SM Energy Co Net Income
| SM Stock | USD 21.08 1.54 7.88% |
As of the 8th of February, SM Energy owns the Mean Deviation of 2.03, downside deviation of 2.47, and Risk Adjusted Performance of 0.0618. In connection with fundamental indicators, the technical analysis model makes it possible for you to check timely technical drivers of SM Energy, as well as the relationship between them. Please validate SM Energy standard deviation, as well as the relationship between the value at risk and kurtosis to decide if SM Energy Co is priced adequately, providing market reflects its prevailing price of 21.08 per share. Given that SM Energy has jensen alpha of 0.1193, we advise you to double-check SM Energy's latest market performance to make sure the company can sustain itself sooner or later.
SM Energy Total Revenue |
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Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 2.239 | Revenue |
| Last Reported | Projected for Next Year | ||
| Net Income | 885.8 M | 930.1 M | |
| Net Income Applicable To Common Shares | 885.8 M | 930.1 M | |
| Net Income From Continuing Ops | 885.8 M | 930.1 M | |
| Net Income Per Share | 6.04 | 6.34 | |
| Net Income Per E B T | 0.92 | 0.77 |
SM Energy | Net Income | Build AI portfolio with SM Energy Stock |
Evaluating SM Energy's Net Income across multiple reporting periods reveals the company's ability to sustain growth and manage resources effectively. This longitudinal analysis highlights inflection points, cyclical patterns, and structural changes that short-term snapshots might miss, offering deeper insight into SM Energy Co's fundamental strength.
Latest SM Energy's Net Income Growth Pattern
Below is the plot of the Net Income of SM Energy Co over the last few years. Net income is one of the most important fundamental items in finance. It plays a large role in SM Energy financial statement analysis. It represents the amount of money remaining after all of SM Energy Co operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. It is SM Energy's Net Income historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in SM Energy's overall financial position and show how it may be relating to other accounts over time.
| View | Last Reported 770.29 M | 10 Years Trend |
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Net Income |
| Timeline |
SM Energy Net Income Regression Statistics
| Arithmetic Mean | 220,256,926 | |
| Geometric Mean | 278,962,954 | |
| Coefficient Of Variation | 266.82 | |
| Mean Deviation | 488,088,266 | |
| Median | 170,935,000 | |
| Standard Deviation | 587,682,212 | |
| Sample Variance | 345370.4T | |
| Range | 1.9B | |
| R-Value | 0.49 | |
| Mean Square Error | 278278.9T | |
| R-Squared | 0.24 | |
| Significance | 0.04 | |
| Slope | 57,559,503 | |
| Total Sum of Squares | 5525926.1T |
SM Energy Net Income History
Other Fundumenentals of SM Energy
| Net Income Applicable To Common Shares | ||
| Net Income From Continuing Ops | ||
| Net Income Per Share | ||
| Net Income Per E B T |
SM Energy Net Income component correlations
SM Energy Net Income Driver Correlations
Understanding the fundamental principles of building solid financial models for SM Energy is extremely important. It helps to project a fair market value of SM Energy Stock properly, considering its historical fundamentals such as Net Income. Since SM Energy's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of SM Energy's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of SM Energy's interrelated accounts and indicators.
Click cells to compare fundamentals
Will Oil & Gas Exploration & Production sector continue expanding? Could SM Energy diversify its offerings? 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. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every SM Energy data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.35) | Dividend Share 0.8 | Earnings Share 6.33 | Revenue Per Share | Quarterly Revenue Growth 0.267 |
SM Energy's market price often diverges from its book value, the accounting figure shown on SM Energy's balance sheet. Smart investors calculate SM Energy's intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Since SM Energy's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental 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.
SM Energy 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to SM Energy's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of SM Energy.
| 11/10/2025 |
| 02/08/2026 |
If you would invest 0.00 in SM Energy on November 10, 2025 and sell it all today you would earn a total of 0.00 from holding SM Energy Co or generate 0.0% return on investment in SM Energy over 90 days. SM Energy is related to or competes with Northern Oil, Crescent Energy, Civitas Resources, BKV, Torm PLC, Cosan SA, and Teekay Tankers. SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production o... More
SM Energy Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure SM Energy's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess SM Energy Co upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 2.47 | |||
| Information Ratio | 0.0341 | |||
| Maximum Drawdown | 10.18 | |||
| Value At Risk | (3.99) | |||
| Potential Upside | 4.82 |
SM Energy Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for SM Energy's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as SM Energy's standard deviation. In reality, there are many statistical measures that can use SM Energy historical prices to predict the future SM Energy's volatility.| Risk Adjusted Performance | 0.0618 | |||
| Jensen Alpha | 0.1193 | |||
| Total Risk Alpha | (0.09) | |||
| Sortino Ratio | 0.0365 | |||
| Treynor Ratio | 0.2679 |
SM Energy February 8, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0618 | |||
| Market Risk Adjusted Performance | 0.2779 | |||
| Mean Deviation | 2.03 | |||
| Semi Deviation | 2.31 | |||
| Downside Deviation | 2.47 | |||
| Coefficient Of Variation | 1470.15 | |||
| Standard Deviation | 2.64 | |||
| Variance | 6.98 | |||
| Information Ratio | 0.0341 | |||
| Jensen Alpha | 0.1193 | |||
| Total Risk Alpha | (0.09) | |||
| Sortino Ratio | 0.0365 | |||
| Treynor Ratio | 0.2679 | |||
| Maximum Drawdown | 10.18 | |||
| Value At Risk | (3.99) | |||
| Potential Upside | 4.82 | |||
| Downside Variance | 6.09 | |||
| Semi Variance | 5.35 | |||
| Expected Short fall | (2.14) | |||
| Skewness | 0.3814 | |||
| Kurtosis | 0.2937 |
SM Energy Backtested Returns
SM Energy appears to be very steady, given 3 months investment horizon. SM Energy retains Efficiency (Sharpe Ratio) of 0.1, which indicates the firm had a 0.1 % return per unit of price deviation over the last 3 months. We have found twenty-nine technical indicators for SM Energy, which you can use to evaluate the volatility of the company. Please review SM Energy's Mean Deviation of 2.03, risk adjusted performance of 0.0618, and Downside Deviation of 2.47 to confirm if our risk estimates are consistent with your expectations. On a scale of 0 to 100, SM Energy holds a performance score of 8. 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. Please check SM Energy's value at risk, and the relationship between the standard deviation and kurtosis , to make a quick decision on whether SM Energy's current price history will revert.
Auto-correlation | 0.13 |
Insignificant predictability
SM Energy Co has insignificant predictability. Overlapping area represents the amount of predictability between SM Energy time series from 10th of November 2025 to 25th of December 2025 and 25th of December 2025 to 8th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of SM Energy price movement. The serial correlation of 0.13 indicates that less than 13.0% of current SM Energy price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.13 | |
| Spearman Rank Test | 0.12 | |
| Residual Average | 0.0 | |
| Price Variance | 0.64 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
SM Energy Accumulated Other Comprehensive Income
Accumulated Other Comprehensive Income |
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Based on the recorded statements, SM Energy Co reported net income of 770.29 M. This is 66.09% lower than that of the Oil, Gas & Consumable Fuels sector and 123.83% higher than that of the Energy industry. The net income for all United States stocks is 34.91% lower than that of the firm.
SM Energy Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses SM Energy's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of SM Energy could also be used in its relative valuation, which is a method of valuing SM Energy by comparing valuation metrics of similar companies.SM Energy is currently under evaluation in net income category among its peers.
SM Energy ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, SM Energy's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to SM Energy's managers, analysts, and investors.Environmental | Governance | Social |
SM Energy Institutional Holders
Institutional Holdings refers to the ownership stake in SM Energy that is held by large financial organizations, pension funds or endowments. Institutions may hold large blocks of SM Energy's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing SM Energy's value.| Shares | Morgan Stanley - Brokerage Accounts | 2025-06-30 | 1.5 M | Citadel Advisors Llc | 2025-06-30 | 1.4 M | Northern Trust Corp | 2025-06-30 | 1.3 M | First Trust Advisors L.p. | 2025-06-30 | 1.3 M | Charles Schwab Investment Management Inc | 2025-06-30 | 1.3 M | Palisade Capital Management Llc | 2025-06-30 | 1.2 M | Bank Of America Corp | 2025-06-30 | 1.1 M | Millennium Management Llc | 2025-06-30 | 1.1 M | Arrowstreet Capital Limited Partnership | 2025-06-30 | 1.1 M | Blackrock Inc | 2025-06-30 | 19.9 M | Vanguard Group Inc | 2025-06-30 | 14.8 M |
SM Energy Fundamentals
| Return On Equity | 0.17 | ||||
| Return On Asset | 0.0807 | ||||
| Profit Margin | 0.23 % | ||||
| Operating Margin | 0.32 % | ||||
| Current Valuation | 7.33 B | ||||
| Shares Outstanding | 238.26 M | ||||
| Shares Owned By Insiders | 0.96 % | ||||
| Shares Owned By Institutions | 49.29 % | ||||
| Number Of Shares Shorted | 8.06 M | ||||
| Price To Earning | 6.17 X | ||||
| Price To Book | 1.01 X | ||||
| Price To Sales | 1.59 X | ||||
| Revenue | 2.67 B | ||||
| Gross Profit | 2.44 B | ||||
| EBITDA | 1.92 B | ||||
| Net Income | 770.29 M | ||||
| Cash Per Share | 2.18 X | ||||
| Total Debt | 2.84 B | ||||
| Debt To Equity | 0.64 % | ||||
| Current Ratio | 0.62 X | ||||
| Book Value Per Share | 41.14 X | ||||
| Cash Flow From Operations | 1.78 B | ||||
| Short Ratio | 2.55 X | ||||
| Earnings Per Share | 6.33 X | ||||
| Price To Earnings To Growth | 9.07 X | ||||
| Target Price | 30.75 | ||||
| Number Of Employees | 663 | ||||
| Beta | 1.06 | ||||
| Market Capitalization | 5.02 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 | ||||
| Annual Yield | 0.04 % | ||||
| Five Year Return | 0.75 % | ||||
| Net Asset | 8.58 B | ||||
| Last Dividend Paid | 0.8 |
About SM Energy Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze SM Energy Co's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of SM Energy using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of SM Energy Co based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Will Oil & Gas Exploration & Production sector continue expanding? Could SM Energy diversify its offerings? 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. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every SM Energy data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.35) | Dividend Share 0.8 | Earnings Share 6.33 | Revenue Per Share | Quarterly Revenue Growth 0.267 |
SM Energy's market price often diverges from its book value, the accounting figure shown on SM Energy's balance sheet. Smart investors calculate SM Energy's intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Since SM Energy's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental 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.