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SM Energy Co

$29.62 ▼ -1.43 (-4.60%) at close

18 Visible periods

33 Metrics

Peer-ranked Benchmarks

Price Chart

Health

Excellent

Bullish

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Analytical Summary

SM Energy Co shows strong fundamentals with top-quartile Return on Common Equity (%) and Profit Margin (%). The company's metrics support a bullish outlook for growth-oriented investors.

Market Cap $3.4B

Dividend Yield 2.70%

Revenue Growth 17.2% ↗

Op. Margin 31.7% ↘

ROIC 16.2% ↘

FCF / Share $17.49 ↗

Trailing P/E 5.2x

Price / Book 0.7x

FCF Yield 59.0%

Debt / Equity —

info Valuation on last close. End-of-day price, Nov 5, 2026.

18-Year Financial Trajectory

Annual

Metric Value Trend Year over Year Percentile

Revenue Total top-line sales

$3.15B

↑ +17.2% —

Net Income Profit after all expenses

$648.00M

↓ -15.8% —

Operating Margin Operating profit as % of sales

31.7%

↓ -20.7% 88th

FCF / Share Free cash flow per share

$17.49

↑ +12.8% —

Long-Term Debt Long-term obligations

$2.08B

↓ -6.0% —

trending_up

Bullish Indicators

Operating Margin (%)Operating Margin (%) is in the top quartile
Profit Margin (%)Profit Margin (%) is in the top quartile
Return on Common Equity (%)Return on Common Equity (%) is in the top quartile

warning

Bearish Risks

No bearish risks detected.

