SM Energy Company Statistics
Total Valuation
SM has a market cap or net worth of $9.28 billion. The enterprise value is $16.10 billion.
| Market Cap | 9.28B |
| Enterprise Value | 16.10B |
Important Dates
The next estimated earnings date is Monday, November 2, 2026, before market open.
| Earnings Date | Nov 2, 2026 |
| Ex-Dividend Date | Sep 4, 2026 |
Share Statistics
SM has 237.85 million shares outstanding. The number of shares has increased by 45.08% in one year.
| Current Share Class | 237.85M |
| Shares Outstanding | 237.85M |
| Shares Change (YoY) | +45.08% |
| Shares Change (QoQ) | +20.60% |
| Owned by Insiders (%) | 0.94% |
| Owned by Institutions (%) | 93.87% |
| Float | 222.48M |
Valuation Ratios
The trailing PE ratio is 6.54 and the forward PE ratio is 5.29.
| PE Ratio | 6.54 |
| Forward PE | 5.29 |
| PS Ratio | 1.87 |
| Forward PS | 1.22 |
| PB Ratio | 1.19 |
| P/TBV Ratio | 1.19 |
| P/FCF Ratio | 12.49 |
| P/OCF Ratio | 3.44 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 5.02, with an EV/FCF ratio of 21.66.
| EV / Earnings | 16.10 |
| EV / Sales | 3.24 |
| EV / EBITDA | 5.02 |
| EV / EBIT | 10.47 |
| EV / FCF | 21.66 |
Financial Position
The company has a current ratio of 0.62, with a Debt / Equity ratio of 0.95.
| Current Ratio | 0.62 |
| Quick Ratio | 0.52 |
| Debt / Equity | 0.95 |
| Debt / EBITDA | 2.03 |
| Debt / FCF | 10.00 |
| Interest Coverage | 4.96 |
Financial Efficiency
Return on equity (ROE) is 16.13% and return on invested capital (ROIC) is 7.84%.
| Return on Equity (ROE) | 16.13% |
| Return on Assets (ROA) | 6.90% |
| Return on Invested Capital (ROIC) | 7.84% |
| Return on Capital Employed (ROCE) | 9.75% |
| Weighted Average Cost of Capital (WACC) | 6.06% |
| Revenue Per Employee | $4.00M |
| Profits Per Employee | $805,802 |
| Employee Count | 1,241 |
| Asset Turnover | 0.36 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, SM has paid $324.00 million in taxes.
| Income Tax | 324.00M |
| Effective Tax Rate | 24.47% |
Stock Price Statistics
The stock price has increased by +45.96% in the last 52 weeks. The beta is 0.75, so SM's price volatility has been lower than the market average.
| Beta (5Y) | 0.75 |
| 52-Week Price Change | +45.96% |
| 50-Day Moving Average | 33.28 |
| 200-Day Moving Average | 27.26 |
| Relative Strength Index (RSI) | 66.72 |
| Average Volume (20 Days) | 3,544,499 |
Short Selling Information
The latest short interest is 12.80 million, so 5.38% of the outstanding shares have been sold short.
| Short Interest | 12.80M |
| Short Previous Month | 12.64M |
| Short % of Shares Out | 5.38% |
| Short % of Float | 5.75% |
| Short Ratio (days to cover) | 3.23 |
Income Statement
In the last 12 months, SM had revenue of $4.96 billion and earned $1.00 billion in profits. Earnings per share was $5.97.
| Revenue | 4.96B |
| Gross Profit | 4.29B |
| Operating Income | 1.54B |
| Pretax Income | 1.32B |
| Net Income | 1.00B |
| EBITDA | 3.21B |
| EBIT | 1.54B |
| Earnings Per Share (EPS) | $5.97 |
Balance Sheet
The company has $620.00 million in cash and $7.43 billion in debt, with a net cash position of -$6.81 billion or -$28.64 per share.
| Cash & Cash Equivalents | 620.00M |
| Total Debt | 7.43B |
| Net Cash | -6.81B |
| Net Cash Per Share | -$28.64 |
| Equity (Book Value) | 7.81B |
| Book Value Per Share | 32.90 |
| Working Capital | -1.19B |
Cash Flow
In the last 12 months, operating cash flow was $2.70 billion and capital expenditures -$1.96 billion, giving a free cash flow of $743.00 million.
| Operating Cash Flow | 2.70B |
| Capital Expenditures | -1.96B |
| Depreciation & Amortization | 1.67B |
| Net Borrowing | -759.00M |
| Free Cash Flow | 743.00M |
| FCF Per Share | $3.12 |
Margins
Gross margin is 86.46%, with operating and profit margins of 30.98% and 20.15%.
| Gross Margin | 86.46% |
| Operating Margin | 30.98% |
| Pretax Margin | 26.68% |
| Profit Margin | 20.15% |
| EBITDA Margin | 64.59% |
| EBIT Margin | 30.98% |
| FCF Margin | 14.97% |
Dividends & Yields
This stock pays an annual dividend of $0.88, which amounts to a dividend yield of 2.26%.
| Dividend Per Share | $0.88 |
| Dividend Yield | 2.26% |
| Dividend Growth (YoY) | 7.50% |
| Years of Dividend Growth | 4 |
| Payout Ratio | 14.75% |
| Buyback Yield | -45.08% |
| Shareholder Yield | -42.82% |
| Earnings Yield | 10.77% |
| FCF Yield | 8.00% |
Analyst Forecast
The average price target for SM is $40.82, which is 4.59% higher than the current price. The consensus rating is "Buy".
| Price Target | $40.82 |
| Price Target Difference | 4.59% |
| Analyst Consensus | Buy |
| Analyst Count | 17 |
| Revenue Growth Forecast (3Y) | 34.76% |
| EPS Growth Forecast (3Y) | 12.23% |
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 0.98 and a Piotroski F-Score of 4. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 0.98 |
| Piotroski F-Score | 4 |