Samos Energy Acquisition (SAMO)
Market Price (9/21/2026): $9.8 | Market Cap: $-Sector: Financials | Industry: Multi-Sector Holdings
Samos Energy Acquisition (SAMO)
Market Price (9/21/2026): $9.8Market Cap: $-Sector: FinancialsIndustry: Multi-Sector Holdings
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Low stock price volatilityVol 12M is 2.2% | Trading close to highsDist 52W High is -0.3%, Dist 3Y High is -0.3% Weak multi-year price returns2Y Excs Rtn is -36%, 3Y Excs Rtn is -71% | Key risks[SAMO] key risks include [1] failing to complete an initial business combination, Show more. |
| Low stock price volatilityVol 12M is 2.2% |
| Trading close to highsDist 52W High is -0.3%, Dist 3Y High is -0.3% |
| Weak multi-year price returns2Y Excs Rtn is -36%, 3Y Excs Rtn is -71% |
| Key risks[SAMO] key risks include [1] failing to complete an initial business combination, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Samos Energy Acquisition (SAMO) stock has remained largely at the same level since it went public on 8/31/2026 because of the following key factors:
1. The stock's stability is typical for a Special Purpose Acquisition Company (SPAC) trading near its initial public offering (IPO) price prior to announcing a definitive business combination. SAMO, as a SPAC, raised $230 million in its IPO in fiscal Q3 2026, offering units at $10.00 each, designed to acquire a target company with international energy assets. The Class A ordinary shares (SAMO) began trading separately on August 31, 2026, and remained largely at this level, moving within a range of $9.80 to $10.01 on its first day.
2. The absence of an announced target acquisition has contributed to the stable trading pattern. As a blank check company, Samos Energy Acquisition Corporation's primary objective is to effect a merger or similar business combination. Until such a target is identified and announced, investor sentiment and stock price typically reflect the value of the cash held in trust, leading to limited price fluctuation.
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Samos Energy Acquisition (SAMO) stock has remained largely at the same level since it went public on 8/31/2026 because of the following key factors:
1. The stock's stability is typical for a Special Purpose Acquisition Company (SPAC) trading near its initial public offering (IPO) price prior to announcing a definitive business combination. SAMO, as a SPAC, raised $230 million in its IPO in fiscal Q3 2026, offering units at $10.00 each, designed to acquire a target company with international energy assets. The Class A ordinary shares (SAMO) began trading separately on August 31, 2026, and remained largely at this level, moving within a range of $9.80 to $10.01 on its first day.
2. The absence of an announced target acquisition has contributed to the stable trading pattern. As a blank check company, Samos Energy Acquisition Corporation's primary objective is to effect a merger or similar business combination. Until such a target is identified and announced, investor sentiment and stock price typically reflect the value of the cash held in trust, leading to limited price fluctuation.
3. The extremely short trading period since its separate listing as SAMO provides insufficient data to establish a significant trend. Samos Energy Acquisition's Class A ordinary shares (SAMO) have only been trading independently on the New York Stock Exchange since August 31, 2026. A single day of trading activity, where the stock moved marginally within a narrow band (e.g., from an open of $9.80 to a high of $10.01 on August 31, 2026), does not constitute a discernible trend, and the limited price movement reflects the very early stages of its public trading.
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Stock Movement Drivers
Fundamental Drivers
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Market Drivers
5/31/2026 to 9/20/2026| Return | Correlation | |
|---|---|---|
| SAMO | ||
| Market (SPY) | 0.9% | 25.5% |
| Sector (XLF) | 8.3% | 46.2% |
Fundamental Drivers
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Market Drivers
2/28/2026 to 9/20/2026| Return | Correlation | |
|---|---|---|
| SAMO | ||
| Market (SPY) | 11.6% | 25.5% |
| Sector (XLF) | 9.2% | 46.2% |
Fundamental Drivers
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Market Drivers
8/31/2025 to 9/20/2026| Return | Correlation | |
|---|---|---|
| SAMO | ||
| Market (SPY) | 19.4% | 25.5% |
| Sector (XLF) | 4.7% | 46.2% |
Fundamental Drivers
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Market Drivers
8/31/2023 to 9/20/2026| Return | Correlation | |
|---|---|---|
| SAMO | ||
| Market (SPY) | 75.6% | 25.5% |
| Sector (XLF) | 69.8% | 46.2% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SAMO Return | - | - | - | - | - | -0% | -0% |
| Peers Return | 168% | 45% | 6% | 6% | -7% | 38% | 458% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 103% |
Monthly Win Rates [3] | |||||||
| SAMO Win Rate | - | - | - | - | - | 0% | |
| Peers Win Rate | 81% | 58% | 68% | 50% | 50% | 64% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| SAMO Max Drawdown | - | - | - | - | - | - | |
| Peers Max Drawdown | -25% | -34% | -22% | -27% | -30% | -20% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: VNOM, CHRD, FANG, DVN, EOG.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/18/2026 (YTD)
How Low Can It Go
SAMO has limited trading history. Below is the Financials sector ETF (XLF) in its place.