Health Breakdown

Profitability ↑

Returns ↑

Financial Health ↑

Cash Quality ↓

Dividend History

Dividend / share · sourced from SEC filings

$0.80 Latest / share

+5.3% YoY

+20.8% 12-yr CAGR

$0.10

FY 2014

$0.10

FY 2015

$0.10

FY 2016

$0.10

FY 2017

$0.10

FY 2018

$0.10

FY 2019

$0.02

FY 2020

$0.02

FY 2021

$0.31

FY 2022

$0.63

FY 2023

$0.76

FY 2024

$0.80

FY 2025

Financial view

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📈 Is growth accelerating? 7 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2017 10-K ↗	FY 2017 Dec 31, 2016 10-K ↗	FY 2016 Dec 31, 2015 10-K ↗	FY 2015 Dec 31, 2014 10-K ↗	FY 2014 Dec 31, 2013 10-K ↗	FY 2013 Dec 31, 2012 10-K ↗	FY 2012 Dec 31, 2011 10-K ↗	FY 2011 Dec 31, 2010 10-K ↗	FY 2010 Dec 31, 2009 10-K ↗	FY 2009 Dec 31, 2008 10-K ↗	FY 2008 Dec 31, 2007 10-K ↗
Revenue Growth YoY (%)	17.2% Good ↑ Good Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+245%)	13.3% Good ↓ Good Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+166%)	-29.3% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-686%)	28.1% Excellent ↓ Excellent Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+461%)	132.8% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+2556%)	-45.5% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-1010%)	83.0% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+1561%)	-7.2% Weak ↑ Weak Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-245%)	-21.8% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-536%)	-38.3% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-865%)	10.0% Fair ↓ Fair Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+100%)	52.4% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+947%)	-6.1% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-223%)	46.7% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+834%)	31.3% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+526%)	-36.0% Weak Weak Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-821%)	—	—
EPS Growth YoY (%)	-15.8% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	-2.6% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	-24.2% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	2930.0% Excellent Excellent Year-over-year change in earnings per share Optimal: > 10%	N/M	N/M	N/M	85.5% Excellent ↓ Excellent Declining Year-over-year change in earnings per share Optimal: > 10%	-49.8% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	N/M	285.6% Excellent Excellent Year-over-year change in earnings per share Optimal: > 10%	N/M	N/M	8.0% Fair Fair Year-over-year change in earnings per share Optimal: > 10%	N/M	N/M	—	—
Net Income Growth YoY (%)	-15.8% Weak ↓ Weak Declining Year-over-year change in net income	-5.9% Weak ↓ Weak Declining Year-over-year change in net income	-26.4% Weak Weak Year-over-year change in net income	2969.2% Excellent Excellent Year-over-year change in net income	N/M	N/M	N/M	78.8% Excellent ↓ Excellent Declining Year-over-year change in net income	-69.2% Weak Weak Year-over-year change in net income	N/M	289.7% Excellent Excellent Year-over-year change in net income	N/M	N/M	9.4% Fair Fair Year-over-year change in net income	N/M	N/M	—	—
FCF Growth YoY (%)	12.8% Fair ↓ Fair Declining Year-over-year change in free cash flow	16.9% Good ↓ Good Declining Year-over-year change in free cash flow	-3.8% Weak ↓ Weak Declining Year-over-year change in free cash flow	41.5% Excellent ↑ Excellent Improving Year-over-year change in free cash flow	40.1% Excellent ↑ Excellent Improving Year-over-year change in free cash flow	8.0% Fair ↑ Fair Improving Year-over-year change in free cash flow	39.2% Excellent Excellent Year-over-year change in free cash flow	-35.9% Weak Weak Year-over-year change in free cash flow	—	—	7.8% Fair ↓ Fair Declining Year-over-year change in free cash flow	42.0% Excellent ↑ Excellent Improving Year-over-year change in free cash flow	18.7% Good ↑ Good Improving Year-over-year change in free cash flow	51.1% Excellent ↑ Excellent Improving Year-over-year change in free cash flow	13.1% Fair Fair Year-over-year change in free cash flow	-36.0% Weak Weak Year-over-year change in free cash flow	—	—
Revenue CAGR 3Y (%)	-2.1% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	0.8% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	28.2% Excellent ↑ Excellent Improving Compound annual revenue growth over 3 years	17.6% Excellent ↑ Excellent Improving Compound annual revenue growth over 3 years	32.4% Excellent ↑ Excellent Improving Compound annual revenue growth over 3 years	-2.5% Weak ↑ Weak Improving Compound annual revenue growth over 3 years	9.9% Fair ↑ Fair Improving Compound annual revenue growth over 3 years	-23.5% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	-19.0% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	1.1% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	16.3% Excellent ↓ Excellent Declining Compound annual revenue growth over 3 years	28.0% Excellent ↑ Excellent Improving Compound annual revenue growth over 3 years	21.8% Excellent Excellent Compound annual revenue growth over 3 years	7.2% Fair Fair Compound annual revenue growth over 3 years	—	—	—	—
Revenue CAGR 5Y (%)	22.9% Excellent ↑ Excellent Improving Compound annual revenue growth over 5 years	5.4% Fair ↓ Fair Declining Compound annual revenue growth over 5 years	16.0% Excellent ↑ Excellent Improving Compound annual revenue growth over 5 years	22.5% Excellent ↑ Excellent Improving Compound annual revenue growth over 5 years	11.0% Good ↑ Good Improving Compound annual revenue growth over 5 years	-14.9% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	-2.1% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	-5.6% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	-5.4% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	7.3% Fair ↓ Fair Declining Compound annual revenue growth over 5 years	24.8% Excellent Excellent Compound annual revenue growth over 5 years	12.0% Excellent Excellent Compound annual revenue growth over 5 years	—	—	—	—	—	—
EPS CAGR 3Y (%)	-14.7% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	181.8% Excellent Excellent Compound annual EPS growth over 3 years	—	26.0% Excellent Excellent Compound annual EPS growth over 3 years	—	—	—	—	—	—	43.1% Excellent ↑ Excellent Improving Compound annual EPS growth over 3 years	-6.4% Weak Weak Compound annual EPS growth over 3 years	—	34.2% Excellent Excellent Compound annual EPS growth over 3 years	—	—	—	—

💰 Are margins durable? 5 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2017 10-K ↗	FY 2017 Dec 31, 2016 10-K ↗	FY 2016 Dec 31, 2015 10-K ↗	FY 2015 Dec 31, 2014 10-K ↗	FY 2014 Dec 31, 2013 10-K ↗	FY 2013 Dec 31, 2012 10-K ↗	FY 2012 Dec 31, 2011 10-K ↗	FY 2011 Dec 31, 2010 10-K ↗	FY 2010 Dec 31, 2009 10-K ↗	FY 2009 Dec 31, 2008 10-K ↗	FY 2008 Dec 31, 2007 10-K ↗
Operating Margin (%) (%)	31.7% Excellent ↓ Excellent Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+111%)	40.0% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+167%)	41.6% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+177%)	47.0% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+214%)	8.0% Caution ↑ Caution Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-47%)	-94.9% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-733%)	40.5% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+170%)	-14.9% Weak ↑ Weak Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-199%)	-87.0% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-680%)	-37.2% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-348%)	46.2% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+208%)	16.1% Fair ↓ Fair Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+7%)	-1.3% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-109%)	24.0% Good ↑ Good Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+60%)	31.0% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+107%)	-15.7% Weak Weak Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-205%)	13.2% Fair Fair Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-12%)	—
Effective Tax Rate (%) (%)	21.9% Fair ↑ Fair Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	20.3% Good ↑ Good Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	10.5% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	20.3% Good → Good Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	21.5% Fair ↓ Fair Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	20.1% Good ↓ Good Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	22.0% Fair ↓ Fair Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	53.2% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	37.0% Weak → Weak Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	38.1% Weak → Weak Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	37.4% Weak → Weak Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	38.6% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	35.0% Weak Weak Actual taxes paid relative to pre-tax income Optimal: 15-25%	36.5% Weak Weak Actual taxes paid relative to pre-tax income Optimal: 15-25%	—	—	—	—
Profit Margin (%) (%)	20.5% Excellent ↓ Excellent Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+157%)	28.6% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+258%)	34.5% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+331%)	33.1% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+314%)	1.4% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-83%)	-67.9% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-948%)	24.6% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+207%)	-14.2% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-278%)	-62.2% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-878%)	-28.8% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-459%)	26.4% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+230%)	7.5% Caution ↓ Caution Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-7%)	-3.6% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-145%)	13.4% Fair ↑ Fair Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+68%)	18.0% Good ↑ Good Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+125%)	-11.9% Weak Weak Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-249%)	6.7% Caution Caution Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-16%)	—
FCF Margin (%) (%)	63.8% Excellent → Excellent Stable Free cash flow as a percentage of revenue Optimal: > 10%	66.3% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	66.3% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	50.2% Excellent → Excellent Stable Free cash flow as a percentage of revenue Optimal: > 10%	44.2% Excellent ↓ Excellent Declining Free cash flow as a percentage of revenue Optimal: > 10%	70.2% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	34.9% Excellent ↓ Excellent Declining Free cash flow as a percentage of revenue Optimal: > 10%	45.6% Excellent ↓ Excellent Declining Free cash flow as a percentage of revenue Optimal: > 10%	45.4% Excellent ↓ Excellent Declining Free cash flow as a percentage of revenue Optimal: > 10%	—	57.7% Excellent → Excellent Stable Free cash flow as a percentage of revenue Optimal: > 10%	58.4% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	61.3% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	47.4% Excellent ↓ Excellent Declining Free cash flow as a percentage of revenue Optimal: > 10%	45.5% Excellent ↓ Excellent Declining Free cash flow as a percentage of revenue Optimal: > 10%	52.4% Excellent Excellent Free cash flow as a percentage of revenue Optimal: > 10%	52.2% Excellent Excellent Free cash flow as a percentage of revenue Optimal: > 10%	—
FCF / Net Income (x)	3.10x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	2.32x Excellent ↓ Excellent Declining Free cash flow relative to reported net income Optimal: > 1x	1.92x Excellent ↓ Excellent Declining Free cash flow relative to reported net income Optimal: > 1x	1.52x Excellent ↓ Excellent Declining Free cash flow relative to reported net income Optimal: > 1x	32.01x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	-1.03x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	1.42x Good ↑ Good Improving Free cash flow relative to reported net income Optimal: > 1x	-3.20x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	-0.73x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	—	2.19x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	7.83x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	-17.00x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	3.53x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	2.53x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	-4.39x Weak Weak Free cash flow relative to reported net income Optimal: > 1x	7.78x Excellent Excellent Free cash flow relative to reported net income Optimal: > 1x	—

