(SM) SM Energy - Overview
Exchange: NYSE •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US78454L1008
Stock: Oil, Gas, Liquids
Total Rating 20
Risk 31
Buy Signal -0.53
| Risk 5d forecast | |
|---|---|
| Volatility | 44.8% |
| Relative Tail Risk | -1.17% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.08 |
| Alpha | -34.34 |
| Character TTM | |
|---|---|
| Beta | 1.440 |
| Beta Downside | 2.471 |
| Drawdowns 3y | |
|---|---|
| Max DD | 64.87% |
| CAGR/Max DD | 0.03 |
EPS (Earnings per Share)
Revenue
Description: SM SM Energy March 04, 2026
SM Energy Company (SM) is an independent energy company focused on the acquisition, exploration, development, and production of oil, gas, and natural gas liquids in the United States. This business model is common among upstream energy companies, which specialize in finding and extracting hydrocarbon resources.
The company operates in key U.S. basins, including the Midland Basin, South Texas, Uinta Basin, and DJ Basin. These regions are known for significant oil and gas reserves.
Founded in 1908 and headquartered in Denver, Colorado, the company was formerly known as St. Mary Land & Exploration Company, changing its name to SM Energy Company in May 2010.
For more detailed operational data and financial metrics, investors can continue their research on ValueRay.
Headlines to watch out for
- Oil and gas price volatility impacts revenue and profitability
- Production volumes from Midland Basin drive financial performance
- Regulatory changes in drilling and emissions increase operating costs
- Acquisition and divestiture activity alters asset base and production outlook
Piotroski VR‑10 (Strict, 0-10) 5.0
| Net Income: 648.0m TTM > 0 and > 6% of Revenue |
| FCF/TA: -0.03 > 0.02 and ΔFCF/TA 16.42 > 1.0 |
| NWC/Revenue: -11.35% < 20% (prev -13.30%; Δ 1.95% < -1%) |
| CFO/TA 0.22 > 3% & CFO 2.01b > Net Income 648.0m |
| Net Debt (1.93b) to EBITDA (2.47b): 0.78 < 3 |
| Current Ratio: 0.69 > 1.5 & < 3 |
| Outstanding Shares: last quarter (115.0m) vs 12m ago -0.03% < -2% |
| Gross Margin: 31.86% > 18% (prev 0.46%; Δ 3.14k% > 0.5%) |
| Asset Turnover: 35.38% > 50% (prev 31.15%; Δ 4.23% > 0%) |
| Interest Coverage Ratio: 2.92 > 6 (EBITDA TTM 2.47b / Interest Expense TTM 432.7m) |
Altman Z'' 2.64
| A: -0.04 (Total Current Assets 811.0m - Total Current Liabilities 1.17b) / Total Assets 9.25b |
| B: 0.36 (Retained Earnings 3.29b / Total Assets 9.25b) |
| C: 0.14 (EBIT TTM 1.26b / Avg Total Assets 8.91b) |
| D: 0.74 (Book Value of Equity 3.29b / Total Liabilities 4.44b) |
| Altman-Z'' Score: 2.64 = A |
Beneish M 1.00
| DSRI: 0.78 (Receivables 331.0m/361.0m, Revenue 3.15b/2.67b) |
| GMI: 1.44 (GM 31.86% / 45.86%) |
| AQI: 52.03 (AQ_t 0.91 / AQ_t-1 0.02) |
| SGI: 1.18 (Revenue 3.15b / 2.67b) |
| TATA: -0.15 (NI 648.0m - CFO 2.01b) / TA 9.25b) |
| Beneish M-Score: 27.43 (Cap -4..+1) = D |
What is the price of SM shares?
As of March 18, 2026, the stock is trading at USD 26.81 with a total of 4,590,464 shares traded.
Over the past week, the price has changed by +7.76%, over one month by +24.72%, over three months by +40.79% and over the past year by -7.33%.
Over the past week, the price has changed by +7.76%, over one month by +24.72%, over three months by +40.79% and over the past year by -7.33%.
Is SM a buy, sell or hold?
SM Energy has received a consensus analysts rating of 4.00.
Therefore, it is recommended to buy SM.
- StrongBuy: 6
- Buy: 2
- Hold: 6
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the SM price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 28.8 | 7.5% |
| Analysts Target Price | 28.8 | 7.5% |
SM Fundamental Data Overview March 15, 2026
P/E Trailing = 4.75
P/E Forward = 9.1324
P/S = 2.1096
P/B = 1.2627
P/EG = 10.9785
Revenue TTM = 3.15b USD
EBIT TTM = 1.26b USD
EBITDA TTM = 2.47b USD
Long Term Debt = 2.30b USD (from longTermDebt, last quarter)
Short Term Debt = 419.0m USD (from shortLongTermDebt, last quarter)
Debt = 2.30b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 1.93b USD (from netDebt column, last quarter)
Enterprise Value = 8.31b USD (6.39b + Debt 2.30b - CCE 368.0m)
Interest Coverage Ratio = 2.92 (Ebit TTM 1.26b / Interest Expense TTM 432.7m)
EV/FCF = -34.43x (Enterprise Value 8.31b / FCF TTM -241.5m)
FCF Yield = -2.90% (FCF TTM -241.5m / Enterprise Value 8.31b)
FCF Margin = -7.66% (FCF TTM -241.5m / Revenue TTM 3.15b)
Net Margin = 20.55% (Net Income TTM 648.0m / Revenue TTM 3.15b)
Gross Margin = 31.86% ((Revenue TTM 3.15b - Cost of Revenue TTM 2.15b) / Revenue TTM)
Gross Margin QoQ = 18.89% (prev 31.64%)
Tobins Q-Ratio = 0.90 (Enterprise Value 8.31b / Total Assets 9.25b)
Interest Expense / Debt = 13.19% (Interest Expense 302.9m / Debt 2.30b)
Taxrate = 22.82% (32.2m / 141.2m)
NOPAT = 974.6m (EBIT 1.26b * (1 - 22.82%))
Current Ratio = 0.69 (Total Current Assets 811.0m / Total Current Liabilities 1.17b)
Debt / Equity = 0.48 (Debt 2.30b / totalStockholderEquity, last quarter 4.81b)
Debt / EBITDA = 0.78 (Net Debt 1.93b / EBITDA 2.47b)
Debt / FCF = -7.98 (negative FCF - burning cash) (Net Debt 1.93b / FCF TTM -241.5m)
Total Stockholder Equity = 4.63b (last 4 quarters mean from totalStockholderEquity)
RoA = 7.27% (Net Income 648.0m / Total Assets 9.25b)
RoE = 14.00% (Net Income TTM 648.0m / Total Stockholder Equity 4.63b)
RoCE = 18.23% (EBIT 1.26b / Capital Employed (Equity 4.63b + L.T.Debt 2.30b))
RoIC = 13.26% (NOPAT 974.6m / Invested Capital 7.35b)
WACC = 10.95% (E(6.39b)/V(8.68b) * Re(11.22%) + D(2.30b)/V(8.68b) * Rd(13.19%) * (1-Tc(0.23)))
Discount Rate = 11.22% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -1.70%
[DCF] Fair Price = unknown (Cash Flow -241.5m)
EPS Correlation: -39.33 | EPS CAGR: -20.69% | SUE: -0.63 | # QB: 0
Revenue Correlation: -1.13 | Revenue CAGR: -4.65% | SUE: -4.0 | # QB: 0
EPS next Quarter (2026-06-30): EPS=0.78 | Chg7d=+0.069 | Chg30d=+0.098 | Revisions Net=+3 | Analysts=8
EPS current Year (2026-12-31): EPS=3.82 | Chg7d=-0.160 | Chg30d=+0.518 | Revisions Net=+4 | Growth EPS=-29.5% | Growth Revenue=+98.2%
EPS next Year (2027-12-31): EPS=5.11 | Chg7d=+0.338 | Chg30d=+0.492 | Revisions Net=+1 | Growth EPS=+41.5% | Growth Revenue=+10.9%
