SM Energy Company Statistics
Total Valuation
SM has a market cap or net worth of $7.41 billion. The enterprise value is $15.59 billion.
| Market Cap | 7.41B |
| Enterprise Value | 15.59B |
Important Dates
The last earnings date was Wednesday, May 6, 2026, after market close.
| Earnings Date | May 6, 2026 |
| Ex-Dividend Date | Jun 8, 2026 |
Share Statistics
SM has 239.75 million shares outstanding. The number of shares has increased by 17.61% in one year.
| Current Share Class | 239.75M |
| Shares Outstanding | 239.75M |
| Shares Change (YoY) | +17.61% |
| Shares Change (QoQ) | +73.04% |
| Owned by Insiders (%) | 0.88% |
| Owned by Institutions (%) | 96.06% |
| Float | 237.51M |
Valuation Ratios
The trailing PE ratio is 32.08 and the forward PE ratio is 3.85.
| PE Ratio | 32.08 |
| Forward PE | 3.85 |
| PS Ratio | 2.07 |
| Forward PS | 1.96 |
| PB Ratio | 1.07 |
| P/TBV Ratio | 1.09 |
| P/FCF Ratio | 13.48 |
| P/OCF Ratio | 3.45 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 7.70, with an EV/FCF ratio of 28.09.
| EV / Earnings | 119.02 |
| EV / Sales | 4.31 |
| EV / EBITDA | 7.70 |
| EV / EBIT | 23.73 |
| EV / FCF | 28.09 |
Financial Position
The company has a current ratio of 0.39, with a Debt / Equity ratio of 1.25.
| Current Ratio | 0.39 |
| Quick Ratio | 0.32 |
| Debt / Equity | 1.25 |
| Debt / EBITDA | 3.43 |
| Debt / FCF | 15.42 |
| Interest Coverage | 2.71 |
Financial Efficiency
Return on equity (ROE) is 2.32% and return on invested capital (ROIC) is 4.11%.
| Return on Equity (ROE) | 2.32% |
| Return on Assets (ROA) | 2.94% |
| Return on Invested Capital (ROIC) | 4.11% |
| Return on Capital Employed (ROCE) | 4.42% |
| Weighted Average Cost of Capital (WACC) | 4.92% |
| Revenue Per Employee | $2.91M |
| 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 +30.59% 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 | +30.59% |
| 50-Day Moving Average | 30.26 |
| 200-Day Moving Average | 24.20 |
| Relative Strength Index (RSI) | 49.99 |
| Average Volume (20 Days) | 4,114,466 |
Short Selling Information
The latest short interest is 13.45 million, so 5.61% of the outstanding shares have been sold short.
| Short Interest | 13.45M |
| Short Previous Month | 11.97M |
| Short % of Shares Out | 5.61% |
| Short % of Float | 5.66% |
| Short Ratio (days to cover) | 2.69 |
Income Statement
In the last 12 months, SM had revenue of $3.62 billion and earned $131.00 million in profits. Earnings per share was $0.96.
| Revenue | 3.62B |
| Gross Profit | 3.18B |
| Operating Income | 657.00M |
| Pretax Income | 188.00M |
| Net Income | 131.00M |
| EBITDA | 2.03B |
| EBIT | 657.00M |
| Earnings Per Share (EPS) | $0.96 |
Balance Sheet
The company has $449.00 million in cash and $8.56 billion in debt, with a net cash position of -$8.11 billion or -$33.82 per share.
| Cash & Cash Equivalents | 449.00M |
| Total Debt | 8.56B |
| Net Cash | -8.11B |
| Net Cash Per Share | -$33.82 |
| Equity (Book Value) | 6.87B |
| Book Value Per Share | 28.65 |
| Working Capital | -2.61B |
Cash 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 |
Margins
Gross margin is 87.86%, with operating and profit margins of 18.16% and 3.62%.
| Gross Margin | 87.86% |
| Operating Margin | 18.16% |
| Pretax Margin | 5.20% |
| Profit Margin | 3.62% |
| EBITDA Margin | 56.01% |
| EBIT Margin | 18.16% |
| FCF Margin | 15.34% |
Dividends & Yields
This stock pays an annual dividend of $0.88, which amounts to a dividend yield of 2.85%.
| Dividend Per Share | $0.88 |
| Dividend Yield | 2.85% |
| Dividend Growth (YoY) | 5.13% |
| Years of Dividend Growth | 4 |
| Payout Ratio | 85.13% |
| Buyback Yield | -17.61% |
| Shareholder Yield | -14.80% |
| Earnings Yield | 1.75% |
| FCF Yield | 7.42% |
Analyst Forecast
The average price target for SM is $40.43, which is 30.84% higher than the current price. The consensus rating is "Buy".
| Price Target | $40.43 |
| Price Target Difference | 30.84% |
| Analyst Consensus | Buy |
| Analyst Count | 14 |
| Revenue Growth Forecast (5Y) | n/a |
| EPS Growth Forecast (5Y) | 5.86% |
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 0.51 and a Piotroski F-Score of 4. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 0.51 |
| Piotroski F-Score | 4 |