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Surgutneftegas Public Joint Stock Company (SGTZY)

For informational purposes only. Not financial advice. Analysis by Sedat Aydin, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.

Surgutneftegas Public Joint Stock Company (SGTZY) with AI Score 41/100 (Weak). Surgutneftegas is a vertically integrated oil and gas company based in Russia, engaged in exploration, production, refining, and marketing of hydrocarbons. Market cap: 0, Sector: Energy.

Last analyzed: Mar 18, 2026
Surgutneftegas is a vertically integrated oil and gas company based in Russia, engaged in exploration, production, refining, and marketing of hydrocarbons. With significant operations in Western and Eastern Siberia, the company boasts a substantial profit margin and dividend yield.
41/100 AI Score

Surgutneftegas Public Joint Stock Company (SGTZY) Energy Operations & Outlook

CEOVladimir Petrovich Erokhin
Employees113000
HeadquartersSurgut, RU
IPO Year1997
SectorEnergy

Surgutneftegas Public Joint Stock Company, a Russian integrated oil and gas enterprise, focuses on exploration, production, refining, and distribution. Operating primarily in Siberia, the company benefits from a strong profit margin of 41.6% and a dividend yield of 4.02%, positioning it as a key player in the Russian energy sector.

Data Provenance | Financial Data Quantitative Analysis NASDAQ Analysis: Mar 18, 2026

Investment Thesis

Surgutneftegas presents an intriguing investment case due to its strong profitability, indicated by a 41.6% profit margin and a low P/E ratio of 0.93. The company's integrated operations, spanning exploration to retail, offer a buffer against market volatility. A dividend yield of 4.02% provides a steady income stream for investors. However, potential investors may want to evaluate the risks associated with operating in Russia, including geopolitical factors and regulatory changes. Future growth will depend on Surgutneftegas' ability to maintain production levels, optimize refining operations, and navigate the evolving energy landscape. The company's beta of 0.50 suggests lower volatility compared to the broader market.

Based on FMP financials and quantitative analysis

Key Highlights

  • Profit Margin of 41.6% indicates strong operational efficiency and profitability.
  • P/E Ratio of 0.93 suggests the company may be undervalued compared to its earnings.
  • Dividend Yield of 4.02% provides a consistent income stream for investors.
  • Beta of 0.50 indicates lower volatility compared to the overall market, potentially offering stability during market downturns.
  • Employs 113,000 people, reflecting its significant scale and operational footprint in Russia.

Competitors & Peers

Strengths

  • Vertically integrated operations.
  • Significant hydrocarbon reserves.
  • Strong profit margin.
  • Established market presence in Russia.

Weaknesses

  • Geographic concentration in Russia.
  • Dependence on commodity prices.
  • Limited diversification beyond oil and gas.
  • Exposure to geopolitical risks.

Catalysts

  • Ongoing: Sustained high oil prices could drive increased revenue and profitability.
  • Upcoming: Potential expansion into new oil and gas fields in Eastern Siberia, timeline dependent on regulatory approvals.
  • Ongoing: Refinery modernization projects aimed at improving efficiency and increasing production of high-value products.
  • Ongoing: Development of petrochemical facilities to diversify revenue streams.
  • Ongoing: Expansion of gas station network to enhance retail presence.

Risks

  • Ongoing: Fluctuations in global oil and gas prices can significantly impact revenue and profitability.
  • Ongoing: Geopolitical risks associated with operating in Russia.
  • Potential: Increasing environmental regulations could increase compliance costs.
  • Potential: Competition from other oil and gas companies.
  • Ongoing: Currency risk associated with the Ruble's volatility.

