Based on GuruFocus' analysis, Santos (STOSF) is currently considered Fairly Valued. The stock's GF Value™ is $4.80, compared to a current price of $4.64 — trading 3.3% below its estimated fair value. The current Tariff Resilience Score is 8. Santos' overall GF Score™ is 75/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Santos (STOSF), the current Tariff Resilience Score is 8 as of Jun. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Santos (STOSF) Overvalued in 2026?

Based on GuruFocus' analysis, Santos stock appears to be undervalued. The current stock price of $4.64 is trading 3.3% below its estimated GF Value™ of $4.80. GuruFocus considers Santos to be Fairly Valued.

Key valuation signals for STOSF:

  • Tariff Resilience Score: 8
  • GF Value™: $4.80 vs. price of $4.64 (3.3% below fair value)
  • GF Score™: 75/100 with 5 warning signs

No single metric tells the full story. See the STOSF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Santos Business Description

Industry EnergyOil & Gas
Address 60 Flinders Street, Ground Floor Santos Centre, Adelaide, SA, AUS, 5000
Santos was founded in 1954. The company's name is an acronym for South Australia Northern Territory Oil Search. The first Cooper Basin gas discovery came in 1963, with initial supplies in 1969. Santos became a major enterprise, though over-reliance on the Cooper Basin, along with the Moomba field's inexorable decline, saw it struggle to maintain relevance in the first decade of the 21st century. However, the stage was set for a renaissance via conversion of coal seam gas into LNG in Queensland and conventional gas to LNG in PNG.
75GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$4.64
Price
$4.80
GF Value