SM Energy Company Statistics
Total Valuation
SM has a market cap or net worth of $6.97 billion. The enterprise value is $9.45 billion.
| Market Cap | 6.97B |
| Enterprise Value | 9.45B |
Important Dates
The next confirmed earnings date is 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 decreased by -0.86% in one year.
| Current Share Class | 239.74M |
| Shares Outstanding | 239.74M |
| Shares Change (YoY) | -0.86% |
| Shares Change (QoQ) | -0.20% |
| Owned by Insiders (%) | 0.95% |
| Owned by Institutions (%) | 53.88% |
| Float | 237.39M |
Valuation Ratios
The trailing PE ratio is 5.16 and the forward PE ratio is 4.30.
| PE Ratio | 5.16 |
| Forward PE | 4.30 |
| PS Ratio | 2.30 |
| Forward PS | n/a |
| PB Ratio | 0.69 |
| P/TBV Ratio | 1.45 |
| P/FCF Ratio | 12.93 |
| P/OCF Ratio | 3.46 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 4.28, with an EV/FCF ratio of 17.54.
| EV / Earnings | 14.59 |
| EV / Sales | 3.12 |
| EV / EBITDA | 4.28 |
| EV / EBIT | 9.45 |
| EV / FCF | 17.54 |
Financial Position
The company has a current ratio of 0.69, with a Debt / Equity ratio of 0.59.
| Current Ratio | 0.69 |
| Quick Ratio | 0.60 |
| Debt / Equity | 0.59 |
| Debt / EBITDA | 1.06 |
| Debt / FCF | 5.29 |
| Interest Coverage | 5.78 |
Financial Efficiency
Return on equity (ROE) is 14.33% and return on invested capital (ROIC) is 10.70%.
| Return on Equity (ROE) | 14.33% |
| Return on Assets (ROA) | 7.01% |
| Return on Invested Capital (ROIC) | 10.70% |
| Return on Capital Employed (ROCE) | 12.37% |
| Weighted Average Cost of Capital (WACC) | 7.45% |
| Revenue Per Employee | $2.44M |
| Profits Per Employee | $522,160 |
| Employee Count | 1,241 |
| Asset Turnover | 0.34 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, SM has paid $182.00 million in taxes.
| Income Tax | 182.00M |
| Effective Tax Rate | 21.93% |
Stock Price Statistics
The stock price has increased by +31.97% in the last 52 weeks. The beta is 0.78, so SM's price volatility has been lower than the market average.
| Beta (5Y) | 0.78 |
| 52-Week Price Change | +31.97% |
| 50-Day Moving Average | 26.60 |
| 200-Day Moving Average | 23.70 |
| Relative Strength Index (RSI) | 54.18 |
| Average Volume (20 Days) | 5,349,525 |
Short Selling Information
The latest short interest is 11.97 million, so 4.99% of the outstanding shares have been sold short.
| Short Interest | 11.97M |
| Short Previous Month | 14.86M |
| Short % of Shares Out | 4.99% |
| Short % of Float | 5.04% |
| Short Ratio (days to cover) | 1.74 |
Income Statement
In the last 12 months, SM had revenue of $3.03 billion and earned $648.00 million in profits. Earnings per share was $5.63.
| Revenue | 3.03B |
| Gross Profit | 2.74B |
| Operating Income | 1.00B |
| Pretax Income | 830.00M |
| Net Income | 648.00M |
| EBITDA | 2.21B |
| EBIT | 1.00B |
| Earnings Per Share (EPS) | $5.63 |
Balance Sheet
The company has $368.00 million in cash and $2.85 billion in debt, with a net cash position of -$2.49 billion or -$10.37 per share.
| Cash & Cash Equivalents | 368.00M |
| Total Debt | 2.85B |
| Net Cash | -2.49B |
| Net Cash Per Share | -$10.37 |
| Equity (Book Value) | 4.81B |
| Book Value Per Share | 41.96 |
| Working Capital | -358.00M |
Cash Flow
In the last 12 months, operating cash flow was $2.01 billion and capital expenditures -$1.47 billion, giving a free cash flow of $539.00 million.
| Operating Cash Flow | 2.01B |
| Capital Expenditures | -1.47B |
| Depreciation & Amortization | 1.21B |
| Net Borrowing | -68.00M |
| Free Cash Flow | 539.00M |
| FCF Per Share | $2.25 |
Margins
Gross margin is 90.35%, with operating and profit margins of 33.04% and 21.41%.
| Gross Margin | 90.35% |
| Operating Margin | 33.04% |
| Pretax Margin | 27.42% |
| Profit Margin | 21.41% |
| EBITDA Margin | 72.91% |
| EBIT Margin | 33.04% |
| FCF Margin | 17.81% |
Dividends & Yields
This stock pays an annual dividend of $0.80, which amounts to a dividend yield of 2.75%.
| Dividend Per Share | $0.80 |
| Dividend Yield | 2.75% |
| Dividend Growth (YoY) | 5.13% |
| Years of Dividend Growth | 4 |
| Payout Ratio | 14.55% |
| Buyback Yield | 0.86% |
| Shareholder Yield | 3.62% |
| Earnings Yield | 9.30% |
| FCF Yield | 7.74% |
Analyst Forecast
The average price target for SM is $34.36, which is 18.24% higher than the current price. The consensus rating is "Buy".
| Price Target | $34.36 |
| Price Target Difference | 18.24% |
| Analyst Consensus | Buy |
| Analyst Count | 12 |
| Revenue Growth Forecast (5Y) | n/a |
| EPS Growth Forecast (5Y) | n/a |
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 1.55 and a Piotroski F-Score of 6. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 1.55 |
| Piotroski F-Score | 6 |