SM Energy Co

SM
About the company

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.

Country: United StatesPrice: $32.73Market Cap: $7.7B

Investment snapshot

53%positive consensus
Scored 1d ago

Positive

9

BUY / PASS

Neutral / negative

4 / 3

NEUTRAL / FAIL

Median fair value

$72.97

+122.9% vs price

Models with upside

6 / 17

Positive margin of safety

Strongest signal

Models split on SM at $32.73 — fair values range $25.64–$141.00

Key risk

12 of 16 flag SM's profitability — Graham, Buffett, Lynch +9 more

Framework analysis

VerdictMeaning
BUYPositive purchase signal: the framework's buy requirements are met.
PASSThe company clears the framework's checklist or screen, but the framework does not produce a buy signal. For valuation frameworks this often means margin of safety is missing, insufficient, or unavailable; some screen-only frameworks have no intrinsic-value BUY state.
NEUTRALNeither a positive nor negative conclusion. It does not mean to hold an existing position.
FAILThe company does not clear the framework's requirements.
RankedRanked strategies do not use PASS: selected cohort is BUY, outside the cohort is FAIL, and unranked is NEUTRAL.

Current investor scores use trailing 12-month flows and the latest balance sheet where supported. Multi-year and EPS tests retain annual history; each framework shows its financial basis below. Intrinsic values use annual financials.

MetricGraham

Defensive Value

Buffett

Quality Compounder

Lynch

GARP

Greenblatt

Magic Formula

Piotroski

F-Score

Dreman

Contrarian Value

Munger

Quality Focus

Pabrai

Dhandho Framework

Akre

Three-Legged Stool

Marks

Risk-Aware Value

Ackman

Activist Value

Templeton

Global Bargain Hunter

Sleep

Scale Economies Shared

Asness

Systematic Factors

Neff

Low-P/E Total Return

Schloss

Asset-Value Discipline

O'Shaughnessy

Systematic Factor Composite

VerdictPASSPASSFAILFAIL · Rank #726 (Top 23.4%)NEUTRALPASSPASSBUYFAILFAILPASSNEUTRALNEUTRALBUYPASSBUYNEUTRAL
Score
AnalysisChecking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…
Intrinsic Value (annual)N/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
Margin of Safety+55.1%N/A+76.8%+53.5%N/A+65.9%N/A+59.5%+43.4%N/AN/A-27.7%N/AN/AN/AN/AN/A
Financial Basis

TTM ended 2026-09-30 · Balance sheet at 2026-09-30 · Annual history · FY 2025

Latest source filing: 2026-11-04

Score computed: 2026-11-14

Annual history · FY 2025 · TTM ended 2026-09-30

Latest source filing: 2026-11-04

Score computed: 2026-11-14

Annual history · FY 2025 · Balance sheet at 2026-09-30 · TTM ended 2026-09-30

Latest source filing: 2026-11-04

Score computed: 2026-11-14

Annual history · FY 2025

Latest source filing: 2026-02-26

Score computed: 2026-11-14

Annual history · FY 2025

Latest source filing: 2026-02-26

Score computed: 2026-11-14

Annual history · FY 2025 · TTM ended 2026-09-30 · Balance sheet at 2026-09-30 · Market data at 2026-11-01

Latest source filing: 2026-11-04

Score computed: 2026-11-14

Qualitative assessment · Annual history · FY 2025 · TTM ended 2026-09-30 · Balance sheet at 2026-09-30

Latest source filing: 2026-11-04

Score computed: 2026-11-14

Qualitative assessment · Annual history · FY 2025

Latest source filing: 2026-02-26

Score computed: 2026-11-14

Annual history · FY 2025 · Qualitative assessment · Balance sheet at 2026-09-30 · TTM ended 2026-09-30

Latest source filing: 2026-11-04

Score computed: 2026-11-14

Annual history · FY 2025 · Qualitative assessment

Latest source filing: 2026-02-26

Score computed: 2026-11-14

Annual history · FY 2025 · TTM ended 2026-09-30 · Balance sheet at 2026-09-30 · Market data at 2026-11-01

Latest source filing: 2026-11-04

Score computed: 2026-11-14

Annual history · FY 2025 · Price history 2025-01-01–2026-11-01 · Balance sheet at 2026-09-30

Latest source filing: 2026-11-04

Score computed: 2026-11-14

Annual history · FY 2025 · Qualitative assessment

Latest source filing: 2026-02-26

Score computed: 2026-11-14

TTM ended 2026-09-30 · Balance sheet at 2026-09-30 · Price history 2025-01-01–2026-11-01 · Annual history · FY 2025

Latest source filing: 2026-11-04

Score computed: 2026-11-14

Annual history · FY 2025

Latest source filing: 2026-02-26

Score computed: 2026-11-14

Annual history · FY 2025 · Balance sheet at 2026-09-30

Latest source filing: 2026-11-04

Score computed: 2026-11-14

TTM ended 2026-09-30 · Annual history · FY 2025 · Price history 2025-01-01–2026-11-01

Latest source filing: 2026-11-04

Score computed: 2026-11-14

Where It Passes

  • Valuation models86% pass✓ 6✗ 1▾

    Models split on SM at $32.73 — fair values range $25.64–$141.00

    Graham fair value$72.97
    ✓Graham+55.1% margin vs $32.73
    Lynch fair value$141.00
    ✓Lynch+76.8% margin vs $32.73
    Greenblatt fair value$70.36
    ✓Greenblatt+53.5% margin vs $32.73
    Dreman fair value$95.85
    ✓Dreman+65.9% margin vs $32.73
    Pabrai fair value$80.78
    ✓Pabrai+59.5% margin vs $32.73
    Akre fair value$57.85
    ✓Akre+43.4% margin vs $32.73
    Templeton fair value$25.64
    ✗Templeton-27.7% margin vs $32.73
  • Valuation69% pass✓ 22✗ 6▾

    9 of 13 pass — Greenblatt, Ackman, Templeton +1 more object

    Price / 3-yr avg EPS5.1x
    ✓Graham<= 15x
    Price-to-Book Ratio0.8x
    ✓Graham<= 1.5x
    P/E x P/B4.00
    ✓Graham<= 22.5
    Basic earnings-growth PEG (dividends excluded)0.05
    ✓Lynch< 1.0 (ideally < 0.5)
    EBIT / Enterprise Value12.9%
    ✓Greenblatt> 10%
    Earnings Yield + ROC AssessmentEY=12.9%, ROC=13.4%
    ✗GreenblattBoth EY > 10% and ROC > 25%
    Price / EPS5.8x
    ✓Dreman< 12x✓Templeton< 12x (fixed ceiling; proxy for the market's cheapest 40%)
    Price / (CFO / Shares)1.9x
    ✓Dreman< 8x
    Price / Book Value per Share0.8x
    ✓Dreman< 1.2x✓Templeton< 1.5x✓SchlossP/B <= 0.80x (app cutoff)
    Valuation ReasonablenessP/E=5.8x
    ✓MungerP/E < 25 or Owner Earnings Yield > 5%
    P/E or FCF YieldP/E=5.8x
    ✓PabraiP/E < 15 or FCF Yield > 10%
    P/B or P/E vs. Historical AverageP/E=5.8x, P/B=0.8x
    ✓MarksP/E < 15 or P/B < 2.0
    Discount to Intrinsic Value65.9% (IV=$95.85 vs Price=$32.73)
    ✓Marks>= 20% below intrinsic value
    Price / FCF per Share
    ✗Ackman<= 25
    Price vs. Trailing Low175% of trailing low ($18.70)
    ✗Templeton<= 120% of trailing low (certified split-adjusted live window)
    Net income / market capitalization+12.19%; #492/6340 (top 7.8%)
    ✓AsnessTop 30% of eligible cross-section✓OshaughnessyTop 10% of eligible cross-section
    Positive book equity / market capitalization+1.0110; #1467/6449 (top 22.7%)
    ✓AsnessTop 30% of eligible cross-section
    Price / Diluted EPS5.8x
    ✓NeffP/E <= 15x (app proxy for a P/E 40%-60% below the market)
    (EPS CAGR % + Dividend Yield %) / P/E19.38
    ✓Neff> 0.7 (Neff's published traditional edge)
    Price / Tangible Book Value per Share0.78x
    ✓SchlossP/TBV <= 1.00x (app cutoff)
    Book Value per Share Change+138.8%
    ✓SchlossLatest BVPS >= earliest BVPS over >= 3 years (app rule)
    Revenue / market capitalization+0.8910; #1904/5247 (top 36.3%)
    ✗OshaughnessyTop 10% of eligible cross-section
    (Operating cash flow - capex) / market capitalization
    ✗OshaughnessyTop 10% of eligible cross-section
    Trailing six-month price return through the evaluation date+15.33%; #1584/6202 (top 25.5%)
    ✗OshaughnessyTop 10% of eligible cross-section
  • Verdicts69% pass✓ 9✗ 4▾

    Split decision: 6 PASS · 4 NEUTRAL · 3 FAIL · 3 BUY

    Overall verdict
    ✓GrahamPASS (5/9)✓BuffettPASS (4/9)✗LynchFAIL (3/7)✗GreenblattRank #726•PiotroskiNEUTRAL (F-Score 6)✓DremanPASS (6/11)✓MungerPASS (2/4)✓PabraiBUY (3/3)✗AkreFAIL (2/6)✗MarksFAIL (3/5)✓AckmanPASS (5/9)•TempletonNEUTRAL (6/8)•SleepNEUTRAL (4/6)✓AsnessBUY (Rank #138/2370 (Top 5.8%))✓NeffPASS (4/6)✓SchlossBUY (5/7)•OshaughnessyNEUTRAL (Not ranked)

Where It Falls Short

  • Profitability25% pass✓ 17✗ 18▾

    12 of 16 flag SM's profitability — Graham, Buffett, Lynch +9 more

    Positive EPS (10 years)11/18 years positive
    ✗GrahamPositive EPS every year for 10 years
    EPS Growth (3-yr avg, 10-yr window)
    ✗Graham>= 33% growth
    Net Income Positive (10+ years)11/18 years positive
    ✗BuffettPositive every year for 10+ years
    ROE (up to 5-year arithmetic mean)18.4%
    ✓Buffett> 15% arithmetic mean (app rule)
    Operating Margin (10-yr trend)31.7% (latest)
    ✓BuffettStable or rising over 10 years
    Free Cash Flow Proxy
    ✗BuffettPositive and growing
    Earnings Variance (10-yr CoV)
    ✗BuffettCoV < 0.3
    Retained Earnings Effectiveness
    ✗Buffett$1 retained -> > $1 market value created
    Basic earnings-growth PEG (dividends excluded)0.05
    ✓Lynch< 1.0 (ideally < 0.5)
    3-5 Year EPS CAGR110.0%
    ✓Lynch15-30% (Fast Grower); > 0% to pass
    ROE12.1%
    ✗Lynch> 15%
    EBIT / Enterprise Value12.9%
    ✓Greenblatt> 10%
    Earnings Yield + ROC AssessmentEY=12.9%, ROC=13.4%
    ✗GreenblattBoth EY > 10% and ROC > 25%
    Net Income / Total Assets7.00%
    ✓PiotroskiROA > 0
    ROA Change YoY8.98% -> 7.00% (delta: -1.97%)
    ✗PiotroskiCurrent ROA > Prior ROA
    (CFO / Total Assets) vs ROACFO/Assets=21.73%, ROA=7.00%
    ✓PiotroskiCFO/Assets > ROA
    Gross Margin Change YoY76.3% -> 71.9%
    ✗PiotroskiImproved YoY
    Pre-Tax Income / Revenue18.1%
    ✓Dreman>= 8%
    Net Income / Shareholders' Equity12.1%
    ✓Dreman> 12%
    Margin of SafetyP/E=5.8x, P/B=0.8x
    ✓PabraiP/B < 1.5 or P/E < 15
    Return on Equity18.1% (3-yr avg)
    ✗AkreROE > 20% (3-year avg)
    Discount to Intrinsic Value65.9% (IV=$95.85 vs Price=$32.73)
    ✓Marks>= 20% below intrinsic value
    Positive Net Income Frequency11/18 years positive
    ✓MarksPositive net income in >= 7 of last 10 years
    Operating Income / Revenue23.6%
    ✓Ackman>= 15%
    Net Income / Shareholders Equity12.1%
    ✗Ackman>= 15%
    5-Year EPS CAGR110.0% CAGR over 4 years
    ✓Templeton> 0% (5-year EPS CAGR)
    Operating Margin Trend41.6% (2023) -> 31.7% (2025)
    ✗TempletonNon-negative operating-margin trend over 3 years
    Revenue growth vs. gross and operating margin trendgross margin 76.2% -> 71.9%, operating margin 41.6% -> 31.7%
    ✗SleepRevenue rising; gross margin flat or falling; operating margin holding
    Net income / market capitalization+12.19%; #492/6340 (top 7.8%)
    ✓AsnessTop 30% of eligible cross-section✓OshaughnessyTop 10% of eligible cross-section
    Gross profit / total assets+24.52%; #1758/3702 (top 47.5%)
    ✗AsnessTop 30% of eligible cross-section
    Net income / positive book equity+12.06%; #1511/5226 (top 28.9%)
    ✓AsnessTop 30% of eligible cross-section
    Negative 5-year standard deviation of ROA-0.0623; #2861/5884 (top 48.6%)
    ✗AsnessTop 30% of eligible cross-section
    3-5 Year Diluted EPS CAGR110.0% over 4 years
    ✗Neff7%-20% annualized
    Positive Diluted-EPS Years6/10 years positive
    ✗Schloss>= 70% positive over 5-10 observed years (app rule)
  • Debt & Leverage25% pass✓ 4✗ 11▾

    9 of 12 flag SM's debt & leverage — Graham, Buffett, Lynch +6 more

    Total Debt / Shareholders' Equity0.85
    ✗Dreman< 0.8✓Templeton< 1.0 (fixed cap; proxy for below-sector-median leverage)✓SchlossD/E < 1.00x
    LT Debt vs Net Current Assets
    ✗GrahamLT Debt <= Net Current Assets
    Debt/Equity & Interest CoverageD/E: 0.85, IC: 4.2x
    ✗BuffettD/E < 0.5 AND Interest Coverage > 5x
    Total Debt / Equity0.85
    ✗Lynch< 0.33
    Cash - Long-term Debt
    ✗LynchPositive preferred
    LT Debt / Total Assets Change0.00% -> 0.00%
    ✓PiotroskiDecreased YoY
    Current Assets / Current Liabilities0.57
    ✗Dreman> 1.5✗SchlossCurrent ratio >= 1.50x (app cutoff)
    Debt Levels0.85
    ✗MungerDebt/Equity < 0.5✗AkreDebt/Equity < 0.3
    Interest Coverage & Debt/EBITDAIC=5.8x, D/EBITDA=N/A (D&A unavailable)
    ✗MarksInterest Coverage > 3x; Debt/EBITDA < 4x
    Total Debt / Shareholders Equity0.85
    ✓Ackman<= 1.0
    Negative debt-to-equity (higher means less debt)-0.8505; #3043/4210 (top 72.3%)
    ✗AsnessTop 30% of eligible cross-section
  • Growth38% pass✓ 7✗ 6▾

    5 of 8 flag SM's growth — Graham, Dreman, Ackman +2 more

    EPS Growth (3-yr avg, 10-yr window)
    ✗Graham>= 33% growth
    Basic earnings-growth PEG (dividends excluded)0.05
    ✓Lynch< 1.0 (ideally < 0.5)
    3-5 Year EPS CAGR110.0%
    ✓Lynch15-30% (Fast Grower); > 0% to pass
    Inventory Growth vs Revenue GrowthN/A (no inventory)
    ✓LynchInventory growth < Revenue growth
    EPS Growth Direction
    ✗DremanPositive over recent years
    EPS CAGR
    ✗Dreman> 5% annualized
    Positive Net Income Frequency11/18 years positive
    ✓MarksPositive net income in >= 7 of last 10 years
    3yr Median Revenue Growth13.3%
    ✓Ackman>= 5%
    Positive EPS Growth Frequency2/5 years with positive EPS growth
    ✗AckmanPositive EPS growth in >= 3 of last 5 years
    5-Year EPS CAGR110.0% CAGR over 4 years
    ✓Templeton> 0% (5-year EPS CAGR)
    Revenue growth vs. gross and operating margin trendgross margin 76.2% -> 71.9%, operating margin 41.6% -> 31.7%
    ✗SleepRevenue rising; gross margin flat or falling; operating margin holding
    5-year Revenue CAGR22.9%
    ✓SleepCAGR > 7%
    3-5 Year Diluted EPS CAGR110.0% over 4 years
    ✗Neff7%-20% annualized
  • Efficiency38% pass✓ 6✗ 5▾

    5 of 8 flag SM's efficiency — Graham, Greenblatt, Dreman +2 more

    Current Ratio0.57
    ✗Graham>= 2.0
    ROIC (3-5 yr avg)17.4%
    ✓Buffett> 10%
    ROIC - WACC+7.4%
    ✓BuffettPositive (WACC = 10%)
    EBIT / (NWC + Net Fixed Assets)13.4%
    ✗Greenblatt> 25%
    Current Ratio Change YoY0.55 -> 0.69
    ✓PiotroskiIncreased YoY
    Revenue / Total Assets Change YoY0.31x -> 0.34x
    ✓PiotroskiImproved YoY
    Current Assets / Current Liabilities0.57
    ✗Dreman> 1.5
    Return on Invested Capital8.9%
    ✗Munger> 15%
    ROIC (high and growing)FY2023: ROIC=15.0%; FY2024: ROIC=19.7%; FY2025: ROIC=15.1%
    ✓AkreLatest 3 consecutive FYs: ROIC > 15% in each
    Reinvestment Rate x ROIC6.9% (RR=78% x ROIC=8.9%)
    ✗AkreReinvestment Rate * ROIC > 10%
    ROIC (5-year)4/5 years above 12% (latest 15.1%)
    ✓SleepROIC > 12% in a majority of years
  • Cash Flow40% pass✓ 5✗ 7▾

    6 of 10 flag SM's cash flow — Buffett, Lynch, Marks +3 more

    Free Cash Flow Proxy
    ✗BuffettPositive and growing
    FCF Positive and Growing
    ✗LynchPositive and growing
    Operating Cash Flow$2.0B
    ✓PiotroskiCFO > 0
    (CFO / Total Assets) vs ROACFO/Assets=21.73%, ROA=7.00%
    ✓PiotroskiCFO/Assets > ROA
    Price / (CFO / Shares)1.9x
    ✓Dreman< 8x
    P/E or FCF YieldP/E=5.8x
    ✓PabraiP/E < 15 or FCF Yield > 10%
    FCF Positive
    ✗MarksPositive FCF in majority of recent years
    (OCF - CapEx) / Market Cap
    ✗Ackman>= 4%
    Price / FCF per Share
    ✗Ackman<= 25
    Positive Operating Cash Flow frequency18/18 years positive
    ✓SleepPositive OCF in >= 70% of available years
    Operating Cash Flow - Capital Expenditures
    ✗Neff> $0 (app proxy for a strong fundamental case)
    (Operating cash flow - capex) / market capitalization
    ✗OshaughnessyTop 10% of eligible cross-section

Business & financials

Financial snapshot: annual FY 2025. Current investor scores may use newer quarterly data.

Company Profile

Industry: Petroleum and Natural Gas
SIC Sector: Oil & Gas Extraction
Size: Mid Cap($7.7B)
Revenue: $3.2B+17.2% YoY
Net Income: $648.0M-15.8% YoY

Financial Snapshot

Operating Margin31.7%
Return on Equity13.5%
Debt / Equity0.09
Current Ratio0.69
EPS (Diluted)$5.64−15.4% 1y
Buybacks (1y)$13.0M
Buybacks (2y)$99.0M
Shares Retired−0.1% / 1.0% 2y

Shareholder Return

Fiscal 2025

Issued 0.1% of shares last year, 1.0% over two.

Buybacks
$13.0M
Dividends
$92.0M

What drove EPS

A buyback raises earnings per share without the company earning more. This splits each year's change into the two.

FY22
2989.7% = 2969.2% + 0.7%
FY23
−23.4% = −26.4% + 4.1%
FY24
−2.8% = −5.9% + 3.3%
FY25
−15.4% = −15.8% + 0.5%
Earnings Fewer shares More shares

The two parts do not sum exactly to the total — the difference is the cross-term, plus preferred capital where the company has any. It is left visible rather than distributed into the other two.

Share count is the denominator the filer used for diluted EPS, recovered as net income ÷ EPS — not the balance-sheet count, which is a point-in-time figure and would put the timing difference into this split. Years with a loss are omitted: a smaller share count makes a loss per share larger, so the decomposition inverts.

Company Financials

Latest TTM and quarters alongside annual years

TTM sums four consecutive quarters and uses the latest quarter-end balances. Quarter columns show three-month results; annual columns show full-year totals. Growth compares the same period a year earlier. EPS is not added for TTM; full-year ratios are blank for quarters.

The latest annual period end is unavailable. Showing the latest fiscal cycle’s quarters; quarter and annual columns may overlap. Quarterly shows the full quarter history.

MetricTTM · 2026-09-30

2025-10-01 – 2026-09-30

Sources · derived quarter values

Derived from cumulative filings: revenue, net income, operating income, ebit, pre tax income, interest expense, operating cash flow, dividends paid, buybacks.

Q3 FY 2026

2026-07-01 – 2026-09-30

Sources · derived quarter values

Derived from cumulative filings: operating cash flow, dividends paid, buybacks.

Q2 FY 2026

2026-04-01 – 2026-06-30

Sources · derived quarter values

Derived from cumulative filings: operating cash flow, dividends paid.

Q1 FY 2026

2026-01-01 – 2026-03-31

Sources
FY 2025
Sources
  • 10-K · 2026-02-26
FY 2024
Sources
  • 10-K · 2025-02-20
FY 2023
Sources
  • 10-K · 2024-02-22
FY 2022
Sources
  • 10-K · 2023-02-23
FY 2021
Sources
  • 10-K · 2022-02-25
Market Cap$7.7Bcurrent------$2.2Best.$4.1Best.$4.0Best.$3.7Best.$3.7Best.
Revenue$6.9B↑108%$2.2B↑167%$2.5B↑215%$1.5B↑75%$3.2B↑17%$2.7B↑13%$2.4B↓29%$3.4B↑28%$2.6B
Operating Income$1.6B↑46%$236.0M↓4%$1.5B↑407%-$298.0M↓208%$1.0B↓7%$1.1B↑9%$987.0M↓38%$1.6B↑655%$209.1M
Net Income$938.0M↑29%$93.0M↓40%$1.1B↑431%-$335.0M↓284%$648.0M↓16%$770.0M↓6%$818.0M↓26%$1.1B↑2969%$36.2M
EPS (Diluted)--$0.39↓71%$4.46↑153%$-1.68↓206%$5.64↓15%$6.67↓3%$6.86↓23%$8.96↑2990%$0.29
Gross Margin————71.9%↓6%76.3%76.2%↓6%81.5%↑1%80.7%
Operating Margin23.6%↓30%10.9%↓64%59.8%↑61%-20.1%↓162%31.7%↓21%40.0%↓4%41.6%↓12%47.0%↑490%8.0%
ROE12.1%↓22%———13.5%↓26%18.2%↓20%22.6%↓37%36.0%↑1953%1.8%
Total Debt$6.6B↑1480%$6.6B↑1480%$416.0M↓85%$1.2B↓54%$419.0M↑507%$69.0M↓96%$1.6B$1.6B↓24%$2.1B
Shareholders' Equity$7.8B↑65%$7.8B↑65%$7.8B↑70%$6.9B↑56%$4.8B↑14%$4.2B↑17%$3.6B↑17%$3.1B↑50%$2.1B
Current Ratio0.57↑2%0.57↑2%0.62↓10%0.39↓32%0.69↑26%0.55↓62%1.45↑17%1.23↑79%0.69
Debt / Equity0.85↑858%0.85↑858%0.05↓91%0.18↓71%0.09↑435%0.02↓96%0.44↓15%0.51↓49%1.01
Operating Cash Flow$3.3B↑55%$1.1B↑122%$1.1B↑93%$640.0M↑33%$2.0B↑13%$1.8B↑13%$1.6B↓7%$1.7B↑45%$1.2B
Free Cash Flow------------------

Score history

Historical Score Timeline

Industry peers

Industry Peers

Similar companies in Petroleum and Natural Gas

SM vs Peers — Financial Grading

Revenue$3.2BBottom 25%
Net Income$648.0MBottom 25%
ROE13.5%Top 25%
D/E0.09Top 25%
Op. Margin31.7%Top 25%
Curr. Ratio0.69Bottom 25%
CompanyMarket CapPriceRevenueNet IncomeROED/EOp. MarginCurr. RatioGrahamBuffettLynchGreenblattPiotroskiDreman
TotalEnergies SETTE$199.0B$90.74$201.2B$13.1B11.4%0.49—0.974/94/91/70/3F-Score 46/11
CONOCOPHILLIPSCOP$168.2B$142.28$58.9B$8.0B12.4%0.36—1.302/93/93/70/3F-Score 76/11
BP PLCBP$117.7B$45.70$192.5B$55.0M0.1%1.096.6%1.261/93/91/70/3F-Score 52/11
SUNCOR ENERGY INCSU$80.5B$69.92$38.2B$4.3B13.1%0.22—1.392/92/92/70/3F-Score 46/11
CENOVUS ENERGY INC.CVE$52.6B$29.08$36.3B$2.9B12.4%0.35—1.571/91/93/70/3F-Score 55/11
WOODSIDE ENERGY GROUP LTDWDS$40.1B$21.08$13.0B$2.7B7.6%0.3330.0%1.593/94/90/70/3F-Score 47/11
EXPAND ENERGY CorpEXE$20.4B$88.53$12.1B$1.8B9.8%0.2720.4%1.012/95/93/71/3F-Score 77/11
YPF SOCIEDAD ANONIMAYPF$14.9B$37.90$18.4B$826.0M-7.6%0.989.4%0.872/91/91/70/3F-Score 43/11