SM ENERGY CO (SM)       38.26  -0.92 (-2.35%)

38.26  -0.92 (-2.35%)

US78454L1008 - Common Stock - After market: 38.26 0 (0%)


Fundamental Rating

7

We assign a fundamental rating of 7 out of 10 to SM. SM was compared to 391 industry peers in the Oil, Gas & Consumable Fuels industry. While SM has a great profitability rating, there are some minor concerns on its financial health. SM has both an excellent growth and valuation score. This means it is growing and it is still cheap. This is a rare combination!




Profitability

Profitability Rating

9

SM's Return On Assets of 22.62% is amongst the best returns of the industry. SM outperforms 86% of its industry peers. The industry average Return On Assets is 6.35%.
SM has a Return On Equity of 44.58%. This is better than the industry average of 27.19%.

SM's Profit Margin of 36.09% is amongst the best of the industry. SM does better than the industry average Profit Margin of 22.14%.
SM has a very good Piotroski-F score of 9.00. This indicates a great health and profitability for SM.
VS Industry

ROA (22.62%) VS Industry: 86% outperformed.

-63,651.82
1,189.87

ROE (44.58%) VS Industry: 75% outperformed.

0.24
5,310.48

Profit Margin (36.09%) VS Industry: 73% outperformed.

-62,221.05
268.29

Valuation

Valuation Rating

8

The Price/Earnings Ratio is 5.37, which indicates a rather cheap valuation of SM.
Compared to an average industry Price/Earning Ratio of 6.58, SM is valued a bit cheaper than its industry peers.
The Forward Price/Earnings Ratio of 3.68 indicates a rather cheap valuation of SM.
The low PEG Ratio, which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.

Compared to an average Enterprise Value to EBITDA ratio of 4.38, SM is valued rather cheaply. On top of this, SM has a better ratio than 85% of the companies listed in the same industry.
When comparing the current price to the book value of SM, we can conclude it is valued correctly. It is trading at 1.64 times its book value.
Compared to an average industry price book ratio of 1.65, SM is valued in line with its industry peers.
VS Industry

Price/Earnings (5.37) VS Industry: 63% outperformed.

1,201.25
0.04

Price/Book (1.64) VS Industry: 50% outperformed.

2,991.74
0.02

Enterprise Value/ EBITDA (2.23) VS Industry: 85% outperformed.

197.07
0.04

Growth

Growth Rating

7

The Earnings Per Share has grown by an impressive 890.28% over the past year.
SM shows a strong growth in Earnings Per Share. Measured over the last 5 years, the EPS has been growing by 294.37% yearly.
SM is expected to show a strong growth in Earnings Per Share. In the coming 5 years, the EPS will grow by 42.82% yearly.
SM shows a strong growth in Revenue. In the last year, the Revenue has grown by 69.63%.

Measured over the past 5 years, SM shows a quite strong growth in Revenue. The Revenue has been growing by 17.31% on average per year.
SM is expected to show a small growth in Revenue. In the coming 5 years, the Revenue will grow by 1.23% yearly.
When comparing the EPS growth rate of the last years to the growth rate of the upcoming 5 years, we see that the growth is decreasing.
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.

PastFuture
5Y3Y1Y1Y2Y3Y5Y
EPSN/A 294.37% 890.28% 352.97% 137.7% 73.31% 42.82%
Revenue17.31% 16.94% 69.63% 32.57% 14.45% 6.39% 1.23%

Health

Health Rating

6

SM has an Altman-Z score of 3.20. This indicates that SM is financially healthy and little risk of bankruptcy at the moment.
When comparing the Altman-Z score to an average industry score of 2.16, SM is in better financial health than the average industry peer.
SM has a very good Piotroski-F score of 9.00. This indicates a great health and profitability for SM.
SM has a Current Ratio comparable to the industry average, which is at 1.11.

The Quick Ratio is in line with the industry averages, which is at 0.94.
SM has a Current Ratio of 0.99. This is a bad value and indicates that SM is not financially healthy enough and could expect problems in meeting its short term obligations.
SM has a Quick Ratio of 0.99. This is a bad value and indicates that SM is not financially healthy enough and could expect problems in meeting its short term obligations.
Compared to an average industry Debt to Equity Ratio of 0.26, SM is more dependent on financing than its industry peers.
VS Industry

Debt/Equity (0.55) VS Industry: 31% outperformed.

31.33
0.00

Quick Ratio (0.99) VS Industry: 52% outperformed.

0.00
297.28

Current Ratio (0.99) VS Industry: 43% outperformed.

0.00
297.28

Altman-Z (3.2) VS Industry: 66% outperformed.

-110,323.97
956.17

Dividend

Dividend Rating

3

SM pays out 0.19% 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 return of 0.69%, which is pretty low.

Compared to an average industry Dividend Yield of 4.99, SM's dividend is way lower than its industry peers. On top of this 96% of the companies listed in the same industry pay a better dividend than SM!
Compared to an average S&P500 Dividend Yield of 2.43, SM's dividend is way lower than the S&P500 average.
The dividend of SM decreases each year by -41.52%.
VS Industry

Dividend Yield (0.69%) VS Industry: 4% outperformed.

0.34
64.51
SM Daily chart

SM ENERGY CO38.26

NYSE:SM (12/6/2022, 3:15:00 PM)-0.92 (-2.35%)

After market: 38.26 0 (0%)

Chartmill FA Rating
GICS Sector Energy
GICS IndustryGroup Energy
GICS Industry Oil, Gas & Consumable Fuels
Earnings (Last) 11-03 2022-11-03/amc Earnings (Next) 02-22 2023-02-22
Ins Owners 1.67% Inst Owners 90.07%
Market Cap 4.70B Analysts 78.1
Valuation
PE 5.37 Fwd PE 3.68
PEG (NY) 0.02 PEG (5Y) N/A
P/S 1.33 P/B 1.64
EV/EBITDA 2.23
Dividend
Dividend Yield 0.69% Dividend Growth -41.52%
DP 0.19% Ex-Date 10-24 2022-10-24 (0.15)
Growth
EPS 1Y 890.28% EPS 3Y 294.37%
EPS 5Y N/A EPS growth Q2Q 145.95%
EPS Next Y 352.97% EPS Next 2Y 137.7%
EPS Next 3Y 73.31% EPS Next 5Y 42.82%
Revenue growth 1Y 69.63% Revenue growth 3Y 16.94%
Revenue growth 5Y 17.31% Revenue growth Q2Q 9.89%
Revenue Next Year 32.57% Revenue Next 2Y 14.45%
Revenue Next 3Y 6.39% Revenue Next 5Y 1.23%
Health
Current Ratio 0.99 Quick Ratio 0.99
Altman-Z 3.2 F-Score 9
Debt/Equity 0.55 WACC 11.99%
ROIC/WACC 3.15
Profitability
ROA 22.62% ROE 44.58%
ROICexgc 37.78% ROIC 33.89%
PM 36.09% OM 58.98%
Asset Turnover 0.63

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