SM
Energy · Oil & Gas E&P
Performance
SM (SM) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
SM (SM) operates in the Oil & Gas E&P space within the Energy sector. With a market cap of $6.7B, it qualifies as a small-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Low P/E of 11.8× suggests the stock may be undervalued relative to earnings
- Forward P/E (3.5×) is lower than trailing P/E (11.8×) — analysts expect earnings to improve
- Revenue grew 73% year-over-year — exceptional top-line expansion
- Dividend yield of 3.09% provides consistent income on top of price appreciation
- Thin profit margin of 3.6% — little buffer against cost increases
- High debt-to-equity of 124.61× increases financial risk, especially with elevated interest rates
- Current ratio below 1 (0.39×) — short-term liabilities exceed current assets
Verdict
Buy / Hold
More positives than negatives. Fundamentals support holding while monitoring key risks.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
3.09%
5Y Avg Annual
$0.5880
Last Payment
$0.2200
Ex-Date
06/08/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest06/08/2026 | 06/22/2026 | $0.2200 | 3.15% |
03/09/2026 | 03/23/2026 | $0.2200 | 3.15% |
12/26/2025 | 01/09/2026 | $0.2000 | 2.86% |
10/17/2025 | 10/31/2025 | $0.2000 | 2.86% |
07/18/2025 | 08/01/2025 | $0.2000 | 2.86% |
04/17/2025 | 05/01/2025 | $0.2000 | 2.86% |
01/24/2025 | 02/07/2025 | $0.2000 | 2.86% |
10/25/2024 | 11/08/2024 | $0.2000 | 2.86% |
Magic Number
Shares needed to self-fund your next purchase
$27.98
Price
$0.2200
Last div. (quarterly)
128
shares
Own 128 SM shares ($3,581.44) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$3,581.44
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Jul 30, 2026
44
days
EPS (TTM)
$2.37
P/E (TTM)
11.8
Fwd P/E
3.5
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $27.98
Graham Number
√(22.5 × EPS × Book Value)
$39.09
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$8.40
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
6/10
67% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
2.3%Return on equity — measures how efficiently capital is used
Positive profit margin
3.6%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+73.0%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
124.61×Low financial leverage reduces risk of distress
Current ratio above 1
0.39×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$134M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
3.09%Stock must distribute income to shareholders
Related Assets
Energy
About SM
SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, gas, and natural gas liquids in the United States. The company holds working interests in oil and gas producing wells in the Midland Basin, South Texas, Uinta Basin, and DJ Basin. 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.