SM Energy Company (SM)

NYSE: SM · USD

$39.6

+0.48 (+1.2%)· Recorded snapshot

Market cap	9.4B
Revenue (ttm)	5B
Net income (ttm)	1B
EPS (ttm)	$5.97
Shares out	237.9M
P/E (trailing)	6.6x
P/E (forward)	4.7x
Dividend	$0.88 (2.22%)
Volume	1,885,171
Beta	0.96

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 5B
Net income (ttm): 1B
EPS (ttm): $5.97
P/E (trailing): 6.6x
P/E (forward): 4.7x
Market cap: 9.4B

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
BKR	Baker Hughes Company	54.3B	18.8x	1.9x	11.7%	+7.0%	+20.1%	Vendere
COP	ConocoPhillips	179B	19.8x	2.8x	11.6%	+16.8%	+73.8%	Mantenere
CVX	Chevron Corporation	448.9B	22.0x	2.2x	8.2%	+12.6%	+54.1%	Ridurre

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E4.7

P25 n/aP50 n/aP75 n/a

Trailing P/E6.6

P25 n/aP50 n/aP75 n/a

ROE16.1

P25 n/aP50 n/aP75 n/a

ROIC7.8

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All SM indicators

Market & fundamental data

Available fields

284

Groups with data

Currency

USD

Showing 284 of 284 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0000893538
Company name	SM Energy Company
Country	United States
Country code	US
CUSIP number	78454L100
Earnings date	2026-11-03
Earnings time	amc
Employees	1,241
Employees change	578
Employees growth	87.18%
Enterprise value	$16.2B
Exchange	NYSE
Financial currency	USD
Financial report date	2026-06-30
First seen	2026-05-09
Fiscal year end	December
Founded	1908
In index	RUSSELL2000
Industry	Oil & Gas Exploration & Production
IPO date	1992-12-16
Is primary listing	Yes
Is SPAC	No
ISIN number	US78454L1008
Last 10-K release date	2026-02-26
Last earnings date	2026-08-05
Last refreshed	2026-10-28
Last stock split date	2005-04-01
Last stock split type	Forward
Market cap	$9.4B
Market cap category	Mid-Cap
Next earnings date	2026-11-03
Options	Yes
Price	$39.55
Price currency	USD
Sector	Energy
SIC code	1311
Stock price date	2026-10-28
Symbol	SM
U.S. state	Colorado
Website	https://www.sm-energy.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	6.7x
Average P/E ratio (10Y)	18.77x
Average P/E ratio (3Y)	9.51x
Average P/E ratio (5Y)	12.92x
Earnings yield	15.08%
EV/Earnings	16.17x
EV/EBIT	10.52x
EV/EBITDA	5.04x
EV/FCF	21.76x
EV/Sales	3.26x
FCF / EV yield	4.6%
FCF yield	7.94%
Forward EV/Sales	1.99x
Forward P/E	4.65x
Forward P/S	1.15x
Graham number	66.45292
Graham upside	69.01%
Industry forward P/E	10.94x
Industry P/E	16.28x
Lynch fair value	$29.83
Lynch upside	-24.14%
P/(FCF - SBC) ratio	13.53x
P/(OCF - SBC) ratio	3.53x
P/B ratio	1.19x
P/E ratio	6.63x
P/FCF ratio	12.59x
P/OCF ratio	3.46x
P/S ratio	1.88x
PEG ratio	0.57x
Price / tangible book value	1.2x
Price/EBITDA ratio	2.92x
Sector forward P/E	10.24x
Sector P/E	15.46x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	30.98%
EBITDA margin	64.59%
Effective tax rate	24.47%
FCF margin	14.97%
Gross margin	86.46%
Operating margin	30.98%
Pretax margin	26.68%
Profit margin	20.15%
Profit per employee	$805,802
Profitable quarters	1
Profitable years	5
Revenue per employee	$4M
ROA	6.9%
ROA (5Y)	9.36%
ROCE	9.75%
ROE	16.13%
ROE (5Y)	20.66%
ROIC	7.84%
ROIC (5Y)	16.13%
SBC / revenue	1.05%
Tax / revenue	6.53%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	-15.61%
EPS growth (Q)	153.91%
EPS growth 3Y	-12.41%
EPS growth quarters	1
EPS growth years	0
FCF growth (Q)	116.77%
FCF growth (QoQ)	310.59%
FCF growth 3Y	26.9%
FCF growth 5Y	24.86%
Gross profit growth	60.62%
Gross profit growth (Q)	192.92%
Gross profit growth 3Y	27.35%
Gross profit growth 5Y	28.77%
Net income growth	23.08%
Net income growth (Q)	430.2%
Net income growth 3Y	-2.78%
Net income growth quarters	1
Net income growth years	0
OCF growth	29.52%
OCF growth (Q)	93.17%
OCF growth (QoQ)	72.34%
OCF growth 10Y	14.69%
OCF growth 3Y	21.2%
OCF growth 5Y	25.7%
Operating income growth	29.24%
Operating income growth (Q)	330.85%
Operating income growth 3Y	2.05%
Revenue growth	65.29%
Revenue growth (Q)	176.15%
Revenue growth (QoQ)	50.72%
Revenue growth 10Y	16.06%
Revenue growth 3Y	25.31%
Revenue growth 5Y	26.77%
Revenue growth quarters	2
Revenue growth years	2

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-2B
Depreciation and amortization	$1.7B
EBIT	$1.5B
EBITDA	$3.2B
EPS	$5.97
FCF per share	$3.12
Financing cash flow	$-1.1B
Free cash flow	$743M
Free cash flow minus SBC	$691M
Gross profit	$4.3B
Income taxes	$324M
Investing cash flow	$-1.1B
Net borrowing	$-759M
Net cash flow	$518M
Net income	$1B
Operating cash flow minus SBC	$2.6B
Operating income	$1.5B
Revenue	$5B
Stock-based compensation	$52M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Altman Z-Score	0.98
Book value per share	$32.90
Debt / EBITDA	2.03
Debt / equity	0.95
Debt / FCF	10
Interest coverage	4.96
Long-term assets	$17B
Long-term liabilities	$8B
Net cash (debt)	$-6.8B
Net cash / market cap	-72.85%
Net debt / EBITDA	2.13
Net debt / equity	0.87
Net debt / FCF	9.17
Piotroski F-Score	4
Property, plant and equipment	$16.5B
Shareholders' equity	$7.8B
Tangible book value	$7.8B
Tangible book value per share	$32.90
Total assets	$18.9B
Total cash	$620M
Total debt	$7.4B
Total liabilities	$11B
WACC	6.71%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.36
Current assets	$1.9B
Current liabilities	$3.1B
Current ratio	0.62
Net working capital	$-1.3B
Quick ratio	0.52
Working capital	$-1.2B
Working capital turnover	-6.84

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	-45.08%
Dividend growth	7.5%
Dividend growth (10Y)	24.01%
Dividend growth (3Y)	12.75%
Dividend growth (5Y)	112.17%
Dividend growth years	4
Dividend payment date	2026-09-21
Dividend payment years	34
Dividend payout frequency	Quarterly
Dividend per share	$0.88
Dividend yield	2.22%
Ex-dividend date	2026-09-04
FCF payout ratio	28.17%
Last dividend	$0.22
Payout ratio	14.75%
Shareholder yield	-42.84%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	11.96%
10Y return CAGR	2.49%
10Y total return	27.85%
150-day SMA	$32.59
15Y price change	-54.42%
15Y return CAGR	-4.2%
15Y total return	-47.42%
1D price change	1.23%
1M price change	16.75%
1M total return	16.75%
1W price change	1.91%
1W total return	1.91%
1Y price change	87.72%
1Y return CAGR	93.88%
1Y total return	93.8%
20-day SMA	$37.75
200-day SMA	$30.12
20Y price change	4.76%
20Y return CAGR	1.03%
20Y total return	22.73%
3M price change	30.66%
3M total return	31.43%
3Y price change	-2.34%
3Y return CAGR	1.88%
3Y total return	5.76%
50-day SMA	$37.03
50-day SMA vs 200-day SMA	50over200
52-week high	$41.56
52-week high date	2026-09-15
52-week low	$17.45
52-week low date	2026-01-07
5Y price change	22.72%
5Y return CAGR	6.3%
5Y total return	35.75%
6M price change	36.05%
6M total return	37.79%
All-time high	$94.00
All-time high date	2013-12-06
All-time low	$0.90
All-time low date	2020-03-18
Average true range (ATR)	$1.38
Average volume	2.4M
Beta (1Y)	-1.83
Beta (2Y)	0.2
Beta (5Y)	0.96
Change from 52-week high	-4.84%
Change from 52-week low	126.65%
Change from all-time high	-57.88%
Change from all-time low	4,298.89%
Change from open	0.51%
Day's gap	0.72%
Dollar volume	$74.6M
High price	$39.87
Low price	$39.20
Monthly RSI	59.17
Open price	$39.35
Position in 52-week range	52.24%
Premarket change	1.1%
Premarket close	$39.07
Premarket price	$39.50
Premarket volume	7.2K
Previous close	$39.07
Price vs 150-day SMA	21.49%
Price vs 20-day SMA	4.88%
Price vs 200-day SMA	31.45%
Price vs 50-day SMA	6.93%
Relative volume	0.8
RSI	60.43
Sharpe ratio	1.47
Sharpe ratio (3Y)	0.18
Sharpe ratio (5Y)	0.32
Sortino ratio	2.35
Sortino ratio (3Y)	0.37
Sortino ratio (5Y)	0.57
Volume	1.9M
Weekly RSI	62.47
YTD price change	111.71%
YTD total return	116.25%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	222.7M
Float percentage	93.65%
Shares change (QoQ)	20.6%
Shares change (YoY)	45.08%
Shares held by insiders	0.83%
Shares held by institutions	94.35%
Shares outstanding	237.9M
Short % of float	6.27%
Short % of shares	5.87%
Short ratio	3.3 days

Deeper analysis on SM

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Scorecard

Frequently asked questions

About this SM report

Is a complete SM research report available?

No complete published report is available for SM Energy Company (SM) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

SM Energy Company (SM)

Price

Financial snapshot

Fair-value bridge

Latest news · SM

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SM indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on SM

Frequently asked questions