SM Energy Company (LON:0KZA)

SM Energy Company Statistics

Total Valuation

LON:0KZA has a market cap or net worth of GBP 2.31 billion. The enterprise value is 4.24 billion.

Market Cap	2.31B
Enterprise Value	4.24B

Important Dates

The next estimated earnings date is Thursday, October 30, 2025.

Earnings Date	Oct 30, 2025
Ex-Dividend Date	Jul 18, 2025

Share Statistics

Current Share Class	114.95M
Shares Outstanding	n/a
Shares Change (YoY)	-1.56%
Shares Change (QoQ)	-0.14%
Owned by Insiders (%)	n/a
Owned by Institutions (%)	n/a
Float	112.99M

Valuation Ratios

The trailing PE ratio is 3.89 and the forward PE ratio is 6.34.

PE Ratio	3.89
Forward PE	6.34
PS Ratio	1.05
PB Ratio	0.69
P/TBV Ratio	0.69
P/FCF Ratio	n/a
P/OCF Ratio	1.52
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 2.05, with an EV/FCF ratio of -3.83.

EV / Earnings	7.14
EV / Sales	1.93
EV / EBITDA	2.05
EV / EBIT	4.87
EV / FCF	-3.83

Financial Position

The company has a current ratio of 0.69, with a Debt / Equity ratio of 0.60.

Current Ratio	0.69
Quick Ratio	0.56
Debt / Equity	0.60
Debt / EBITDA	0.97
Debt / FCF	-1.81
Interest Coverage	6.47

Financial Efficiency

Return on equity (ROE) is 19.27% and return on invested capital (ROIC) is 11.64%.

Return on Equity (ROE)	19.27%
Return on Assets (ROA)	9.50%
Return on Invested Capital (ROIC)	11.64%
Return on Capital Employed (ROCE)	14.58%
Revenue Per Employee	3.31M
Profits Per Employee	894,744
Employee Count	663
Asset Turnover	0.38
Inventory Turnover	n/a

Taxes

In the past 12 months, LON:0KZA has paid 153.89 million in taxes.

Income Tax	153.89M
Effective Tax Rate	20.60%

Stock Price Statistics

The stock price has decreased by -31.55% in the last 52 weeks. The beta is 2.47, so LON:0KZA's price volatility has been higher than the market average.

Beta (5Y)	2.47
52-Week Price Change	-31.55%
50-Day Moving Average	27.16
200-Day Moving Average	30.54
Relative Strength Index (RSI)	50.68
Average Volume (20 Days)	984

Short Selling Information

Short Interest	n/a
Short Previous Month	n/a
Short % of Shares Out	n/a
Short % of Float	n/a
Short Ratio (days to cover)	5.18

Income Statement

In the last 12 months, LON:0KZA had revenue of GBP 2.19 billion and earned 593.22 million in profits. Earnings per share was 5.16.

Revenue	2.19B
Gross Profit	1.72B
Operating Income	867.94M
Pretax Income	747.11M
Net Income	593.22M
EBITDA	1.62B
EBIT	867.94M
Earnings Per Share (EPS)	5.16

Balance Sheet

The company has 74.36 million in cash and 2.00 billion in debt, giving a net cash position of -1.92 billion.

Cash & Cash Equivalents	74.36M
Total Debt	2.00B
Net Cash	-1.92B
Net Cash Per Share	n/a
Equity (Book Value)	3.35B
Book Value Per Share	29.23
Working Capital	-191.86M

Cash Flow

In the last 12 months, operating cash flow was 1.52 billion and capital expenditures -2.63 billion, giving a free cash flow of -1.11 billion.

Operating Cash Flow	1.52B
Capital Expenditures	-2.63B
Free Cash Flow	-1.11B
FCF Per Share	n/a

Margins

Gross margin is 78.35%, with operating and profit margins of 39.60% and 27.07%.

Gross Margin	78.35%
Operating Margin	39.60%
Pretax Margin	34.09%
Profit Margin	27.07%
EBITDA Margin	73.78%
EBIT Margin	39.60%
FCF Margin	n/a

Dividends & Yields

This stock pays an annual dividend of 0.61, which amounts to a dividend yield of 2.27%.

Dividend Per Share	0.61
Dividend Yield	2.27%
Dividend Growth (YoY)	11.94%
Years of Dividend Growth	3
Payout Ratio	10.98%
Buyback Yield	1.56%
Shareholder Yield	3.83%
Earnings Yield	25.70%
FCF Yield	-47.88%

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value
Lynch Upside
Graham Number
Graham Upside

Stock Splits

This stock does not have any record of stock splits.

Last Split Date	n/a
Split Type	n/a
Split Ratio	n/a

Scores

LON:0KZA has an Altman Z-Score of 1.78 and a Piotroski F-Score of 5. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score	1.78
Piotroski F-Score	5