🎯 Is capital allocation efficient? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2017 10-K ↗	FY 2017 Dec 31, 2016 10-K ↗	FY 2016 Dec 31, 2015 10-K ↗	FY 2015 Dec 31, 2014 10-K ↗	FY 2014 Dec 31, 2013 10-K ↗	FY 2013 Dec 31, 2012 10-K ↗	FY 2012 Dec 31, 2011 10-K ↗	FY 2011 Dec 31, 2010 10-K ↗	FY 2010 Dec 31, 2009 10-K ↗	FY 2009 Dec 31, 2008 10-K ↗	FY 2008 Dec 31, 2007 10-K ↗
Return on Invested Capital (%)	16.2% Excellent ↓ Excellent Declining Return earned on debt + equity capital invested Optimal: > 10%	20.2% Excellent ↓ Excellent Declining Return earned on debt + equity capital invested Optimal: > 10%	24.4% Excellent ↑ Excellent Improving Return earned on debt + equity capital invested Optimal: > 10%	40.8% Excellent ↑ Excellent Improving Return earned on debt + equity capital invested Optimal: > 10%	4.0% Weak ↑ Weak Improving Return earned on debt + equity capital invested Optimal: > 10%	-20.2% Weak ↓ Weak Declining Return earned on debt + equity capital invested Optimal: > 10%	22.3% Excellent ↑ Excellent Improving Return earned on debt + equity capital invested Optimal: > 10%	-3.3% Weak Weak Return earned on debt + equity capital invested Optimal: > 10%	-26.7% Weak Weak Return earned on debt + equity capital invested Optimal: > 10%	—	—	14.1% Good Good Return earned on debt + equity capital invested Optimal: > 10%	-1.2% Weak Weak Return earned on debt + equity capital invested Optimal: > 10%	—	—	—	—	—
Return on Capital (%) (%)	10.8% Good ↓ Good Declining Operating profit relative to total assets Optimal: > 10%	12.5% Good ↓ Good Declining Operating profit relative to total assets Optimal: > 10%	15.5% Excellent ↑ Excellent Improving Operating profit relative to total assets Optimal: > 10%	27.6% Excellent ↑ Excellent Improving Operating profit relative to total assets Optimal: > 10%	4.0% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	-21.5% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	13.3% Good ↑ Good Improving Operating profit relative to total assets Optimal: > 10%	-2.7% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	-16.6% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	-10.3% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	17.9% Excellent ↑ Excellent Improving Operating profit relative to total assets Optimal: > 10%	7.8% Fair ↑ Fair Improving Operating profit relative to total assets Optimal: > 10%	-0.5% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	10.1% Good ↑ Good Improving Operating profit relative to total assets Optimal: > 10%	12.3% Good Good Operating profit relative to total assets Optimal: > 10%	-5.5% Weak Weak Operating profit relative to total assets Optimal: > 10%	—	—
Return on Common Equity (%) (%)	13.5% Fair ↓ Fair Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+12%)	18.2% Good ↓ Good Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+51%)	22.6% Excellent ↑ Excellent Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+88%)	36.0% Excellent ↑ Excellent Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+200%)	1.8% Weak ↑ Weak Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-85%)	-37.9% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-416%)	17.4% Good ↑ Good Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+45%)	-6.7% Weak Weak Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-156%)	-30.3% Weak Weak Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-353%)	—	—	—	—	—	—	—	—	—

