SM Energy Co. chart

Last update: 2022-12-28
Key statistics and financials
Revenue per share 27.11
Dividend & YieldN/A£ (N/A)
Beta 4.66
Market capitalization 32.51M
Operating cash flow 1.64B
ESG Scores unknown

Company description

SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in the state of Texas. As of February 24, 2022, it had 492.0 million barrels of oil equivalent of estimated proved reserves. It also has working interests in 825 gross productive oil wells and 483 gross productive gas 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.

Sector: - Industry:

Financial Ratios
Quick Ratio0.69
Working Capital-0.13
Return On Equity0.02
Debt To Equity1.01
Fixed Asset Ratio0.09
Fixed Interest Cover1.3

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities 35.17M 50.28M -23.38M 218.24M
Total Cashflows From Investing Activities -587.93M -1.01B -555.57M -667.24M
Net Borrowings -352.92M 122.5M -219.5M -151M
Total Cash From Financing Activities -368.67M 111.77M -235.38M -159.83M
Change To Operating Activities -729k 6.13M 5.87M 220k
Issuance Of Stock 3.19M 3.21M 1.46M 2.64M
Net Income 508.41M -187M -764.61M 36.23M
Change In Cash -235.98M -77.95M 332.71M 332.71M
Effect Of Exchange Rate
Total Cash From Operating Activities 720.63M 823.57M 790.94M 1.16B
Depreciation 715.2M 857.64M 1.8B 809.39M
Change To Account Receivables -20.77M -39.56M 29.1M -101.05M
Other Cashflows From Financing Activities -7.75M -2.69M -15.07M -9.07M
Change To Netincome -531.91M 120.6M -274.74M 179.47M
Capital Expenditures -1.34B -1.03B -555.66M -678.16M

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 651.78M -231.04M -956.71M 46.17M
Net Income 508.41M -187M -764.61M 36.23M
Selling General Administrative 116.5M 132.8M 99.16M 111.94M
Gross Profit 1.17B 1.11B 754.36M 2.14B
Ebit 409.42M -69.97M -1.07B 209.12M
Operating Income 409.42M -69.97M -1.07B 209.12M
Interest Expense -160.91M -159.1M -163.89M -160.35M
Income Tax Expense 143.37M -44.04M -192.09M 9.94M
Total Revenue 1.57B 1.53B 1.08B 2.5B
Cost Of Revenue 399.57M 412.61M 326.22M 364.92M
Total Other Income ExpenseNet 242.36M -161.08M 112.25M -162.96M
Net Income From Continuing Ops 508.41M -187M -764.61M 36.23M
Net Income Applicable To Common Shares 508.41M -187M -764.61M 36.23M

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 3.43B 3.54B 2.96B 3.17B
Total Stockholder Equity 2.92B 2.75B 2.02B 2.06B
Other Current Liabilities 84.47M 83.74M 234.18M 404.75M
Total Assets 6.35B 6.29B 4.98B 5.23B
Common Stock 1.12M 1.13M 1.15M 1.22M
Other Current Assets 184.6M 62.05M 47.55M 24.09M
Retained Earnings 1.17B 967.59M 200.7M 234.53M
Treasury Stock -12.38M -11.32M -13.6M -12.85M
Cash 77.97M 10k 10k 332.72M
Total Current Liabilities 466.05M 472.04M 583.74M 889.33M
Other Stockholder Equity -12.38M -11.32M -13.6M -12.85M
Property, Plant, and Equipment 5.83B 5.99B 4.72B 4.6B
Total Current Assets 429.26M 252.63M 203.67M 613.19M
Net Tangible Assets 2.92B 2.75B 2.02B 2.06B
Net Receivables 158.06M 177.86M 146.11M 247.2M
Accounts Payable 56.05M 52.09M 63.01M 25.07M


Insider Transactions

Here are the insider transactions of stock shares related to SM Energy Co.:

