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SM

SM Energy Co

SM

35.56USD+0.71 (+2.04%)Delayed
Watchlist

Market Summary

USD35.56+0.71
Delayed
2.04%

SM Stock Price

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SM RSI Chart

SM Valuation

Market Cap

4.2B

Price/Earnings (Trailing)

3.86

Price/Sales (Trailing)

1.6

EV/EBITDA

2.62

Price/Free Cashflow

2.77

SM Price/Sales (Trailing)

SM Profitability

EBT Margin

52.07%

Return on Equity

32.99%

Return on Assets

18.16%

Free Cashflow Yield

36.11%

SM Fundamentals

SM Revenue

Revenue (TTM)

2.6B

Revenue Y/Y

-44.49%

Revenue Q/Q

-3.97%

SM Earnings

Earnings (TTM)

1.1B

Earnings Y/Y

-53.67%

Earnings Q/Q

-24.52%

Price Action

Last 7 days

-6.2%

Last 30 days

-2.2%

Last 90 days

-14.6%

Trailing 12 Months

0.5%

How does SM drawdown profile look like?

SM Financial Health

Current Ratio

1.2

SM Investor Care

Dividend Yield

1.69%

Dividend/Share (TTM)

0.6

Buy Backs (1Y)

3.12%

Diluted EPS (TTM)

8.83

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
20233.1B2.6B00
20223.0B3.5B3.5B3.4B
20211.2B1.6B2.1B2.6B
20201.6B1.4B1.3B1.1B
20191.6B1.6B1.5B1.6B
20181.5B1.8B2.0B2.1B
20171.4B1.2B1.2B1.1B
20161.3B1.1B1.1B1.2B
20152.3B2.1B1.9B1.6B
20142.4B2.6B2.6B2.5B
20131.6B1.9B2.1B2.3B
20121.7B1.6B1.4B1.5B
20111.0B1.2B1.5B1.6B
2010993.1M999.6M1.0B1.1B
20090820.8M782.0M832.2M
20080001.3B

Latest Insider Trading transactions for SM

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
Nov 09, 2023
pursell a wade
gifted
-
-
-1,000
evp & cfo
Sep 07, 2023
vogel herbert s
gifted
-
-
-5,000
president & ceo
Aug 30, 2023
quintana julio m
sold
-1,850,640
42.06
-44,000
-
Aug 29, 2023
peru ramiro g
sold
-644,664
41.14
-15,670
-
Aug 23, 2023
pursell a wade
gifted
-
-
-4,000
evp & cfo
Aug 23, 2023
robeson rose m
sold
-1,189,500
39.65
-30,000
-
Aug 07, 2023
lytle patrick a
sold
-249,759
38.46
-6,494
vp - chief accounting officer
Jul 03, 2023
lytle patrick a
sold (taxes)
-43,870
31.63
-1,387
vp - chief accounting officer
Jul 03, 2023
lutey mary ellen
acquired
-
-
14,948
svp - expl., development & ehs
Jul 03, 2023
lytle patrick a
acquired
-
-
4,816
vp - chief accounting officer

1–10 of 50

Which funds bought or sold SM recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
Dec 06, 2023
Raleigh Capital Management Inc.
new
-
6,701
6,701
-%
Dec 06, 2023
CITIGROUP INC
reduced
-29.36
-896,474
6,933,910
-%
Nov 30, 2023
Neo Ivy Capital Management
reduced
-10.79
141,000
1,332,000
0.58%
Nov 24, 2023
DEUTSCHE BANK AG\
reduced
-65.51
-3,841,470
2,926,370
-%
Nov 22, 2023
CONNORS INVESTOR SERVICES INC
added
0.23
684,000
3,350,000
0.41%
Nov 22, 2023
Public Sector Pension Investment Board
reduced
-31.44
-950,887
5,815,470
0.04%
Nov 22, 2023
KBC Group NV
unchanged
-
-
289,000
-%
Nov 22, 2023
Verity Asset Management, Inc.
new
-
280,048
280,048
0.21%
Nov 21, 2023
Walleye Trading LLC
added
308
826,163
1,026,700
-%
Nov 21, 2023
COMERICA BANK
reduced
-52.7
6,613,440
6,613,440
0.03%

1–10 of 39

Latest Funds Activity

Are funds buying SM calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own SM
No. of Funds

Schedule 13G FIlings of SM Energy Co

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 09, 2023
vanguard group inc
12.70%
15,599,887
SC 13G/A
Jan 23, 2023
blackrock inc.
16.7%
20,555,732
SC 13G/A
Feb 14, 2022
maple rock capital partners inc.
-
0
SC 13G/A
Feb 14, 2022
state street corp
5.07%
6,160,116
SC 13G/A
Jan 27, 2022
blackrock inc.
15.8%
19,248,951
SC 13G/A
Jan 26, 2022
blackrock inc.
15.8%
19,248,951
SC 13G/A
Jan 10, 2022
vanguard group inc
11.37%
13,811,934
SC 13G/A
Feb 16, 2021
maple rock capital partners inc.
7.78%
8,911,964
SC 13G
Feb 12, 2021
dimensional fund advisors lp
1.4%
1,635,740
SC 13G/A
Feb 10, 2021
state street corp
5.47%
6,262,561
SC 13G

Recent SEC filings of SM Energy Co

View All Filings
Date Filed Form Type Document
Nov 09, 2023
4
Insider Trading
Nov 03, 2023
10-Q
Quarterly Report
Nov 02, 2023
8-K
Current Report
Sep 12, 2023
144
Notice of Insider Sale Intent
Sep 08, 2023
5
Insider Trading
Sep 08, 2023
4
Insider Trading
Sep 01, 2023
4
Insider Trading
Aug 31, 2023
4
Insider Trading
Aug 31, 2023
144
Notice of Insider Sale Intent

Peers (Alternatives to SM Energy Co)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
394.5B
355.7B
-3.29% -3.94%
9.59
1.11
-11.79% -20.69%
269.5B
210.2B
1.35% -16.10%
10.58
1.28
-11.63% -25.47%
14.8B
6.6B
-3.06% -9.92%
8.79
2.23
-17.82% -54.98%
9.9B
10.9B
-7.80% -19.02%
1.83
0.91
37.84% 94.62%
-
29.7B
-7.67% -10.94%
-
-
-19.21% -57.99%
MID-CAP
7.2B
3.9B
-10.24% 20.19%
5.21
1.83
-12.27% 9.11%
3.6B
2.9B
-5.55% -22.16%
8.23
1.24
39.51% 6143.35%
3.2B
3.4B
-3.84% 25.88%
1.34
0.95
197.39% 446.96%
2.9B
1.8B
-3.50% 10.26%
37.6
1.66
-23.88% -82.35%
2.0B
2.4B
-7.33% -15.63%
3.69
0.83
-7.39% -51.28%
SMALL-CAP
230.9M
327.6M
-1.50% -15.45%
0.61
0.7
-27.62% 496.32%
179.2M
-
-0.66% 15.78%
-1.27
1.18
21.03% -281.13%
83.1M
250.3M
-17.62% -53.54%
-1.92
0.33
-31.75% -183.24%
67.7M
2.8B
-16.17% -31.68%
-10.96
0.02
-14.73% -145.53%
24.6M
26.8M
2.07% -17.57%
-24.44
0.92
8.21% -113.99%

SM Energy Co News

Latest updates
Nasdaq06 Dec 202305:22 pm4 days ago
Nasdaq06 Dec 202303:54 pm4 days ago
InvestorsObserver22 Nov 202303:02 pm18 days ago
GuruFocus.com22 Nov 202308:02 am18 days ago
Invezz20 Nov 202308:00 am20 days ago
SETE News16 Nov 202306:54 pm23 days ago
Yahoo Finance10 Nov 202308:00 am30 days ago
StreetInsider.com08 Nov 202308:00 am32 days ago
Oil & Gas Journal 06 Nov 202308:00 am34 days ago
Morningstar06 Nov 202308:00 am34 days ago
The Business Journals06 Nov 202308:00 am34 days ago
Clayton County Register03 Nov 202302:26 am37 days ago
Beaumont Enterprise02 Nov 202310:00 pm37 days ago
Seeking Alpha30 Oct 202307:00 am41 days ago
The Business Journals26 Oct 202307:00 am45 days ago

