S-Oil operates as an integrated energy company with revenue primarily derived from refining operations, with the majority of sales from Asian countries. The company's refining operations include a cracking center for product processing and exports ultra-low-sulfur diesel fuel to meet environmental regulations globally.
Cyborg Score Rationale
S-Oil operates in a mature, volatile refining sector with solid operational fundamentals and Aramco backing, but faces commodity price exposure and analyst rating divergence. Recent analyst actions show mixed signals with both upgrades and downgrades.
Top Insights
Majority-owned by Saudi Aramco (Aramco Overseas Company B.V.) providing financial stability and strategic alignment with global energy markets
Dividend-yielding stock with 2.8% yield, supported by refining margin operations and petrochemical sales
Operates world-class 669,000 barrel-per-day refinery with advanced cracking center enabling higher-margin product conversion
Mixed analyst sentiment with both Buy and Underweight ratings indicating bifurcated market views on energy sector exposure
Named Competitors
SK Innovation — South Korean integrated oil and chemical company with refining and petrochemical operations
Hyundai Oilbank — Korean petroleum refiner focusing on gasoline, diesel and petrochemical products
GS Caltex — Major Korean oil refiner with downstream petroleum and chemical operations
Recent Developments
(February 2026) Stock trading at ~107,400 KRW with recent analyst coverage showing divergent views
(Q4 2024) Earnings call highlights turnaround in refining business and strategic project advancements
(November 2025) Market capitalization of approximately $6.08 billion USD
Open the full interactive S-Oil Corporation report
Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.