Wolfe Research cuts South Bow stock rating to Peerperform

Published 07/03/2025, 10:56
Wolfe Research cuts South Bow stock rating to Peerperform

On Friday, Wolfe Research adjusted its stance on South Bow Corp (SOBO:CN) (NYSE: SOBO), downgrading the company’s stock rating from Outperform to Peerperform. The research firm’s decision follows the company’s recent announcement of a 6% reduction in EBITDA guidance, which has raised concerns about the risks associated with South Bow’s reliance on a single asset. InvestingPro data shows the stock has already taken a significant hit, declining 7.51% over the past week.

Keith Stanley of Wolfe Research pointed out that South Bow Corp, with its $5.1 billion market capitalization, offers exposure to a critical infrastructure asset in the crude oil sector, with a significant portion of its revenue secured through long-duration take-or-pay contracts with reliable credit counterparties. Despite trading at a discount compared to its peers based on traditional midstream valuation metrics like enterprise value to EBITDA (EV/EBITDA) and free cash flow (FCF) yield, the lowered guidance on its $524.4 million EBITDA highlights the inherent risk of depending on a single asset.

The analyst noted that the company’s year-to-date outperformance of 4.5% is now overshadowed by the revised EBITDA outlook, which contradicts South Bow’s narrative of stability and may result in a more cautious investor approach. InvestingPro analysis indicates the stock’s RSI suggests overbought conditions, potentially supporting this cautious stance. This could place the stock in a "penalty box," indicating a period of underperformance relative to its peers.

Furthermore, Wolfe Research suggested that ongoing tariff risks might delay the realization of potential growth opportunities for South Bow. Despite these concerns, the research firm acknowledged that the company’s investment-grade (IG) credit rating, coupled with a confirmed 8.12% dividend yield ($2.00 per share) and the prospect of modest growth, appears to be reasonably valued when considering the adjusted risk. For deeper insights into South Bow’s financial health and additional metrics, investors can access more exclusive data through InvestingPro, which offers comprehensive analysis and additional ProTips.

Stanley concluded that while South Bow’s fundamentals, including its creditworthiness and yield, provide some appeal, the current valuation adequately reflects the balance of these factors against the risks identified.

In other recent news, South Bow Corp has attracted attention with TD Cowen initiating coverage on the company’s stock, assigning a Hold rating. The firm has set an initial price target of C$34.00, following South Bow Corp’s recent spin-off from TC Energy (NYSE:TRP). This coverage highlights South Bow Corp’s position as offering the highest yield within its sector, supported by its critical North American crude oil pipeline. TD Cowen’s analysis notes a significant 15% increase in the company’s share price since the spin-off, indicating an appropriate valuation. The firm’s Hold rating suggests that the stock is fairly valued at current levels, taking into account the recent gains and the importance of its pipeline asset. Investors are likely to keep a close watch on South Bow Corp’s financial performance and strategic positioning. The company’s appeal lies in its high-yield opportunities, which are essential to its business model. This recent development offers investors a fresh perspective on South Bow Corp’s market position within the energy sector.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.