Sm Energy Co Stock Performance
| SM Stock | USD 45.19 0.36 0.80% |
SM Energy has a performance score of 3 on a scale of 0 to 100. The entity owns a Beta (Systematic Risk) of 1.06, which indicates a somewhat significant risk relative to the market. SM Energy returns are very sensitive to returns on the market. As the market goes up or down, SM Energy is expected to follow. SM Energy today owns a risk of 2.39%. Please validate SM Energy Co value at risk, and the relationship between the standard deviation and kurtosis , to decide if SM Energy Co will be following its current price history.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in SM Energy Co are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of very unsteady primary indicators, SM Energy may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
Actual Historical Performance (%)
One Day Return 0.8 | Five Day Return (2.10) | Year To Date Return 16.02 | Ten Year Return 15.19 | All Time Return 1.5 K |
Forward Dividend Yield 0.0177 | Payout Ratio 0.1144 | Last Split Factor 2:1 | Forward Dividend Rate 0.8 | Dividend Date 2024-11-04 |
1 | ICD fetes SM with highest Golden Arrow recognition for excellence in corporate governance | 09/27/2024 |
2 | Lands End and SM Energy have been highlighted as Zacks Bull and Bear of the Day | 10/14/2024 |
3 | LUNGevity Launches Anyone with Lungs Can Get Lung Cancer Campaign for Lung Cancer Awareness Month 2024 | 10/22/2024 |
4 | SM Energy Co Trading Down 4.06 percent on Nov 1 | 11/01/2024 |
| SM Energy dividend paid on 4th of November 2024 | 11/04/2024 |
5 | Is SM Energy a Buy as Wall Street Analysts Look Optimistic | 11/05/2024 |
6 | Capital One Financial Predicts Higher Earnings for SM Energy | 11/07/2024 |
7 | SM Energys SWOT analysis stock shifts amid Uinta venture, market skepticism | 11/13/2024 |
8 | Disposition of 2500 shares by A Pursell of SM Energy subject to Rule 16b-3 | 11/19/2024 |
9 | SM Energy Company is Attracting Investor Attention Here is What You Should Know | 11/26/2024 |
| Begin Period Cash Flow | 445 M |
SM Energy |
SM Energy Relative Risk vs. Return Landscape
If you would invest 4,269 in SM Energy Co on September 2, 2024 and sell it today you would earn a total of 250.00 from holding SM Energy Co or generate 5.86% return on investment over 90 days. SM Energy Co is generating 0.1171% of daily returns and assumes 2.3893% volatility on return distribution over the 90 days horizon. Put differently, 21% of stocks are less risky than SM Energy on the basis of their historical return distribution, and some 98% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
SM Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SM Energy's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as SM Energy Co, and traders can use it to determine the average amount a SM Energy's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.049
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Estimated Market Risk
| 2.39 actual daily | 21 79% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average SM Energy is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of SM Energy by adding it to a well-diversified portfolio.
SM Energy Fundamentals Growth
SM Energy Stock prices reflect investors' perceptions of the future prospects and financial health of SM Energy, and SM Energy fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on SM Energy Stock performance.
| Return On Equity | 0.22 | ||||
| Return On Asset | 0.0973 | ||||
| Profit Margin | 0.35 % | ||||
| Operating Margin | 0.54 % | ||||
| Current Valuation | 6.14 B | ||||
| Shares Outstanding | 114.42 M | ||||
| Price To Earning | 6.17 X | ||||
| Price To Book | 1.27 X | ||||
| Price To Sales | 2.21 X | ||||
| Revenue | 2.37 B | ||||
| Gross Profit | 2.78 B | ||||
| EBITDA | 1.7 B | ||||
| Net Income | 817.88 M | ||||
| Cash And Equivalents | 445 M | ||||
| Cash Per Share | 2.18 X | ||||
| Total Debt | 1.58 B | ||||
| Debt To Equity | 0.64 % | ||||
| Current Ratio | 0.62 X | ||||
| Book Value Per Share | 35.50 X | ||||
| Cash Flow From Operations | 1.57 B | ||||
| Earnings Per Share | 7.14 X | ||||
| Market Capitalization | 5.17 B | ||||
| Total Asset | 6.38 B | ||||
| Retained Earnings | 2.05 B | ||||
| Working Capital | 282.63 M | ||||
| Current Asset | 518.99 M | ||||
| Current Liabilities | 302.52 M | ||||
About SM Energy Performance
By examining SM Energy's fundamental ratios, stakeholders can obtain critical insights into SM Energy's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that SM Energy is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 16.68 | 15.85 | |
| Return On Tangible Assets | 0.13 | 0.13 | |
| Return On Capital Employed | 0.17 | 0.12 | |
| Return On Assets | 0.13 | 0.13 | |
| Return On Equity | 0.23 | 0.24 |
Things to note about SM Energy performance evaluation
Checking the ongoing alerts about SM Energy for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for SM Energy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| SM Energy is unlikely to experience financial distress in the next 2 years | |
| SM Energy Co reports 1.58 B of total liabilities with total debt to equity ratio (D/E) of 0.64, which is normal for its line of buisiness. SM Energy has a current ratio of 0.61, implying that it has not enough working capital to pay out debt commitments in time. Note however, debt could still be an excellent tool for SM Energy to invest in growth at high rates of return. | |
| SM Energy has a very strong financial position based on the latest SEC filings | |
| Over 99.0% of SM Energy shares are owned by institutional investors | |
| On 4th of November 2024 SM Energy paid $ 0.2 per share dividend to its current shareholders | |
| Latest headline from zacks.com: SM Energy Company is Attracting Investor Attention Here is What You Should Know |
- Analyzing SM Energy's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether SM Energy's stock is overvalued or undervalued compared to its peers.
- Examining SM Energy's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating SM Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of SM Energy's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of SM Energy's stock. These opinions can provide insight into SM Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SM Energy Co. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Is Oil & Gas Exploration & Production space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of SM Energy. If investors know SM Energy will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about SM Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.112 | Dividend Share 0.74 | Earnings Share 7.14 | Revenue Per Share 20.3 | Quarterly Revenue Growth (0.04) |
The market value of SM Energy is measured differently than its book value, which is the value of SM Energy that is recorded on the company's balance sheet. Investors also form their own opinion of SM Energy's value that differs from its market value or its book value, called intrinsic value, which is SM Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SM Energy's market value can be influenced by many factors that don't directly affect SM Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SM Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if SM Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SM Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.