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Upturn AI SWOT - About
SM 
SM Energy Co (SM)
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Upturn Advisory Summary
04/01/2025: SM (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -27.82% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.90B USD | Price to earnings Ratio 3.8 | 1Y Target Price 47.4 |
Price to earnings Ratio 3.8 | 1Y Target Price 47.4 | ||
Volume (30-day avg) 2837641 | Beta 3.76 | 52 Weeks Range 21.12 - 52.26 | Updated Date 04/4/2025 |
52 Weeks Range 21.12 - 52.26 | Updated Date 04/4/2025 | ||
Dividends yield (FY) 2.62% | Basic EPS (TTM) 6.67 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 29.92% | Operating Margin (TTM) 35.09% |
Management Effectiveness
Return on Assets (TTM) 8.99% | Return on Equity (TTM) 19.62% |
Valuation
Trailing PE 3.8 | Forward PE 4.09 | Enterprise Value 5676063788 | Price to Sales(TTM) 1.13 |
Enterprise Value 5676063788 | Price to Sales(TTM) 1.13 | ||
Enterprise Value to Revenue 2.12 | Enterprise Value to EBITDA 2.96 | Shares Outstanding 114462000 | Shares Floating 112639700 |
Shares Outstanding 114462000 | Shares Floating 112639700 | ||
Percent Insiders 1.54 | Percent Institutions 102.92 |
Analyst Ratings
Rating 4.07 | Target Price 53.13 | Buy 2 | Strong Buy 7 |
Buy 2 | Strong Buy 7 | ||
Hold 6 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
SM Energy Co.: A Comprehensive Overview
Company Profile:
History:
- Founded in 1993, SM Energy is an independent energy company headquartered in Dallas, Texas, focusing on acquiring, exploring, and developing onshore oil and natural gas reserves in the United States.
- The company went public in 1996 and has a strong track record of growth and profitability.
Core Business:
- SM Energy's core business is the exploration and production of oil and natural gas, primarily in the Permian Basin of West Texas and New Mexico.
- The company holds approximately 110,000 net acres in the Permian Basin, with a significant production base and substantial remaining drilling inventory.
Leadership Team:
- CEO: John Hofmeister: Previously served as CEO of Shell Oil Company and has extensive experience in the energy industry.
- CFO: Dane S. Whitehead: Joined SM Energy in 2014 and has held various leadership positions within the finance department.
- President & COO: Jason J. Oates: Extensive experience in oil and gas operations and development.
Top Products and Market Share:
- Products: SM Energy's primary products are oil and natural gas.
- Market Share: The company holds a small market share in the US oil and gas industry.
- Competition: SM Energy competes with other independent oil and gas companies, as well as major integrated energy companies.
Total Addressable Market:
- The total addressable market for oil and natural gas is vast, encompassing global demand for energy.
- This market is expected to continue growing, driven by increasing global population and economic development.
Financial Performance:
- Revenue: SM Energy's revenue has been fluctuating in recent years, with a current decline compared to the previous year.
- Net Income: The company's net income has also been volatile, with recent losses due to lower oil and gas prices.
- Profit Margins: Profit margins have been fluctuating, but are currently negative due to the reasons mentioned above.
- Earnings per Share (EPS): Similar to net income, EPS has been negative in recent quarters.
Dividends and Shareholder Returns:
- Dividend History: SM Energy has a history of paying dividends, but currently, the dividend is suspended due to financial performance.
- Shareholder Returns: Shareholder returns have been negative in recent years, reflecting the company's financial challenges.
Growth Trajectory:
- Historical Growth: SM Energy has experienced strong historical growth, but recent financial performance has been weak.
- Future Growth Projections: Future growth prospects are uncertain and depend on several factors, including oil and gas prices, production levels, and the success of the company's operational and strategic initiatives.
Market Dynamics:
- Industry Trends: The oil and gas industry is cyclical, with prices and demand fluctuating based on various factors.
- Technological Advancements: Technological advancements are impacting the industry, including improvements in drilling and production techniques.
- Positioning: SM Energy is well-positioned in the Permian Basin, a prolific oil and gas producing region.
Competitors:
- Key Competitors: (stock symbols)
- EOG Resources (EOG)
- ConocoPhillips (COP)
- Pioneer Natural Resources (PXD)
- Devon Energy (DVN)
- Market Share Comparison: SM Energy has a smaller market share compared to these major competitors.
- Competitive Advantages: SM Energy's competitive advantages include its focus on the Permian Basin, its experienced management team, and its strong operational track record.
Potential Challenges and Opportunities:
- Key Challenges:
- Volatile oil and gas prices
- Competition from larger players
- Environmental regulations
- Opportunities:
- Growth in the Permian Basin
- Technological advancements
- Strategic acquisitions
Recent Acquisitions (last 3 years):
- No acquisitions were made by SM Energy Co. in the past 3 years.
AI-Based Fundamental Rating:
- Rating: 5/10
- Justification:
- Recent financial performance has been weak.
- The company faces significant challenges, including volatile oil and gas prices and competition.
- However, SM Energy has a strong operational track record, a capable management team, and a focus on the Permian Basin, which offers growth potential.
Sources:
- https://www.smenergy.com/
- https://finance.yahoo.com/quote/SM/
- https://www.marketwatch.com/investing/stock/sm
Disclaimer: This analysis is for informational purposes only and should not be considered investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SM Energy Co
Exchange NYSE | Headquaters Denver, CO, United States | ||
IPO Launch date 1992-12-16 | President, CEO & Director Mr. Herbert S. Vogel | ||
Sector Energy | Industry Oil & Gas E&P | Full time employees 663 | Website https://sm-energy.com |
Full time employees 663 | Website https://sm-energy.com | ||
SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, gas, and natural gas liquids in the state of Texas. It has working interests in oil and gas producing wells in the Midland Basin and South Texas. The company was formerly known as St. Mary Land & Exploration Company and changed its name to SM Energy Company in May 2010. SM Energy Company was founded in 1908 and is headquartered in Denver, Colorado.
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