SM:NYE-SM Energy Company (USD)

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

Last Closing

USD 46.27

Change

+0.45 (+0.98)%

Market Cap

USD 3.12B

Volume

1.63M

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: 2024-06-17 )

Largest Industry Peers for Oil & Gas E&P

Symbol Name Price(Change) Market Cap
OXY Occidental Petroleum Corporati..

-1.21 (-2.37%)

USD 47.70B
TBN Tamboran Resources Corporation

-0.26 (-1.32%)

USD 39.94B
WDS Woodside Energy Group Ltd

-0.35 (-2.05%)

USD 32.16B
TPL Texas Pacific Land Trust

-53.83 (-5.80%)

USD 20.26B
CTRA Coterra Energy Inc

-0.21 (-0.90%)

USD 17.49B
MRO Marathon Oil Corporation

-0.87 (-3.25%)

USD 15.30B
PR Permian Resources Corporation

-0.69 (-5.02%)

USD 11.12B
OVV Ovintiv Inc

-1.84 (-4.74%)

USD 10.73B
AR Antero Resources Corp

-0.03 (-0.11%)

USD 8.62B
MTDR Matador Resources Company

-3.16 (-6.25%)

USD 6.48B

ETFs Containing SM

XPQP:F Xtrackers MSCI Philippine.. 6.34 % 0.00 %

+0.01 (+0.79%)

USD 0.03B
XPQP:XETRA Xtrackers MSCI Philippine.. 6.34 % 0.00 %

+0.01 (+0.79%)

USD 0.03B
SCDS JPMorgan Fundamental Data.. 1.32 % 0.00 %

+0.43 (+0.79%)

N/A
FSCC Federated Hermes ETF Trus.. 1.16 % 0.00 %

+0.22 (+0.79%)

N/A
AVUV Avantis® U.S. Small Cap .. 0.83 % 0.00 %

+0.55 (+0.79%)

USD 13.60B
EPHE iShares MSCI Philippines .. 0.00 % 0.59 %

+0.53 (+0.79%)

USD 0.11B
IOIL 0.00 % 0.79 %

N/A

N/A
PSCE Invesco S&P SmallCap Ener.. 0.00 % 0.29 %

-1.56 (0.79%)

USD 0.09B
XPHG:LSE Xtrackers MSCI Philippine.. 0.00 % 0.00 %

+1.00 (+0.79%)

USD 0.04B
XPHI:LSE Xtrackers MSCI Philippine.. 0.00 % 0.00 %

+0.02 (+0.79%)

USD 0.04B
9810:HK Premia Dow Jones Em ASEAN.. 0.00 % 0.00 %

+0.01 (+0.79%)

N/A
SMLE 0.00 % 0.00 %

N/A

N/A

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 19.50% 85% B 90% A-
Dividend Return 0.93% 25% F 35% F
Total Return 20.43% 85% B 90% A-
Trailing 12 Months  
Capital Gain 59.99% 96% N/A 95% A
Dividend Return 2.28% 27% F 34% F
Total Return 62.28% 96% N/A 95% A
Trailing 5 Years  
Capital Gain 313.49% 90% A- 96% N/A
Dividend Return 10.81% 32% F 42% F
Total Return 324.31% 89% A- 96% N/A
Average Annual (5 Year Horizon)  
Capital Gain 193.03% 95% A 98% N/A
Dividend Return 193.86% 95% A 98% N/A
Total Return 0.83% 17% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 402.33% 7% C- 2% F
Risk Adjusted Return 48.18% 39% F 70% C-
Market Capitalization 3.12B 77% 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 7.34 71% 85%
Price/Book Ratio 1.61 44% 50%
Price / Cash Flow Ratio 3.42 55% 70%
Price/Free Cash Flow Ratio 4.01 61% 68%
Management Effectiveness  
Return on Equity 21.67% 66% 85%
Return on Invested Capital 18.09% 69% 85%
Return on Assets 9.10% 66% 91%
Debt to Equity Ratio 43.57% 58% 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.

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

Low Dividend Growth

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