SM Energy Company Statistics
Total Valuation
SM has a market cap or net worth of $2.84 billion. The enterprise value is $5.61 billion.
Important Dates
The last earnings date was Thursday, May 1, 2025, after market close.
| Earnings Date | May 1, 2025 |
| Ex-Dividend Date | Apr 17, 2025 |
Share Statistics
SM has 114.46 million shares outstanding. The number of shares has decreased by -2.23% in one year.
| Current Share Class | 114.46M |
| Shares Outstanding | 114.46M |
| Shares Change (YoY) | -2.23% |
| Shares Change (QoQ) | -0.08% |
| Owned by Insiders (%) | 1.53% |
| Owned by Institutions (%) | 98.35% |
| Float | 112.64M |
Valuation Ratios
The trailing PE ratio is 3.47 and the forward PE ratio is 4.75.
| PE Ratio | 3.47 |
| Forward PE | 4.75 |
| PS Ratio | 1.00 |
| Forward PS | 0.81 |
| PB Ratio | 0.64 |
| P/TBV Ratio | 0.64 |
| P/FCF Ratio | n/a |
| P/OCF Ratio | 1.43 |
| PEG Ratio | n/a |
Financial Ratio HistoryEnterprise Valuation
| EV / Earnings | 6.83 |
| EV / Sales | 1.97 |
| EV / EBITDA | 2.69 |
| EV / EBIT | 4.78 |
| EV / FCF | n/a |
Financial Position
The company has a current ratio of 0.57, with a Debt / Equity ratio of 0.63.
| Current Ratio | 0.57 |
| Quick Ratio | 0.47 |
| Debt / Equity | 0.63 |
| Debt / EBITDA | 1.05 |
| Debt / FCF | n/a |
| Interest Coverage | 7.19 |
Financial Efficiency
Return on equity (ROE) is 20.28% and return on invested capital (ROIC) is 11.77%.
| Return on Equity (ROE) | 20.28% |
| Return on Assets (ROA) | 9.66% |
| Return on Invested Capital (ROIC) | 11.77% |
| Return on Capital Employed (ROCE) | 14.73% |
| Revenue Per Employee | $4.29M |
| Profits Per Employee | $1.24M |
| Employee Count | 663 |
| Asset Turnover | 0.37 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, SM has paid $213.59 million in taxes.
| Income Tax | 213.59M |
| Effective Tax Rate | 20.64% |
Stock Price Statistics
The stock price has decreased by -49.57% in the last 52 weeks. The beta is 2.18, so SM's price volatility has been higher than the market average.
| Beta (5Y) | 2.18 |
| 52-Week Price Change | -49.57% |
| 50-Day Moving Average | 25.88 |
| 200-Day Moving Average | 37.67 |
| Relative Strength Index (RSI) | 53.80 |
| Average Volume (20 Days) | 2,671,826 |
Short Selling Information
The latest short interest is 10.89 million, so 9.51% of the outstanding shares have been sold short.
| Short Interest | 10.89M |
| Short Previous Month | 11.75M |
| Short % of Shares Out | 9.51% |
| Short % of Float | 9.66% |
| Short Ratio (days to cover) | 3.53 |
Income Statement
In the last 12 months, SM had revenue of $2.85 billion and earned $821.36 million in profits. Earnings per share was $7.14.
| Revenue | 2.85B |
| Gross Profit | 2.28B |
| Operating Income | 1.17B |
| Pretax Income | 895.33M |
| Net Income | 821.36M |
| EBITDA | 2.09B |
| EBIT | 1.17B |
| Earnings Per Share (EPS) | $7.14 |
Full Income StatementBalance Sheet
The company has $54,000 in cash and $2.77 billion in debt, giving a net cash position of -$2.77 billion or -$24.21 per share.
| Cash & Cash Equivalents | 54,000 |
| Total Debt | 2.77B |
| Net Cash | -2.77B |
| Net Cash Per Share | -$24.21 |
| Equity (Book Value) | 4.40B |
| Book Value Per Share | 38.47 |
| Working Capital | -350.90M |
Full Balance SheetCash Flow
In the last 12 months, operating cash flow was $1.99 billion and capital expenditures -$3.51 billion, giving a free cash flow of -$1.52 billion.
| Operating Cash Flow | 1.99B |
| Capital Expenditures | -3.51B |
| Free Cash Flow | -1.52B |
| FCF Per Share | -$13.29 |
Full Cash Flow StatementMargins
Gross margin is 80.19%, with operating and profit margins of 41.22% and 28.85%.
| Gross Margin | 80.19% |
| Operating Margin | 41.22% |
| Pretax Margin | 36.35% |
| Profit Margin | 28.85% |
| EBITDA Margin | 73.29% |
| EBIT Margin | 41.22% |
| FCF Margin | n/a |
Dividends & Yields
This stock pays an annual dividend of $0.80, which amounts to a dividend yield of 3.23%.
| Dividend Per Share | $0.80 |
| Dividend Yield | 3.23% |
| Dividend Growth (YoY) | 18.18% |
| Years of Dividend Growth | 3 |
| Payout Ratio | 11.21% |
| Buyback Yield | 2.23% |
| Shareholder Yield | 5.46% |
| Earnings Yield | 28.95% |
| FCF Yield | -53.61% |
Dividend DetailsAnalyst Forecast
The average price target for SM is $43.90, which is 77.09% higher than the current price. The consensus rating is "Buy".
| Price Target | $43.90 |
| Price Target Difference | 77.09% |
| Analyst Consensus | Buy |
| Analyst Count | 11 |
| Revenue Growth Forecast (5Y) | n/a |
| EPS Growth Forecast (5Y) | -0.76% |
Stock ForecastsStock 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 1.85 and a Piotroski F-Score of 5. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 1.85 |
| Piotroski F-Score | 5 |