Growth Opportunities

  • Expansion in Eastern Siberia: Surgutneftegas has the opportunity to increase its exploration and production activities in Eastern Siberia. This region holds significant untapped hydrocarbon reserves. Successful expansion could lead to increased production volumes and revenue growth. The timeline for realizing this opportunity depends on infrastructure development and regulatory approvals, potentially spanning 5-10 years. The market size for untapped reserves is substantial, estimated at billions of barrels of oil equivalent.
  • Refinery Modernization: Upgrading and modernizing existing refineries can improve efficiency, increase production of high-value products, and reduce environmental impact. This initiative would enhance profit margins and strengthen the company's competitive position. The timeline for refinery upgrades is typically 3-5 years, with investments yielding returns through improved operational performance. The market for refined petroleum products remains robust, driven by demand from transportation and industrial sectors.
  • Petrochemicals Development: Investing in petrochemical production can diversify Surgutneftegas' revenue streams and capitalize on the growing demand for plastics and other petrochemical products. This diversification reduces reliance on crude oil prices and enhances long-term stability. The timeline for establishing petrochemical facilities is typically 5-7 years, requiring significant capital investment. The global petrochemicals market is projected to grow steadily, driven by rising consumption in emerging economies.
  • Gas Station Network Expansion: Expanding the company's network of gas stations and supplementary services can enhance its retail presence and generate additional revenue. This expansion can focus on strategic locations with high traffic volumes and underserved markets. The timeline for gas station expansion is relatively short, typically 1-3 years, with returns realized through increased fuel sales and service offerings. The retail fuel market remains competitive, requiring effective marketing and customer service strategies.
  • Technological Innovation: Investing in research and development to improve exploration techniques, enhance production efficiency, and develop new products can provide a competitive edge. This includes adopting advanced technologies such as artificial intelligence and data analytics to optimize operations. The timeline for realizing the benefits of technological innovation is ongoing, with continuous improvements and breakthroughs. The market for advanced technologies in the oil and gas industry is growing rapidly, driven by the need for greater efficiency and sustainability.

Opportunities

  • Expansion in Eastern Siberia.
  • Refinery modernization.
  • Petrochemicals development.
  • Gas station network expansion.

Threats

  • Fluctuating commodity prices.
  • Geopolitical instability.
  • Increasing environmental regulations.
  • Competition from other oil and gas companies.

Competitive Advantages

  • Vertically integrated operations provide cost advantages and control over the supply chain.
  • Significant hydrocarbon reserves in Russia ensure long-term production capacity.
  • Extensive network of refineries and gas stations provides a strong market presence.
  • Established relationships with key customers and suppliers.

About SGTZY

Founded in 1964 and headquartered in Surgut, Russia, Surgutneftegas Public Joint Stock Company has evolved into a major vertically integrated oil and gas company. The company's primary activities encompass the exploration and production of hydrocarbons, with a focus on regions within Western Siberia, Eastern Siberia, and the Timan-Pechora provinces. Surgutneftegas operates a network of refineries that produce a wide array of petroleum products, including motor fuels, aromatics, liquid paraffin, and roofing materials. Beyond production, Surgutneftegas is involved in the wholesale, retail, and storage of petroleum products, offering supplementary services at its gas stations. The company's integrated business model allows it to control various stages of the oil and gas value chain, from exploration to marketing. This integration provides a degree of stability and resilience in the face of fluctuating commodity prices. Surgutneftegas has established itself as a significant contributor to the Russian energy sector, employing over 113,000 people.

What They Do

  • Explores for oil and gas in Western Siberia, Eastern Siberia, and Timan-Pechora provinces.
  • Refines and produces petroleum products, including motor fuels and aromatics.
  • Produces liquid paraffin, roofing, and insulation materials.
  • Manufactures diesel fuel, jet fuel, bitumen, and roofing materials.
  • Wholesales, retails, and stores petroleum products.
  • Provides supplementary services at gas stations.
  • Processes and markets oil and gas.

