SM Energy Company Statistics
Total Valuation
SM has a market cap or net worth of $3.27 billion. The enterprise value is $5.93 billion.
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 (%) | 101.59% |
| Float | 112.99M |
Valuation Ratios
The trailing PE ratio is 4.02 and the forward PE ratio is 6.42.
| PE Ratio | 4.02 |
| Forward PE | 6.42 |
| PS Ratio | 1.06 |
| Forward PS | 0.97 |
| PB Ratio | 0.69 |
| P/TBV Ratio | 0.72 |
| P/FCF Ratio | n/a |
| P/OCF Ratio | 1.58 |
| PEG Ratio | n/a |
Financial Ratio HistoryEnterprise Valuation
| EV / Earnings | 7.30 |
| EV / Sales | 1.98 |
| EV / EBITDA | 2.68 |
| EV / EBIT | 4.99 |
| 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 Count | 663 |
| 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 -37.92% 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 | -37.92% |
| 50-Day Moving Average | 26.75 |
| 200-Day Moving Average | 31.64 |
| Relative Strength Index (RSI) | 61.13 |
| Average Volume (20 Days) | 2,031,803 |
Short Selling Information
The latest short interest is 9.86 million, so 8.58% of the outstanding shares have been sold short.
| Short Interest | 9.86M |
| Short Previous Month | 8.85M |
| Short % of Shares Out | 8.58% |
| Short % of Float | 8.73% |
| Short Ratio (days to cover) | 4.97 |
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.
| Revenue | 3.00B |
| 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 StatementBalance 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 SheetCash 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 StatementMargins
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 2.81%.
| Dividend Per Share | $0.80 |
| Dividend Yield | 2.81% |
| Dividend Growth (YoY) | 15.94% |
| Years of Dividend Growth | 3 |
| Payout Ratio | 11.31% |
| Buyback Yield | 1.56% |
| Shareholder Yield | 4.36% |
| Earnings Yield | 24.65% |
| FCF Yield | -45.92% |
Dividend DetailsAnalyst Forecast
The average price target for SM is $43.00, which is 51.14% higher than the current price. The consensus rating is "Hold".
| Price Target | $43.00 |
| Price Target Difference | 51.14% |
| Analyst Consensus | Hold |
| Analyst Count | 11 |
| Revenue Growth Forecast (5Y) | n/a |
| EPS Growth Forecast (5Y) | -5.20% |
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 1.78 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 |
