SM Energy Company Statistics
Total Valuation
SM has a market cap or net worth of $6.31 billion. The enterprise value is $14.42 billion.
| Market Cap | 6.31B |
| Enterprise Value | 14.42B |
Important Dates
The next estimated earnings date is Thursday, July 30, 2026, after market close.
| Earnings Date | Jul 30, 2026 |
| Ex-Dividend Date | Jun 8, 2026 |
Share Statistics
SM has 239.75 million shares outstanding. The number of shares has increased by 17.61% in one year.
| Current Share Class | 239.75M |
| Shares Outstanding | 239.75M |
| Shares Change (YoY) | +17.61% |
| Shares Change (QoQ) | +73.04% |
| Owned by Insiders (%) | 0.91% |
| Owned by Institutions (%) | 96.15% |
| Float | 237.44M |
Valuation Ratios
The trailing PE ratio is 27.35 and the forward PE ratio is 3.27.
| PE Ratio | 27.35 |
| Forward PE | 3.27 |
| PS Ratio | 1.75 |
| Forward PS | 0.79 |
| PB Ratio | 0.92 |
| P/TBV Ratio | 0.92 |
| P/FCF Ratio | 11.38 |
| P/OCF Ratio | 2.91 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 7.12, with an EV/FCF ratio of 25.99.
| EV / Earnings | 110.11 |
| EV / Sales | 3.99 |
| EV / EBITDA | 7.12 |
| EV / EBIT | 21.95 |
| EV / FCF | 25.99 |
Financial Position
The company has a current ratio of 0.39, with a Debt / Equity ratio of 1.25.
| Current Ratio | 0.39 |
| Quick Ratio | 0.32 |
| Debt / Equity | 1.25 |
| Debt / EBITDA | 3.43 |
| Debt / FCF | 15.42 |
| Interest Coverage | 2.71 |
Financial Efficiency
Return on equity (ROE) is 2.32% and return on invested capital (ROIC) is 4.11%.
| Return on Equity (ROE) | 2.32% |
| Return on Assets (ROA) | 2.94% |
| Return on Invested Capital (ROIC) | 4.11% |
| Return on Capital Employed (ROCE) | 4.42% |
| Weighted Average Cost of Capital (WACC) | 4.59% |
| Revenue Per Employee | $2.91M |
| Profits Per Employee | $105,560 |
| Employee Count | 1,241 |
| Asset Turnover | 0.26 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, SM has paid $57.00 million in taxes.
| Income Tax | 57.00M |
| Effective Tax Rate | 30.32% |
Stock Price Statistics
The stock price has increased by +6.73% in the last 52 weeks. The beta is 0.71, so SM's price volatility has been lower than the market average.
| Beta (5Y) | 0.71 |
| 52-Week Price Change | +6.73% |
| 50-Day Moving Average | 30.37 |
| 200-Day Moving Average | 24.49 |
| Relative Strength Index (RSI) | 33.86 |
| Average Volume (20 Days) | 3,975,187 |
Short Selling Information
The latest short interest is 12.89 million, so 5.38% of the outstanding shares have been sold short.
| Short Interest | 12.89M |
| Short Previous Month | 13.45M |
| Short % of Shares Out | 5.38% |
| Short % of Float | 5.43% |
| Short Ratio (days to cover) | 3.02 |
Income Statement
In the last 12 months, SM had revenue of $3.62 billion and earned $131.00 million in profits. Earnings per share was $0.96.
| Revenue | 3.62B |
| Gross Profit | 3.17B |
| Operating Income | 657.00M |
| Pretax Income | 188.00M |
| Net Income | 131.00M |
| EBITDA | 2.03B |
| EBIT | 657.00M |
| Earnings Per Share (EPS) | $0.96 |
Balance Sheet
The company has $449.00 million in cash and $8.56 billion in debt, giving a net cash position of -$8.11 billion or -$33.82 per share.
| Cash & Cash Equivalents | 449.00M |
| Total Debt | 8.56B |
| Net Cash | -8.11B |
| Net Cash Per Share | -$33.82 |
| Equity (Book Value) | 6.87B |
| Book Value Per Share | 28.65 |
| Working Capital | -2.61B |
Cash Flow
In the last 12 months, operating cash flow was $2.17 billion and capital expenditures -$1.61 billion, giving a free cash flow of $555.00 million.
| Operating Cash Flow | 2.17B |
| Capital Expenditures | -1.61B |
| Depreciation & Amortization | 1.37B |
| Net Borrowing | 140.00M |
| Free Cash Flow | 555.00M |
| FCF Per Share | $2.31 |
Margins
Gross margin is 87.70%, with operating and profit margins of 18.16% and 3.62%.
| Gross Margin | 87.70% |
| Operating Margin | 18.16% |
| Pretax Margin | 5.20% |
| Profit Margin | 3.62% |
| EBITDA Margin | 56.01% |
| EBIT Margin | 18.16% |
| FCF Margin | 15.34% |
Dividends & Yields
This stock pays an annual dividend of $0.88, which amounts to a dividend yield of 3.34%.
| Dividend Per Share | $0.88 |
| Dividend Yield | 3.34% |
| Dividend Growth (YoY) | 5.00% |
| Years of Dividend Growth | 4 |
| Payout Ratio | 87.21% |
| Buyback Yield | -17.61% |
| Shareholder Yield | -14.27% |
| Earnings Yield | 2.07% |
| FCF Yield | 8.79% |
Analyst Forecast
The average price target for SM is $40.79, which is 54.86% higher than the current price. The consensus rating is "Buy".
| Price Target | $40.79 |
| Price Target Difference | 54.86% |
| Analyst Consensus | Buy |
| Analyst Count | 14 |
| Revenue Growth Forecast (3Y) | 35.37% |
| EPS Growth Forecast (3Y) | 11.38% |
Stock 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 0.51 and a Piotroski F-Score of 4. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 0.51 |
| Piotroski F-Score | 4 |