| Event | XLF | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -15.5% | -18.8% |
| % Gain to Breakeven | 18.4% | 23.1% |
| Time to Breakeven | 80 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -10.7% | -9.5% |
| % Gain to Breakeven | 12.0% | 10.5% |
| Time to Breakeven | 26 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -16.1% | -6.7% |
| % Gain to Breakeven | 19.1% | 7.1% |
| Time to Breakeven | 270 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -22.3% | -24.5% |
| % Gain to Breakeven | 28.6% | 32.4% |
| Time to Breakeven | 467 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -42.8% | -33.7% |
| % Gain to Breakeven | 74.8% | 50.9% |
| Time to Breakeven | 289 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -19.7% | -19.2% |
| % Gain to Breakeven | 24.5% | 23.8% |
| Time to Breakeven | 123 days | 105 days |
In The Past
State Street Financial Select Sector SPDR ETF's stock fell -15.5% during the 2025 US Tariff Shock. Such a loss loss requires a 18.4% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
SAMO has limited trading history. Below is the Financials sector ETF (XLF) in its place.
| Event | XLF | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -22.3% | -24.5% |
| % Gain to Breakeven | 28.6% | 32.4% |
| Time to Breakeven | 467 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -42.8% | -33.7% |
| % Gain to Breakeven | 74.8% | 50.9% |
| Time to Breakeven | 289 days | 140 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -21.4% | -12.2% |
| % Gain to Breakeven | 27.3% | 13.9% |
| Time to Breakeven | 272 days | 62 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -26.1% | -17.9% |
| % Gain to Breakeven | 35.3% | 21.8% |
| Time to Breakeven | 162 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -78.3% | -53.4% |
| % Gain to Breakeven | 359.8% | 114.4% |
| Time to Breakeven | 2329 days | 1085 days |
In The Past
State Street Financial Select Sector SPDR ETF's stock fell -15.5% during the 2025 US Tariff Shock. Such a loss loss requires a 18.4% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Samos Energy Acquisition (SAMO)
Samos Energy Acquisition (SAMO) is a Special Purpose Acquisition Company (SPAC) formed with the sole purpose of effecting a business combination, such as a merger, acquisition, or reorganization, with one or more existing businesses. As a "blank check company," it currently does not operate any businesses or offer its own products or services. Its core activity revolves around identifying and executing this initial business combination.
The company intends to focus its search on established, cash-flowing businesses and assets within the traditional energy sector. While it may consider opportunities in any industry or region, its primary target markets include international energy assets that are operational and cash-generative, specifically within areas like upstream oil and gas, midstream infrastructure, and thermal power generation. SAMO aims to acquire control positions, pursuing platform companies or significant single assets where there is potential to build scale over time.
Samos Energy Acquisition leverages the expertise of its sponsor, Samos, which brings a multidisciplinary team with extensive experience across the energy value chain. This includes professionals skilled in energy operations, facilities engineering, geoscience, private equity, project finance, and legal structuring. This collective experience positions the management team to efficiently source, evaluate, and execute complex cross-border transactions with attractive target companies in the global energy market.
AI Analysis | Feedback
Here are two analogies to describe Samos Energy Acquisition (SAMO):
It's like a publicly traded KKR or Blackstone, but whose sole mission is to acquire and integrate one major traditional energy company.
Think of it as a publicly funded version of Brookfield Asset Management, but singularly dedicated to acquiring its first large traditional energy business.
