US78454L1008 - Common Stock

Overall **SM** gets a fundamental rating of **5** out of 10. We evaluated **SM** against 214 industry peers in the **Oil, Gas & Consumable Fuels** industry. While **SM** belongs to the best of the industry regarding profitability, there are some minor concerns on its financial health. **SM** has a valuation in line with the averages, but on the other hand it scores bad on growth.

In the past year **SM** was profitable.

In the past year **SM** had a positive cash flow from operations.

In multiple years **SM** reported negative net income over the last 5 years.

Each year in the past 5 years **SM** had a positive operating cash flow.

With a decent **Return On Assets** value of **12.82%**, **SM** is doing good in the industry, outperforming **72.30%** of the companies in the same industry.

With a decent **Return On Equity** value of **22.62%**, **SM** is doing good in the industry, outperforming **67.61%** of the companies in the same industry.

The last **Return On Invested Capital** (**13.52%**) for **SM** is well below the 3 year average (**22.74%**), which needs to be investigated, but indicates that **SM** had better years and this may not be a problem.

Industry Rank | Sector Rank | ||
---|---|---|---|

ROA | 12.82% | ||

ROE | 22.62% | ||

ROIC | 13.52% |

ROA(3y)10.99%

ROA(5y)2.93%

ROE(3y)20.14%

ROE(5y)3.14%

ROIC(3y)22.74%

ROIC(5y)N/A

The **Profit Margin** of **SM** (**34.45%**) is better than **76.06%** of its industry peers.

In the last couple of years the **Profit Margin** of **SM** has grown nicely.

With an excellent **Gross Margin** value of **76.26%**, **SM** belongs to the best of the industry, outperforming **81.69%** of the companies in the same industry.

In the last couple of years the **Gross Margin** of **SM** has grown nicely.

Industry Rank | Sector Rank | ||
---|---|---|---|

OM | 38.7% | ||

PM (TTM) | 34.45% | ||

GM | 76.26% |

OM growth 3YN/A

OM growth 5Y16.37%

PM growth 3YN/A

PM growth 5Y2.14%

GM growth 3Y5.32%

GM growth 5Y1.65%

With a Return on Invested Capital (ROIC) well above the Cost of Capital (WACC), **SM** is creating value.

Compared to 5 years ago, **SM** has more shares outstanding

The debt/assets ratio for **SM** has been reduced compared to a year ago.

The Debt to FCF ratio of **SM** is **3.32**, which is a good value as it means it would take **SM**, **3.32** years of fcf income to pay off all of its debts.

A Debt/Equity ratio of **0.44** indicates that **SM** is not too dependend on debt financing.

Industry Rank | Sector Rank | ||
---|---|---|---|

Debt/Equity | 0.44 | ||

Debt/FCF | 3.32 | ||

Altman-Z | 2.55 |

ROIC/WACC1.64

WACC8.24%

A Current Ratio of **1.45** indicates that **SM** should not have too much problems paying its short term obligations.

A Quick Ratio of **1.45** indicates that **SM** should not have too much problems paying its short term obligations.

With a decent **Quick ratio** value of **1.45**, **SM** is doing good in the industry, outperforming **69.48%** of the companies in the same industry.

Industry Rank | Sector Rank | ||
---|---|---|---|

Current Ratio | 1.45 | ||

Quick Ratio | 1.45 |

Measured over the past years, **SM** shows a very strong growth in **Earnings Per Share**. The EPS has been growing by **187.86%** on average per year.

The **Revenue** has been growing slightly by **7.67%** on average over the past years.

EPS 1Y (TTM)-18.54%

EPS 3YN/A

EPS 5Y187.86%

EPS growth Q2Q23.26%

Revenue 1Y (TTM)-29.32%

Revenue growth 3Y28.2%

Revenue growth 5Y7.67%

Revenue growth Q2Q-9.32%

The **Earnings Per Share** is expected to grow by **8.45%** on average over the next years. This is quite good.

The **Revenue** is expected to grow by **2.69%** on average over the next years.

EPS Next Y2.49%

EPS Next 2Y9.28%

EPS Next 3Y8.45%

EPS Next 5YN/A

Revenue Next Year3.42%

Revenue Next 2Y5.9%

Revenue Next 3Y2.69%

Revenue Next 5YN/A

The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.

The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.

With a **Price/Earnings** ratio of **8.25**, the valuation of **SM** can be described as very reasonable.

69.01% of the companies in the same industry are more expensive than **SM**, based on the **Price/Earnings** ratio.

Compared to an average S&P500 **Price/Earnings** ratio of **24.75**, **SM** is valued rather cheaply.

With a **Price/Forward Earnings** ratio of **8.05**, the valuation of **SM** can be described as very reasonable.

Based on the **Price/Forward Earnings** ratio, **SM** is valued a bit cheaper than the industry average as 77.00% of the companies are valued more expensively.

