SM Energy Company Statistics
Total Valuation
SM has a market cap or net worth of $6.55 billion. The enterprise value is $14.37 billion.
Important Dates
The last earnings date was Wednesday, May 6, 2026, after market close.
| Earnings Date | May 6, 2026 |
| Ex-Dividend Date | Mar 9, 2026 |
Share Statistics
SM has 239.74 million shares outstanding. The number of shares has increased by 18.10% in one year.
| Current Share Class | 239.74M |
| Shares Outstanding | 239.74M |
| Shares Change (YoY) | +18.10% |
| Shares Change (QoQ) | +73.04% |
| Owned by Insiders (%) | 0.95% |
| Owned by Institutions (%) | 54.81% |
| Float | 237.39M |
Valuation Ratios
The trailing PE ratio is 29.43 and the forward PE ratio is 4.11.
| PE Ratio | 29.43 |
| Forward PE | 4.11 |
| PS Ratio | 1.87 |
| Forward PS | 2.05 |
| PB Ratio | 1.00 |
| P/TBV Ratio | 1.00 |
| P/FCF Ratio | 12.33 |
| P/OCF Ratio | 3.16 |
| PEG Ratio | n/a |
Financial Ratio HistoryEnterprise Valuation
The stock's EV/EBITDA ratio is 8.01, with an EV/FCF ratio of 25.89.
| EV / Earnings | 109.71 |
| EV / Sales | 3.93 |
| EV / EBITDA | 8.01 |
| EV / EBIT | 33.82 |
| EV / FCF | 25.89 |
Financial Position
The company has a current ratio of 0.39, with a Debt / Equity ratio of 1.16.
| Current Ratio | 0.39 |
| Quick Ratio | 0.32 |
| Debt / Equity | 1.16 |
| Debt / EBITDA | 3.52 |
| Debt / FCF | 14.37 |
| Interest Coverage | 1.76 |
Financial Efficiency
Return on equity (ROE) is 2.32% and return on invested capital (ROIC) is 2.73%.
| Return on Equity (ROE) | 2.32% |
| Return on Assets (ROA) | 1.90% |
| Return on Invested Capital (ROIC) | 2.73% |
| Return on Capital Employed (ROCE) | 2.86% |
| Weighted Average Cost of Capital (WACC) | 4.97% |
| Revenue Per Employee | $2.95M |
| Profits Per Employee | $105,560 |
| Employee Count | 1,241 |
| Asset Turnover | 0.26 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, SM has paid $57.00 million in taxes.
| Income Tax | 57.00M |
| Effective Tax Rate | 30.32% |
Stock Price Statistics
The stock price has increased by +35.95% in the last 52 weeks. The beta is 0.74, so SM's price volatility has been lower than the market average.
| Beta (5Y) | 0.74 |
| 52-Week Price Change | +35.95% |
| 50-Day Moving Average | 28.15 |
| 200-Day Moving Average | 23.85 |
| Relative Strength Index (RSI) | 47.44 |
| Average Volume (20 Days) | 4,268,721 |
Short Selling Information
The latest short interest is 13.12 million, so 5.47% of the outstanding shares have been sold short.
| Short Interest | 13.12M |
| Short Previous Month | 14.53M |
| Short % of Shares Out | 5.47% |
| Short % of Float | 5.53% |
| Short Ratio (days to cover) | 2.16 |
Income Statement
In the last 12 months, SM had revenue of $3.66 billion and earned $131.00 million in profits. Earnings per share was $0.96.
| Revenue | 3.66B |
| Gross Profit | 3.17B |
| Operating Income | 425.00M |
| Pretax Income | 188.00M |
| Net Income | 131.00M |
| EBITDA | 1.79B |
| EBIT | 425.00M |
| Earnings Per Share (EPS) | $0.96 |
Full Income StatementBalance Sheet
The company has $449.00 million in cash and $7.98 billion in debt, with a net cash position of -$7.53 billion or -$31.40 per share.
| Cash & Cash Equivalents | 449.00M |
| Total Debt | 7.98B |
| Net Cash | -7.53B |
| Net Cash Per Share | -$31.40 |
| Equity (Book Value) | 6.87B |
| Book Value Per Share | 28.65 |
| Working Capital | -2.61B |
Full Balance SheetCash Flow
In the last 12 months, operating cash flow was $2.17 billion and capital expenditures -$1.61 billion, giving a free cash flow of $555.00 million.
| Operating Cash Flow | 2.17B |
| Capital Expenditures | -1.61B |
| Depreciation & Amortization | 1.37B |
| Net Borrowing | 140.00M |
| Free Cash Flow | 555.00M |
| FCF Per Share | $2.31 |
Full Cash Flow StatementMargins
Gross margin is 86.48%, with operating and profit margins of 11.61% and 3.58%.
| Gross Margin | 86.48% |
| Operating Margin | 11.61% |
| Pretax Margin | 5.14% |
| Profit Margin | 3.58% |
| EBITDA Margin | 49.00% |
| EBIT Margin | 11.61% |
| FCF Margin | 15.16% |
Dividends & Yields
This stock pays an annual dividend of $0.80, which amounts to a dividend yield of 2.82%.
| Dividend Per Share | $0.80 |
| Dividend Yield | 2.82% |
| Dividend Growth (YoY) | 5.13% |
| Years of Dividend Growth | 4 |
| Payout Ratio | 14.55% |
| Buyback Yield | -18.10% |
| Shareholder Yield | -15.30% |
| Earnings Yield | 1.91% |
| FCF Yield | 8.11% |
Dividend DetailsAnalyst Forecast
The average price target for SM is $34.36, which is 25.68% higher than the current price. The consensus rating is "Buy".
| Price Target | $34.36 |
| Price Target Difference | 25.68% |
| Analyst Consensus | Buy |
| Analyst Count | 12 |
| Revenue Growth Forecast (5Y) | n/a |
| EPS Growth Forecast (5Y) | 5.86% |
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
| Altman Z-Score | n/a |
| Piotroski F-Score | 5 |
