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Scorpio Tankers Inc

Scorpio Tankers Inc

STNG
$76.49USD↓-1.87%-1.46 today

MARKET CAP

4.0B

P/E (TTM)

10.1x

FWD P/E

10.7x

DAY RANGE

$75 – $77

52W RANGE

$42
$87

AI Summary

Stalk
StalkMedium

STNG is in a Stage 2 advancing corrective reset within its long-term uptrend, with price holding just above the repaired 9 EMA and 21 EMA in a neutral OB/OS context. No primary patterns are active, but the HH/HL sequence and rising 50 DMA support a bullish medium-term bias. Short-term timing is neutral, suggesting to stalk for a pullback into the EMAs for cleaner engagement. Key risks include failure to hold EMAs, overhead supply near resistance, and moderate Stage 2→3 transition risk.

  • ↑Q1 2026 adjusted EBITDA $214M and IFRS net income $216M including $66M vessel sale gain.
  • ↑$500M share repurchase program and $0.45 quarterly dividend reflect disciplined capital return.
  • ↓Shipping is cyclical; rate volatility may compress future earnings.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Scorpio Tankers Inc. (NYSE: STNG) is a leading provider of marine transportation services specializing in the transportation of refined petroleum products. The company operates a modern and efficient fleet, strategically positioned to benefit from long-term shifts in global refining and trade patterns despite persistent geopolitical uncertainties impacting the broader market environment. Scorpio’s strong operational framework, characterized by low operational costs and strategic fleet management, positions it favorably in the growing product tanker segment.

Bull says

  • ↑Q1 2026 adjusted EBITDA $214M and IFRS net income $216M including $66M vessel sale gain.
  • ↑$500M share repurchase program and $0.45 quarterly dividend reflect disciplined capital return.
  • ↑Low cash break-even of ~$11K/day supports margins in weak markets.
  • ↑High earnings yield and strong profitability factors indicate attractive valuation.
  • ↑Demand recovery and inventory restocking expected to boost ton-mile rates.
  • ↑Cash position set to reach $2B by summer 2026 underpins liquidity.

Bear says

  • ↓Shipping is cyclical; rate volatility may compress future earnings.
  • ↓Middle East tensions could disrupt trade routes and spike freight rates.
  • ↓Maintenance schedules and debt service may constrain free cash flow.
  • ↓Small market cap may deter institutional investment and scale benefits.
  • ↓17.5% of fleet over 20 years risks higher upkeep and regulatory costs.
  • ↓Low hedge fund ownership suggests broader market skepticism.

Investment themes with STNG

Tankers↑ +1.73%

Companies operating oil and chemical tanker ships

ZIM · MATX · SBLK
High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM
Buybacks↑ +0.48%

Companies repurchasing their own shares

C · JCI · WFC

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-08-2026bullish

Transcript signals

Bull points

  • Today, product tanker rates are at unprecedented levels, with average clean tanker earnings over $70,000 per day. This creates a constructive setup for product tankers as refinery utilization and seaborne flows increase to support restocking and global demand.
  • Despite the scale of the disruption, demand has remained quite resilient. In the second quarter, refined product demand is expected to decline by approximately 1.5 million barrels per day year over year, before rebounding by roughly 2.4 million barrels per day in the third quarter. As transit through the Strait of Hormuz normalizes, we expect demand to recover.
  • Importantly, the recovery in demand is expected to occur alongside a period of significant inventory restocking following recent draws. High frequency refined product inventories have declined by more than 80 million barrels since the start of the year.

Bear points

  • We won't do extraordinary dividends and we won't do these high payout dividends.
  • There's not a lot of spare refining capacity in the world. And, you know, we, we've been talking about this for years on the call, but you know, you've had closures around the world, refinery capacities moved further away from the consumer.
  • we have a lot of secured debt maturing in a couple of years, say 18 to 24 months.
Read full transcript analysis ›