SM:NYE-SM Energy Company (USD)

EQUITY | Oil & Gas E&P | New York Stock Exchange

Last Closing

USD 48.8

Change

-0.72 (-1.45)%

Market Cap

USD 3.12B

Volume

1.22M

Analyst Target

USD 4.38
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

SM Energy Company is an energy company engaged in the acquisition, exploration, development, and production of oil, gas, and NGLs in onshore North America.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-15 )

Largest Industry Peers for Oil & Gas E&P

Symbol Name Price(Change) Market Cap
COP ConocoPhillips

-1.67 (-1.45%)

USD 142.34B
CNQ Canadian Natural Resources Ltd

+0.65 (+0.87%)

USD 81.83B
EOG EOG Resources Inc

+0.33 (+0.27%)

USD 74.68B
OXY Occidental Petroleum Corporati..

+0.09 (+0.15%)

USD 56.36B
HES Hess Corporation

+1.33 (+0.89%)

USD 48.72B
WDS Woodside Energy Group Ltd

N/A

USD 35.34B
DVN Devon Energy Corporation

+0.40 (+0.85%)

USD 31.36B
CTRA Coterra Energy Inc

+0.31 (+1.13%)

USD 20.19B
EQT EQT Corporation

+0.51 (+1.25%)

USD 18.51B
MRO Marathon Oil Corporation

-0.47 (-1.64%)

USD 14.92B

ETFs Containing SM

PSCE Invesco S&P SmallCap Ener.. 9.96 % 0.29 %

+0.54 (+0.44%)

USD 0.18B
PXE Invesco Dynamic Energy Ex.. 3.11 % 0.63 %

+0.07 (+0.44%)

USD 0.15B
FTIF First Trust Bloomberg Inf.. 2.35 % 0.00 %

+0.12 (+0.44%)

USD 1.22M
IDP6:SW iShares S&P SmallCap 600 .. 0.50 % 0.00 %

+0.38 (+0.44%)

USD 1.73B
VIOO Vanguard S&P Small-Cap 60.. 0.49 % 0.15 %

+1.13 (+0.44%)

USD 2.62B
EPHE iShares MSCI Philippines .. 0.00 % 0.59 %

-0.28 (0.44%)

USD 0.11B
GSC Goldman Sachs ETF Trust 0.00 % 1.25 %

+0.32 (+0.44%)

USD 0.10B
IJT iShares S&P Small-Cap 600.. 0.00 % 0.25 %

+1.12 (+0.44%)

USD 5.91B
IOIL 0.00 % 0.79 %

N/A

N/A
VRTVX Vanguard Scottsdale Funds.. 0.00 % 0.00 %

+3.51 (+0.44%)

USD 0.91B
SLYG SPDR® S&P 600 Small Cap .. 0.00 % 0.15 %

+0.74 (+0.44%)

USD 3.24B
XPHG:LSE Xtrackers MSCI Philippine.. 0.00 % 0.00 %

-1.25 (0.44%)

USD 0.03B
XPHI:LSE Xtrackers MSCI Philippine.. 0.00 % 0.00 %

-0.01 (0.44%)

USD 0.03B
IUS3:F iShares S&P Small Cap 600.. 0.00 % 0.00 %

+0.81 (+0.44%)

USD 1.75B
XPQP:F Xtrackers MSCI Philippine.. 0.00 % 0.00 %

-0.01 (0.44%)

USD 0.03B
IUS3:XETRA iShares S&P Small Cap 600.. 0.00 % 0.00 %

+0.74 (+0.44%)

USD 1.59B
XPQP:XETRA Xtrackers MSCI Philippine.. 0.00 % 0.00 %

-0.01 (0.44%)

USD 0.03B
AVUV Avantis® U.S. Small Cap .. 0.00 % 0.00 %

+1.09 (+0.44%)

USD 11.36B
9810:HK Premia Dow Jones Em ASEAN.. 0.00 % 0.00 %

-0.08 (0.44%)

USD 0.08B

Market Performance

  Market Performance vs. Industry/Classification (Oil & Gas E&P) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 26.03% 90% A- 93% A
Dividend Return 0.93% 42% F 42% F
Total Return 26.96% 89% A- 93% A
Trailing 12 Months  
Capital Gain 83.73% 99% N/A 96% N/A
Dividend Return 2.48% 28% F 36% F
Total Return 86.22% 97% N/A 96% N/A
Trailing 5 Years  
Capital Gain 223.18% 89% A- 94% A
Dividend Return 8.01% 21% F 27% F
Total Return 231.19% 89% A- 94% A
Average Annual (5 Year Horizon)  
Capital Gain 189.65% 95% A 98% N/A
Dividend Return 190.44% 95% A 98% N/A
Total Return 0.78% 16% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 403.91% 8% B- 2% F
Risk Adjusted Return 47.15% 40% F 70% C-
Market Capitalization 3.12B 75% C 77% C+

Key Financial Ratios

  Ratio vs. Industry/Classification (Oil & Gas E&P) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 7.72 68% 84%
Price/Book Ratio 1.61 46% 50%
Price / Cash Flow Ratio 3.59 58% 69%
Price/Free Cash Flow Ratio 4.01 61% 68%
Management Effectiveness  
Return on Equity 21.67% 63% 85%
Return on Invested Capital 18.09% 68% 85%
Return on Assets 9.10% 60% 90%
Debt to Equity Ratio 43.57% 56% 64%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector