South Bow Corporation (SOBO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
SOBO offers an 8% secured dividend yield, backed by predictable cash flows from long-term 'take-or-pay' contracts and a strong business moat. The Keystone Pipeline's duopoly position and high barriers to entry ensure stable margins and minimal price competition, making SOBO a resilient income play. Valuation is fair relative to peers, with SOBO trading at 10.5x EV/EBITDA, reflecting its single-asset risk and slightly higher leverage.
South Bow Corporation (NYSE:SOBO ) Q1 2025 Earnings Conference Call May 16, 2025 10:00 AM ET Company Participants Martha Wilmot - Director of Investor Relations Bevin Wirzba - President and Chief Executive Officer Richard Prior - Senior Vice-President and Chief Operating Officer Van Dafoe - Senior Vice-President and Chief Financial Officer Conference Call Participants Jeremy Tonet - JPMorgan Securities Robert Hope - Scotiabank Maurice Choy - RBC Capital Markets Robert Catellier - CIBC Capital Markets Benjamin Pham - BMO Patrick Kenny - MBS Keith Stanley - Wolfe Research Operator Good day, and thank you for standing by. Welcome to the South Bow First Quarter 2025 Results Conference Call and Qebcast.
SOBO SOBO In 2 months Estimated | Quarterly | $0.5 Per Share |
SOBO SOBO 3 weeks ago Paid | Quarterly | $0.5 Per Share |
SOBO SOBO 3 months ago Paid | Quarterly | $0.5 Per Share |
SOBO SOBO 6 months ago Paid | Quarterly | $0.5 Per Share |
6 Aug 2025 (In 1 week) Date | | 0.35 Cons. EPS | - EPS |
SOBO SOBO In 2 months Estimated | Quarterly | $0.5 Per Share |
SOBO SOBO 3 weeks ago Paid | Quarterly | $0.5 Per Share |
SOBO SOBO 3 months ago Paid | Quarterly | $0.5 Per Share |
SOBO SOBO 6 months ago Paid | Quarterly | $0.5 Per Share |
6 Aug 2025 (In 1 week) Date | | 0.35 Cons. EPS | - EPS |
Oil & Gas Midstream Industry | Energy Sector | Bevin Mark Wirzba CEO | NYSE Exchange | CA83671M1059 ISIN |
CA Country | - Employees | 30 Jun 2025 Last Dividend | - Last Split | - IPO Date |