SMNYSECrude Petroleum & Natural GasFiscal year ends December 31
SM Energy Co
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$38.89−0.61 (-1.54%)
Close on Oct 19, 2026
- Market cap
- $9.33B
- P/E (TTM)
- 7.7
- Dividend yield
- 2.06%
SM Energy statistics
Financials through Jun 30, 2026, price as of Oct 19, 2026, median of Crude Petroleum & Natural Gas companies for comparison
Valuation
| Measure | SM Energy | Industry median |
|---|---|---|
| Market Cap | $9.25B | $958.03M |
| Enterprise Value | $8.63B | $1.17B |
| PE Ratio | 7.66 | 14.17 |
| PS Ratio | 1.68 | 1.87 |
| PB Ratio | 1.18 | 1.49 |
| P/TBV Ratio | 1.18 | 1.52 |
| P/OCF Ratio | 3.43 | 5.73 |
Enterprise value
| Measure | SM Energy | Industry median |
|---|---|---|
| EV / Sales | 1.57 | 2.29 |
| EV / EBITDA | 5.30 | 6.43 |
| EV / EBIT | 5.30 | 12.06 |
Income (trailing twelve months)
| Measure | SM Energy | Industry median |
|---|---|---|
| Revenue | $5.50B | $893.82M |
| Gross Profit | $4.08B | $263.25M |
| Operating Income | $1.63B | $37.73M |
| Pretax Income | $1.32B | $20.82M |
| Net Income | $1.00B | $2.91M |
| EBITDA | $1.63B | $104.88M |
| EPS (Diluted) | $5.08 | $0.23 |
Margins
| Measure | SM Energy | Industry median |
|---|---|---|
| Gross Margin | 74.2% | 24.0% |
| Operating Margin | 29.6% | 9.34% |
| Pretax Margin | 24.1% | 5.01% |
| Profit Margin | 18.2% | 2.45% |
| EBITDA Margin | 29.6% | 19.8% |
Returns
| Measure | SM Energy | Industry median |
|---|---|---|
| Return on Equity (ROE) | 16.1% | 2.52% |
| Return on Assets (ROA) | 7.18% | 0.52% |
| Return on Invested Capital (ROIC) | 21.0% | 4.35% |
| Return on Capital Employed (ROCE) | 10.3% | 4.89% |
Growth
| Measure | SM Energy | Industry median |
|---|---|---|
| Revenue Growth (YoY) | 75.4% | 5.39% |
| Net Income Growth (YoY) | 23.1% | -23.7% |
| EPS Growth (YoY) | -27.9% | -24.0% |
| Revenue Growth (3Y CAGR) | -2.07% | 0.47% |
| Revenue Growth (5Y CAGR) | 22.9% | 15.5% |
| EPS Growth (3Y CAGR) | -14.3% | -20.6% |
Balance sheet
| Measure | SM Energy | Industry median |
|---|---|---|
| Cash & Short-Term Investments | $620.00M | $37.22M |
| Net Cash (Debt) | $620.00M | -$12.28M |
| Net Cash Per Share | $2.61 | -$0.15 |
| Equity (Book Value) | $7.81B | $628.64M |
| Book Value Per Share | $32.85 | $9.88 |
| Tangible Book Value | $7.81B | $553.25M |
| Working Capital | -$1.19B | $3.14M |
Financial position
| Measure | SM Energy | Industry median |
|---|---|---|
| Current Ratio | 0.62 | 1.18 |
| Quick Ratio | 0.52 | 0.73 |
| Interest Coverage | 5.25 | 2.02 |
Cash flow (trailing twelve months)
| Measure | SM Energy | Industry median |
|---|---|---|
| Operating Cash Flow | $2.70B | $192.72M |
Efficiency
| Measure | SM Energy | Industry median |
|---|---|---|
| Asset Turnover | 0.39 | 0.39 |
| Revenue Per Employee | $4.43M | $1.59M |
| Profits Per Employee | $805.86K | $6.39K |
| Employee Count | 1,241 | 370 |
Dividends and yields
| Measure | SM Energy | Industry median |
|---|---|---|
| Earnings Yield | 10.8% | 0.55% |
| Dividend Yield | 2.06% | 2.06% |
| Shareholder Yield | 2.06% | 1.96% |
| Dividend Per Share | $0.80 | $0.60 |
| Dividend Growth (YoY) | 5.26% | 0.00% |
| Years of Dividend Growth | 4 | 0 |
| Payout Ratio | 18.1% | 38.3% |
Shares
| Measure | SM Energy | Industry median |
|---|---|---|
| Shares Outstanding | 237,854,000 | 105,192,000 |
| Shares Change (YoY) | 44.9% | 1.06% |
| Shares Change (QoQ) | -0.92% | 0.02% |
| Float | 235,724,000 | 76,585,800 |
| Shares Held by Insiders | 0.90% | 9.89% |
| Shares Held by Institutions | 96.7% | 69.2% |
Taxes
| Measure | SM Energy | Industry median |
|---|---|---|
| Income Tax | $324.43M | $7.40M |
| Effective Tax Rate | 24.5% | 21.8% |
Scores
| Measure | SM Energy | Industry median |
|---|---|---|
| Graham Number | $61.27 | $28.76 |
| Graham Upside | 57.6% | -4.02% |
| Altman Z-Score | 1.29 | 1.62 |
| Piotroski F-Score | 6 | 5 |
Calculated by StockData from SM Energy's SEC filings and the latest closing price. Hover a measure to see its formula. The grey column is the median of companies in the same industry group (two-digit SIC code); green or red marks a better or worse value than that median.