Filer Name Transaction Text Ownership Date Filer Relation Shares
COPELAND DAVID WStock Gift at price 0.00 per share.D2022-09-09General Counsel7.48k
COPELAND DAVID WSale at price 46.23 per share.D2022-09-09General Counsel10k
LYTLE PATRICK ALLENSale at price 45.61 per share.D2022-09-09Officer8.66k
PURSELL ALAN WADED2022-09-01Chief Financial Officer131.15k
COPELAND DAVID WD2022-09-01General Counsel62.3k
NEWTON LEHMAN E. IIID2022-09-01Officer37.7k
KNOTT KENNETH J.D2022-09-01Officer36.07k
WHITCOMB DAVID JD2022-09-01Officer22.11k
VOGEL HERBERT SD2022-09-01Chief Executive Officer147.54k
LUTEY MARY ELLEND/I2022-09-01Officer53.91k
LYTLE PATRICK ALLEND2022-09-01Officer12.18k
PURSELL ALAN WADED2022-07-01Chief Financial Officer55.51k
COPELAND DAVID WD2022-07-01General Counsel27.67k
NEWTON LEHMAN E. IIID2022-07-01Officer15.96k
KNOTT KENNETH J.D2022-07-01Officer15.43k
WHITCOMB DAVID JD2022-07-01Officer8.9k
VOGEL HERBERT SD2022-07-01Chief Executive Officer123.08k
LUTEY MARY ELLEND/I2022-07-01Officer22.47k
LYTLE PATRICK ALLEND2022-07-01Officer4.95k
SULLIVAN WILLIAM DStock Award(Grant) at price 0.00 per share.D2022-06-14Director5.93k
PERU RAMIRO GStock Award(Grant) at price 0.00 per share.D2022-06-14Director3.62k
ROBESON ROSE MStock Award(Grant) at price 0.00 per share.D2022-06-14Director3.62k
QUINTANA JULIO MANUELStock Award(Grant) at price 0.00 per share.D2022-06-14Director3.62k
BRAND STEPHEN RStock Award(Grant) at price 0.00 per share.D2022-06-14Director3.62k
POWERS ANITA MStock Award(Grant) at price 0.00 per share.D2022-06-14Director5.43k
BAILO CARLA JEANStock Award(Grant) at price 0.00 per share.D2022-06-14Director3.62k
COPELAND DAVID WSale at price 48.27 per share.D2022-05-31General Counsel5k
COPELAND DAVID WSale at price 43.00 - 45.07 per share.D2022-05-26General Counsel40k
VOGEL HERBERT SStock Gift at price 0.00 per share.D2022-05-05Chief Executive Officer5k
WHITCOMB DAVID JSale at price 41.74 - 42.07 per share.D2022-04-18Officer44.77k
WHITCOMB DAVID JSale at price 39.45 per share.D2022-03-21Officer9.25k
LUTEY MARY ELLENSale at price 39.22 per share.D2022-03-21Officer10k
PURSELL ALAN WADEStock Gift at price 0.00 per share.D2022-03-11Chief Financial Officer3k
PERU RAMIRO GSale at price 40.60 per share.D2022-03-08Director30k
LUTEY MARY ELLENSale at price 39.97 per share.I2022-03-08Officer9.53k
LYTLE PATRICK ALLENSale at price 42.01 per share.D2022-03-08Officer6.78k
COPELAND DAVID WStock Gift at price 0.00 per share.D2022-03-07General Counsel2.5k
PURSELL ALAN WADED2021-12-14Chief Financial Officer27.87k
COPELAND DAVID WD2021-12-14General Counsel13.24k
NEWTON LEHMAN E. IIID2021-12-14Officer8.01k
KNOTT KENNETH J.D2021-12-14Officer7.66k
WHITCOMB DAVID JD2021-12-14Officer4.39k
VOGEL HERBERT SD2021-12-14Chief Executive Officer65.77k
LUTEY MARY ELLEND/I2021-12-14Officer11.22k
LYTLE PATRICK ALLEND2021-12-14Officer2.09k
POWERS ANITA MStock Award(Grant) at price 0.00 per share.D2021-11-24Director2.71k
SULLIVAN WILLIAM DSale at price 35.74 per share.D2021-11-05Director55k
SULLIVAN WILLIAM DStock Gift at price 0.00 per share.D2021-11-05Director1.4k
VOGEL HERBERT SStock Gift at price 0.00 per share.D2021-11-05Chief Executive Officer5k
PURSELL ALAN WADEStock Gift at price 0.00 per share.D2021-11-03Chief Financial Officer4k
COPELAND DAVID WStock Gift at price 0.00 per share.D2021-11-02General Counsel3k

