SM ENERGY CO (SM) Fundamental Analysis & Valuation

NYSE:SM • US78454L1008

Current stock price

30.47 USD
-0.56 (-1.8%)
At close:
30.6076 USD
+0.14 (+0.45%)
After Hours:

This SM fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. SM Profitability Analysis

1.1 Basic Checks

  • In the past year SM was profitable.
  • In the past year SM had a positive cash flow from operations.
  • Each year in the past 5 years SM has been profitable.
  • In the past 5 years SM always reported a positive cash flow from operatings.
SM Yearly Net Income VS EBIT VS OCF VS FCFSM Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B -1B 2B -2B

1.2 Ratios

  • SM has a Return On Assets of 7.00%. This is in the better half of the industry: SM outperforms 75.60% of its industry peers.
  • SM has a Return On Equity of 13.47%. This is in the better half of the industry: SM outperforms 73.21% of its industry peers.
  • The Return On Invested Capital of SM (8.02%) is better than 72.73% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for SM is significantly below the industry average of 22.50%.
Industry RankSector Rank
ROA 7%
ROE 13.47%
ROIC 8.02%
ROA(3y)9.6%
ROA(5y)9.79%
ROE(3y)18.09%
ROE(5y)18.41%
ROIC(3y)10.34%
ROIC(5y)16.41%
SM Yearly ROA, ROE, ROICSM Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20

1.3 Margins

  • Looking at the Profit Margin, with a value of 20.55%, SM is in the better half of the industry, outperforming 76.08% of the companies in the same industry.
  • SM's Profit Margin has declined in the last couple of years.
  • SM's Operating Margin of 26.06% is fine compared to the rest of the industry. SM outperforms 68.42% of its industry peers.
  • In the last couple of years the Operating Margin of SM has declined.
  • SM has a better Gross Margin (71.94%) than 82.78% of its industry peers.
  • SM's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 26.06%
PM (TTM) 20.55%
GM 71.94%
OM growth 3Y-23.57%
OM growth 5YN/A
PM growth 3Y-14.7%
PM growth 5YN/A
GM growth 3Y-4.08%
GM growth 5Y1.96%
SM Yearly Profit, Operating, Gross MarginsSM Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 50 -50

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4

2. SM Health Analysis

2.1 Basic Checks

  • SM has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
  • Compared to 1 year ago, SM has about the same amount of shares outstanding.
  • SM has about the same amout of shares outstanding than it did 5 years ago.
  • SM has a better debt/assets ratio than last year.
SM Yearly Shares OutstandingSM Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M 80M 100M
SM Yearly Total Debt VS Total AssetsSM Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B

2.2 Solvency

  • An Altman-Z score of 2.07 indicates that SM is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • SM has a better Altman-Z score (2.07) than 62.68% of its industry peers.
  • The Debt to FCF ratio of SM is 5.04, which is a neutral value as it means it would take SM, 5.04 years of fcf income to pay off all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 5.04, SM is in the better half of the industry, outperforming 68.90% of the companies in the same industry.
  • A Debt/Equity ratio of 0.48 indicates that SM is not too dependend on debt financing.
  • The Debt to Equity ratio of SM (0.48) is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 0.48
Debt/FCF 5.04
Altman-Z 2.07
ROIC/WACC1.02
WACC7.87%
SM Yearly LT Debt VS Equity VS FCFSM Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B -2B 4B

2.3 Liquidity

  • SM has a Current Ratio of 0.69. This is a bad value and indicates that SM is not financially healthy enough and could expect problems in meeting its short term obligations.
  • SM's Current ratio of 0.69 is on the low side compared to the rest of the industry. SM is outperformed by 74.16% of its industry peers.
  • SM has a Quick Ratio of 0.69. This is a bad value and indicates that SM is not financially healthy enough and could expect problems in meeting its short term obligations.
  • SM has a Quick ratio of 0.69. This is in the lower half of the industry: SM underperforms 66.51% of its industry peers.
Industry RankSector Rank
Current Ratio 0.69
Quick Ratio 0.69
SM Yearly Current Assets VS Current LiabilitesSM Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

7

3. SM Growth Analysis

3.1 Past

  • The earnings per share for SM have decreased strongly by -20.18% in the last year.
  • The Earnings Per Share has been decreasing by -9.37% on average over the past years.
  • SM shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 17.24%.
  • The Revenue has been growing by 22.86% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)-20.18%
EPS 3Y-9.37%
EPS 5YN/A
EPS Q2Q%-56.54%
Revenue 1Y (TTM)17.24%
Revenue growth 3Y-2.07%
Revenue growth 5Y22.86%
Sales Q2Q%-17.27%

3.2 Future

  • Based on estimates for the next years, SM will show a small growth in Earnings Per Share. The EPS will grow by 6.89% on average per year.
  • SM is expected to show a strong growth in Revenue. In the coming years, the Revenue will grow by 29.87% yearly.
EPS Next Y-2.93%
EPS Next 2Y12.71%
EPS Next 3Y1.72%
EPS Next 5Y6.89%
Revenue Next Year106.99%
Revenue Next 2Y48.33%
Revenue Next 3Y29.87%
Revenue Next 5YN/A

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
SM Yearly Revenue VS EstimatesSM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2B 4B 6B
SM Yearly EPS VS EstimatesSM Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 0 2 -2 4 6

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7

4. SM Valuation Analysis

4.1 Price/Earnings Ratio

  • SM is valuated cheaply with a Price/Earnings ratio of 5.62.
  • 94.26% of the companies in the same industry are more expensive than SM, based on the Price/Earnings ratio.
  • The average S&P500 Price/Earnings ratio is at 26.64. SM is valued rather cheaply when compared to this.
  • Based on the Price/Forward Earnings ratio of 5.79, the valuation of SM can be described as very cheap.
  • Based on the Price/Forward Earnings ratio, SM is valued cheaper than 96.17% of the companies in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 21.36, SM is valued rather cheaply.
Industry RankSector Rank
PE 5.62
Fwd PE 5.79
SM Price Earnings VS Forward Price EarningsSM Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • SM's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. SM is cheaper than 86.60% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, SM is valued a bit cheaper than the industry average as 74.64% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 13.55
EV/EBITDA 4.76
SM Per share dataSM EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15 20

4.3 Compensation for Growth

  • SM has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y12.71%
EPS Next 3Y1.72%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

7

5. SM Dividend Analysis

5.1 Amount

  • SM has a Yearly Dividend Yield of 2.84%.
  • SM's Dividend Yield is a higher than the industry average which is at 3.51.
  • SM's Dividend Yield is rather good when compared to the S&P500 average which is at 1.80.
Industry RankSector Rank
Dividend Yield 2.84%

5.2 History

  • On average, the dividend of SM grows each year by 108.88%, which is quite nice.
  • SM has been paying a dividend for at least 10 years, so it has a reliable track record.
  • SM has not decreased its dividend in the past 5 years, so it has a somewhat stable track record.
Dividend Growth(5Y)108.88%
Div Incr Years4
Div Non Decr Years5
SM Yearly Dividends per shareSM Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6 0.8

5.3 Sustainability

  • 14.20% of the earnings are spent on dividend by SM. This is a low number and sustainable payout ratio.
  • SM's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP14.2%
EPS Next 2Y12.71%
EPS Next 3Y1.72%
SM Yearly Income VS Free CF VS DividendSM Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B -1B -2B
SM Dividend Payout.SM Dividend Payout, showing the Payout Ratio.SM Dividend Payout.PayoutRetained Earnings

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SM Fundamentals: All Metrics, Ratios and Statistics

SM ENERGY CO

NYSE:SM (5/1/2026, 8:04:00 PM)

After market: 30.6076 +0.14 (+0.45%)

30.47

-0.56 (-1.8%)

Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Industry Strength83.23
Industry Growth71.43
Earnings (Last)02-25
Earnings (Next)05-06
Inst Owners48.97%
Inst Owner Change1.63%
Ins Owners0.55%
Ins Owner Change-2.29%
Market Cap7.30B
Revenue(TTM)3.15B
Net Income(TTM)648.00M
Analysts75.65
Price Target37.99 (24.68%)
Short Float %5.52%
Short Ratio1.96
Dividend
Industry RankSector Rank
Dividend Yield 2.84%
Yearly Dividend0.8
Dividend Growth(5Y)108.88%
DP14.2%
Div Incr Years4
Div Non Decr Years5
Ex-Date03-09
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-2.18%
Min EPS beat(2)-4.69%
Max EPS beat(2)0.33%
EPS beat(4)3
Avg EPS beat(4)5.47%
Min EPS beat(4)-4.69%
Max EPS beat(4)20.23%
EPS beat(8)6
Avg EPS beat(8)5.76%
EPS beat(12)10
Avg EPS beat(12)6.49%
EPS beat(16)12
Avg EPS beat(16)5.31%
Revenue beat(2)0
Avg Revenue beat(2)-8.69%
Min Revenue beat(2)-10.51%
Max Revenue beat(2)-6.86%
Revenue beat(4)0
Avg Revenue beat(4)-5.06%
Min Revenue beat(4)-10.51%
Max Revenue beat(4)-1.06%
Revenue beat(8)1
Avg Revenue beat(8)-3.8%
Revenue beat(12)2
Avg Revenue beat(12)-3.34%
Revenue beat(16)6
Avg Revenue beat(16)1.28%
PT rev (1m)21.06%
PT rev (3m)10.37%
EPS NQ rev (1m)10.21%
EPS NQ rev (3m)26.43%
EPS NY rev (1m)50.94%
EPS NY rev (3m)45.69%
Revenue NQ rev (1m)0.7%
Revenue NQ rev (3m)61.65%
Revenue NY rev (1m)3.02%
Revenue NY rev (3m)9.82%
Valuation
Industry RankSector Rank
PE 5.62
Fwd PE 5.79
P/S 2.32
P/FCF 13.55
P/OCF 3.63
P/B 1.52
P/tB 1.52
EV/EBITDA 4.76
EPS(TTM)5.42
EY17.79%
EPS(NY)5.26
Fwd EY17.27%
FCF(TTM)2.25
FCFY7.38%
OCF(TTM)8.39
OCFY27.53%
SpS13.16
BVpS20.06
TBVpS20.06
PEG (NY)N/A
PEG (5Y)N/A
Graham Number49.4645 (62.34%)
Profitability
Industry RankSector Rank
ROA 7%
ROE 13.47%
ROCE 10.17%
ROIC 8.02%
ROICexc 8.41%
ROICexgc 8.41%
OM 26.06%
PM (TTM) 20.55%
GM 71.94%
FCFM 17.09%
ROA(3y)9.6%
ROA(5y)9.79%
ROE(3y)18.09%
ROE(5y)18.41%
ROIC(3y)10.34%
ROIC(5y)16.41%
ROICexc(3y)10.98%
ROICexc(5y)17.71%
ROICexgc(3y)10.98%
ROICexgc(5y)17.71%
ROCE(3y)13.11%
ROCE(5y)20.8%
ROICexgc growth 3Y-36.68%
ROICexgc growth 5YN/A
ROICexc growth 3Y-36.68%
ROICexc growth 5YN/A
OM growth 3Y-23.57%
OM growth 5YN/A
PM growth 3Y-14.7%
PM growth 5YN/A
GM growth 3Y-4.08%
GM growth 5Y1.96%
F-Score7
Asset Turnover0.34
Health
Industry RankSector Rank
Debt/Equity 0.48
Debt/FCF 5.04
Debt/EBITDA 1.13
Cap/Depr 121.96%
Cap/Sales 46.67%
Interest Coverage 4.95
Cash Conversion 99.11%
Profit Quality 83.18%
Current Ratio 0.69
Quick Ratio 0.69
Altman-Z 2.07
F-Score7
WACC7.87%
ROIC/WACC1.02
Cap/Depr(3y)234.35%
Cap/Depr(5y)187.27%
Cap/Sales(3y)73.3%
Cap/Sales(5y)54.39%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-20.18%
EPS 3Y-9.37%
EPS 5YN/A
EPS Q2Q%-56.54%
EPS Next Y-2.93%
EPS Next 2Y12.71%
EPS Next 3Y1.72%
EPS Next 5Y6.89%
Revenue 1Y (TTM)17.24%
Revenue growth 3Y-2.07%
Revenue growth 5Y22.86%
Sales Q2Q%-17.27%
Revenue Next Year106.99%
Revenue Next 2Y48.33%
Revenue Next 3Y29.87%
Revenue Next 5YN/A
EBIT growth 1Y-19.86%
EBIT growth 3Y-25.16%
EBIT growth 5YN/A
EBIT Next Year344.95%
EBIT Next 3Y74.63%
EBIT Next 5Y51.54%
FCF growth 1Y133.03%
FCF growth 3Y-12.57%
FCF growth 5Y18.04%
OCF growth 1Y12.82%
OCF growth 3Y6.04%
OCF growth 5Y20.52%

SM ENERGY CO / SM Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for SM ENERGY CO?

ChartMill assigns a fundamental rating of 6 / 10 to SM.


Can you provide the valuation status for SM ENERGY CO?

ChartMill assigns a valuation rating of 7 / 10 to SM ENERGY CO (SM). This can be considered as Undervalued.


What is the profitability of SM stock?

SM ENERGY CO (SM) has a profitability rating of 6 / 10.


What is the financial health of SM ENERGY CO (SM) stock?

The financial health rating of SM ENERGY CO (SM) is 4 / 10.


What is the earnings growth outlook for SM ENERGY CO?

The Earnings per Share (EPS) of SM ENERGY CO (SM) is expected to decline by -2.93% in the next year.