SM:NYE-SM Energy Company (USD)

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

Last Closing

USD 47.12

Change

-1.37 (-2.83)%

Market Cap

USD 3.12B

Volume

1.23M

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: 2024-05-01 )

Largest Industry Peers for Oil & Gas E&P

Symbol Name Price(Change) Market Cap
COP ConocoPhillips

-0.87 (-0.72%)

USD 143.92B
CNQ Canadian Natural Resources Ltd

-0.26 (-0.34%)

USD 81.73B
EOG EOG Resources Inc

-1.17 (-0.91%)

USD 74.61B
OXY Occidental Petroleum Corporati..

-0.52 (-0.82%)

USD 56.96B
HES Hess Corporation

-0.41 (-0.26%)

USD 48.58B
WDS Woodside Energy Group Ltd

-0.11 (-0.59%)

USD 35.97B
DVN Devon Energy Corporation

-0.47 (-0.95%)

USD 32.22B
CTRA Coterra Energy Inc

+0.20 (+0.72%)

USD 21.25B
EQT EQT Corporation

-0.42 (-1.03%)

USD 17.67B
MRO Marathon Oil Corporation

-0.31 (-1.17%)

USD 15.34B

ETFs Containing SM

PSCE Invesco S&P SmallCap Ener.. 10.09 % 0.29 %

-0.17 (-0.55%)

USD 0.18B
XPQP:F Xtrackers MSCI Philippine.. 7.83 % 0.00 %

+0.01 (+-0.55%)

USD 0.03B
XPQP:XETRA Xtrackers MSCI Philippine.. 7.83 % 0.00 %

+0.01 (+-0.55%)

USD 0.03B
XPHG:LSE Xtrackers MSCI Philippine.. 7.77 % 0.00 %

+0.35 (+-0.55%)

USD 0.03B
XPHI:LSE Xtrackers MSCI Philippine.. 7.77 % 0.00 %

N/A

USD 0.03B
EPHE iShares MSCI Philippines .. 6.12 % 0.59 %

+0.05 (+-0.55%)

USD 0.11B
ZIG The Acquirers Fund ETF 3.39 % 0.00 %

-0.23 (-0.55%)

USD 0.05B
PXE Invesco Dynamic Energy Ex.. 3.19 % 0.63 %

-0.19 (-0.55%)

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

-0.13 (-0.55%)

USD 1.22M
GSC Goldman Sachs ETF Trust 1.64 % 1.25 %

-0.36 (-0.55%)

USD 0.10B
IJT iShares S&P Small-Cap 600.. 0.99 % 0.25 %

-0.91 (-0.55%)

USD 5.80B
SLYG SPDR® S&P 600 Small Cap .. 0.98 % 0.15 %

-0.45 (-0.55%)

USD 3.19B
AVUV Avantis® U.S. Small Cap .. 0.92 % 0.00 %

-0.48 (-0.55%)

USD 11.25B
ESIX SPDR S&P SmallCap 600 ESG.. 0.71 % 0.00 %

-0.11 (-0.55%)

USD 4.46M
SMLE DBX ETF Trust - S&P Small.. 0.67 % 0.00 %

-0.16 (-0.55%)

USD 1.35M
QVMS Invesco Exchange-Traded F.. 0.56 % 0.00 %

-0.08 (-0.55%)

USD 0.19B
IJR iShares Core S&P Small-Ca.. 0.50 % 0.07 %

-0.47 (-0.55%)

USD 78.60B
ISP6:LSE iShares III Public Limite.. 0.50 % 0.00 %

-19.00 (-0.55%)

USD 1.76B
IUS3:F iShares S&P Small Cap 600.. 0.50 % 0.00 %

-0.29 (-0.55%)

USD 1.75B
SPSM SPDR® Portfolio S&P 600 .. 0.48 % 0.06 %

-0.14 (-0.55%)

USD 10.09B
SAA ProShares Ultra SmallCap6.. 0.38 % 0.95 %

-0.19 (-0.55%)

USD 0.03B
IOIL 0.00 % 0.79 %

N/A

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

-0.96 (-0.55%)

USD 0.91B

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 21.69% 85% B 94% A
Dividend Return 0.93% 45% F 43% F
Total Return 22.62% 86% B+ 94% A
Trailing 12 Months  
Capital Gain 83.35% 99% N/A 97% N/A
Dividend Return 2.57% 28% F 36% F
Total Return 85.91% 99% N/A 97% N/A
Trailing 5 Years  
Capital Gain 216.03% 89% A- 95% A
Dividend Return 8.12% 23% F 29% F
Total Return 224.14% 91% A- 95% A
Average Annual (5 Year Horizon)  
Capital Gain 188.08% 95% A 98% N/A
Dividend Return 188.84% 95% A 98% N/A
Total Return 0.76% 16% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 404.63% 8% B- 2% F
Risk Adjusted Return 46.67% 39% F 71% 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 7.01 65% 86%
Price/Book Ratio 1.61 46% 50%
Price / Cash Flow Ratio 3.51 59% 69%
Price/Free Cash Flow Ratio 4.01 61% 68%
Management Effectiveness  
Return on Equity 24.41% 62% 87%
Return on Invested Capital 18.09% 68% 84%
Return on Assets 10.20% 58% 92%
Debt to Equity Ratio 43.57% 57% 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.