SM:NYE-SM Energy Company (USD)

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

Last Closing

USD 43.23

Change

0.00 (0.00)%

Market Cap

USD 3.12B

Volume

6.08M

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: 2024-06-30 )

Largest Industry Peers for Oil & Gas E&P

Symbol Name Price(Change) Market Cap
COP ConocoPhillips

-0.24 (-0.21%)

USD 129.63B
CNQ Canadian Natural Resources Ltd

+0.11 (+0.31%)

USD 76.05B
EOG EOG Resources Inc

+0.11 (+0.09%)

USD 70.14B
OXY Occidental Petroleum Corporati..

-0.52 (-0.83%)

USD 56.08B
HES Hess Corporation

+0.80 (+0.54%)

USD 45.04B
WDS Woodside Energy Group Ltd

+0.62 (+3.27%)

USD 35.72B
DVN Devon Energy Corporation

+0.04 (+0.08%)

USD 28.96B
CTRA Coterra Energy Inc

+0.24 (+0.90%)

USD 20.01B
TPL Texas Pacific Land Trust

+10.14 (+1.40%)

USD 17.23B
EQT EQT Corporation

+0.27 (+0.74%)

USD 16.33B

ETFs Containing SM

XPQP:F Xtrackers MSCI Philippine.. 7.38 % 0.00 %

-0.01 (-0.04%)

USD 0.03B
XPQP:XETRA Xtrackers MSCI Philippine.. 7.38 % 0.00 %

+0.01 (+-0.04%)

USD 0.03B
EPHE iShares MSCI Philippines .. 5.63 % 0.59 %

-0.10 (-0.04%)

USD 0.09B
OILT Texas Capital Texas Oil I.. 4.56 % 0.00 %

-0.01 (-0.04%)

USD 0.01B
PXE Invesco Dynamic Energy Ex.. 2.82 % 0.63 %

+0.14 (+-0.04%)

USD 0.14B
FTIF First Trust Bloomberg Inf.. 2.41 % 0.00 %

+0.01 (+-0.04%)

USD 1.22M
GRPZ Invesco Exchange-Traded F.. 1.88 % 0.00 %

-0.08 (-0.04%)

USD 2.54M
AVUV Avantis® U.S. Small Cap .. 0.88 % 0.00 %

+0.38 (+-0.04%)

USD 11.35B
SMLE DBX ETF Trust - S&P Small.. 0.84 % 0.00 %

+1.00 (+-0.04%)

USD 1.36M
ESIX SPDR S&P SmallCap 600 ESG.. 0.69 % 0.00 %

+0.17 (+-0.04%)

USD 5.07M
ZSML:CA BMO S&P US Small Cap Inde.. 0.50 % 0.00 %

+0.09 (+-0.04%)

N/A
ZSML-F:CA BMO S&P US Small Cap Inde.. 0.50 % 0.00 %

N/A

CAD 5.46M
ZSML-U:CA BMO S&P US Small Cap Inde.. 0.50 % 0.00 %

N/A

N/A
IDP6:SW iShares S&P SmallCap 600 .. 0.50 % 0.00 %

+0.51 (+-0.04%)

USD 1.65B
IUS3:F iShares S&P Small Cap 600.. 0.50 % 0.00 %

-0.41 (-0.04%)

USD 1.75B
VIOO Vanguard S&P Small-Cap 60.. 0.49 % 0.15 %

+0.56 (+-0.04%)

USD 2.58B
IJR iShares Core S&P Small-Ca.. 0.00 % 0.07 %

+0.56 (+-0.04%)

USD 76.42B
IJT iShares S&P Small-Cap 600.. 0.00 % 0.25 %

+0.57 (+-0.04%)

USD 5.76B
IOIL 0.00 % 0.79 %

N/A

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

+0.14 (+-0.04%)

USD 0.17B
VRTVX Vanguard Scottsdale Funds.. 0.00 % 0.00 %

+1.03 (+-0.04%)

USD 0.91B
XPHG:LSE Xtrackers MSCI Philippine.. 0.00 % 0.00 %

-0.90 (-0.04%)

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

-0.01 (-0.04%)

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

+0.35 (+-0.04%)

USD 1.59B
9810:HK Premia Dow Jones Em ASEAN.. 0.00 % 0.00 %

N/A

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 11.65% 73% C 80% B-
Dividend Return 0.93% 23% F 28% F
Total Return 12.58% 69% C- 78% C+
Trailing 12 Months  
Capital Gain 36.67% 89% A- 91% A-
Dividend Return 2.09% 27% F 32% F
Total Return 38.76% 91% A- 91% A-
Trailing 5 Years  
Capital Gain 278.88% 90% A- 96% N/A
Dividend Return 10.60% 29% F 41% F
Total Return 289.48% 92% A 96% N/A
Average Annual (5 Year Horizon)  
Capital Gain 194.25% 96% N/A 98% N/A
Dividend Return 195.09% 96% N/A 98% N/A
Total Return 0.85% 16% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 401.73% 7% C- 2% F
Risk Adjusted Return 48.56% 38% F 70% C-
Market Capitalization 3.12B 75% C 76% 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 6.79 72% 87%
Price/Book Ratio 1.61 44% 50%
Price / Cash Flow Ratio 3.16 57% 71%
Price/Free Cash Flow Ratio 4.01 63% 69%
Management Effectiveness  
Return on Equity 21.67% 65% 85%
Return on Invested Capital 18.09% 69% 85%
Return on Assets 9.10% 65% 90%
Debt to Equity Ratio 43.57% 58% 65%

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.