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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
NYSE:SM's Cash to Debt is ranked lower than
56% of the 470 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 0.61 vs. NYSE:SM: 0.34 )
Ranked among companies with meaningful Cash to Debt only.
NYSE: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
NYSE:SM's Equity to Asset is ranked lower than
68% of the 445 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 0.51 vs. NYSE:SM: 0.32 )
Ranked among companies with meaningful Equity to Asset only.
NYSE: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: 0.42
M-Score: -3.75
WACC vs ROIC
17.29%
-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
NYSE:SM's Operating margin (%) is ranked lower than
59% of the 457 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -64.37 vs. NYSE:SM: -112.20 )
Ranked among companies with meaningful Operating margin (%) only.
NYSE: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
NYSE:SM's Net-margin (%) is ranked higher than
50% of the 457 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -77.97 vs. NYSE:SM: -78.60 )
Ranked among companies with meaningful Net-margin (%) only.
NYSE: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
NYSE:SM's ROE (%) is ranked lower than
71% of the 447 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -19.22 vs. NYSE:SM: -51.29 )
Ranked among companies with meaningful ROE (%) only.
NYSE: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
NYSE:SM's ROA (%) is ranked lower than
53% of the 526 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -13.77 vs. NYSE:SM: -16.09 )
Ranked among companies with meaningful ROA (%) only.
NYSE: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
NYSE:SM's ROC (Joel Greenblatt) (%) is ranked lower than
53% of the 504 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -21.87 vs. NYSE:SM: -25.97 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
NYSE: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
NYSE:SM's Revenue Growth (3Y)(%) is ranked higher than
68% of the 385 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -11.40 vs. NYSE:SM: -0.20 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
NYSE:SM' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: -0.5  Med: 20.1 Max: 47.3
Current: -0.2
-0.5
47.3
EBITDA Growth (3Y)(%) -23.80
NYSE:SM's EBITDA Growth (3Y)(%) is ranked lower than
64% of the 271 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -12.60 vs. NYSE:SM: -23.80 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
NYSE: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
NYSE:SM's EPS Growth (3Y)(%) is ranked higher than
87% of the 277 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -1.40 vs. NYSE:SM: 99.70 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
NYSE: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
» NYSE: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

Q4 2015

SM Guru Trades in Q4 2015

Arnold Schneider 1,067,618 sh (New)
Sarah Ketterer 3,835,774 sh (+81.42%)
Jim Simons 583,200 sh (+32.82%)
First Pacific Advisors 1,581,231 sh (+31.39%)
FPA Capital Fund 821,881 sh (+11.41%)
Jeremy Grantham 25,500 sh (unchged)
Paul Singer 460,600 sh (unchged)
Steven Cohen Sold Out
Ron Baron Sold Out
Columbia Wanger 243,390 sh (-74.31%)
» More
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%)
Columbia Wanger Sold Out
Paul Singer 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
» 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%)

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Business Description

Industry: Oil & Gas - E&P » Oil & Gas E&P
Compare:OTCPK:TUWOY, OTCPK:SPGYF, NYSE:OAS, NAS:GPOR, NYSE:WLL, NAS:CDEV, OTCPK:MAGH, NYSE:CPE, NYSE:LPI, NYSE:BSM, NAS:CRZO, NYSE:MTDR, NAS:PDCE, OTCPK:AVOGF, OTCPK:PEYUF, OTCPK:PARXF, OTCPK:DKDRF, NYSE:KOS, NYSE:ERF, NYSE:CWEI » 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.

Ratios

vs
industry
vs
history
P/B 1.83
SM's P/B is ranked lower than
66% of the 438 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 1.16 vs. SM: 1.83 )
Ranked among companies with meaningful P/B only.
SM' s P/B Range Over the Past 10 Years
Min: 0.3  Med: 2.57 Max: 7.28
Current: 1.83
0.3
7.28
P/S 2.42
SM's P/S is ranked higher than
58% of the 419 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 3.27 vs. SM: 2.42 )
Ranked among companies with meaningful P/S only.
SM' s P/S Range Over the Past 10 Years
Min: 0.36  Med: 2.44 Max: 4.68
Current: 2.42
0.36
4.68
POCF 4.50
SM's POCF is ranked higher than
69% of the 275 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 8.21 vs. SM: 4.50 )
Ranked among companies with meaningful POCF only.
SM' s POCF Range Over the Past 10 Years
Min: 0.57  Med: 4.15 Max: 9.96
Current: 4.5
0.57
9.96
Shiller P/E 52.98
SM's Shiller P/E is ranked lower than
77% of the 88 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 17.44 vs. SM: 52.98 )
Ranked among companies with meaningful Shiller P/E only.
SM' s Shiller P/E Range Over the Past 10 Years
Min: 4.6  Med: 29.18 Max: 55.03
Current: 52.98
4.6
55.03
Current Ratio 3.79
SM's Current Ratio is ranked higher than
80% of the 509 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 1.25 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 508 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
54% of the 396 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 47.98 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 0.26
SM's Dividend Yield is ranked lower than
97% of the 321 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 2.03 vs. SM: 0.26 )
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: 0.26
0.11
1.21
Forward Dividend Yield 0.25
SM's Forward Dividend Yield is ranked lower than
97% of the 270 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 2.81 vs. SM: 0.25 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 0.26
SM's Yield on cost (5-Year) is ranked lower than
96% of the 413 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 2.83 vs. SM: 0.26 )
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: 0.26
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 373 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 1.83
SM's Price/Tangible Book is ranked lower than
64% of the 409 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 1.29 vs. SM: 1.83 )
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: 1.83
0.72
7.56
Price/Median PS Value 0.99
SM's Price/Median PS Value is ranked higher than
52% of the 346 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: 1.00 vs. SM: 0.99 )
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: 2.15
Current: 0.99
0.3
2.15
Earnings Yield (Greenblatt) (%) -23.90
SM's Earnings Yield (Greenblatt) (%) is ranked lower than
64% of the 518 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -12.00 vs. SM: -23.90 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
SM' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: -23.9  Med: 9.7 Max: 26.3
Current: -23.9
-23.9
26.3
Forward Rate of Return (Yacktman) (%) -12.87
SM's Forward Rate of Return (Yacktman) (%) is ranked higher than
54% of the 183 Companies
in the Global Oil & Gas E&P industry.

( Industry Median: -14.69 vs. SM: -12.87 )
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: -3.5 Max: 37.2
Current: -12.87
-105.7
37.2

More Statistics

Revenue (TTM) (Mil) $1,141
EPS (TTM) $ -13.12
Beta3.33
Short Percentage of Float19.99%
52-Week Range $6.99 - 43.09
Shares Outstanding (Mil)86.87

Analyst Estimate

Dec16 Dec17 Dec18
Revenue (Mil $) 1,269 1,513 2,260
EPS ($) -2.50 -1.26 1.42
EPS w/o NRI ($) -2.50 -1.26 1.42
EPS Growth Rate
(3Y to 5Y Estimate)
N/A
Dividends Per Share ($) 0.11 0.10 0.10
» More Articles for NYSE: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 

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SM ENERGY CO Files SEC form 8-K, Regulation FD Disclosure Nov 29 2016
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