AI Analysis | Feedback
- Facilitating Business Combinations: Samos Energy Acquisition acts as a blank check company (SPAC) formed with the sole purpose of identifying and merging with or acquiring one or more existing operating businesses, primarily those with significant international energy assets.
AI Analysis | Feedback
Samos Energy Acquisition (SAMO) is a blank check company (SPAC). As such, it does not currently have any operational businesses or generate revenue from customers. Its purpose is to complete an initial business combination with another company. Therefore, Samos Energy Acquisition (SAMO) does not have major customers at this time.
AI Analysis | Feedback
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Jacques Tohme, Chairman and Chief Executive Officer
Mr. Tohme has served as the co-founder and Managing Partner at Samos Energy Group since July 2023. He also co-founded Tailwind Energy, a UK oil and gas producer backed by Mercuria, where he served as a director from January 2016 to March 2023. Tailwind Energy expanded by acquiring and developing assets from companies such as ExxonMobil, Royal Dutch Shell, EOG Resources, and Oaktree. In March 2023, Tailwind Energy was sold to Serica Energy Plc. Mr. Tohme also founded Amerocap LLC, a private US investment firm, and led Samos Energy's acquisition of Petrofirst Infrastructure from BlackRock and Petrofac.
Trent Kososki, Chief Financial Officer, Chief Accounting Officer, and Secretary
Mr. Kososki has been the founder and CEO of GoodPeak since August 2022. Prior to that, he was a Managing Director at Stonepeak.
AI Analysis | Feedback
For Samos Energy Acquisition (SAMO), a blank check company, the key risks are primarily associated with its nature as a Special Purpose Acquisition Company (SPAC) that has yet to identify or complete a business combination.
Key Risks
- Failure to complete an initial business combination: As a blank check company, Samos Energy Acquisition's sole purpose is to merge with or acquire an existing private company within a specified timeframe, typically two years. The company has not yet identified any potential business combination target. If Samos Energy Acquisition fails to complete a business combination within the predetermined period, it must liquidate and return the funds held in trust to its public shareholders, often at the IPO price plus interest, minus operational costs. This scenario would result in investors potentially losing any premium paid for shares above the IPO price, and sponsors losing their investments.
- Competition for acquisition targets and difficulty in identifying a suitable target: Samos Energy Acquisition intends to focus its search on established, cash-flowing businesses and assets within the traditional energy sector. However, the market for attractive acquisition targets, especially in specific sectors like energy, can be highly competitive, with other SPACs, private equity firms, and strategic buyers also vying for deals. This competition may make it challenging for Samos Energy Acquisition to identify and secure a suitable target that aligns with its investment criteria and offers attractive risk-adjusted returns, potentially delaying or preventing a business combination.
- Shareholder redemptions and potential for dilution: Even if Samos Energy Acquisition identifies a target, public shareholders typically have the option to redeem their shares for their pro-rata portion of the trust account prior to the completion of a business combination if they do not approve of the proposed transaction or for other reasons. Significant redemptions can reduce the amount of capital available for the combined company, potentially necessitating additional financing which could dilute the ownership interests of non-redeeming shareholders. Furthermore, the economic interests of the SPAC's sponsors and management may not always align with those of public shareholders, potentially leading to deals that are less favorable for public investors.
AI Analysis | Feedback
The global energy transition towards renewable energy sources and away from fossil fuels, coupled with increasing environmental, social, and governance (ESG) pressures and climate policies, represents a clear emerging threat to Samos Energy Acquisition's stated strategy. As a blank check company intending to acquire "significant international energy assets that are operational and cash generative" within the traditional energy sector, this fundamental shift in energy markets threatens the long-term viability, market value, and investor appeal of the very assets SAMO aims to acquire. This could significantly challenge its ability to identify, acquire, and build a successful business in its target industry, much like how new technologies or business models disrupted existing markets in the provided examples (e.g., Netflix threatening Blockbuster's market for physical media rentals).
AI Analysis | Feedback
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- Successful Completion of an Initial Business Combination: The primary driver of future revenue for Samos Energy Acquisition is the successful identification, negotiation, and closing of its initial business combination with one or more operating businesses. Until such a combination occurs, the company will not generate operational revenue. The company has a deadline of July 10, 2028, to complete an acquisition.
- Acquisition of Operational and Cash-Generative International Energy Assets: The company's stated intention is to capitalize on its sponsor’s platforms to identify, acquire, and build a company with significant international energy assets that are operational and cash generative. This strategic focus on established, cash-flowing businesses within the traditional energy sector is intended to ensure that the acquired entity will provide immediate and substantial revenue streams upon combination.
- Leveraging the Samos Platform's Extensive Energy Sector Expertise: The Samos platform comprises over twenty professionals with extensive experience across the traditional energy value chain, including upstream oil and gas, midstream infrastructure, and thermal power generation. This multidisciplinary expertise is crucial for efficiently conducting rigorous due diligence and for identifying, evaluating, and executing an initial business combination with an attractive target company that can deliver sustainable revenue.
- Strategic Focus on High-Potential Market Opportunities: Samos Energy Acquisition aims to capitalize on what it believes are favorable and highly fragmented market opportunities within the traditional energy sector. Its ability to identify and successfully acquire assets in these advantageous market segments is expected to contribute to future revenue growth for the combined entity.
- Seeking Control Positions and Active Post-Acquisition Management: The company intends to seek control positions and to partner with other management teams and stakeholders to drive long-term value creation. This approach suggests active management and strategic guidance post-acquisition to optimize operations and further grow revenue from the acquired assets.
AI Analysis | Feedback
Share Issuance
- Samos Energy Acquisition Corporation priced its initial public offering (IPO) of 20,000,000 units at $10.00 per unit on July 10, 2026.
- The IPO closed on July 13, 2026, raising $230,000,000 in gross proceeds from the sale of 23,000,000 units, which included the full exercise of the underwriters' overallotment option for an additional 3,000,000 units.
- Each unit issued in the IPO consists of one Class A ordinary share and one-half of one redeemable warrant.
Inbound Investments
- A total of $230,000,000 from the IPO and a simultaneous private placement was placed into a trust account for the benefit of public shareholders.
- The sponsor and Cantor Fitzgerald & Co. purchased an aggregate of 6,000,000 private placement warrants at $1.00 per warrant, generating gross proceeds of $6,000,000.
Peer Outperformance in Multi-Sector Holdings
null| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Reinsurance | 6 | 24.2% | 70.6% | 133.7% | SPNT 170% · RGA 154% · RNR 140% |
| Investment Banking & Brokerage | 13 | -1.7% | 105.1% | 116.5% | IBKR 527% · SNEX 257% · HOOD 183% |
| Diversified Banks | 12 | 27.5% | 129.8% | 116.3% | CM 161% · JPM 159% · RY 149% |
| Life & Health Insurance | 20 | 8.6% | 57.6% | 105.8% | JXN 534% · UNM 373% · FG 207% |
| Multi-Sector Holdings ← | 4 | 6.8% | 50.2% | 87.3% | JONE 361% · VOYA 88% · BRK-B 87% |
| Property & Casualty Insurance | 42 | 9.6% | 67.5% | 67.8% | ASIC 2760900% · HRTG 445% · UVE 331% |
| Regional Banks | 265 | 23.9% | 91.7% | 67.1% | ESQ 391% · GCBC 340% · VBNK 335% |
| Multi-line Insurance | 9 | 8.8% | 71.2% | 64.1% | GNW 201% · L 112% · SLF 104% |
| Financial Exchanges & Data | 15 | -0.1% | 17.4% | 32.7% | VIRT 184% · CBOE 135% · CME 83% |
| Diversified Financial Services | 4 | -7.3% | 22.1% | 32.6% | FRHC 168% · EQH 119% · TMS -54% |
| Consumer Finance | 30 | 1.7% | 89.6% | 26.9% | ENVA 447% · EZPW 319% · FCFS 168% |
| Insurance Brokers | 16 | -15.1% | -6.3% | 20.3% | LIFE 200% · ARX 87% · AJG 70% |
| Commercial & Residential Mortgage Finance | 14 | -50.2% | 32.8% | 13.9% | FNMA 454% · FMCC 436% · ACT 204% |
| Asset Management & Custody Banks | 84 | -11.7% | 17.6% | 12.0% | WT 348% · SII 279% · VCTR 274% |
| Specialized Finance | 3 | 14.0% | 42.2% | -2.8% | EFC 27% · CACC -3% · HASI -16% |
| Mortgage REITs | 33 | -13.0% | 7.4% | -16.5% | NREF 53% · RITM 42% · DX 34% |
| Transaction & Payment Processing Services | 15 | -1.0% | -5.9% | -42.9% | V 74% · MA 73% · CPAY 58% |
| Diversified Capital Markets | 20 | -36.3% | 20.7% | -48.1% | OPY 196% · LPLA 136% · GOLD 90% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 96.42 |
| Mkt Cap | 45.5 |
| Rev LTM | 16,982 |
| Op Inc LTM | 4,678 |
| FCF LTM | 1,477 |
| FCF 3Y Avg | 975 |
| CFO LTM | 8,553 |
| CFO 3Y Avg | 7,367 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 19.2% |
| Rev Chg 3Y Avg | 16.4% |
| Rev Chg Q | 73.1% |
| QoQ Delta Rev Chg LTM | 18.6% |
| Op Inc Chg LTM | 21.3% |
| Op Inc Chg 3Y Avg | -2.7% |
| Op Mgn LTM | 35.4% |
| Op Mgn 3Y Avg | 35.8% |
| QoQ Delta Op Mgn LTM | 4.9% |
| CFO/Rev LTM | 50.1% |
| CFO/Rev 3Y Avg | 48.5% |
| FCF/Rev LTM | 18.8% |
| FCF/Rev 3Y Avg | 7.7% |
Price Behavior
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | ||||||
| Up Beta | � | � | � | � | � | � |
| Down Beta | � | � | � | � | � | � |
| Up Capture | 0% | 0% | 0% | 0% | 0% | 0% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | ||||||
| Down Capture | -0% | -0% | -0% | -0% | -0% | -0% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SAMO | |
|---|---|---|---|---|
| SAMO | -0.0% | 2.4% | -1.99 | - |
| Sector ETF (XLF) | 4.5% | 14.6% | 0.08 | 51.2% |
| Equity (SPY) | 16.9% | 12.9% | 0.94 | 61.4% |
| Gold (GLD) | 19.1% | 29.3% | 0.60 | 43.9% |
| Commodities (DBC) | 46.3% | 20.6% | 1.73 | -19.8% |
| Real Estate (VNQ) | 4.9% | 13.6% | 0.10 | 68.2% |
| Bitcoin (BTCUSD) | -30.6% | 44.3% | -0.70 | 38.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SAMO | |
|---|---|---|---|---|
| SAMO | -0.0% | 2.4% | -1.99 | - |
| Sector ETF (XLF) | 10.1% | 18.4% | 0.41 | 51.2% |
| Equity (SPY) | 12.9% | 17.2% | 0.57 | 61.4% |
| Gold (GLD) | 19.1% | 18.8% | 0.83 | 43.9% |
| Commodities (DBC) | 11.2% | 19.5% | 0.45 | -19.8% |
| Real Estate (VNQ) | 1.1% | 18.8% | -0.05 | 68.2% |
| Bitcoin (BTCUSD) | 12.5% | 52.5% | 0.42 | 38.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SAMO | |
|---|---|---|---|---|
| SAMO | -0.0% | 2.4% | -1.99 | - |
| Sector ETF (XLF) | 12.9% | 22.1% | 0.53 | 51.2% |
| Equity (SPY) | 15.1% | 18.0% | 0.72 | 61.4% |
| Gold (GLD) | 12.1% | 16.4% | 0.61 | 43.9% |
| Commodities (DBC) | 8.3% | 18.1% | 0.37 | -19.8% |
| Real Estate (VNQ) | 4.4% | 20.7% | 0.18 | 68.2% |
| Bitcoin (BTCUSD) | 62.6% | 66.2% | 1.02 | 38.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Industry Resources
| Financials Resources |
| Federal Reserve Economic Data |
| Federal Reserve |
| FDIC Data |
| American Banker |
| The Banker |
| Banking Technology |
| Multi-Sector Holdings Resources |
| McKinsey & Company Insights |
| Harvard Business Review |
| ValueWalk |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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