Industry Rank | Sector Rank | ||
---|---|---|---|

PE | 8.25 | ||

Fwd PE | 8.05 |

Based on the **Enterprise Value to EBITDA** ratio, **SM** is valued a bit cheaper than the industry average as 77.00% of the companies are valued more expensively.

Industry Rank | Sector Rank | ||
---|---|---|---|

P/FCF | 11.84 | ||

EV/EBITDA | 4.03 |

The high **PEG Ratio(NY)**, which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.

PEG (NY)3.32

PEG (5Y)0.04

EPS Next 2Y9.28%

EPS Next 3Y8.45%

With a **Yearly Dividend Yield** of **1.50%**, **SM** has a reasonable but not impressive dividend return.

Compared to the average S&P500 **Dividend Yield** of **2.45**, **SM** is paying slightly less dividend.

Industry Rank | Sector Rank | ||
---|---|---|---|

Dividend Yield | 1.5% |

The dividend of **SM** is nicely growing with an annual growth rate of **43.22%**!

Dividend Growth(5Y)43.22%

Div Incr Years2

Div Non Decr Years3

The dividend of **SM** is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.

DP8.76%

EPS Next 2Y9.28%

EPS Next 3Y8.45%

**SM ENERGY CO**

NYSE:SM (4/22/2024, 11:51:08 AM)

**48.9**

**+0.81 (+1.68%) **

Chartmill FA Rating

GICS SectorEnergy

GICS IndustryGroupEnergy

GICS IndustryOil, Gas & Consumable Fuels

Earnings (Last)

Earnings (Next)

Inst Owners

Inst Owner Change

Ins Owners

Ins Owner Change

Market Cap5.62B

Analysts

Price Target

Dividend

Industry Rank | Sector Rank | ||
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Dividend Yield | 1.5% |

Dividend Growth(5Y)

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Div Incr Years

Div Non Decr Years

Ex-Date

Surprises & Revisions

EPS beat(2)

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EPS NQ rev (3m)

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EPS NY rev (3m)

Revenue NQ rev (1m)

Revenue NQ rev (3m)

Revenue NY rev (1m)

Revenue NY rev (3m)

Valuation

Industry Rank | Sector Rank | ||
---|---|---|---|

PE | 8.25 | ||

Fwd PE | 8.05 | ||

P/S | |||

P/FCF | |||

P/OCF | |||

P/B | |||

P/tB | |||

EV/EBITDA |

EPS(TTM)

EY

EPS(NY)

Fwd EY

FCF(TTM)

FCFY

OCF(TTM)

OCFY

SpS

BVpS

TBVpS

PEG (NY)3.32

PEG (5Y)0.04

Profitability

Industry Rank | Sector Rank | ||
---|---|---|---|

ROA | 12.82% | ||

ROE | 22.62% | ||

ROCE | |||

ROIC | |||

ROICexc | |||

ROICexgc | |||

OM | 38.7% | ||

PM (TTM) | 34.45% | ||

GM | 76.26% | ||

FCFM |

ROA(3y)

ROA(5y)

ROE(3y)

ROE(5y)

ROIC(3y)

ROIC(5y)

ROICexc(3y)

ROICexc(5y)

ROICexgc(3y)

ROICexgc(5y)

ROCE(3y)

ROCE(5y)

ROICexcg growth 3Y

ROICexcg growth 5Y

ROICexc growth 3Y

ROICexc growth 5Y

OM growth 3Y

OM growth 5Y

PM growth 3Y

PM growth 5Y

GM growth 3Y

GM growth 5Y

F-Score

Asset Turnover0.37

Health

Industry Rank | Sector Rank | ||
---|---|---|---|

Debt/Equity | 0.44 | ||

Debt/FCF | |||

Debt/EBITDA | |||

Cap/Depr | |||

Cap/Sales | |||

Interest Coverage | |||

Cash Conversion | |||

Profit Quality | |||

Current Ratio | 1.45 | ||

Quick Ratio | 1.45 | ||

Altman-Z |

F-Score

WACC

ROIC/WACC

Cap/Depr(3y)

Cap/Depr(5y)

Cap/Sales(3y)

Cap/Sales(5y)

Profit Quality(3y)

Profit Quality(5y)

Growth

EPS 1Y (TTM)-18.54%

EPS 3YN/A

EPS 5Y

EPS growth Q2Q

EPS Next Y2.49%

EPS Next 2Y

EPS Next 3Y

EPS Next 5Y

Revenue 1Y (TTM)-29.32%

Revenue growth 3Y28.2%

Revenue growth 5Y

Revenue growth Q2Q

Revenue Next Year

Revenue Next 2Y

Revenue Next 3Y

Revenue Next 5Y

EBIT growth 1Y

EBIT growth 3Y

EBIT growth 5Y

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