SM Energy

SM | NYSE

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$40.38

+$0.80 (+2.02%)

At close: Oct 30, 2026, 3:59 PM ET

$40.30

-$0.08 (-0.20%)

Pre-market: Nov 2, 2026, 7:00 AM ET

Overview Rating Statistics Financials Earnings Analysts Ownership Dividends Profile

Market Data

Market Cap $9.6B

Enterprise Value $16.02B

Beta 0.75

Average Volume 3.54M

Shares Outstanding (Diluted) 240M

Shares Change YoY 108.79%

Institutional Ownership 97.52%

Exchange NYSE

ISIN US78454L1008

Price Performance

Price Change 1M 19.5%

Price Change 3M 24.2%

Price Change 6M 32.5%

Price Change YTD 115.9%

Price Change 1Y 93.3%

Price Change 3Y 0.1%

Price Change 5Y 17.7%

1M CAGR (ann.) 9.2%

1Y CAGR (ann.) 102.2%

5Y CAGR (ann.) 7.7%

All-Time CAGR 9.6%

Valuation

PE Ratio 10.49

Forward PE 9.86

PEG Ratio -0.23

Forward PEG 0.22

PS Ratio 1.74

Forward PS 1.20

PB Ratio 1.23

P/FCF Ratio -255.86

P/Adj. FCF Ratio -107.08

P/OCF Ratio 3.57

EV/Sales 2.91

EV/EBIT 8.46

EV/EBITDA 4.50

EV/FCF -426.78

Earnings Yield 9.5%

FCF Yield -0.4%

Adj. FCF Yield -0.9%

Financial Health

Net Debt $6.42B

Total Debt $7.04B

Cash & Short-Term Investments $620M

Total Assets $18.86B

Current Ratio 0.62

Quick Ratio 0.62

Debt / Equity Ratio 0.90

Debt / EBITDA 1.98

Debt / FCF -187.44

OCF / Debt 0.38

Interest Coverage 2.54

Altman Z-Score 1.36

Piotroski F-Score 4

Margins & Profitability

Gross Profit Margin 61.5%

Operating Profit Margin 26.3%

EBITDA Margin 64.7%

Net Profit Margin 18.2%

FCF Margin -0.7%

Adj. FCF Margin -1.6%

SBC / Revenue 0.9%

SBC Impact (per share) -138.9%

Returns

Return on Assets 5.3%

Return on Equity 16.5%

Return on Invested Capital 6.8%

Return on Capital Employed 9.2%

Return on Tangible Assets 5.3%

Historical Growth (CAGR)

Revenue CAGR 3Y 28.2%

Revenue CAGR 5Y 27.9%

Revenue CAGR 10Y 16.7%

EPS CAGR 3Y -24.2%

EPS CAGR 5Y -12.2%

EPS CAGR 10Y 52.1%

FCF CAGR 3Y -77.0%

FCF CAGR 5Y -663.8%

FCF CAGR 10Y 45.1%

Analyst Forecasts

Analyst Rating Buy

Analyst Count 12

EPS Growth Next 3Y 25.1%

Revenue Growth Next 3Y 10.5%

Earnings Date Nov 3, 2026

EPS Estimate (next Q) $2.01

EPS Growth Est (next Q) 51.1%

Revenue Est (next Q) $2.04B

Revenue Growth Est (next Q) 151.8%

Fair Value Estimates

Graham Number $53.21

Graham Upside 31.8%

Lynch Fair Value $19.25

Lynch Upside -52.3%

Price Target $40.82

Price Target Upside 1.1%

Cash Flow

Operating Cash Flow $2.7B

Free Cash Flow $-37.54M

Adj. Free Cash Flow $-89.7M

FCF Per Share -$0.16

OCF Per Share $11.30

OCF/S Ratio 49.0%

Income Statement

Revenue $5.51B

Gross Profit $3.39B

Operating Income $1.45B

EBITDA $3.56B

Net Income $1B

EPS (Diluted) $3.85

Revenue / Employee $4.44M

Profit / Employee $805.85K

Employees 1,241

Dividends

Annual Dividend $0.86

Dividend Yield 2.13%

Payout Ratio 22.3%

FCF Payout Ratio -482.8%

Adj. FCF Payout Ratio -202.0%

Dividend Growth (YoY) 7.5%

Pay Frequency Quarterly

Ex-Dividend Date Sep 4, 2026