⚖️ Is the balance sheet risky? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2017 10-K ↗	FY 2017 Dec 31, 2016 10-K ↗	FY 2016 Dec 31, 2015 10-K ↗	FY 2015 Dec 31, 2014 10-K ↗	FY 2014 Dec 31, 2013 10-K ↗	FY 2013 Dec 31, 2012 10-K ↗	FY 2012 Dec 31, 2011 10-K ↗	FY 2011 Dec 31, 2010 10-K ↗	FY 2010 Dec 31, 2009 10-K ↗	FY 2009 Dec 31, 2008 10-K ↗	FY 2008 Dec 31, 2007 10-K ↗
Debt to Equity (x)	—	—	—	—	1.01x Caution Caution Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Above avg (+102%)	1.10x Caution Caution Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Above avg (+120%)	—	—	—	—	—	—	—	—	—	—	—	—
Interest Coverage (x)	5.78x Good ↓ Good Declining Operating income divided by interest expense Optimal: > 5x	7.63x Good ↓ Good Declining Operating income divided by interest expense Optimal: > 5x	10.77x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	13.12x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	1.30x Weak ↑ Weak Improving Operating income divided by interest expense Optimal: > 5x	-6.52x Weak ↓ Weak Declining Operating income divided by interest expense Optimal: > 5x	5.20x Good ↑ Good Improving Operating income divided by interest expense Optimal: > 5x	-0.94x Weak ↓ Weak Declining Operating income divided by interest expense Optimal: > 5x	-6.68x Weak ↓ Weak Declining Operating income divided by interest expense Optimal: > 5x	-4.52x Weak ↓ Weak Declining Operating income divided by interest expense Optimal: > 5x	11.83x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	4.10x Fair ↓ Fair Declining Operating income divided by interest expense Optimal: > 5x	-0.31x Weak ↓ Weak Declining Operating income divided by interest expense Optimal: > 5x	8.38x Good ↑ Good Improving Operating income divided by interest expense Optimal: > 5x	14.00x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	-4.53x Weak Weak Operating income divided by interest expense Optimal: > 5x	6.35x Good Good Operating income divided by interest expense Optimal: > 5x	—
Net Debt (USD)	$-368.00M	$0.00	$-616.16M	$-445.00M	$1.75B	$2.21B	$-10.00K	$-313.94M	$-9.37M	$-18.00K	$-120.00K	$1.32B	$1.09B	$-119.19M	$-5.08M	$-10.65M	$-6.13M	$-43.51M
Debt / EBITDA (x)	—	—	—	—	9.95x Weak Weak Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	-2.07x Excellent Excellent Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	—	—	—	—	—	4.34x Weak Weak Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	-54.95x Excellent Excellent Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	—	—	—	—	—

📊 What does each share earn? 8 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2017 10-K ↗	FY 2017 Dec 31, 2016 10-K ↗	FY 2016 Dec 31, 2015 10-K ↗	FY 2015 Dec 31, 2014 10-K ↗	FY 2014 Dec 31, 2013 10-K ↗	FY 2013 Dec 31, 2012 10-K ↗	FY 2012 Dec 31, 2011 10-K ↗	FY 2011 Dec 31, 2010 10-K ↗	FY 2010 Dec 31, 2009 10-K ↗	FY 2009 Dec 31, 2008 10-K ↗	FY 2008 Dec 31, 2007 10-K ↗
Revenue per Share (USD)	$27.43	$23.39	$20.00	$27.45	$22.03	$9.91	$18.47	$10.14	$15.90	$22.99	$37.52	$34.43	$23.11	$25.15	$17.36	$13.32	$20.91	—
Basic EPS, GAAP (USD)	$5.65	$6.71	$6.89	$9.09	$0.30	$-6.72	$4.54	$-1.44	$-9.90	$-6.61	$9.91	$2.57	$-0.83	$3.38	$3.13	$-1.59	$1.40	—
Free Cash Flow per Share (USD)	$17.49	$15.50	$13.27	$13.78	$9.74	$6.95	$6.44	$4.63	$7.22	—	$21.67	$20.09	$14.15	$11.93	$7.89	$6.98	$10.91	—
Dividend per Share (USD)	$0.80	$0.76	$0.63	$0.31	$0.02	$0.02	$0.10	$0.10	$0.10	$0.10	$0.10	$0.10	$0.10	$0.10	—	$0.10	$0.10	—
Book Value per Share (USD)	$41.96	$37.02	$31.24	$25.30	$16.93	$17.57	$25.85	$21.44	$22.44	—	—	—	—	—	—	—	—	—
Tangible Book Value per Share (USD)	$41.96	$37.02	$31.24	$25.30	$16.93	$17.57	$25.85	$21.44	$22.44	—	—	—	—	—	—	—	—	—
Basic Weighted Avg Shares (shares)	115.00M	115.00M	118.68M	122.35M	119.04M	113.73M	111.91M	111.43M	76.57M	67.72M	67.23M	66.61M	65.14M	63.76M	62.97M	62.46M	62.24M	—
Dividend Payout Ratio (%)	14.2% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	11.3% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	9.1% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	3.4% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	6.7% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	-0.3% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	2.2% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	-6.9% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	-1.0% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	-1.5% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	1.0% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	3.9% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	-12.0% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	3.0% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	—	-6.3% Excellent Excellent Dividends paid as a percentage of earnings Optimal: 30-60%	7.1% Excellent Excellent Dividends paid as a percentage of earnings Optimal: 30-60%	—

🏦 How resilient is the balance sheet? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2017 10-K ↗	FY 2017 Dec 31, 2016 10-K ↗	FY 2016 Dec 31, 2015 10-K ↗	FY 2015 Dec 31, 2014 10-K ↗	FY 2014 Dec 31, 2013 10-K ↗	FY 2013 Dec 31, 2012 10-K ↗	FY 2012 Dec 31, 2011 10-K ↗	FY 2011 Dec 31, 2010 10-K ↗	FY 2010 Dec 31, 2009 10-K ↗	FY 2009 Dec 31, 2008 10-K ↗	FY 2008 Dec 31, 2007 10-K ↗
Working Capital (USD)	$-358.00M	$-355.00M	$282.63M	$138.62M	$-276.14M	$-380.07M	$-219.41M	$-10.10M	$-190.53M	$216.46M	$-39.62M	$8.37M	$-200.98M	$-42.60M	$-227.41M	$-87.62M	—	—
LT Debt (USD)	—	—	—	—	$2.08B	$2.21B	—	—	—	—	—	$1.60B	$1.10B	—	—	—	—	—
Total Equity (USD)	$4.81B	$4.24B	$3.62B	$3.09B	$2.06B	$2.02B	$2.92B	$2.39B	$2.50B	—	—	—	—	—	—	—	—	—

📋 What is driving earnings? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2017 10-K ↗	FY 2017 Dec 31, 2016 10-K ↗	FY 2016 Dec 31, 2015 10-K ↗	FY 2015 Dec 31, 2014 10-K ↗	FY 2014 Dec 31, 2013 10-K ↗	FY 2013 Dec 31, 2012 10-K ↗	FY 2012 Dec 31, 2011 10-K ↗	FY 2011 Dec 31, 2010 10-K ↗	FY 2010 Dec 31, 2009 10-K ↗	FY 2009 Dec 31, 2008 10-K ↗	FY 2008 Dec 31, 2007 10-K ↗
Sales/Revenue/Turnover (USD)	$3.15B	$2.69B	$2.37B	$3.36B	$2.62B	$1.13B	$2.07B	$1.13B	$1.22B	$1.56B	$2.52B	$2.29B	$1.51B	$1.60B	$1.09B	$832.20M	$1.30B	—
Net Income, GAAP (USD)	$648.00M	$770.00M	$817.88M	$1.11B	$36.23M	$-764.61M	$508.41M	$-160.84M	$-757.74M	$-447.71M	$666.05M	$170.94M	$-54.25M	$215.42M	$196.84M	$-99.37M	$87.35M	—
Operating Cash Flow (USD)	$2.01B	$1.78B	$1.57B	$1.69B	$1.16B	$790.94M	$720.63M	$515.39M	$552.80M	—	$1.46B	$1.34B	$921.97M	$760.53M	$497.10M	$436.11M	$679.19M	—

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bar_chart Data from SEC EDGAR XBRL filings

Synced 4 days ago 18 years · 68 quarters

SM Energy Co

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