Business Model

  • Vertically integrated operations: Surgutneftegas controls the entire value chain from exploration to retail.
  • Hydrocarbon production: Generates revenue from the extraction and sale of crude oil and natural gas.
  • Refining and processing: Converts crude oil into higher-value petroleum products.
  • Retail distribution: Sells petroleum products directly to consumers through its network of gas stations.

Industry Context

Surgutneftegas operates within the global oil and gas industry, which is characterized by fluctuating commodity prices, geopolitical influences, and increasing environmental concerns. The Russian oil and gas sector is dominated by state-owned and private companies, with Surgutneftegas being a key player. The industry is undergoing a transition towards cleaner energy sources, with companies facing pressure to reduce carbon emissions and invest in renewable energy technologies. Surgutneftegas' ability to adapt to these changes and maintain its market position will be crucial for its long-term success.

Key Customers

  • Wholesale distributors of petroleum products.
  • Retail consumers purchasing fuel and services at gas stations.
  • Industrial clients requiring fuel and petrochemical products.
  • Aviation industry purchasing jet fuel.
AI Confidence: 71% Updated: Mar 18, 2026

Financials

Chart & Info

Surgutneftegas Public Joint Stock Company (SGTZY) stock price: Price data unavailable

Latest News

No recent news available for SGTZY.

Analyst Consensus

Consensus Rating

Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SGTZY.

Price Targets

Wall Street price target analysis for SGTZY.

MoonshotScore

41/100

What does this score mean?

The MoonshotScore rates SGTZY's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.

Leadership: Vladimir Petrovich Erokhin

Unknown

Information on Vladimir Petrovich Erokhin's specific background and career history is not available in the provided data. However, as a leader within Surgutneftegas, he manages a large workforce of 113,000 employees, indicating a significant level of experience in the oil and gas industry. Further research would be needed to provide a more detailed profile of his professional journey and qualifications.

Track Record: Due to limited information, it is not possible to assess Vladimir Petrovich Erokhin's specific achievements or strategic decisions within Surgutneftegas. His leadership role suggests involvement in key company milestones, but without further data, a comprehensive evaluation of his track record is not feasible.

Surgutneftegas Public Joint Stock Company ADR Information Unsponsored

An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. For SGTZY, each ADR represents a certain number of Surgutneftegas' shares traded on its home market. This allows U.S. investors to invest in Surgutneftegas without dealing with foreign exchanges.

  • Home Market Ticker: Moscow Exchange (MOEX), Russia
  • ADR Level: 1
  • ADR Ratio: 1:1
  • Home Market Ticker: SGTZ
Currency Risk: As an ADR, SGTZY is subject to currency risk. The value of the ADR is affected by fluctuations in the exchange rate between the U.S. dollar and the Russian Ruble. If the Ruble weakens against the dollar, the value of the ADR may decrease, even if the underlying stock price remains constant.
Tax Implications: Dividends paid on SGTZY ADRs are subject to foreign dividend withholding tax by the Russian government. The standard withholding tax rate is 15%. However, tax treaties between the U.S. and Russia may reduce this rate for eligible investors. Consult a tax advisor for specific guidance.
Trading Hours: Trading hours for SGTZY on the OTC market may not perfectly align with the Moscow Exchange (MOEX). U.S. investors should be aware of the time difference and potential liquidity constraints during periods when the MOEX is closed. The MOEX typically operates from 7:00 AM to 4:45 PM Moscow time (GMT+3).

SGTZY OTC Market Information

The OTC Other tier represents the lowest tier of the OTC market, indicating that Surgutneftegas (SGTZY) may have limited regulatory oversight and reporting requirements compared to companies listed on major exchanges like the NYSE or NASDAQ. Companies in this tier may not meet the minimum financial standards or disclosure requirements of higher-tier OTC markets or listed exchanges. Investors should exercise caution and conduct thorough due diligence before investing in OTC Other stocks.

