Sm Energy Co Stock Five Year Return
| SM Stock | USD 50.01 0.20 0.40% |
SM Energy Co fundamentals help investors to digest information that contributes to SM Energy's financial success or failures. It also enables traders to predict the movement of SM Energy Stock. The fundamental analysis module provides a way to measure SM Energy's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to SM Energy stock.
SM Energy | Five Year Return |
SM Energy Co Company Five Year Return Analysis
SM Energy's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current SM Energy Five Year Return | 0.75 % |
Most of SM Energy's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, SM Energy Co is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
SM Energy Five Year Return Driver Correlations
Understanding the fundamental principles of building solid financial models for SM Energy is extremely important. It helps to project a fair market value of SM Energy Stock properly, considering its historical fundamentals such as Five Year Return. Since SM Energy's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of SM Energy's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of SM Energy's interrelated accounts and indicators.
Click cells to compare fundamentals
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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SM Energy Return On Tangible Assets
Return On Tangible Assets |
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According to the company disclosure, SM Energy Co has a Five Year Return of 0.75%. This is much higher than that of the Oil, Gas & Consumable Fuels sector and significantly higher than that of the Energy industry. The five year return for all United States stocks is notably lower than that of the firm.
SM Energy Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses SM Energy's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of SM Energy could also be used in its relative valuation, which is a method of valuing SM Energy by comparing valuation metrics of similar companies.SM Energy is currently under evaluation in five year return category among related companies.
SM Energy Fundamentals
| Return On Equity | 0.24 | |||
| Return On Asset | 0.1 | |||
| Profit Margin | 0.36 % | |||
| Operating Margin | 0.53 % | |||
| Current Valuation | 6.76 B | |||
| Shares Outstanding | 115.03 M | |||
| Shares Owned By Insiders | 1.47 % | |||
| Shares Owned By Institutions | 97.96 % | |||
| Number Of Shares Shorted | 10.47 M | |||
| Price To Earning | 6.17 X | |||
| Price To Book | 1.61 X | |||
| Price To Sales | 2.57 X | |||
| Revenue | 2.36 B | |||
| Gross Profit | 2.78 B | |||
| EBITDA | 1.63 B | |||
| Net Income | 817.88 M | |||
| Cash And Equivalents | 445 M | |||
| Cash Per Share | 2.18 X | |||
| Total Debt | 1.58 B | |||
| Debt To Equity | 0.64 % | |||
| Current Ratio | 0.62 X | |||
| Book Value Per Share | 31.24 X | |||
| Cash Flow From Operations | 1.57 B | |||
| Short Ratio | 5.18 X | |||
| Earnings Per Share | 6.86 X | |||
| Price To Earnings To Growth | 0.71 X | |||
| Target Price | 56.0 | |||
| Number Of Employees | 544 | |||
| Beta | 4.25 | |||
| Market Capitalization | 5.73 B | |||
| Total Asset | 6.38 B | |||
| Retained Earnings | 2.05 B | |||
| Working Capital | 282.63 M | |||
| Current Asset | 518.99 M | |||
| Current Liabilities | 302.52 M | |||
| Annual Yield | 0.01 % | |||
| Five Year Return | 0.75 % | |||
| Net Asset | 6.38 B | |||
| Last Dividend Paid | 0.63 |
About SM Energy Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze SM Energy Co's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of SM Energy using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of SM Energy Co based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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When determining whether SM Energy is a strong investment it is important to analyze SM Energy's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact SM Energy's future performance. For an informed investment choice regarding SM Energy Stock, refer to the following important reports:Check out SM Energy Piotroski F Score and SM Energy Altman Z Score analysis. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Complementary Tools for SM Energy Stock analysis
When running SM Energy's price analysis, check to measure SM Energy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy SM Energy is operating at the current time. Most of SM Energy's value examination focuses on studying past and present price action to predict the probability of SM Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move SM Energy's price. Additionally, you may evaluate how the addition of SM Energy to your portfolios can decrease your overall portfolio volatility.
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Is SM Energy's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of SM Energy. If investors know SM Energy will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about SM Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.013 | Dividend Share 0.63 | Earnings Share 6.86 | Revenue Per Share 19.117 | Quarterly Revenue Growth (0.09) |
The market value of SM Energy is measured differently than its book value, which is the value of SM Energy that is recorded on the company's balance sheet. Investors also form their own opinion of SM Energy's value that differs from its market value or its book value, called intrinsic value, which is SM Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SM Energy's market value can be influenced by many factors that don't directly affect SM Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SM Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if SM Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SM Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.