Switch to:
Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 4/10

vs
industry
vs
history
Cash to Debt 0.34
SM's Cash to Debt is ranked lower than
57% of the 453 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 0.78 vs. SM: 0.34 )
Ranked among companies with meaningful Cash to Debt only.
SM' s Cash to Debt Range Over the Past 10 Years
Min: 0  Med: 0.17 Max: No Debt
Current: 0.34
Equity to Asset 0.32
SM's Equity to Asset is ranked lower than
68% of the 421 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 0.51 vs. SM: 0.32 )
Ranked among companies with meaningful Equity to Asset only.
SM' s Equity to Asset Range Over the Past 10 Years
Min: 0.19  Med: 0.45 Max: 0.83
Current: 0.32
0.19
0.83
F-Score: 3
Z-Score: 0.47
M-Score: -3.75
WACC vs ROIC
18.38%
-19.54%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating margin (%) -112.20
SM's Operating margin (%) is ranked lower than
60% of the 430 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -62.85 vs. SM: -112.20 )
Ranked among companies with meaningful Operating margin (%) only.
SM' s Operating margin (%) Range Over the Past 10 Years
Min: -112.2  Med: 20.02 Max: 46.22
Current: -112.2
-112.2
46.22
Net-margin (%) -78.60
SM's Net-margin (%) is ranked lower than
52% of the 430 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -72.73 vs. SM: -78.60 )
Ranked among companies with meaningful Net-margin (%) only.
SM' s Net-margin (%) Range Over the Past 10 Years
Min: -78.6  Med: 10.45 Max: 26.41
Current: -78.6
-78.6
26.41
ROE (%) -51.29
SM's ROE (%) is ranked lower than
73% of the 429 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -18.49 vs. SM: -51.29 )
Ranked among companies with meaningful ROE (%) only.
SM' s ROE (%) Range Over the Past 10 Years
Min: -51.29  Med: 13.7 Max: 34.21
Current: -51.29
-51.29
34.21
ROA (%) -16.09
SM's ROA (%) is ranked lower than
54% of the 510 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -13.43 vs. SM: -16.09 )
Ranked among companies with meaningful ROA (%) only.
SM' s ROA (%) Range Over the Past 10 Years
Min: -16.09  Med: 5.21 Max: 12
Current: -16.09
-16.09
12
ROC (Joel Greenblatt) (%) -25.97
SM's ROC (Joel Greenblatt) (%) is ranked lower than
53% of the 489 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -21.87 vs. SM: -25.97 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
SM' s ROC (Joel Greenblatt) (%) Range Over the Past 10 Years
Min: -25.97  Med: 11.87 Max: 24.85
Current: -25.97
-25.97
24.85
Revenue Growth (3Y)(%) -0.20
SM's Revenue Growth (3Y)(%) is ranked higher than
68% of the 363 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -10.50 vs. SM: -0.20 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
SM' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: -0.2  Med: 20.1 Max: 47.3
Current: -0.2
-0.2
47.3
EBITDA Growth (3Y)(%) -23.80
SM's EBITDA Growth (3Y)(%) is ranked lower than
63% of the 268 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -13.00 vs. SM: -23.80 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
SM' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: -26.3  Med: 21.3 Max: 91.6
Current: -23.8
-26.3
91.6
EPS Growth (3Y)(%) 99.70
SM's EPS Growth (3Y)(%) is ranked higher than
88% of the 267 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 2.50 vs. SM: 99.70 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
SM' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: 23.3 Max: 99.7
Current: 99.7
0
99.7
GuruFocus has detected 6 Warning Signs with SM Energy Co $SM.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» SM's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow
Oprt. Cash Flow & Net Income

» Details

Guru Trades

Q1 2016

SM Guru Trades in Q1 2016

Paul Tudor Jones 24,469 sh (New)
Arnold Schneider 2,293,467 sh (+114.82%)
Jeremy Grantham 36,000 sh (+41.18%)
Sarah Ketterer 4,220,730 sh (+10.04%)
Paul Singer Sold Out
Columbia Wanger Sold Out
FPA Capital Fund 789,698 sh (-3.92%)
First Pacific Advisors 1,503,298 sh (-4.93%)
Jim Simons 201,000 sh (-65.53%)
» More
Q2 2016

SM Guru Trades in Q2 2016

Steven Cohen 100,000 sh (New)
Jeremy Grantham 146,858 sh (+307.94%)
Jim Simons 227,200 sh (+13.03%)
FPA Capital Fund -500 sh (unchged)
Paul Tudor Jones 8,700 sh (unchged)
Arnold Schneider 1,524,250 sh (-33.54%)
FPA Capital Fund 519,903 sh (-34.16%)
First Pacific Advisors 964,063 sh (-35.87%)
Sarah Ketterer 2,105,998 sh (-50.10%)
Paul Tudor Jones 9,794 sh (-59.97%)
» More
Q3 2016

SM Guru Trades in Q3 2016

Jim Simons 603,400 sh (+165.58%)
Steven Cohen 188,511 sh (+88.51%)
Sarah Ketterer 2,272,203 sh (+7.89%)
FPA Capital Fund -500 sh (unchged)
Paul Tudor Jones 7,446 sh (-23.97%)
FPA Capital Fund 363,133 sh (-30.15%)
First Pacific Advisors 645,659 sh (-33.03%)
Jeremy Grantham 26,458 sh (-81.98%)
Arnold Schneider 156,969 sh (-89.70%)
» More
Q4 2016

SM Guru Trades in Q4 2016

FPA Capital Fund 299,413 sh (-17.55%)
» More
» Details

Insider Trades

Latest Guru Trades with SM

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

No Entry found in the selected group of Gurus. You can
  • 1. Modify your Personalized List of Gurus, or
  • 2. Click on Premium Premium Tools above to check out all the Gurus, or
  • 3. Click on Premium Plus Premium Plus above for the stocks picks of all the institutional investment advisors (>4000)
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Business Description

Industry: Oil & Gas - E&P » Oil & Gas E&P    NAICS: 211111    SIC: 1311
Compare:NYSE:BSM, OTCPK:TUWOY, OTCPK:PEYUF, NYSE:OAS, NYSE:WLL, NYSE:LPI, NAS:GPOR, NYSE:RICE, NAS:XOG, OTCPK:SPGYF, NAS:CDEV, NYSE:CNX, NYSE:CPE, NYSE:KOS, NYSE:WPX, NAS:PDCE, NYSE:NFG, NYSE:MTDR, OTCPK:STOSF, NYSE:SWN » details
Traded in other countries:SJL.Germany,
SM Energy Company is an energy company engaged in the acquisition, exploration, development, and production of oil, gas, and NGLs in onshore North America.

SM Energy Company is incorporated in Delaware in 1915. It is an energy company engaged in the acquisition, exploration, development, and production of oil, gas, and natural gas liquids (NGLs) in onshore North America. The Company's assets include positions in the Eagle Ford shale and Bakken/Three Forks resource plays, as well as meaningful positions in the Granite Wash, Haynesville shale, and Woodford shale resource plays. Its portfolio is comprised of properties with established production and reserves, prospective drilling opportunities, and unconventional resource prospects. The Company faces competition from a substantial number of major and independent oil and gas companies, which in some cases have larger technical staffs and greater financial and operational resources than the Company does. The Company's business is regulated by numerous federal, state, and local laws and governmental regulations.

Guru Investment Theses on SM Energy Co

Baron Funds Comments on SM Energy Co - Mar 20, 2015

SM Energy Co. (SM) is an independent E&P company with operations that are primarily focused on shale oil fields in South Texas and North Dakota. The company’s shares fell by 50% during the quarter amid the rout in oil and gas prices. Despite the fact that SM has one of the stronger balance sheets in the sector and that changes in its well completion practices are yielding higher per well productivity and returns, the shares seemed to succumb to a tsunami of selling in the quarter.We sold our investment position.

From Ron Baron (Trades, Portfolio)’s Baron Growth Fund Q4 2014 Quarterly Report.



Check out Ron Baron latest stock trades

Top Ranked Articles about SM Energy Co

FPA Capital's Top Performing Second Quarter Sales 7 companies producing high returns
FPA Capital Fund (Trades, Portfolio) has a concentrated portfolio and invests primarily in undervalued small to mid cap companies. During the second quarter of 2016, the firm traded some stocks. The following are the ones with the highest performance since that trade. Read more...
FPA Capital Fund Sells Apollo Education, Helmerich & Payne Largest sales by the fund in second quarter
FPA Capital Fund (Trades, Portfolio) has a concentrated portfolio and invests primarily in undervalued small-to-mid cap companies. During the first quarter, the firm sold shares in the following stocks: Read more...
Arnold Schneider Buys 9 New Stakes in 4th Quarter Guru's top new investment is in oil and gas company
Arnold Schneider (Trades, Portfolio), president, CIO and principal of Schneider Capital Management Corp., made nine new buys in the fourth quarter. That was two more new buys than he made in the third quarter. Read more...
FPA Capital Fund Buys Apollo Education The stake increased by 52% in the 4th quarter
FPA Capital Fund (Trades, Portfolio) has a concentrated portfolio and invests primarily in undervalued small- to mid-cap companies. It manages a portfolio composed of 24 stocks with a total value of $611 million. Following are the stakes the firm increased during the fourth quarter. Read more...

Ratios

vs
industry
vs
history
P/B 1.50
SM's P/B is ranked lower than
59% of the 428 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 1.23 vs. SM: 1.50 )
Ranked among companies with meaningful P/B only.
SM' s P/B Range Over the Past 10 Years
Min: 0.3  Med: 2.55 Max: 7.28
Current: 1.5
0.3
7.28
P/S 1.98
SM's P/S is ranked higher than
64% of the 399 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 3.56 vs. SM: 1.98 )
Ranked among companies with meaningful P/S only.
SM' s P/S Range Over the Past 10 Years
Min: 0.36  Med: 2.42 Max: 4.68
Current: 1.98
0.36
4.68
POCF 3.67
SM's POCF is ranked higher than
75% of the 269 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 8.78 vs. SM: 3.67 )
Ranked among companies with meaningful POCF only.
SM' s POCF Range Over the Past 10 Years
Min: 0.57  Med: 4.12 Max: 9.96
Current: 3.67
0.57
9.96
Shiller P/E 43.68
SM's Shiller P/E is ranked lower than
76% of the 85 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 17.07 vs. SM: 43.68 )
Ranked among companies with meaningful Shiller P/E only.
SM' s Shiller P/E Range Over the Past 10 Years
Min: 4.6  Med: 29.31 Max: 53.2
Current: 43.68
4.6
53.2
Current Ratio 3.79
SM's Current Ratio is ranked higher than
79% of the 497 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 1.28 vs. SM: 3.79 )
Ranked among companies with meaningful Current Ratio only.
SM' s Current Ratio Range Over the Past 10 Years
Min: 0.54  Med: 1.03 Max: 3.79
Current: 3.79
0.54
3.79
Quick Ratio 3.79
SM's Quick Ratio is ranked higher than
80% of the 496 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 1.14 vs. SM: 3.79 )
Ranked among companies with meaningful Quick Ratio only.
SM' s Quick Ratio Range Over the Past 10 Years
Min: 0.54  Med: 1.03 Max: 3.79
Current: 3.79
0.54
3.79
Days Sales Outstanding 45.03
SM's Days Sales Outstanding is ranked higher than
56% of the 378 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 49.11 vs. SM: 45.03 )
Ranked among companies with meaningful Days Sales Outstanding only.
SM' s Days Sales Outstanding Range Over the Past 10 Years
Min: 31.44  Med: 43.7 Max: 66.13
Current: 45.03
31.44
66.13

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 0.31
SM's Dividend Yield is ranked lower than
95% of the 296 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 2.68 vs. SM: 0.31 )
Ranked among companies with meaningful Dividend Yield only.
SM' s Dividend Yield Range Over the Past 10 Years
Min: 0.11  Med: 0.24 Max: 1.21
Current: 0.31
0.11
1.21
Forward Dividend Yield 0.31
SM's Forward Dividend Yield is ranked lower than
96% of the 258 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 2.75 vs. SM: 0.31 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 0.30
SM's Yield on cost (5-Year) is ranked lower than
95% of the 403 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 2.79 vs. SM: 0.30 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
SM' s Yield on cost (5-Year) Range Over the Past 10 Years
Min: 0.11  Med: 0.24 Max: 1.21
Current: 0.3
0.11
1.21
3-Year Average Share Buyback Ratio -0.90
SM's 3-Year Average Share Buyback Ratio is ranked higher than
79% of the 358 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -8.90 vs. SM: -0.90 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
SM' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -10.1  Med: -1.8 Max: 0.9
Current: -0.9
-10.1
0.9

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.52
SM's Price/Tangible Book is ranked lower than
56% of the 400 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 1.37 vs. SM: 1.52 )
Ranked among companies with meaningful Price/Tangible Book only.
SM' s Price/Tangible Book Range Over the Past 10 Years
Min: 0.72  Med: 2.42 Max: 7.56
Current: 1.52
0.72
7.56
Price/Median PS Value 0.83
SM's Price/Median PS Value is ranked higher than
61% of the 344 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 1.05 vs. SM: 0.83 )
Ranked among companies with meaningful Price/Median PS Value only.
SM' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.3  Med: 1.18 Max: 2.17
Current: 0.83
0.3
2.17
Earnings Yield (Greenblatt) (%) -23.69
SM's Earnings Yield (Greenblatt) (%) is ranked lower than
66% of the 504 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -10.00 vs. SM: -23.69 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
SM' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: -24.03  Med: 9.7 Max: 26.3
Current: -23.69
-24.03
26.3
Forward Rate of Return (Yacktman) (%) -17.19
SM's Forward Rate of Return (Yacktman) (%) is ranked lower than
53% of the 178 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -15.83 vs. SM: -17.19 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
SM' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: -105.7  Med: -3.6 Max: 37.2
Current: -17.19
-105.7
37.2

More Statistics

Revenue (TTM) (Mil) $1,141
EPS (TTM) $ -13.12
Beta3.46
Short Percentage of Float19.69%
52-Week Range $6.99 - 43.09
Shares Outstanding (Mil)111.18

Analyst Estimate

Dec16 Dec17 Dec18
Revenue (Mil $) 1,273 1,530 2,152
EPS ($) -1.95 -0.76 1.36
EPS w/o NRI ($) -1.95 -0.76 1.36
EPS Growth Rate
(3Y to 5Y Estimate)
N/A
Dividends Per Share ($) 0.10 0.10 0.10
» More Articles for SM

Headlines

Articles On GuruFocus.com
Arnold Schneider Adds to Approach Resources Sep 16 2016 
FPA Capital Fund sells Apollo Education, Helmerich & Payne Jul 25 2016 
Causeway Global Fund April Commentary May 23 2016 
Causeway Capital Global Value Fund Commentary, Performance Review for February Mar 16 2016 
Arnold Schneider Buys 9 New Stakes in 4th Quarter Feb 22 2016 
FPA Capital Fund Sells Portions of 13 Stakes in Second Quarter Jul 13 2015 
Arnold Schneider's Undervalued stocks trading with low P/E Jun 22 2015 
Arnold Schneider Adds Seven Stakes to Portfolio in First Quarter May 20 2015 
Baron Funds Comments on SM Energy Co Mar 20 2015 
FPA Capital Fund Comments on SM Energy Oct 28 2014 

More From Other Websites
The Zacks Analyst Blog Highlights: Williams, SM Energy, Marathon Petroleum, Encana and Schlumberger Jan 11 2017
SM Energy Announces Plans to Divest Williston Basin Assets Jan 11 2017
SM ENERGY CO Files SEC form 8-K, Regulation FD Disclosure, Financial Statements and Exhibits Jan 10 2017
SM Energy Announces Plans To Further Core-Up Portfolio With The Sale Of Divide County Assets Jan 10 2017
Oil & Gas Stock Roundup: Williams' Dividend Hike, SM Energy's Asset Sale and More Jan 10 2017
What Are Analysts Targeting for Callon Petroleum? Jan 09 2017
SM ENERGY CO Files SEC form 8-K/A, Entry into a Material Definitive Agreement Jan 09 2017
SM ENERGY CO Files SEC form 8-K, Entry into a Material Definitive Agreement Jan 06 2017
Will US Crude Oil Inventories Fall and Support Oil Prices? Jan 05 2017
SM Energy Co. breached its 50 day moving average in a Bullish Manner : SM-US : January 5, 2017 Jan 05 2017
The Permian Stocks Of 2017 Jan 04 2017
SM Energy focusing on top tier acreage following Eagle Ford sale Jan 04 2017
Large Cushing Inventory Build Could Limit Upside for Crude Prices Jan 04 2017
Stock Market News for January 04, 2017 Jan 04 2017
Blog Coverage SM Energy Announced Sale of Eagle Ford Assets Jan 04 2017
Coverage initiated on SM Energy by BofA/Merrill Jan 04 2017
SM Energy to Sell Non-Operated Eagle Ford Assets for $800M Jan 04 2017
[$$] KKR to Buy SM Energy's South Texas Assets for $800 Million Jan 03 2017

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)