SM Energy Company (SM)
NYSE: SM · Real-Time Price · USD
27.03
+0.37 (1.39%)
Aug 4, 2025, 4:00 PM - Market closed

Accolade Statistics

Total Valuation

SM has a market cap or net worth of $3.11 billion. The enterprise value is $5.74 billion.

Market Cap3.11B
Enterprise Value 5.74B

Important Dates

The last earnings date was Thursday, July 31, 2025, after market close.

Earnings Date Jul 31, 2025
Ex-Dividend Date Jul 18, 2025

Share Statistics

SM has 114.95 million shares outstanding. The number of shares has decreased by -1.56% in one year.

Current Share Class 114.95M
Shares Outstanding 114.95M
Shares Change (YoY) -1.56%
Shares Change (QoQ) -0.14%
Owned by Insiders (%) 1.68%
Owned by Institutions (%) 101.10%
Float 112.98M

Valuation Ratios

The trailing PE ratio is 3.82 and the forward PE ratio is 5.83.

PE Ratio 3.82
Forward PE 5.83
PS Ratio 1.03
Forward PS 0.91
PB Ratio 0.68
P/TBV Ratio 0.68
P/FCF Ratio n/a
P/OCF Ratio 1.49
PEG Ratio n/a
Financial Ratio History

Enterprise Valuation

EV / Earnings 7.06
EV / Sales 1.91
EV / EBITDA 2.59
EV / EBIT 4.83
EV / FCF n/a

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 n/a
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 $4.53M
Profits Per Employee $1.23M
Employee Count663
Asset Turnover 0.38
Inventory Turnover n/a

Taxes

In the past 12 months, SM has paid $210.84 million in taxes.

Income Tax 210.84M
Effective Tax Rate 20.60%

Stock Price Statistics

The stock price has decreased by -33.91% in the last 52 weeks. The beta is 2.29, so SM's price volatility has been higher than the market average.

Beta (5Y) 2.29
52-Week Price Change -33.91%
50-Day Moving Average 26.16
200-Day Moving Average 32.82
Relative Strength Index (RSI) 50.61
Average Volume (20 Days) 2,139,499

Short Selling Information

The latest short interest is 8.69 million, so 7.56% of the outstanding shares have been sold short.

Short Interest 8.69M
Short Previous Month 8.38M
Short % of Shares Out 7.56%
Short % of Float 7.69%
Short Ratio (days to cover) 3.59

Income Statement

In the last 12 months, SM had revenue of $3.00 billion and earned $812.74 million in profits. Earnings per share was $7.07.

Revenue3.00B
Gross Profit 2.35B
Operating Income 1.19B
Pretax Income 895.33M
Net Income 812.74M
EBITDA 2.22B
EBIT 1.19B
Earnings Per Share (EPS) $7.07
Full Income Statement

Balance Sheet

The company has $101.88 million in cash and $2.74 billion in debt, giving a net cash position of -$2.63 billion or -$22.92 per share.

Cash & Cash Equivalents 101.88M
Total Debt 2.74B
Net Cash -2.63B
Net Cash Per Share -$22.92
Equity (Book Value) 4.59B
Book Value Per Share 40.04
Working Capital -262.86M
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was $2.08 billion and capital expenditures -$3.60 billion, giving a free cash flow of -$1.51 billion.

Operating Cash Flow 2.08B
Capital Expenditures -3.60B
Free Cash Flow -1.51B
FCF Per Share -$13.17
Full Cash Flow Statement

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 $0.80, which amounts to a dividend yield of 2.96%.

Dividend Per Share $0.80
Dividend Yield 2.96%
Dividend Growth (YoY) 15.94%
Years of Dividend Growth 3
Payout Ratio 11.31%
Buyback Yield 1.56%
Shareholder Yield 4.52%
Earnings Yield 26.16%
FCF Yield -48.72%
Dividend Details

Analyst Forecast

The average price target for SM is $43.00, which is 59.08% higher than the current price. The consensus rating is "Hold".

Price Target $43.00
Price Target Difference 59.08%
Analyst Consensus Hold
Analyst Count 11
Revenue Growth Forecast (5Y) n/a
EPS Growth Forecast (5Y) n/a
Stock Forecasts

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

The last stock split was on April 1, 2005. It was a forward split with a ratio of 2:1.

Last Split Date Apr 1, 2005
Split Type Forward
Split Ratio 2:1

Scores

SM 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