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to SM Energy Co.. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on SM Energy Co.

Here is the result of two systematic investment strategies applied to SM Energy Co.. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on SM Energy Co.

The following chart shows the equity curve of the two systematic investment strategies applied to SM Energy Co.:

SM Energy Co. automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 0% on the backtest period.

Performance at glance

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

0.0 %
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Momentum strategy results on SM Energy Co.

This is the result of two momentum investment strategies applied to SM Energy Co.. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on SM Energy Co.

The following chart shows all the entries opened by the momentum investment system on SM Energy Co.:

SM Energy Co. momentum entries
  • The first momentum investment strategy would give 0.47% of return on SM Energy Co.. That represents 1.12£ of latent gain with 237.37£ of employed capital.
  • The second momentum investment strategy would give 0% of return on SM Energy Co.. That represents 0.0£ of latent gain with 0.0£ of employed capital.
Performance at glance (1Q Momentum)

Performance

0.47 %

Latent gain

1.12 £

Invested capital

237.37 £

Annualized return

-0.0 %
Performance at glance (2Q Momentum)

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

-0.0 %

Momentum equity curve on SM Energy Co.

The following chart shows the equity curve of the two momentum strategies applied to SM Energy Co.:

SM Energy Co. momentum equity

Note: the dividends potentially given by SM Energy Co. are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on SM Energy Co.

The following chart shows the employed capital evolution of the two momentum strategies on SM Energy Co. since the beginning:

SM Energy Co.

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250£, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000£.


Buy the dip strategy result on SM Energy Co.

Buy the dip entry openings on SM Energy Co.

SM Energy Co.

The performance achieved by the robo-advisor on SM Energy Co. is 0%. That represents 0.0$ of latent gain with 0.0£ of employed capital. The following chart shows SM Energy Co. stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of SM Energy Co., and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

-0.0 %

Equity curve of the strategy applied to SM Energy Co.

The following chart shows the result of the investment strategy applied to SM Energy Co.:

SM Energy Co.

Note: the dividends potentially given by SM Energy Co. are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on SM Energy Co.

The following chart shows the employed capital evolution since the beginning of the investment strategy on SM Energy Co.:

SM Energy Co.

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on SM Energy Co.

In this section, I will compare the three previous investment strategies applied to SM Energy Co..

Equity curve comparison on SM Energy Co.

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

SM Energy Co. investment strategy comparison

Employed capital comparison on SM Energy Co.

SM Energy Co. investment comparison

Performance comparison on SM Energy Co.

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 0% 0.0£ 0.0£ 0.0%
Momentum 1 quarter 0.47% 1.12£ 237.37£ 11.75%
Momentum 2 quarters 0% 0.0£ 0.0£ -0.0%
Non-directional 0% 0.0£ 0.0£ -0.0%
Annualized return comparison

Automatic investment

0.0 %

Momentum 1Q

-0.0 %

Momentum 2Q

-0.0 %

Non-directional

-0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with SM Energy Co.:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between SM Energy Co. and the other stocks. There may be false positives or some missing correlated stocks. If the price of SM Energy Co. does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name SM Energy Co.
Country United States
City Denver
Address 1775 Sherman Street
Phone 303 861 8140
Website sm-energy.com
FullTime employees 506
Industry
Sector
Exchange XLON
Ticker 0KZA.XLON
Market www.londonstockexchange.com

SM Energy Co. ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown