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SMSM Energy Company
$27.92$3.2B
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  4. Financial Ratios

SM Energy Company (SM) Financial Ratios

Latest Ratios: P/E Ratio 5.0x · EV/EBITDA 2.5x · ROE 14.3%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

SM Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$3.2B$2.2B$4.5B$4.6B$4.3B$3.6B$696M$632M$879M$1.2B$1.3B
Enterprise Value$5.1B$4.1B$7.3B$5.6B$5.5B$5.4B$2.9B$3.4B$3.4B$3.8B$4.2B
P/E Ratio →4.953.325.815.643.89101.66——1.73——
P/S Ratio1.020.681.681.951.291.400.620.400.540.981.12
P/B Ratio0.670.451.061.281.401.770.350.230.300.510.53
P/FCF5.603.75—9.725.367.572.96————
P/OCF1.601.072.512.932.563.140.880.771.222.392.39

P/E links to full P/E history page with 30-year chart

SM EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—1.292.742.381.642.092.582.122.073.033.57
EV / EBITDA2.532.013.883.352.515.51—4.462.269.73—
EV / EBIT6.254.076.615.583.6226.25——4.18——
EV / FCF—7.12—11.826.8011.2612.37————

SM Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin31.9%31.9%45.9%47.0%63.4%50.7%-4.4%16.5%29.7%15.5%-17.6%
Operating Margin26.1%26.1%40.3%41.7%47.2%8.0%-94.9%-4.4%51.0%-13.0%-89.6%
Net Profit Margin20.5%20.5%28.8%34.6%33.2%1.4%-67.9%-11.8%31.0%-12.8%-64.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE14.3%14.3%19.6%24.4%43.2%1.8%-32.1%-6.6%19.1%-6.6%-34.8%
ROA7.3%7.3%10.3%13.5%20.3%0.7%-13.6%-3.0%8.1%-2.6%-12.6%
ROIC8.9%8.9%13.8%16.7%29.3%3.9%-16.5%-1.0%12.0%-2.4%-16.3%
ROCE10.4%10.4%15.9%18.2%33.4%4.8%-20.9%-1.2%14.5%-2.8%-18.7%

SM Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.480.480.670.450.521.021.100.990.891.211.16
Debt / EBITDA1.131.131.510.960.742.14—3.631.737.40—
Net Debt / Equity—0.400.670.280.380.861.100.990.861.081.16
Net Debt / EBITDA0.950.951.510.600.531.80—3.631.686.60—
Debt / FCF—3.36—2.101.443.689.41————
Interest Coverage5.805.807.8710.9812.601.29-4.84-0.455.05-0.92-6.57

SM Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.690.690.551.451.230.690.350.540.920.980.54
Quick Ratio0.690.690.551.451.230.690.300.420.550.870.41
Cash Ratio0.310.31—0.970.740.370.000.000.170.560.02
Asset Turnover—0.340.310.370.590.500.230.250.260.200.18
Inventory Turnover——————37.7024.006.5816.5725.46
Days Sales Outstanding—38.3149.3235.6925.4534.7352.6542.5237.2846.3846.99

SM Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield2.9%4.3%1.9%1.6%0.5%0.1%0.3%1.8%1.3%0.9%0.6%
Payout Ratio14.2%14.2%11.0%8.8%1.8%6.6%——2.2%——

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield20.2%30.2%17.2%17.7%25.7%1.0%——57.9%——
FCF Yield17.8%26.6%—10.3%18.7%13.2%33.8%————
Buyback Yield0.4%0.6%1.9%4.9%1.3%0.0%0.0%0.0%0.0%0.0%0.0%
Total Shareholder Yield3.3%4.9%3.8%6.5%1.8%0.1%0.3%1.8%1.3%0.9%0.6%
Shares Outstanding—$115M$116M$119M$124M$124M$114M$113M$114M$111M$77M

Key Metrics

Growth RegimeMixed
ProfitabilityStrained
Balance SheetVulnerable
Cash FlowDeteriorating
Top Statement Risk

Commodity price volatility exposure

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Deep Discount Reflects Cyclical Uncertainty

According to current market data, SM trades at a forward P/E of 3.43 and an EV/EBITDA of 1.06, suggesting that investors are heavily discounting the company's future earnings potential relative to its historical averages and the broader mid-cap E&P peer group valuation multiples.

