SM Energy Company SM R2K
Energy · Oil & Gas E&P · United States
SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, gas, and natural gas liquids in the United States. The company holds working interests in oil and gas producing wells in the Midland Basin, South Texas, Uinta Basin, and DJ Basin. 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.
READ MORE ›$30.71
+35.92% 1Y
Market & Price
Market Cap
$7.36B
Current Price
$30.71
High / Low (52W)
$34.81 / $17.42
Beta
0.74
Valuation
Stock P/E
12.96
Industry PE
18.25
Forward P/E
3.85
PEG Ratio
0.54
Book Value
$41.96
Price to Book
0.73
P/S
2.04
EV/EBITDA
7.64
Dividend Yield
2.87%
Profitability & Returns
ROCE
12.41%
ROE
2.32%
ROA
2.94%
Profit Margin
3.62%
Op Margin
-4.72%
EPS (Latest Qtr)
$-1.68
EPS (TTM)
$2.37
Balance Sheet & Liquidity
Debt/Equity
1.25
Quick Ratio
0.32
Current Ratio
0.39
Debt
$8.56B
Total Assets
$9.25B
Current Assets
$811.00M
Working Capital
$-358.00M
Ownership
Promoter Holding
0.93%
Chg in Prom Hold
-
FII / Inst Holding
97.18%
Chg in FII Hold
-
Financial Snapshot
Enterprise Value
$15.47B
Total Revenue (TTM)
$3.62B
EBITDA
$2.03B
Free Cash Flow
$1.45B
Operating Cash Flow
$2.17B
Shares Outstanding
239.75M
Gross Margin
87.86%
Payout Ratio
43.04%
Growth (CAGR)
Revenue 5Y
-2.12%
Profit 5Y
-16.47%
Revenue (YoY)
73.00%
Earnings (YoY)
-
PROS
- Attractive dividend yield of 2.87%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Revenue declined at -2.1% CAGR over 5 years.
- Earnings shrank at -16.5% CAGR over 5 years.
* The pros and cons are auto-generated from financial metrics.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth
No fundamental data available for this stock.
Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).
Peer comparison
Peer companies in the same sector (Energy).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SM SM Energy Company R2K | 30.71 | 12.96 | $7.36B | 2.87% | 12.41% | 2.32% | -2.12% | -16.47% |
| 2 | XOM Exxon Mobil Corporation SPX | 145.26 | 24.45 | $602.10B | 2.84% | 11.12% | 9.87% | -6.69% | -19.72% |
| 3 | CVX Chevron Corporation SPX | 182.46 | 31.73 | $363.39B | 3.90% | 7.21% | 6.64% | -7.85% | -29.74% |
| 4 | COP ConocoPhillips SPX | 113.98 | 19.32 | $138.86B | 2.95% | 12.63% | 11.28% | -9.11% | -24.66% |
| 5 | WMB The Williams Companies, Inc. SPX | 71.39 | 31.31 | $87.31B | 2.94% | 9.66% | 19.66% | 2.91% | 8.51% |
| 6 | SLB SLB N.V. SPX | 54.55 | 24.03 | $81.56B | 2.16% | 12.08% | 14.07% | 8.33% | -0.65% |
| 7 | VLO Valero Energy Corporation SPX | 244.82 | 17.88 | $72.70B | 1.96% | 8.12% | 15.85% | -11.40% | -41.16% |
| 8 | MPC Marathon Petroleum Corporation SPX | 248.77 | 16.37 | $72.63B | 1.57% | 13.11% | 27.46% | -9.23% | -34.67% |
| 9 | EOG EOG Resources, Inc. SPX | 133.38 | 13.13 | $71.04B | 3.06% | 14.00% | 18.20% | -8.51% | -13.74% |
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Quarterly Results
Figures in USD.
