SM Energy Company (LON:0KZA)

SM Energy Company Statistics

Total Valuation

LON:0KZA has a market cap or net worth of GBP 3.87 billion. The enterprise value is 5.76 billion.

Market Cap	3.87B
Enterprise Value	5.76B

Important Dates

The next estimated earnings date is Wednesday, February 25, 2026.

Earnings Date	Feb 25, 2026
Ex-Dividend Date	Dec 26, 2025

Share Statistics

Current Share Class	240.85M
Shares Outstanding	n/a
Shares Change (YoY)	-0.77%
Shares Change (QoQ)	+0.38%
Owned by Insiders (%)	0.96%
Owned by Institutions (%)	48.28%
Float	238.51M

Valuation Ratios

The trailing PE ratio is 7.15 and the forward PE ratio is 7.84.

PE Ratio	7.15
Forward PE	7.84
PS Ratio	1.64
PB Ratio	1.10
P/TBV Ratio	1.10
P/FCF Ratio	n/a
P/OCF Ratio	2.43
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 2.69, with an EV/FCF ratio of -4.95.

EV / Earnings	10.64
EV / Sales	2.48
EV / EBITDA	2.69
EV / EBIT	7.11
EV / FCF	-4.95

Financial Position

The company has a current ratio of 0.56, with a Debt / Equity ratio of 0.58.

Current Ratio	0.56
Quick Ratio	0.47
Debt / Equity	0.58
Debt / EBITDA	0.94
Debt / FCF	-1.76
Interest Coverage	6.27

Financial Efficiency

Return on equity (ROE) is 16.58% and return on invested capital (ROIC) is 11.90%.

Return on Equity (ROE)	16.58%
Return on Assets (ROA)	8.07%
Return on Invested Capital (ROIC)	11.90%
Return on Capital Employed (ROCE)	13.89%
Weighted Average Cost of Capital (WACC)	8.33%
Revenue Per Employee	3.55M
Profits Per Employee	816,090
Employee Count	663
Asset Turnover	0.37
Inventory Turnover	n/a

Taxes

In the past 12 months, LON:0KZA has paid 150.96 million in taxes.

Income Tax	150.96M
Effective Tax Rate	21.81%

Stock Price Statistics

The stock price has decreased by -46.63% in the last 52 weeks. The beta is 1.06, so LON:0KZA's price volatility has been similar to the market average.

Beta (5Y)	1.06
52-Week Price Change	-46.63%
50-Day Moving Average	19.27
200-Day Moving Average	23.23
Relative Strength Index (RSI)	67.40
Average Volume (20 Days)	12,625

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)	3.42

Income Statement

In the last 12 months, LON:0KZA had revenue of GBP 2.36 billion and earned 541.07 million in profits. Earnings per share was 4.71.

Revenue	2.36B
Gross Profit	1.81B
Operating Income	821.79M
Pretax Income	692.03M
Net Income	541.07M
EBITDA	1.68B
EBIT	821.79M
Earnings Per Share (EPS)	4.71

Balance Sheet

The company has 120.71 million in cash and 2.04 billion in debt, with a net cash position of -1.92 billion.

Cash & Cash Equivalents	120.71M
Total Debt	2.04B
Net Cash	-1.92B
Net Cash Per Share	n/a
Equity (Book Value)	3.51B
Book Value Per Share	30.61
Working Capital	-373.73M

Cash Flow

In the last 12 months, operating cash flow was 1.59 billion and capital expenditures -2.75 billion, giving a free cash flow of -1.16 billion.

Operating Cash Flow	1.59B
Capital Expenditures	-2.75B
Free Cash Flow	-1.16B
FCF Per Share	n/a

Margins

Gross margin is 76.99%, with operating and profit margins of 34.88% and 22.97%.

Gross Margin	76.99%
Operating Margin	34.88%
Pretax Margin	29.38%
Profit Margin	22.97%
EBITDA Margin	71.16%
EBIT Margin	34.88%
FCF Margin	n/a

Dividends & Yields

This stock pays an annual dividend of 0.60, which amounts to a dividend yield of 2.75%.

Dividend Per Share	0.60
Dividend Yield	2.75%
Dividend Growth (YoY)	-0.12%
Years of Dividend Growth	4
Payout Ratio	12.60%
Buyback Yield	0.77%
Shareholder Yield	3.52%
Earnings Yield	14.00%
FCF Yield	-30.07%

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 1.68 and a Piotroski F-Score of 6. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score	1.68
Piotroski F-Score	6