The compressed valuation multiples appear to reflect significant market skepticism regarding the sustainability of SM's earnings in a volatile commodity price environment. While these low multiples might suggest a value opportunity, they likely incorporate a risk premium for the company's dual-basin exposure and the potential for future inventory quality degradation.

Margin Volatility Undermines Earning Power

As reported in recent financial statements, SM's operating margin collapsed to -20.1% in 2026Q1, a stark reversal from the 51.5% peak observed in 2024Q3, which indicates that the company's underlying earning power is highly susceptible to both operational cost inflation and realized commodity price fluctuations.

The extreme variance in operating margins suggests that SM lacks the cost-structure insulation required to maintain consistent profitability during industry downturns. Investors should monitor whether the recent margin compression is a temporary byproduct of aggressive development spending or a structural shift toward higher-cost, lower-return acreage.

Capital Efficiency Trends Remain Concerning

Based on quarterly filings, SM's ROIC plummeted to -2.2% in 2026Q1, down from a 5.1% peak in 2023Q4, signaling that the company is currently failing to generate returns on invested capital that exceed its cost of capital, thereby potentially eroding long-term shareholder value.

The decay in ROIC suggests that recent capital allocation decisions, particularly regarding aggressive drilling in the Midland Basin, have not yielded the expected efficiency gains. This trend warrants further investigation into whether the company's reinvestment rate is outpacing the geological productivity of its remaining Tier 1 inventory.

Liquidity Buffer Shows Concerning Contraction

According to recent balance sheet data, SM's current ratio has deteriorated significantly to 0.39 in 2026Q1 from a high of 3.52 in 2024Q3, indicating a substantial reduction in the company's ability to meet short-term obligations without relying on external financing or asset divestitures.

This sharp decline in liquidity suggests that the company's financial flexibility is becoming increasingly constrained, leaving it vulnerable to sudden operational cash flow shocks. The current ratio level appears inadequate for an E&P operator facing the inherent volatility of commodity-linked revenue streams.

Misapplied Reliance on P/E Multiples

The P/E ratio is frequently misapplied to SM, as it obscures the massive non-cash charges and derivative volatility inherent in successful efforts accounting, which can render earnings-based valuation metrics largely meaningless for assessing the company's true cash-generating capacity in the volatile energy sector.

Investors should prioritize EV/EBITDA or P/FCF metrics, which better account for the company's capital structure and the non-cash nature of depletion and exploration expenses. Relying on P/E multiples risks misinterpreting accounting-driven earnings swings as fundamental shifts in the company's operational health.

Download Financial Ratios Data

Includes 30+ ratios · 30 years · Updated daily

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SM — Frequently Asked Questions

Quick answers to the most common questions about buying SM stock.

What is SM Energy Company's P/E ratio?

SM Energy Company's current P/E ratio is 5.0x. The historical average is 11.9x. This places it at the 19th percentile of its historical range.

What is SM Energy Company's EV/EBITDA?

SM Energy Company's current EV/EBITDA is 2.5x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 4.4x.

What is SM Energy Company's ROE?

SM Energy Company's return on equity (ROE) is 14.3%. The historical average is 10.2%.

Is SM stock overvalued?

Based on historical data, SM Energy Company is trading at a P/E of 5.0x. This is at the 19th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is SM Energy Company's dividend yield?

SM Energy Company's current dividend yield is 2.87% with a payout ratio of 14.2%.

What are SM Energy Company's profit margins?

SM Energy Company has 31.9% gross margin and 26.1% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does SM Energy Company have?

SM Energy Company's Debt/EBITDA ratio is 1.1x, indicating moderate leverage. A ratio below 2x is generally considered financially healthy.