  • OTC Tier: OTC Other
  • Disclosure Status: Unknown
Liquidity: Liquidity for SGTZY on the OTC market is likely to be limited, potentially resulting in wider bid-ask spreads and difficulty in executing large trades without significantly impacting the price. Low trading volume can exacerbate these issues. Investors should be prepared for potential price volatility and consider using limit orders to manage their risk.
OTC Risk Factors:
  • Limited regulatory oversight and disclosure requirements.
  • Potential for information asymmetry and inaccurate financial reporting.
  • Lower trading volume and liquidity compared to listed exchanges.
  • Greater price volatility and wider bid-ask spreads.
  • Increased risk of fraud or manipulation.
Due Diligence Checklist:
  • Verify the company's registration and legal status.
  • Obtain and review audited financial statements.
  • Research the company's management team and their track record.
  • Assess the company's business model and competitive landscape.
  • Understand the risks associated with investing in OTC stocks.
  • Consult with a financial advisor before making any investment decisions.
  • Monitor the company's news and announcements for any material developments.
Legitimacy Signals:
  • Established operating history in the oil and gas industry.
  • Significant number of employees (113,000).
  • Vertically integrated operations spanning exploration to retail.
  • Presence in major oil and gas regions in Russia.
  • Dividend payments to shareholders.

Surgutneftegas Public Joint Stock Company Stock: Key Questions Answered

What does Surgutneftegas Public Joint Stock Company do?

Surgutneftegas is a vertically integrated oil and gas company primarily operating in Russia. The company engages in the exploration, production, refining, and marketing of hydrocarbons. Its operations span from exploring oil and gas reserves in Western and Eastern Siberia to refining crude oil into various petroleum products like motor fuels, diesel, and jet fuel. Additionally, Surgutneftegas operates a network of gas stations, providing retail services and contributing to its integrated business model.

What do analysts say about SGTZY stock?

Analyst sentiment on SGTZY is not available in the provided data. However, considering its financial metrics, such as a P/E ratio of 0.93 and a profit margin of 41.6%, the company may be undervalued. Investors should conduct their own due diligence and consider factors such as commodity price volatility and geopolitical risks before making any investment decisions. The company's dividend yield of 4.02% might be attractive to income-seeking investors.

What are the main risks for SGTZY?

Surgutneftegas faces several risks, including fluctuations in global oil and gas prices, which can significantly impact its revenue and profitability. Geopolitical risks associated with operating in Russia also pose a threat. Increasing environmental regulations could lead to higher compliance costs. Furthermore, the company faces competition from other oil and gas companies and is exposed to currency risk due to the Ruble's volatility. These risks should be carefully considered by potential investors.

What are the key factors to evaluate for SGTZY?

Surgutneftegas Public Joint Stock Company (SGTZY) currently holds an AI score of 41/100, indicating low score. Key strength: Vertically integrated operations.. Primary risk to monitor: Ongoing: Fluctuations in global oil and gas prices can significantly impact revenue and profitability.. This is not financial advice.

How frequently does SGTZY data refresh on this page?

SGTZY prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.

What has driven SGTZY's recent stock price performance?

Recent price movement in Surgutneftegas Public Joint Stock Company (SGTZY) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Vertically integrated operations.. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.

Should investors consider SGTZY overvalued or undervalued right now?

Determining whether Surgutneftegas Public Joint Stock Company (SGTZY) is overvalued or undervalued requires examining multiple metrics. Compare valuation ratios (P/E, P/S, EV/EBITDA) against sector peers for a comprehensive view.

What research should beginners do before buying SGTZY?

Before investing in Surgutneftegas Public Joint Stock Company (SGTZY), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Official Resources

Analysis updated AI Score refreshed daily
Data Sources & Methodology
Market data powered by Financial Modeling Prep & Yahoo Finance. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .

Data provided for informational purposes only.

Analysis Notes
  • Information is based on available data and may not be exhaustive.
  • OTC market data may have limited reliability.
  • AI analysis pending for SGTZY.
Data Sources

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