Sm Energy Co Stock Performance
| SM Stock | USD 29.78 0.71 2.44% |
The entity owns a Beta (Systematic Risk) of 0.63, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, SM Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding SM Energy is expected to be smaller as well. At this point, SM Energy has a negative expected return of -0.47%. Please make sure to validate SM Energy's total risk alpha, as well as the relationship between the kurtosis and market facilitation index , to decide if SM Energy performance from the past will be repeated sooner or later.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days SM Energy Co has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Stock's primary indicators remain very healthy which may send shares a bit higher in April 2025. The recent disarray may also be a sign of long period up-swing for the firm investors. ...more
Actual Historical Performance (%)
One Day Return (4.31) | Five Day Return 3.47 | Year To Date Return (29.05) | Ten Year Return 30.83 | All Time Return 2 K |
Forward Dividend Yield 0.0275 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 0.8 | Dividend Date 2025-02-03 |
1 | Disposition of 1000 shares by A Pursell of SM Energy subject to Rule 16b-3 | 12/24/2024 |
2 | Disposition of 4120 shares by A Pursell of SM Energy at 43.23 subject to Rule 16b-3 | 01/17/2025 |
| SM Energy dividend paid on 3rd of February 2025 | 02/03/2025 |
3 | BP Strikes Oil Gas in Egypts King Mariout Offshore Block | 02/10/2025 |
4 | Repsol Trims Green Hydrogen Targets, Focuses on Returns Over Capacity | 02/21/2025 |
5 | Is Trending Stock SM Energy Company a Buy Now | 02/24/2025 |
6 | Compared to Estimates, SM Energy Q4 Earnings A Look at Key Metrics | 02/25/2025 |
7 | Acquisition by Brookman Barton R Jr of 7000 shares of SM Energy at 32.36 subject to Rule 16b-3 | 02/26/2025 |
8 | Insider Buying Herbert Vogel Acquires Shares of SM Energy Co | 02/27/2025 |
9 | Insider Trading | 02/28/2025 |
10 | Proficio Capital Partners LLC Makes New 9.92 Million Investment in SM Energy | 03/03/2025 |
11 | SM Energy doubles space at Energy Corridor office tower as Diamond Offshore leaves | 03/04/2025 |
12 | Why SM Energy Outpaced the Stock Market Today | 03/07/2025 |
13 | SM Energy Given Consensus Recommendation of Moderate Buy by Analysts | 03/11/2025 |
| Begin Period Cash Flow | 616.2 M |
SM Energy |
SM Energy Relative Risk vs. Return Landscape
If you would invest 4,023 in SM Energy Co on December 13, 2024 and sell it today you would lose (1,045) from holding SM Energy Co or give up 25.98% of portfolio value over 90 days. SM Energy Co is generating negative expected returns and assumes 2.6856% volatility on return distribution over the 90 days horizon. Put differently, 23% of stocks are less risky than SM Energy on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
SM Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SM Energy's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as SM Energy Co, and traders can use it to determine the average amount a SM Energy's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.176
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| Negative Returns | SM |
Estimated Market Risk
| 2.69 actual daily | 23 77% of assets are more volatile |
Expected Return
| -0.47 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.18 actual daily | 0 Most of other assets perform better |
Based on monthly moving average SM Energy is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of SM Energy by adding SM Energy to a well-diversified portfolio.
SM Energy Fundamentals Growth
SM Energy Stock prices reflect investors' perceptions of the future prospects and financial health of SM Energy, and SM Energy fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on SM Energy Stock performance.
| Return On Equity | 0.2 | ||||
| Return On Asset | 0.0899 | ||||
| Profit Margin | 0.30 % | ||||
| Operating Margin | 0.35 % | ||||
| Current Valuation | 6.19 B | ||||
| Shares Outstanding | 114.46 M | ||||
| Price To Earning | 6.17 X | ||||
| Price To Book | 0.80 X | ||||
| Price To Sales | 1.32 X | ||||
| Revenue | 2.67 B | ||||
| Gross Profit | 2.09 B | ||||
| EBITDA | 1.92 B | ||||
| Net Income | 770.29 M | ||||
| Cash And Equivalents | 445 M | ||||
| Cash Per Share | 2.18 X | ||||
| Total Debt | 2.71 B | ||||
| Debt To Equity | 0.64 % | ||||
| Current Ratio | 0.62 X | ||||
| Book Value Per Share | 37.02 X | ||||
| Cash Flow From Operations | 1.78 B | ||||
| Earnings Per Share | 6.67 X | ||||
| Market Capitalization | 3.41 B | ||||
| Total Asset | 8.58 B | ||||
| Retained Earnings | 2.74 B | ||||
| Working Capital | (355.25 M) | ||||
| Current Asset | 518.99 M | ||||
| Current Liabilities | 302.52 M | ||||
About SM Energy Performance
By examining SM Energy's fundamental ratios, stakeholders can obtain critical insights into SM Energy's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that SM Energy is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 16.68 | 15.85 | |
| Return On Tangible Assets | 0.09 | 0.06 | |
| Return On Capital Employed | 0.14 | 0.12 | |
| Return On Assets | 0.09 | 0.06 | |
| Return On Equity | 0.18 | 0.10 |
Things to note about SM Energy performance evaluation
Checking the ongoing alerts about SM Energy for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for SM Energy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| SM Energy generated a negative expected return over the last 90 days | |
| SM Energy Co reports 2.71 B of total liabilities with total debt to equity ratio (D/E) of 0.64, which is normal for its line of buisiness. SM Energy has a current ratio of 0.61, implying that it has not enough working capital to pay out debt commitments in time. Note however, debt could still be an excellent tool for SM Energy to invest in growth at high rates of return. | |
| Over 99.0% of SM Energy shares are owned by institutional investors | |
| On 3rd of February 2025 SM Energy paid $ 0.2 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: SM Energy Given Consensus Recommendation of Moderate Buy by Analysts |
- Analyzing SM Energy's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether SM Energy's stock is overvalued or undervalued compared to its peers.
- Examining SM Energy's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating SM Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of SM Energy's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of SM Energy's stock. These opinions can provide insight into SM Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SM Energy Co. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
Is Oil & Gas Exploration & Production space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of SM Energy. If investors know SM Energy will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about SM Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.23) | Dividend Share 0.76 | Earnings Share 6.67 | Revenue Per Share | Quarterly Revenue Growth 0.408 |
The market value of SM Energy is measured differently than its book value, which is the value of SM Energy that is recorded on the company's balance sheet. Investors also form their own opinion of SM Energy's value that differs from its market value or its book value, called intrinsic value, which is SM Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SM Energy's market value can be influenced by many factors that don't directly affect SM Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SM Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if SM Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SM Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.