Sm Energy Co Stock Analysis

SM Stock  USD 41.34  1.84  4.66%   
SM Energy Co is overvalued with Real Value of 39.57 and Target Price of 49.75. The main objective of SM Energy stock analysis is to determine its intrinsic value, which is an estimate of what SM Energy Co is worth, separate from its market price. There are two main types of SM Energy's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect SM Energy's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of SM Energy's stock to identify patterns and trends that may indicate its future price movements.
The SM Energy stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. SM Energy is usually not traded on Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day. SM Energy Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and SM Energy's ongoing operational relationships across important fundamental and technical indicators.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SM Energy Co. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in population.

SM Energy Stock Analysis Notes

About 97.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.35. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. SM Energy has Price/Earnings To Growth (PEG) ratio of 0.65. The entity recorded earning per share (EPS) of 6.84. The firm last dividend was issued on the 18th of January 2024. SM Energy had 2:1 split on the 1st of April 2005. SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in the state of Texas. SM Energy Company was founded in 1908 and is headquartered in Denver, Colorado. Sm Energy operates under Oil Gas EP classification in the United States and is traded on New York Stock Exchange. It employs 506 people. To find out more about SM Energy Co contact Javan Ottoson at 303 861 8140 or learn more at https://sm-energy.com.

SM Energy Quarterly Total Revenue

639.7 Million

SM Energy Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. SM Energy's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding SM Energy Co or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
The company reports 1.57 B of total liabilities with total debt to equity ratio (D/E) of 0.64, which is normal for its line of buisiness. SM Energy has a current ratio of 0.61, implying that it has not enough working capital to pay out debt commitments in time. Debt can assist SM Energy until it has trouble settling it off, either with new capital or with free cash flow. So, SM Energy's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like SM Energy sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for SM Energy to invest in growth at high rates of return. When we think about SM Energy's use of debt, we should always consider it together with cash and equity.
Over 97.0% of SM Energy shares are owned by institutional investors
On 5th of February 2024 SM Energy paid $ 0.18 per share dividend to its current shareholders
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SM Energy Upcoming and Recent Events

Earnings reports are used by SM Energy to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to SM Energy previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
28th of February 2024
Upcoming Quarterly Report
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25th of April 2024
Next Financial Report
View
31st of December 2023
Next Fiscal Quarter End
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28th of February 2024
Next Fiscal Year End
View
30th of September 2023
Last Quarter Report
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31st of December 2022
Last Financial Announcement
View

SM Energy Largest EPS Surprises

Earnings surprises can significantly impact SM Energy's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2002-05-08
2002-03-310.030.040.0133 
2002-02-20
2001-12-310.010.020.01100 
2001-11-07
2001-09-300.080.090.0112 
View All Earnings Estimates

SM Energy SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. SM Energy prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that SM Energy investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial SM Energy specific information freely available to individual and institutional investors to make a timely investment decision.
13th of February 2024
Unclassified Corporate Event
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1st of February 2024
Financial Statements and Exhibits. Results of Operations and Financial Condition
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24th of January 2024
Unclassified Corporate Event
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19th of January 2024
Unclassified Corporate Event
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2nd of November 2023
Financial Statements and Exhibits. Other Events. Results of Operations and Financial Condition
View
2nd of August 2023
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
21st of June 2023
Financial Statements and Exhibits. Regulation FD Disclosure
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30th of May 2023
Financial Statements and Exhibits. Submission of Matters to a Vote of Security Holders. Amendments to Articles of Incorporation or Bylaws; and/or Change in Fiscal Year
View

SM Energy Thematic Classifications

In addition to having SM Energy stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Petroleum and Natural Gas Idea
Petroleum and Natural Gas
USA Equities from Petroleum and Natural Gas industry as classified by Fama & French

SM Energy Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as SM Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading SM Energy Co backward and forwards among themselves. SM Energy's institutional investor refers to the entity that pools money to purchase SM Energy's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
River Road Asset Management, Llc2023-12-31
1.8 M
Renaissance Technologies Corp2023-12-31
1.7 M
Charles Schwab Investment Management Inc2023-09-30
1.5 M
Goldman Sachs Group Inc2023-09-30
1.5 M
Morgan Stanley - Brokerage Accounts2023-09-30
1.4 M
Bank Of New York Mellon Corp2023-09-30
1.4 M
Northern Trust Corp2023-09-30
1.4 M
Ameriprise Financial Inc2023-09-30
1.2 M
William Blair Investment Management, Llc2023-12-31
M
Blackrock Inc2023-09-30
20.2 M
Vanguard Group Inc2023-09-30
14.5 M
Note, although SM Energy's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

SM Energy Market Capitalization

The company currently falls under 'Mid-Cap' category with a market capitalization of 4.59 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate SM Energy's market, we take the total number of its shares issued and multiply it by SM Energy's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

SM Energy Profitablity

SM Energy's profitability indicators refer to fundamental financial ratios that showcase SM Energy's ability to generate income relative to its revenue or operating costs. If, let's say, SM Energy is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, SM Energy's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of SM Energy's profitability requires more research than a typical breakdown of SM Energy's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin (PM) of 0.34 %, which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is way below average. Likewise, it shows Net Operating Margin (NOM) of 0.51 %, which signifies that for every $100 of sales, it has a net operating income of $0.51.
Last ReportedProjected for 2024
Return on Investment 41.27  44.53 
Return on Average Assets 0.23  0.25 
Return on Average Equity 0.49  0.53 
Return on Invested Capital 0.29  0.32 
Return on Sales 0.52  0.56 

Management Efficiency

SM Energy has Return on Asset (ROA) of 0.102 % which means that for every $100 of assets, it generated a profit of $0.102. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.2441 %, which means that it produced $0.2441 on every 100 dollars invested by current stockholders. SM Energy's management efficiency ratios could be used to measure how well SM Energy manages its routine affairs as well as how well it operates its assets and liabilities. As of the 23rd of February 2024, Return on Investment is likely to grow to 44.53. Also, Return on Average Assets is likely to grow to 0.25. At this time, SM Energy's Average Assets are very stable as compared to the past year. As of the 23rd of February 2024, Tangible Asset Value is likely to grow to about 5.1 B, while Tax Assets are likely to drop about 9.6 M.
Last ReportedProjected for 2024
Book Value per Share 22.70  22.49 
Enterprise Value over EBIT 3.60  3.88 
Enterprise Value over EBITDA 2.27  2.45 
Price to Book Value 1.25  1.17 
Tangible Assets Book Value per Share 42.05  48.92 
Enterprise Value4.8 B4.5 B
Tangible Asset Value5.1 B5.1 B
The analysis of SM Energy's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze SM Energy's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of SM Energy Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield
0.0182
Forward Dividend Yield
0.0182
Forward Dividend Rate
0.72
Beta
4.182

Technical Drivers

As of the 23rd of February, SM Energy owns the Downside Deviation of 1.83, mean deviation of 1.45, and Risk Adjusted Performance of 0.0779. In connection with fundamental indicators, the technical analysis model makes it possible for you to check timely technical drivers of SM Energy, as well as the relationship between them. Strictly speaking, you can use this information to find out if the company will indeed mirror its model of historical prices and volume patterns, or the prices will eventually revert. We have collected data for nineteen technical drivers for SM Energy, which can be compared to its peers in the sector. Please validate SM Energy standard deviation, as well as the relationship between the value at risk and kurtosis to decide if SM Energy Co is priced adequately, providing market reflects its prevailing price of 41.34 per share. Given that SM Energy has jensen alpha of (0.08), we advise you to double-check SM Energy's latest market performance to make sure the company can sustain itself sooner or later.

SM Energy Price Movement Analysis

Execute Study
The output start index for this execution was thirteen with a total number of output elements of fourty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. SM Energy middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for SM Energy. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
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SM Energy Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific SM Energy insiders, such as employees or executives, is commonly permitted as long as it does not rely on SM Energy's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases SM Energy insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

SM Energy Outstanding Bonds

SM Energy issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. SM Energy uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most SM Energy bonds can be classified according to their maturity, which is the date when SM Energy Co has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

SM Energy Predictive Daily Indicators

SM Energy intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of SM Energy stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

SM Energy Forecast Models

SM Energy's time-series forecasting models are one of many SM Energy's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary SM Energy's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About SM Energy Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how SM Energy prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling SM Energy shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as SM Energy. By using and applying SM Energy Stock analysis, traders can create a robust methodology for identifying SM Energy entry and exit points for their positions.
Last ReportedProjected for 2024
Operating Margin 54.08  58.35 
EBITDA Margin 0.57  0.46 
Gross Margin 0.94  0.88 
Profit Margin 0.38  0.41 

Current SM Energy Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. SM Energy analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. SM Energy analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
49.75Buy14Odds
SM Energy Co current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most SM Energy analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand SM Energy stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of SM Energy, talking to its executives and customers, or listening to SM Energy conference calls.
SM Energy Analyst Advice Details

SM Energy Stock Analysis Indicators

SM Energy Co stock analysis indicators help investors evaluate how SM Energy stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading SM Energy shares will generate the highest return on investment. By understating and applying SM Energy stock analysis, traders can identify SM Energy position entry and exit signals to maximize returns.
Begin Period Cash Flow498.4 M
Long Term Debt1.6 B
Common Stock Shares Outstanding124.1 M
Total Stockholder Equity3.1 B
Tax Provision116.5 M
Quarterly Earnings Growth Y O Y0.013
Property Plant And Equipment Net4.9 B
Cash And Short Term Investments445 M
Cash445 M
Accounts Payable43.9 M
Net Debt1.1 B
50 Day M A37.4456
Total Current Liabilities598.6 M
Non Current Assets TotalB
Forward Price Earnings6.5445
Common Stock Total Equity1.2 M
Non Currrent Assets Other-184.8 M
Stock Based Compensation19.4 M
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 World Market Map to better understand how to build diversified portfolios, which includes a position in SM Energy Co. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in population.
You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.

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
6.84
Revenue Per Share
20.003
Quarterly Revenue Growth
(0.05)
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.