SM ENERGY CO (SM) 28.02 +0.26 (+0.94%)
28.02 +0.26 (+0.94%)
US78454L1008 - Common Stock - After market: 28.0199 0 (0%)
Fundamental Rating
We assign a fundamental rating of 7 out of 10 to SM. SM was compared to 386 industry peers in the Oil, Gas & Consumable Fuels industry. SM has a great profitability rating, but there are some minor concerns on its financial health. A decent growth rate in combination with a cheap valuation! Better keep an eye on SM.
Profitability
Profitability Rating
SM has a Return On Assets of 19.45%. This is better than the industry average of 13.05%.
SM's Return On Equity of 36.04% is amongst the best of the industry. SM does better than the industry average Return On Equity of 28.11%.
SM's Profit Margin of 33.11% is amongst the best of the industry. SM does better than the industry average Profit Margin of 26.04%.
The Piotroski-F score of SM is 9.00. This is a very strong score and indicates great health and profitability for SM.
VS Industry
ROA (19.45%) VS Industry: 71% outperformed.
0.06
1,708.00
ROE (36.04%) VS Industry: 65% outperformed.
0.30
19,161.80
Profit Margin (33.11%) VS Industry: 62% outperformed.
0.07
334.14
Valuation
Valuation Rating
The Price/Earnings Ratio is 3.85, which indicates a rather cheap valuation of SM.
Compared to an average industry Price/Earning Ratio of 5.76, SM is valued a bit cheaper than its industry peers.
The Forward Price/Earnings Ratio of 4.08 indicates a rather cheap valuation of SM.
SM's low PEG Ratio, which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
When comparing the price book ratio of SM to the average industry price book ratio of 1.44, SM is valued rather cheaply.
When comparing the Enterprise Value to EBITDA ratio of SM to the average industry ratio of 3.72, SM is valued rather cheaply. SM is also cheaper than 84% of the companies listed in the same industry.
With a price book ratio of 1.11, SM is valued correctly.
VS Industry
Price/Earnings (3.85) VS Industry: 72% outperformed.
4,812.50
0.01
Price/Book (1.11) VS Industry: 67% outperformed.
4,071.54
0.04
Enterprise Value/ EBITDA (1.77) VS Industry: 84% outperformed.
240.87
0.08
Growth
Growth Rating
The Earnings Per Share has grown by an impressive 295.65% over the past year.
The Revenue has grown by 28.05% in the past year. This is a very strong growth!
Measured over the past 5 years, SM shows a very strong growth in Revenue. The Revenue has been growing by 21.66% on average per year.
Based on estimates for the next 5 years, SM will show a small growth in Earnings Per Share. The EPS will grow by 0.68% on average per year.
The Revenue is expected to decrease by -7.62% on average over the next 5 years.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming 5 years, we see that the growth is decreasing.
| Past | Future | ||||||
|---|---|---|---|---|---|---|---|
| 5Y | 3Y | 1Y | 1Y | 2Y | 3Y | 5Y | |
| EPS | N/A | N/A | 295.65% | -5.66% | 1.17% | 0.68% | N/A |
| Revenue | 21.66% | 28.33% | 28.05% | -17.69% | -7.81% | -7.62% | N/A |
Health
Health Rating
When comparing the Altman-Z score to an average industry score of 2.00, SM is in better financial health than the average industry peer.
The Piotroski-F score of SM is 9.00. This is a very strong score and indicates great health and profitability for SM.
SM has a Current Ratio of 1.23. This is a normal value and indicates that SM is financially healthy and should not expect problems in meeting its short term obligations.
SM has a Current Ratio comparable to the industry average, which is at 1.17.
SM has a Quick Ratio of 1.23. This is a normal value and indicates that SM is financially healthy and should not expect problems in meeting its short term obligations.
SM has a Quick Ratio comparable to the industry average, which is at 1.02.
An Altman-Z score of 2.85 indicates that SM is not a great score, but indicates only limited risk for bankruptcy at the moment.
Compared to an average industry Debt to Equity Ratio of 0.25, SM is more dependent on financing than its industry peers.
VS Industry
Debt/Equity (0.51) VS Industry: 33% outperformed.
78.08
0.00
Quick Ratio (1.23) VS Industry: 60% outperformed.
0.00
279.52
Current Ratio (1.23) VS Industry: 53% outperformed.
0.00
279.52
Altman-Z (2.85) VS Industry: 61% outperformed.
-283,883.15
908.88
Dividend
Dividend Rating
SM pays out 1.77% of its income as dividend. This is a sustainable payout ratio.
SM has paid a dividend for at least 10 years, which is a reliable track record.
SM has a Yearly Dividend Yield of 1.80%. Purely for dividend investing, there may be better candidates out there.
Compared to an average industry Dividend Yield of 5.67, SM's dividend is way lower than its industry peers. On top of this 85% of the companies listed in the same industry pay a better dividend than SM!
Compared to the average S&P500 Dividend Yield of 2.60, SM is paying slightly less dividend.
The dividend of SM decreases each year by -41.52%.
VS Industry
Dividend Yield (1.8%) VS Industry: 15% outperformed.
0.32
64.51
SM ENERGY CO28.02
NYSE:SM (3/30/2023, 7:16:56 PM)+0.26 (+0.94%)
Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)02-22 2023-02-22/amc
Earnings (Next)04-26 2023-04-26/amc
Inst Owners92.44%
Inst Owner Change1.91%
Ins Owners1.68%
Ins Owner Change0.24%
Market Cap3.42B
Analysts77.27
Price Target46.5 (65.95%)
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.8% |
Dividend Growth(5Y)-41.52%
DP1.77%
Div Incr Years1
Div Non Decr Years2
Ex-Date01-19 2023-01-19 (0.15)
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)-3.98%
Min EPS beat(2)-7.24%
Max EPS beat(2)-0.72%
EPS beat(4)2
Avg EPS beat(4)1.77%
Min EPS beat(4)-7.24%
Max EPS beat(4)13.83%
Revenue beat(2)2
Avg Revenue beat(2)7.18%
Min Revenue beat(2)6.03%
Max Revenue beat(2)8.33%
Revenue beat(4)4
Avg Revenue beat(4)15.14%
Min Revenue beat(4)6.03%
Max Revenue beat(4)23.77%
PT rev (1m)-5.69%
PT rev (3m)-15.59%
EPS NQ rev (1m)-5.66%
EPS NQ rev (3m)-35.37%
EPS NY rev (1m)-25.35%
EPS NY rev (3m)-25.35%
Revenue NQ rev (1m)-8.31%
Revenue NQ rev (3m)-23.77%
Revenue NY rev (1m)-17.85%
Revenue NY rev (3m)-17.85%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 3.85 | ||
| Fwd PE | 4.08 | ||
| P/S | 1.02 | ||
| P/FCF | 4.24 | ||
| P/OCF | 2.03 | ||
| P/B | 1.11 | ||
| P/tB | 1.11 | ||
| EV/EBITDA | 1.77 |
EPS(TTM)7.28
EY25.98%
EPS(NY)6.87
Fwd EY24.51%
FCF(TTM)6.61
FCFY23.6%
OCF(TTM)13.83
OCFY49.36%
SpS27.55
BVpS25.3
TBVpS25.3
PEG (NY)N/A
PEG (5Y)N/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 19.45% | ||
| ROE | 36.04% | ||
| ROIC | 30.3% | ||
| ROICexc | 33.18% | ||
| ROICexgc | 33.18% | ||
| OM | 58.39% | ||
| PM | 33.11% | ||
| GM | 81.51% |
ROICexgc(3y)N/A
ROICexcg growth 3Y243.06%
ROICexcg growth 5Y196.58%
ROICexc(3y)N/A
ROICexc growth 3Y243.06%
ROICexc growth 5Y196.58%
OM growth 3Y148.45%
OM growth 5Y137.69%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y5.97%
GM growth 5Y6.43%
F-Score9
Asset Turnover0.59
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.51 | ||
| Debt/FCF | 1.95 | ||
| Debt/EBITDA | 0.61 | ||
| Cap/Depr | 145.74% | ||
| Profit Quality | 72.53% | ||
| Current Ratio | 1.23 | ||
| Quick Ratio | 1.23 | ||
| Altman-Z | 2.85 |
F-Score9
WACC10.83%
ROIC/WACC3.06
Cap/Depr(3y)101.37%
Cap/Depr(5y)125.91%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
Growth
EPS 1Y295.65%
EPS 3YN/A
EPS 5YN/A
EPS growth Q2Q13.16%
EPS Next Y-5.66%
EPS Next 2Y1.17%
EPS Next 3Y0.68%
EPS Next 5YN/A
Revenue growth 1Y28.05%
Revenue growth 3Y28.33%
Revenue growth 5Y21.66%
Revenue growth Q2Q-21.48%
Revenue Next Year-17.69%
Revenue Next 2Y-7.81%
Revenue Next 3Y-7.62%
Revenue Next 5YN/A
EBIT growth 1Y71.13%
EBIT growth 3Y218.84%
EBIT growth 5Y189.16%
EBIT Next Year37.34%
EBIT Next 3Y13.74%
EBIT Next 5YN/A
FCF growth 1Y67.45%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y45.41%
OCF growth 3Y26.98%
OCF growth 5Y26.75%
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