| Metric | Sep 2013 | Mar 2014 | Jun 2014 | Sep 2014 | Mar 2015 | Jun 2015 | Sep 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 613.11M | 632.72M | 674.98M | 618.79M | 365.93M | 516.15M | 371.15M | 143.08M | 341.81M | 352.66M | 372.74M | 120.72M | 295.38M | 769.60M | 443.92M | 459.37M | 340.93M | 407.17M | 390.32M | 355.73M | 169.63M | 281.01M | 443.85M | 563.85M | 760.24M | 859.78M | 992.10M | 835.45M | 573.50M | 550.75M | 640.90M | 559.87M | 634.55M | 643.61M | - | 840.00M | 785.08M | 811.01M | 702.29M | 1.48B |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 495.00M | 517.00M | 554.41M | 525.62M | 860.00M |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 345.00M | 268.08M | 256.60M | 176.67M | 617.00M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 51.00M | 51.48M | 55.60M | 65.78M | 218.00M |
| Operating Income | 137.48M | 128.63M | 121.72M | 356.98M | -54.44M | -50.88M | 32.10M | -526.73M | -230.55M | -17.65M | 166.16M | -147.33M | -85.15M | 459.07M | 56.15M | -108.64M | -185.31M | 104.17M | 99.48M | -481.09M | -312.68M | -103.13M | -210.92M | -180.62M | 126.26M | 101.74M | 512.81M | 622.28M | 272.05M | 209.35M | 195.60M | 178.40M | 279.38M | 330.95M | - | 294.00M | 216.60M | 201.00M | 110.89M | 399.00M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 546.00M | 587.95M | 572.60M | 503.07M | 135.00M |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 44.00M | 42.56M | 42.94M | 43.13M | 113.00M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 232.00M | 252.50M | 204.29M | 141.20M | -410.00M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 50.00M | 50.84M | 49.20M | 32.23M | -75.00M |
| Net Income | - | - | - | - | - | - | - | - | - | - | 74.43M | -119.91M | -89.11M | 317.40M | 17.20M | -135.92M | -177.57M | 50.39M | 42.23M | -411.89M | -89.25M | -98.29M | -251.27M | -223.00M | 85.59M | 48.76M | 323.49M | 481.24M | 198.55M | 149.87M | 222.34M | 131.20M | 210.29M | 240.52M | - | 182.00M | 201.66M | 155.09M | 108.98M | -335.00M |
| Diluted EPS | 1.04 | 0.96 | 0.88 | 3.05 | -0.79 | -0.85 | 0.05 | -5.10 | -2.48 | -0.52 | 0.67 | -1.08 | -0.80 | 2.81 | 0.15 | -1.21 | -1.58 | 0.45 | 0.37 | -3.64 | -0.79 | -0.86 | -2.19 | -1.88 | 0.69 | 0.39 | 2.60 | 3.87 | 1.62 | 1.25 | 1.88 | 1.13 | 1.82 | 2.09 | - | 1.59 | 1.76 | 1.35 | 0.95 | -1.68 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.30B | 832.20M | 1.09B | 1.60B | 1.51B | 2.29B | 2.52B | 1.56B | 1.22B | 1.13B | 2.07B | 1.59B | 1.13B | - | 3.35B | 2.36B | 2.67B | 3.14B |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.22B | 1.25B | 1.45B | 2.09B |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.12B | 1.11B | 1.23B | 1.05B |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 167.72M | 191.00M | 199.00M | 224.00M |
| Operating Income | 171.20M | -130.84M | 338.77M | 384.38M | -20.02M | 368.25M | 1.17B | -578.78M | -1.06B | -163.72M | 836.34M | -69.97M | -1.07B | - | 1.95B | 919.00M | 1.03B | 822.00M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.12B | 1.70B | 1.92B | 2.21B |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 120.35M | 92.00M | 141.00M | 173.00M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.40B | 914.00M | 966.00M | 830.00M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 283.82M | 96.00M | 196.00M | 182.00M |
| Net Income | - | - | - | - | - | - | - | -447.71M | -757.74M | -160.84M | 508.41M | -187.00M | -764.61M | - | 1.11B | 818.00M | 770.00M | 648.00M |
| Diluted EPS | 1.38 | -1.59 | 3.04 | 3.19 | -0.83 | 2.51 | 9.79 | -6.61 | -9.90 | -1.44 | 4.48 | -1.66 | -6.72 | - | 8.96 | 6.86 | 6.67 | 5.64 |
Compounded Sales Growth
| 5 Years: | -2.12% |
| 1 Year: | 73.00% |
Compounded Profit Growth
| 5 Years: | -16.47% |
| 1 Year: | - |
Stock Price Performance
| 1 Year: | +35.92% |
| 6 Months: | +69.21% |
| 3 Months: | +33.91% |
