SM Energy Company (SM)

The Duckhorn Portfolio Ratios and Metrics

Market cap in millions USD. Fiscal year is January - December.

Fiscal Year	Current	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Period Ending	Aug 5, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020
Market Capitalization	3,151	4,435	4,504	4,277	3,581	701
Market Cap Growth	-43.13%	-1.53%	5.30%	19.43%	410.71%	-44.72%
Enterprise Value	5,768	5,424	5,692	5,357	5,638	3,081
Last Close Price	27.03	37.94	37.25	32.93	27.77	5.76
PE Ratio	3.87	5.76	5.51	3.85	98.85	-
Forward PE	5.81	5.13	5.94	4.33	6.82	-
PS Ratio	1.03	1.72	1.99	1.34	1.43	0.65
PB Ratio	0.68	1.05	1.25	1.39	1.74	0.35
P/TBV Ratio	0.68	1.05	1.25	1.39	1.74	0.35
P/FCF Ratio	-	-	9.48	5.30	7.44	2.88
P/OCF Ratio	1.50	2.49	2.86	2.54	3.09	0.89
PEG Ratio	-	0.64	0.11	0.16	-	-
EV/Sales Ratio	1.92	2.11	2.51	1.68	2.25	2.85
EV/EBITDA Ratio	2.60	2.88	3.39	2.45	5.54	4.21
EV/EBIT Ratio	4.85	5.04	5.77	3.39	26.96	-
EV/FCF Ratio	-	-	11.98	6.64	11.71	12.67
Debt / Equity Ratio	0.60	0.67	0.45	0.52	1.02	1.11
Debt / EBITDA Ratio	0.97	1.19	0.83	0.68	2.06	3.03
Debt / FCF Ratio	-	-	3.40	1.99	4.38	9.20
Asset Turnover	0.38	0.34	0.38	0.58	0.49	0.19
Quick Ratio	0.56	0.46	1.34	1.13	0.65	0.25
Current Ratio	0.69	0.55	1.45	1.23	0.69	0.35
Return on Equity (ROE)	19.27%	19.62%	24.41%	43.19%	1.78%	-32.09%
Return on Assets (ROA)	9.50%	8.99%	10.20%	18.03%	2.56%	-11.86%
Return on Capital (ROIC)	11.64%	10.92%	12.43%	22.28%	3.10%	-13.66%
Return on Capital Employed (ROCE)	14.60%	13.80%	17.20%	30.90%	4.80%	-
Earnings Yield	25.94%	17.37%	18.16%	26.00%	1.01%	-109.05%
FCF Yield	-48.31%	-36.80%	10.55%	18.86%	13.45%	34.68%
Dividend Yield	2.92%	2.00%	1.69%	0.94%	0.07%	0.35%
Payout Ratio	11.31%	11.04%	8.76%	1.77%	6.60%	-
Buyback Yield / Dilution	1.56%	3.11%	3.90%	-0.32%	-8.76%	-1.05%
Total Shareholder Return	4.44%	5.11%	5.59%	0.62%	-8.69%	-0.71%

Updated May 2, 2025. Source: S&P Global Market Intelligence. Standard template. Financial Sources.

SEC Filings: 10-K · 10-Q