(SM) SM Energy - Ratings and Ratios
Crude Oil, Natural Gas
SM EPS (Earnings per Share)
SM Revenue
Description: SM SM Energy
SM Energy Company is an independent energy company focused on acquiring, exploring, developing, and producing oil, gas, and natural gas liquids primarily in Texas. The companys operations are concentrated in the Midland Basin and South Texas, indicating a strategic presence in key U.S. onshore oil and gas producing regions.
From a strategic standpoint, SM Energys operational focus on high-quality assets in established basins like the Midland Basin is a positive. The Midland Basin is known for its significant oil production potential, particularly from the Permian Basin formation, which is one of the most prolific oil-producing areas in the United States. Key Performance Indicators (KPIs) to monitor for SM Energy would include production growth rates, particularly in oil, as well as the companys ability to maintain or reduce its operating costs per barrel of oil equivalent (BOE), a critical metric for E&P companies.
Assessing SM Energys financial health and valuation, we can consider metrics such as its debt-to-equity ratio, return on equity (RoE) of 19.86%, and its price-to-earnings (P/E) ratio of 3.87. The low P/E ratio compared to some peers could indicate undervaluation, assuming the companys earnings are relatively stable or expected to grow. The forward P/E of 4.63 suggests that the market expects some level of earnings growth. Monitoring the companys leverage, free cash flow generation, and the percentage of its production hedged can provide insights into its financial stability and ability to weather potential downturns in commodity prices.
To further evaluate SM Energys potential, one should analyze its production mix (oil vs. gas), reserve replacement ratio, and the companys guidance on capital expenditures for the upcoming periods. These metrics can provide insights into the companys growth prospects and its ability to generate value for shareholders. Additionally, comparing SM Energys operational and financial metrics to those of its peers within the Oil & Gas Exploration & Production sub-industry can help in understanding its relative performance and positioning within the sector.
SM Stock Overview
| Market Cap in USD | 3,139m |
| Sub-Industry | Oil & Gas Exploration & Production |
| IPO / Inception | 1992-12-16 |
SM Stock Ratings
| Growth Rating | -39.9% |
| Fundamental | 59.5% |
| Dividend Rating | 82.2% |
| Return 12m vs S&P 500 | -41.4% |
| Analyst Rating | 4.0 of 5 |
SM Dividends
| Dividend Yield 12m | 2.81% |
| Yield on Cost 5y | 40.00% |
| Annual Growth 5y | 105.89% |
| Payout Consistency | 90.6% |
| Payout Ratio | 11.8% |
SM Growth Ratios
| Growth Correlation 3m | 35.8% |
| Growth Correlation 12m | -77% |
| Growth Correlation 5y | 50.8% |
| CAGR 5y | -10.86% |
| CAGR/Max DD 3y | -0.18 |
| CAGR/Mean DD 3y | -0.48 |
| Sharpe Ratio 12m | 0.53 |
| Alpha | 0.00 |
| Beta | 0.964 |
| Volatility | 42.61% |
| Current Volume | 2201.2k |
| Average Volume 20d | 1619.4k |
| Stop Loss | 26.1 (-4.8%) |
| Signal | 0.13 |
Piotroski VR‑10 (Strict, 0-10) 7.0
| Net Income (812.7m TTM) > 0 and > 6% of Revenue (6% = 186.5m TTM) |
| FCFTA -0.18 (>2.0%) and ΔFCFTA -25.60pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue -8.45% (prev 7.06%; Δ -15.52pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.23 (>3.0%) and CFO 2.08b > Net Income 812.7m (YES >=105%, WARN >=100%) |
| Net Debt (2.61b) to EBITDA (2.23b) ratio: 1.17 <= 3.0 (WARN <= 3.5) |
| Current Ratio 0.69 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (114.9m) change vs 12m ago -0.66% (target <= -2.0% for YES) |
| Gross Margin 49.17% (prev 46.35%; Δ 2.82pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 39.73% (prev 36.67%; Δ 3.06pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 6.57 (EBITDA TTM 2.23b / Interest Expense TTM 183.9m) >= 6 (WARN >= 3) |
Altman Z'' 2.69
| (A) -0.03 = (Total Current Assets 575.1m - Total Current Liabilities 837.9m) / Total Assets 8.99b |
| (B) 0.34 = Retained Earnings (Balance) 3.07b / Total Assets 8.99b |
| (C) 0.15 = EBIT TTM 1.21b / Avg Total Assets 7.83b |
| (D) 0.70 = Book Value of Equity 3.07b / Total Liabilities 4.40b |
| Total Rating: 2.69 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 59.54
| 1. Piotroski 7.0pt = 2.0 |
| 2. FCF Yield -28.39% = -5.0 |
| 3. FCF Margin -52.48% = -7.50 |
| 4. Debt/Equity 0.59 = 2.33 |
| 5. Debt/Ebitda 1.21 = 1.45 |
| 6. ROIC - WACC (= 7.92)% = 9.90 |
| 7. RoE 18.80% = 1.57 |
| 8. Rev. Trend 38.15% = 2.86 |
| 9. EPS Trend 38.72% = 1.94 |
What is the price of SM shares?