| 1 Month: | -1.67% |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 2.36B | 2.74B | 3.80B | 4.20B | 4.71B | 6.48B | 5.62B | 6.39B | 6.18B | 6.35B | 6.29B | 4.98B | - | 5.72B | 6.38B | 8.58B | 9.25B |
| Current Assets | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 737.20M | 916.44M | 435.00M | 811.00M |
| Cash & Equivalents | 43.51M | 6.13M | 10.65M | 5.08M | 119.19M | 5.93M | 282.25M | 120.00K | 18.00K | 9.37M | 313.94M | 77.97M | 10.00K | 10.00K | - | 445.00M | 616.16M | 0 | 368.00M |
| Inventory | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 233.30M | 231.16M | 360.00M | 331.00M |
| Total Liabilities | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.63B | 2.76B | 4.34B | 4.44B |
| Current Liabilities | - | - | 296.67M | 502.05M | 505.81M | 541.55M | 639.13M | 784.66M | 302.52M | 415.17M | 559.21M | 466.05M | 472.04M | 583.74M | - | 598.58M | 633.81M | 790.00M | 1.17B |
| Long Term Debt | - | - | - | - | - | 1.10B | 1.60B | - | - | - | - | - | - | 2.21B | - | 1.57B | 1.58B | 2.78B | 2.30B |
| Total Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.57B | 1.58B | 2.78B | 2.71B |
| Total Equity | - | - | - | - | - | - | - | 2.29B | 1.85B | 2.50B | 2.39B | 2.92B | 2.75B | 2.02B | - | 3.09B | 3.62B | 4.24B | 4.81B |
| Shares Outstanding | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 121.93M | 115.75M | 114.46M | 114.63M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 679.19M | 436.11M | 497.10M | 760.53M | 921.97M | 1.34B | 1.46B | 990.81M | 552.80M | 515.39M | 720.63M | 823.57M | 790.94M | - | 1.69B | 1.57B | 1.78B | 2.01B |
| Investing Cash Flow | -673.75M | -304.09M | -361.57M | -1.26B | -1.46B | -1.19B | -2.48B | -1.14B | -1.87B | -201.53M | -587.93M | -1.01B | -555.57M | - | -880.26M | -1.10B | -3.41B | -1.47B |
| Financing Cash Flow | -42.81M | -127.50M | -141.10M | 618.50M | 422.10M | 130.71M | 740.05M | 153.73M | 1.33B | -12.29M | -368.67M | 111.77M | -235.38M | - | -693.86M | -305.00M | 1.01B | -175.00M |
| Capital Expenditure | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -879.94M | -1.10B | -3.42B | -1.47B |
| Free Cash Flow | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 806.47M | 475.00M | -1.63B | 539.00M |
| Net Change in Cash | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 112.28M | 171.00M | -616.00M | 368.00M |
| Share Buybacks | 77.20M | - | - | - | - | - | - | - | - | - | - | - | 0 | 0 | 57.21M | 228.00M | 86.00M | 13.00M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 63.4% | 47.0% | 45.9% | 33.3% |
| Operating Margin % | 13.2% | -15.7% | 31.0% | 24.0% | -1.3% | 16.1% | 46.2% | -37.2% | -86.8% | -14.5% | 40.5% | -4.4% | -94.9% | - | 58.4% | 38.9% | 38.4% | 26.2% |
| Net Margin % | - | - | - | - | - | - | - | -28.8% | -62.2% | -14.2% | 24.6% | -11.8% | -67.9% | - | 33.2% | 34.6% | 28.8% | 20.7% |
| ROE % | - | - | - | - | - | - | - | -24.2% | -30.3% | -6.7% | 17.4% | -6.8% | -37.9% | - | 36.0% | 22.6% | 18.2% | 13.5% |
| ROCE % | - | -6.3% | 15.1% | 11.7% | -0.5% | 9.1% | 20.5% | -10.9% | -17.7% | -2.9% | 14.2% | -1.2% | -24.3% | - | 38.2% | 16.0% | 13.2% | 10.2% |
Shareholding Pattern
Insiders
0.93%
Institutions
97.18%
Public Float
98.10%
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 16.03% | 38.43M | $1.18B |
| 2 | Vanguard Portfolio Management LLC | 6.35% | 15.23M | $467.85M |
| 3 | Canada Pension Plan Investment Board | 6.05% | 14.49M | $445.10M |
| 4 | State Street Corporation | 5.21% | 12.50M | $383.75M |
| 5 | Aristeia Capital, LLC | 4.52% | 10.84M | $332.95M |
| 6 | Vanguard Capital Management LLC | 4.40% | 10.54M | $323.61M |
| 7 | Dimensional Fund Advisors LP | 4.17% | 10.00M | $306.96M |
| 8 | American Century Companies Inc | 3.72% | 8.92M | $274.04M |
| 9 | Donald Smith & Co., Inc. | 3.01% | 7.21M | $221.39M |
| 10 | Geode Capital Management, LLC | 2.38% | 5.70M | $175.00M |
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