Sm Energy Co Stock Buy Hold or Sell Recommendation
| SM Stock | USD 29.99 1.22 4.24% |
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding SM Energy Co is 'Cautious Hold'. The recommendation algorithm takes into account all of SM Energy's available fundamental, technical, and predictive indicators you will find on this site.
Check out SM Energy Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as SM Energy and provide practical buy, sell, or hold advice based on investors' constraints. SM Energy Co. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population.
SM Energy |
Execute SM Energy Buy or Sell Advice
The SM Energy recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on SM Energy Co. Macroaxis does not own or have any residual interests in SM Energy Co or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute SM Energy's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
SM Energy Trading Alerts and Improvement Suggestions
| SM Energy generated a negative expected return over the last 90 days | |
| SM Energy Co reports 2.71 B of total liabilities with total debt to equity ratio (D/E) of 0.64, which is normal for its line of buisiness. SM Energy has a current ratio of 0.61, implying that it has not enough working capital to pay out debt commitments in time. Note however, debt could still be an excellent tool for SM Energy to invest in growth at high rates of return. | |
| Over 98.0% of SM Energy shares are owned by institutional investors | |
| On 3rd of February 2025 SM Energy paid $ 0.2 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: SM Energy Co Stock Price Down 4.1 percent on Mar 13 |
SM Energy Returns Distribution Density
The distribution of SM Energy's historical returns is an attempt to chart the uncertainty of SM Energy's future price movements. The chart of the probability distribution of SM Energy daily returns describes the distribution of returns around its average expected value. We use SM Energy Co price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of SM Energy returns is essential to provide solid investment advice for SM Energy.
| Mean Return | -0.4 | Value At Risk | -4.43 | Potential Upside | 4.24 | Standard Deviation | 2.66 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of SM Energy historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
SM Energy Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as SM Energy, soars without any apparent reason. This usually happens because many institutional investors are aggressively trading SM Energy Co back and forth among themselves. Companies that invest excess capital in these types of assets may also be included in this term and can influence corporate governance by exercising voting rights in their investments.
| Shares | River Road Asset Management, Llc | 2024-12-31 | 1.8 M | Citadel Advisors Llc | 2024-12-31 | 1.6 M | Northern Trust Corp | 2024-12-31 | 1.4 M | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 1.4 M | Goldman Sachs Group Inc | 2024-12-31 | 1.4 M | Charles Schwab Investment Management Inc | 2024-12-31 | 1.3 M | Bank Of New York Mellon Corp | 2024-12-31 | 1.2 M | Frontier Capital Management Co Inc | 2024-12-31 | 1.2 M | Voloridge Investment Management, Llc | 2024-12-31 | 1.2 M | Blackrock Inc | 2024-12-31 | 18.1 M | Vanguard Group Inc | 2024-12-31 | 15.2 M |
SM Energy Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to SM Energy or Oil, Gas & Consumable Fuels sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that SM Energy's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a SM Energy stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.32 | |
β | Beta against Dow Jones | 0.78 | |
σ | Overall volatility | 2.72 | |
Ir | Information ratio | -0.11 |
SM Energy Volatility Alert
SM Energy Co exhibits very low volatility with skewness of -0.29 and kurtosis of 1.12. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure SM Energy's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact SM Energy's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.SM Energy Fundamentals Vs Peers
Comparing SM Energy's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze SM Energy's direct or indirect competition across all of the common fundamentals between SM Energy and the related equities. This way, we can detect undervalued stocks with similar characteristics as SM Energy or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of SM Energy's fundamental indicators could also be used in its relative valuation, which is a method of valuing SM Energy by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare SM Energy to competition |
| Fundamentals | SM Energy | Peer Average |
| Return On Equity | 0.2 | -0.31 |
| Return On Asset | 0.0899 | -0.14 |
| Profit Margin | 0.30 % | (1.27) % |
| Operating Margin | 0.35 % | (5.51) % |
| Current Valuation | 6.21 B | 16.62 B |
| Shares Outstanding | 114.46 M | 571.82 M |
| Shares Owned By Insiders | 1.53 % | 10.09 % |
| Shares Owned By Institutions | 98.47 % | 39.21 % |
| Number Of Shares Shorted | 10.15 M | 4.71 M |
| Price To Earning | 6.17 X | 28.72 X |
| Price To Book | 0.81 X | 9.51 X |
| Price To Sales | 1.33 X | 11.42 X |
| Revenue | 2.67 B | 9.43 B |
| Gross Profit | 2.09 B | 27.38 B |
| EBITDA | 1.92 B | 3.9 B |
| Net Income | 770.29 M | 570.98 M |
| Cash And Equivalents | 445 M | 2.7 B |
| Cash Per Share | 2.18 X | 5.01 X |
| Total Debt | 2.71 B | 5.32 B |
| Debt To Equity | 0.64 % | 48.70 % |
| Current Ratio | 0.62 X | 2.16 X |
| Book Value Per Share | 37.02 X | 1.93 K |
| Cash Flow From Operations | 1.78 B | 971.22 M |
| Short Ratio | 5.10 X | 4.00 X |
| Earnings Per Share | 6.67 X | 3.12 X |
| Price To Earnings To Growth | 0.55 X | 4.89 X |
| Target Price | 48.33 | |
| Number Of Employees | 663 | 18.84 K |
| Beta | 4.15 | -0.15 |
| Market Capitalization | 3.43 B | 19.03 B |
| Total Asset | 8.58 B | 29.47 B |
| Retained Earnings | 2.74 B | 9.33 B |
| Working Capital | (355.25 M) | 1.48 B |
Note: Insider Trading [view details]
SM Energy Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as SM Energy . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About SM Energy Buy or Sell Advice
When is the right time to buy or sell SM Energy Co? Buying financial instruments such as SM Energy Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out SM Energy Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
Is Oil & Gas Exploration & Production space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of SM Energy. If investors know SM Energy will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about SM Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.23) | Dividend Share 0.76 | Earnings Share 6.67 | Revenue Per Share | Quarterly Revenue Growth 0.408 |
The market value of SM Energy is measured differently than its book value, which is the value of SM Energy that is recorded on the company's balance sheet. Investors also form their own opinion of SM Energy's value that differs from its market value or its book value, called intrinsic value, which is SM Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SM Energy's market value can be influenced by many factors that don't directly affect SM Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SM Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if SM Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SM Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.