[Analyst] Revisions Ratio: +0.43 (5 Up / 2 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = -9.8% (Discount Rate 11.2% - Earnings Yield 21.1%)
[Growth] Growth Spread = +112.5% (Analyst 102.7% - Implied -9.8%)
P/E Forward = 9.1324
P/S = 2.1096
P/B = 1.2627
P/EG = 10.9785
Revenue TTM = 3.15b USD
EBIT TTM = 1.26b USD
EBITDA TTM = 2.47b USD
Long Term Debt = 2.30b USD (from longTermDebt, last quarter)
Short Term Debt = 419.0m USD (from shortLongTermDebt, last quarter)
Debt = 2.30b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 1.93b USD (from netDebt column, last quarter)
Enterprise Value = 8.31b USD (6.39b + Debt 2.30b - CCE 368.0m)
Interest Coverage Ratio = 2.92 (Ebit TTM 1.26b / Interest Expense TTM 432.7m)
EV/FCF = -34.43x (Enterprise Value 8.31b / FCF TTM -241.5m)
FCF Yield = -2.90% (FCF TTM -241.5m / Enterprise Value 8.31b)
FCF Margin = -7.66% (FCF TTM -241.5m / Revenue TTM 3.15b)
Net Margin = 20.55% (Net Income TTM 648.0m / Revenue TTM 3.15b)
Gross Margin = 31.86% ((Revenue TTM 3.15b - Cost of Revenue TTM 2.15b) / Revenue TTM)
Gross Margin QoQ = 18.89% (prev 31.64%)
Tobins Q-Ratio = 0.90 (Enterprise Value 8.31b / Total Assets 9.25b)
Interest Expense / Debt = 13.19% (Interest Expense 302.9m / Debt 2.30b)
Taxrate = 22.82% (32.2m / 141.2m)
NOPAT = 974.6m (EBIT 1.26b * (1 - 22.82%))
Current Ratio = 0.69 (Total Current Assets 811.0m / Total Current Liabilities 1.17b)
Debt / Equity = 0.48 (Debt 2.30b / totalStockholderEquity, last quarter 4.81b)
Debt / EBITDA = 0.78 (Net Debt 1.93b / EBITDA 2.47b)
Debt / FCF = -7.98 (negative FCF - burning cash) (Net Debt 1.93b / FCF TTM -241.5m)
Total Stockholder Equity = 4.63b (last 4 quarters mean from totalStockholderEquity)
RoA = 7.27% (Net Income 648.0m / Total Assets 9.25b)
RoE = 14.00% (Net Income TTM 648.0m / Total Stockholder Equity 4.63b)
RoCE = 18.23% (EBIT 1.26b / Capital Employed (Equity 4.63b + L.T.Debt 2.30b))
RoIC = 13.26% (NOPAT 974.6m / Invested Capital 7.35b)
WACC = 10.95% (E(6.39b)/V(8.68b) * Re(11.22%) + D(2.30b)/V(8.68b) * Rd(13.19%) * (1-Tc(0.23)))
Discount Rate = 11.22% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -1.70%
[DCF] Fair Price = unknown (Cash Flow -241.5m)
EPS Correlation: -39.33 | EPS CAGR: -20.69% | SUE: -0.63 | # QB: 0
Revenue Correlation: -1.13 | Revenue CAGR: -4.65% | SUE: -4.0 | # QB: 0
EPS next Quarter (2026-06-30): EPS=0.78 | Chg7d=+0.069 | Chg30d=+0.098 | Revisions Net=+3 | Analysts=8
EPS current Year (2026-12-31): EPS=3.82 | Chg7d=-0.160 | Chg30d=+0.518 | Revisions Net=+4 | Growth EPS=-29.5% | Growth Revenue=+98.2%
EPS next Year (2027-12-31): EPS=5.11 | Chg7d=+0.338 | Chg30d=+0.492 | Revisions Net=+1 | Growth EPS=+41.5% | Growth Revenue=+10.9%
[Analyst] Revisions Ratio: +0.43 (5 Up / 2 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = -9.8% (Discount Rate 11.2% - Earnings Yield 21.1%)
[Growth] Growth Spread = +112.5% (Analyst 102.7% - Implied -9.8%)