Over the past week, the price has changed by +0.44%, over one month by +5.66%, over three months by -1.05% and over the past year by -30.48%.
Is SM Energy a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SM is around 24.34 USD . This means that SM is currently overvalued and has a potential downside of -11.27%.
Is SM a buy, sell or hold?
- Strong Buy: 6
- Buy: 2
- Hold: 6
- Sell: 0
- Strong Sell: 0
What are the forecasts/targets for the SM price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 40 | 45.8% |
| Analysts Target Price | 40 | 45.8% |
| ValueRay Target Price | 26.5 | -3.5% |
Last update: 2025-09-13 04:41
SM Fundamental Data Overview
CCE Cash And Equivalents = 101.9m USD (last quarter)
P/E Trailing = 3.8458
P/E Forward = 4.8379
P/S = 1.0455
P/B = 0.6809
P/EG = 0.1555
Beta = 2.465
Revenue TTM = 3.11b USD
EBIT TTM = 1.21b USD
EBITDA TTM = 2.23b USD
Long Term Debt = 2.71b USD (from longTermDebt, last quarter)
Short Term Debt = unknown (0.0)
Debt = 2.71b USD (Calculated: Short Term 0.0 + Long Term 2.71b)
Net Debt = 2.61b USD (from netDebt column, last quarter)
Enterprise Value = 5.75b USD (3.14b + Debt 2.71b - CCE 101.9m)
Interest Coverage Ratio = 6.57 (Ebit TTM 1.21b / Interest Expense TTM 183.9m)
FCF Yield = -28.39% (FCF TTM -1.63b / Enterprise Value 5.75b)
FCF Margin = -52.48% (FCF TTM -1.63b / Revenue TTM 3.11b)
Net Margin = 26.14% (Net Income TTM 812.7m / Revenue TTM 3.11b)
Gross Margin = 49.17% ((Revenue TTM 3.11b - Cost of Revenue TTM 1.58b) / Revenue TTM)
Tobins Q-Ratio = 1.87 (Enterprise Value 5.75b / Book Value Of Equity 3.07b)
Interest Expense / Debt = 1.57% (Interest Expense 42.6m / Debt 2.71b)
Taxrate = 20.28% (195.9m / 966.2m)
NOPAT = 962.6m (EBIT 1.21b * (1 - 20.28%))
Current Ratio = 0.69 (Total Current Assets 575.1m / Total Current Liabilities 837.9m)
Debt / Equity = 0.59 (Debt 2.71b / last Quarter total Stockholder Equity 4.59b)
Debt / EBITDA = 1.21 (Net Debt 2.61b / EBITDA 2.23b)
Debt / FCF = -1.66 (Debt 2.71b / FCF TTM -1.63b)
Total Stockholder Equity = 4.32b (last 4 quarters mean)
RoA = 9.04% (Net Income 812.7m, Total Assets 8.99b )
RoE = 18.80% (Net Income TTM 812.7m / Total Stockholder Equity 4.32b)
RoCE = 17.17% (Ebit 1.21b / (Equity 4.32b + L.T.Debt 2.71b))
RoIC = 13.64% (NOPAT 962.6m / Invested Capital 7.06b)
WACC = 5.72% (E(3.14b)/V(5.85b) * Re(9.57%)) + (D(2.71b)/V(5.85b) * Rd(1.57%) * (1-Tc(0.20)))
Shares Correlation 3-Years: -96.19 | Cagr: -0.71%
Discount Rate = 9.57% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow -1.63b)
EPS Correlation: 38.72 | EPS CAGR: -6.79% | SUE: 1.30 | # QB: 1
Revenue Correlation: 38.15 | Revenue CAGR: -1.90% | SUE: 0.11 | # QB: 0
Additional Sources for SM Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle