Sm Energy Co Stock Performance
| SM Stock | USD 50.13 0.59 1.16% |
On a scale of 0 to 100, SM Energy holds a performance score of 23. The entity owns a Beta (Systematic Risk) of 0.16, which indicates not very significant fluctuations relative to the market. As returns on the market increase, SM Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding SM Energy is expected to be smaller as well. Please check SM Energy's value at risk, and the relationship between the standard deviation and kurtosis , to make a quick decision on whether SM Energy's current price history will revert.
Risk-Adjusted Performance
23 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in SM Energy Co are ranked lower than 23 (%) of all global equities and portfolios over the last 90 days. In spite of very inconsistent primary indicators, SM Energy displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 1.18 | Five Day Return 6.73 | Year To Date Return 30.22 | Ten Year Return (33.33) | All Time Return 1.7 K |
Forward Dividend Yield 0.0144 | Payout Ratio 0.1435 | Last Split Factor 2:1 | Forward Dividend Rate 0.72 | Dividend Date 2024-05-03 |
1 | Disposition of 5000 shares by A Pursell of SM Energy subject to Rule 16b-3 | 03/04/2024 |
2 | Acquisition by Brookman Barton R Jr of 18 shares of SM Energy subject to Rule 16b-3 | 03/21/2024 |
3 | Is SM Energy Companys Stocks Recent Performance Being Led By Its Attractive Financial Prospects - Yahoo Movies UK | 03/28/2024 |
4 | Disposition of tradable shares by Brookman Barton R Jr of SM Energy subject to Rule 16b-3 | 04/01/2024 |
5 | Heres Why You Should Purchase Valero Stock Right Now | 04/10/2024 |
6 | --KeyBanc Adjusts SM Energys Price Target to 65 From 62, Maintains Overweight Rating | 04/22/2024 |
7 | Here is What to Know Beyond Why SM Energy Company is a Trending Stock | 04/26/2024 |
8 | SM Energy stock performs better than its underlying earnings growth over last five years | 04/29/2024 |
9 | Wall Street Bulls Look Optimistic About SM Energy Should You Buy | 04/30/2024 |
10 | SM Energy Q1 2024 Earnings Preview | 05/01/2024 |
11 | SM Energy earnings beat by 0.13, revenue fell short of estimates | 05/02/2024 |
| SM Energy dividend paid on 3rd of May 2024 | 05/03/2024 |
| Begin Period Cash Flow | 445 M |
SM Energy |
SM Energy Relative Risk vs. Return Landscape
If you would invest 3,632 in SM Energy Co on February 7, 2024 and sell it today you would earn a total of 1,381 from holding SM Energy Co or generate 38.02% return on investment over 90 days. SM Energy Co is generating 0.5285% of daily returns and assumes 1.7908% volatility on return distribution over the 90 days horizon. Put differently, 15% of stocks are less risky than SM Energy on the basis of their historical return distribution, and some 90% 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 = 0.2951
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.79 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.53 actual daily | 10 90% of assets have higher returns |
Risk-Adjusted Return
| 0.3 actual daily | 23 77% of assets perform better |
Based on monthly moving average SM Energy is performing at about 23% 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 | 0.091 | ||||
| Profit Margin | 0.33 % | ||||
| Operating Margin | 0.33 % | ||||
| Current Valuation | 6.85 B | ||||
| Shares Outstanding | 115.03 M | ||||
| Price To Earning | 6.17 X | ||||
| Price To Book | 1.61 X | ||||
| Price To Sales | 2.57 X | ||||
| Revenue | 2.36 B | ||||
| Gross Profit | 2.78 B | ||||
| EBITDA | 1.63 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 | 32.15 X | ||||
| Cash Flow From Operations | 1.57 B | ||||
| Earnings Per Share | 6.86 X | ||||
| Market Capitalization | 5.77 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
To evaluate SM Energy Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when SM Energy generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare SM Energy Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand SM Energy market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents SM Energy's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 16.43 | 32.75 | |
| 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 | |
| The company 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. Debt can assist SM Energy until it has trouble settling it off, either with new capital or with free cash flow. So, SM Energy's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like SM Energy sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for SM Energy to invest in growth at high rates of return. When we think about SM Energy's use of debt, we should always consider it together with cash and equity. | |
| SM Energy has a very strong financial position based on the latest SEC filings | |
| Over 98.0% of SM Energy shares are owned by institutional investors | |
| On 3rd of May 2024 SM Energy paid $ 0.18 per share dividend to its current shareholders | |
| Latest headline from zacks.com: SM Energy Q1 Earnings Top Estimates, Revenues Decline YY |
- 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 tightly coupled with the direction of predictive economic indicators such as signals in population. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
Complementary Tools for SM Energy Stock analysis
When running SM Energy's price analysis, check to measure SM Energy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy SM Energy is operating at the current time. Most of SM Energy's value examination focuses on studying past and present price action to predict the probability of SM Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move SM Energy's price. Additionally, you may evaluate how the addition of SM Energy to your portfolios can decrease your overall portfolio volatility.
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Is SM Energy's industry 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 (0.30) | Dividend Share 0.66 | Earnings Share 6.86 | Revenue Per Share 19.26 | Quarterly Revenue Growth (0.02) |
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.