Financials for SM Energy Co

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Quarterly)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Revenue-4.0%551574671835992860855760564444320281170356452390407341394459444
Costs and Expenses13.3%341301329213479758381634744655492384482837540291303526-35.57568388
  S&GA Expenses-0.6%28.0028.0033.0028.0028.0025.0037.0026.0025.0025.0020.0024.0027.0027.0037.0033.0031.0032.0030.0029.0029.00
EBITDA Margin0.8%0.55*0.55*0.45*0.46*0.33*0.17*0.08*-0.20*-0.39*-0.44*-0.70*-0.58*-0.40*-0.22*-0.05*------
Interest Expenses-1.4%22.0022.0023.0023.0035.0039.0040.0041.0040.0040.0041.0042.0040.0042.0041.0041.0040.0038.0038.0038.0042.00
Income Taxes-24.2%42.0056.0065.0011987.0013.0010.00-0.04-0.160.00-33.43-22.97-36.68-99.01-27.7116.0014.00-46.0482.00-36.75-0.90
Earnings Before Taxes-24.4%19225432360141062.0043586.00-223-251-198-121-125-510-12958.0064.00-223392-17216.00
EBT Margin0.7%0.52*0.52*0.42*0.43*0.29*0.12*0.02*-0.28*-0.49*-0.57*-0.85*-0.71*-0.52*-0.32*-0.15*------
Net Income-24.5%15019925848132349.0042586.00-222-251-165-98.29-89.25-411-10242.0050.00-177310-13517.00
Net Income Margin0.7%0.41*0.41*0.33*0.36*0.25*0.11*0.01*-0.27*-0.46*-0.50*-0.68*-0.56*-0.41*-0.26*-0.12*------
Free Cashflow15.6%383332288513543342430328296106257202114218242------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Assets2.1%5,9935,8705,7165,6525,3395,3965,2345,0625,0535,0164,9765,1225,2685,6156,2926,4536,3926,2876,3536,2746,736
  Current Assets-10.2%679756737808633759613336269230204275355625253311289221429453955
    Cash Equivalents-20.8%37847844549826742033330.00--0.000.000.000.000.000.000.000.0078.00177616
  Net PPE4.0%5,2315,0304,8834,7474,6524,5834,5764,6654,7154,7134,7024,7654,8264,8885,9546,0295,9855,9545,8315,7765,718
  Current Liabilities0.1%5645635998141,0141,0598891,1041,0527775843773083834724915045454667341,048
Shareholder's Equity2.1%3,2983,2303,0852,8682,4452,1152,0631,6371,5531,7702,0162,1852,2812,3422,7492,8442,8022,7432,9202,5992,737
  Retained Earnings8.9%1,6211,4891,3091,068606282235-190-274-51.722013664655559681,0701,0339831,166856998
  Additional Paid-In Capital-3.6%1,6801,7441,7801,8101,8511,8441,8401,8391,8391,8341,8281,8281,8251,7971,7921,7851,7801,7721,7661,7581,754
Shares Outstanding-2.0%118121122123122122122121118115115114113113113113112112112112112
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Quarterly)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations15.6%383,251,000331,634,000288,375,000513,370,000542,569,000342,092,000429,630,000328,119,000296,399,000105,624,000256,860,000201,613,000114,339,000218,132,000241,981,000203,156,000259,928,000118,502,000179,452,000229,659,000171,383,000
  Share Based Compensation-3.6%4,163,0004,318,0004,914,0005,105,0004,479,0004,274,0004,628,0004,498,0003,956,0005,737,000-438,0004,164,0005,712,0005,561,0005,560,0006,766,0006,154,0005,838,0006,228,0007,004,0005,264,000
Cashflow From Investing-65.5%-397,818,000-240,405,000-287,821,000-226,697,000-215,618,000-150,127,000-122,484,000-174,795,000-222,322,000-147,634,000-128,806,000-116,643,000-170,811,000-139,306,000-234,588,000-215,415,000-320,353,000-242,935,000-273,974,000-308,241,000-194,978,000
Cashflow From Financing-45.8%-85,064,000-58,358,000-53,991,000-55,327,000-479,749,000-104,794,000-4,230,000-123,524,000-74,077,00042,000,000-128,054,000-84,970,00056,467,000-78,821,000-10,894,0009,360,00066,821,00046,482,000-4,319,000-360,518,000-3,836,000
  Dividend Payments-1.2%18,077,00018,290,00018,419,000-1,218,000-1,215,000-589,000-1,146,000-565,000-5,642,000-2,806,000-5,607,000-2,792,000
  Buy Backs71.7%69,483,00040,468,00036,966,00020,200,000-----------------

SM Income Statement

2023-09-30
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (UNAUDITED) (in thousands, except per share data) - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended9 Months Ended
Sep. 30, 2023
Sep. 30, 2022
Sep. 30, 2023
Sep. 30, 2022
Operating revenues and other income:    
Oil, gas, and NGL production revenue$ 639,699$ 827,558$ 1,757,032$ 2,676,656
Other operating income1,2027,8938,12810,673
Total operating revenues and other income640,901835,4511,765,1602,687,329
Operating expenses:    
Oil, gas, and NGL production expense138,264159,961426,200470,245
Depletion, depreciation, amortization, and asset retirement obligation liability accretion189,353145,865501,374460,169
Exploration10,24514,20343,63344,117
General and administrative29,25528,42884,42481,715
Net derivative (gain) loss75,355(137,577)12,352385,180
Other operating expense, net2,8322,29020,1829,080
Total operating expenses445,304213,1701,088,1651,450,506
Income from operations195,597622,281676,9951,236,823
Interest expense(23,106)(22,825)(67,713)(97,708)
Interest income4,1061,54613,8022,080
Loss on extinguishment of debt000(67,605)
Other non-operating expense, net(233)(383)(696)(1,150)
Income before income taxes176,364600,619622,3881,072,440
Income tax (expense) benefit45,979(119,379)(51,619)(218,951)
Net income$ 222,343$ 481,240$ 570,769$ 853,489
Basic weighted-average common shares outstanding117,823123,195119,589122,318
Diluted weighted-average common shares outstanding118,328124,279120,165124,233
Basic net income per common share$ 1.89$ 3.91$ 4.77$ 6.98
Diluted net income per common share1.883.874.756.87
Dividends declared per common share$ 0.15$ 0.15$ 0.45$ 0.16

SM Balance Sheet

2023-09-30
CONDENSED CONSOLIDATED BALANCE SHEETS (UNAUDITED) (in thousands, except share data) - USD ($)
$ in Thousands
Sep. 30, 2023
Dec. 31, 2022
Current assets:  
Cash and cash equivalents$ 401,980$ 444,998
Accounts receivable264,511233,297
Derivative assets25,52448,677
Prepaid expenses and other10,53710,231
Total current assets702,552737,203
Property and equipment (successful efforts method):  
Proved oil and gas properties11,169,44310,258,368
Accumulated depletion, depreciation, and amortization(6,680,485)(6,188,147)
Unproved oil and gas properties, net of valuation allowance of $36,286 and $38,008, respectively526,085487,192
Wells in progress236,234287,267
Other property and equipment, net of accumulated depreciation of $59,133 and $56,512, respectively41,01738,099
Total property and equipment, net5,292,2944,882,779
Noncurrent assets:  
Derivative assets5,29424,465
Other noncurrent assets78,43071,592
Total noncurrent assets83,72496,057
Total assets6,078,5705,716,039
Current liabilities:  
Accounts payable and accrued expenses540,459532,289
Derivative liabilities43,15256,181
Other current liabilities15,47310,114
Total current liabilities599,084598,584
Noncurrent liabilities:  
Revolving credit facility00
Senior Notes, net1,574,5531,572,210
Asset retirement obligations115,271108,233
Deferred income taxes324,440280,811
Derivative liabilities4,5951,142
Other noncurrent liabilities56,33469,601
Total noncurrent liabilities2,075,1932,031,997
Commitments and contingencies (note 6)
Stockholders’ equity:  
Common stock, $0.01 par value - authorized: 200,000,000 shares; issued and outstanding: 116,313,887 and 121,931,676 shares, respectively1,1631,219
Additional paid-in capital1,581,1101,779,703
Retained earnings1,826,0021,308,558
Accumulated other comprehensive loss(3,982)(4,022)
Total stockholders’ equity3,404,2933,085,458
Total liabilities and stockholders’ equity$ 6,078,570$ 5,716,039
SM
SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, gas, and natural gas liquids in the state of Texas. It also has working interests in oil and gas producing wells in the Midland Basin and South Texas. The company was formerly known as St. Mary Land & Exploration Company and changed its name to SM Energy Company in May 2010. SM Energy Company was founded in 1908 and is headquartered in Denver, Colorado.
 CEO
 WEBSITEsm-energy.com
 EMPLOYEES539

SM Energy Co Frequently Asked Questions


What is the ticker symbol for SM Energy Co? What does SM stand for in stocks?

SM is the stock ticker symbol of SM Energy Co. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of SM Energy Co (SM)?

As of Fri Dec 08 2023, market cap of SM Energy Co is 4.2 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of SM stock?

You can check SM's fair value in chart. The fair value of SM Energy Co is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of SM Energy Co is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for SM so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is SM Energy Co a good stock to buy?

The fair value guage provides a quick view whether SM is over valued or under valued. Whether SM Energy Co is cheap or expensive depends on the assumptions which impact SM Energy Co's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for SM.

What is SM Energy Co's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Fri Dec 08 2023, SM's PE ratio (Price to Earnings) is 3.86 and Price to Sales (PS) ratio is 1.6. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. SM PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on SM Energy Co's stock?

In the past 10 years, SM Energy Co has provided -0.078 (multiply by 100 for percentage) rate of return.