SM Energy Company Statistics
Total Valuation
SM has a market cap or net worth of $2.09 billion. The enterprise value is $4.68 billion.
Important Dates
The last earnings date was Monday, November 3, 2025, before market open.
| Earnings Date | Nov 3, 2025 |
| Ex-Dividend Date | Oct 17, 2025 |
Share Statistics
SM has 114.55 million shares outstanding. The number of shares has decreased by -0.77% in one year.
| Current Share Class | 114.55M |
| Shares Outstanding | 114.55M |
| Shares Change (YoY) | -0.77% |
| Shares Change (QoQ) | +0.38% |
| Owned by Insiders (%) | 1.69% |
| Owned by Institutions (%) | 101.12% |
| Float | 112.59M |
Valuation Ratios
The trailing PE ratio is 2.89 and the forward PE ratio is 4.79.
| PE Ratio | 2.89 |
| Forward PE | 4.79 |
| PS Ratio | 0.66 |
| Forward PS | 0.62 |
| PB Ratio | 0.44 |
| P/TBV Ratio | 0.44 |
| P/FCF Ratio | n/a |
| P/OCF Ratio | 0.98 |
| PEG Ratio | n/a |
Financial Ratio HistoryEnterprise Valuation
| EV / Earnings | 6.43 |
| EV / Sales | 1.48 |
| EV / EBITDA | 2.08 |
| EV / EBIT | 4.23 |
| EV / FCF | n/a |
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 | n/a |
| Interest Coverage | 6.27 |
Financial Efficiency
Return on equity (ROE) is 16.58% and return on invested capital (ROIC) is 9.69%.
| Return on Equity (ROE) | 16.58% |
| Return on Assets (ROA) | 8.07% |
| Return on Invested Capital (ROIC) | 9.69% |
| Return on Capital Employed (ROCE) | 13.89% |
| Revenue Per Employee | $4.78M |
| Profits Per Employee | $1.10M |
| Employee Count | 663 |
| Asset Turnover | 0.37 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, SM has paid $202.92 million in taxes.
| Income Tax | 202.92M |
| Effective Tax Rate | 21.81% |
Stock Price Statistics
The stock price has decreased by -58.51% in the last 52 weeks. The beta is 1.14, so SM's price volatility has been higher than the market average.
| Beta (5Y) | 1.14 |
| 52-Week Price Change | -58.51% |
| 50-Day Moving Average | 24.08 |
| 200-Day Moving Average | 26.97 |
| Relative Strength Index (RSI) | 27.97 |
| Average Volume (20 Days) | 3,219,843 |
Short Selling Information
The latest short interest is 10.62 million, so 9.27% of the outstanding shares have been sold short.
| Short Interest | 10.62M |
| Short Previous Month | 10.49M |
| Short % of Shares Out | 9.27% |
| Short % of Float | 9.43% |
| Short Ratio (days to cover) | 4.19 |
Income Statement
In the last 12 months, SM had revenue of $3.17 billion and earned $727.30 million in profits. Earnings per share was $6.33.
| Revenue | 3.17B |
| Gross Profit | 2.44B |
| Operating Income | 1.10B |
| Pretax Income | 930.22M |
| Net Income | 727.30M |
| EBITDA | 2.25B |
| EBIT | 1.10B |
| Earnings Per Share (EPS) | $6.33 |
Full Income StatementBalance Sheet
The company has $162.25 million in cash and $2.75 billion in debt, giving a net cash position of -$2.58 billion or -$22.55 per share.
| Cash & Cash Equivalents | 162.25M |
| Total Debt | 2.75B |
| Net Cash | -2.58B |
| Net Cash Per Share | -$22.55 |
| Equity (Book Value) | 4.71B |
| Book Value Per Share | 41.14 |
| Working Capital | -502.37M |
Full Balance SheetCash Flow
In the last 12 months, operating cash flow was $2.14 billion and capital expenditures -$3.70 billion, giving a free cash flow of -$1.56 billion.
| Operating Cash Flow | 2.14B |
| Capital Expenditures | -3.70B |
| Free Cash Flow | -1.56B |
| FCF Per Share | -$13.64 |
Full Cash Flow StatementMargins
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 $0.80, which amounts to a dividend yield of 4.38%.
| Dividend Per Share | $0.80 |
| Dividend Yield | 4.38% |
| Dividend Growth (YoY) | 8.11% |
| Years of Dividend Growth | 3 |
| Payout Ratio | 12.64% |
| Buyback Yield | 0.77% |
| Shareholder Yield | 5.24% |
| Earnings Yield | 34.73% |
| FCF Yield | -74.62% |
Dividend DetailsAnalyst Forecast
The average price target for SM is $37.25, which is 103.78% higher than the current price. The consensus rating is "Hold".
| Price Target | $37.25 |
| Price Target Difference | 103.78% |
| Analyst Consensus | Hold |
| Analyst Count | 10 |
| Revenue Growth Forecast (5Y) | n/a |
| EPS Growth Forecast (5Y) | -6.21% |
Stock ForecastsFair 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 1.68 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 |
