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Upturn AI SWOT - About
SM 
SM Energy Co (SM)
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Upturn Advisory Summary
10/15/2025: 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.
Number of Analysts
14 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $38.62
1 Year Target Price $38.62
| 6 | Strong Buy |
| 2 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -0.2% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.66B USD | Price to earnings Ratio 3.27 | 1Y Target Price 38.62 |
Price to earnings Ratio 3.27 | 1Y Target Price 38.62 | ||
Volume (30-day avg) 14 | Beta 2.29 | 52 Weeks Range 19.35 - 45.44 | Updated Date 10/15/2025 |
52 Weeks Range 19.35 - 45.44 | Updated Date 10/15/2025 | ||
Dividends yield (FY) 3.46% | Basic EPS (TTM) 6.91 |
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 27.07% | Operating Margin (TTM) 38.66% |
Management Effectiveness
Return on Assets (TTM) 9.5% | Return on Equity (TTM) 19.27% |
Valuation
Trailing PE 3.27 | Forward PE 4.41 | Enterprise Value 5455531346 | Price to Sales(TTM) 0.88 |
Enterprise Value 5455531346 | Price to Sales(TTM) 0.88 | ||
Enterprise Value to Revenue 1.76 | Enterprise Value to EBITDA 2.44 | Shares Outstanding 114953972 | Shares Floating 112985960 |
Shares Outstanding 114953972 | Shares Floating 112985960 | ||
Percent Insiders 1.61 | Percent Institutions 101.76 |
Upturn AI SWOT
SM Energy Co
Company Overview
History and Background
SM Energy Co. was founded in 1908 as St. Mary Land & Exploration Company. Initially focused on land development, it transitioned to oil and gas exploration and production. Through acquisitions and strategic shifts, it has evolved into a significant independent energy company.
Core Business Areas
- Exploration and Production: SM Energy's primary focus is the exploration, development, and production of oil, natural gas, and natural gas liquids (NGLs). They operate primarily in the Permian Basin and the South Texas region.
Leadership and Structure
The CEO is Herbert Vogel. SM Energy has a typical corporate structure with a board of directors and executive leadership overseeing various departments like operations, finance, and legal.
Top Products and Market Share
Key Offerings
- Crude Oil: Crude oil is a significant component of SM Energy's revenue. Market share data is difficult to specify without access to proprietary datasets, but competitors include companies like APA, Pioneer Natural Resources, and Devon Energy.
- Natural Gas: Natural gas production contributes substantially to SM Energy's portfolio. Market share data is difficult to specify without access to proprietary datasets, but competitors include companies like EQT Corporation, Southwestern Energy, and Chesapeake Energy.
- Natural Gas Liquids (NGLs): NGLs, including propane and butane, are also a part of SM Energy's product mix. Market share data is difficult to specify without access to proprietary datasets. Competitors include ONEOK, Targa Resources and Enterprise Products Partners.
Market Dynamics
Industry Overview
The oil and gas industry is cyclical and influenced by global supply and demand, geopolitical events, and regulatory changes. Current trends include increased focus on ESG (Environmental, Social, and Governance) factors and the energy transition.
Positioning
SM Energy is positioned as an independent exploration and production company focused on resource plays in specific regions. Its competitive advantages may include operational efficiency, cost management, and strategic asset positioning.
Total Addressable Market (TAM)
The global oil and gas market is valued in the trillions of dollars. SM Energy's TAM would be a portion of the US oil and natural gas market, focused on the Permian and South Texas areas. SM Energy's positioning hinges on its ability to efficiently extract resources from these specific regions.
Upturn SWOT Analysis
Strengths
- Strong asset base in the Permian Basin and South Texas
- Experienced management team
- Operational efficiency in key areas
- Focus on cost management
Weaknesses
- Exposure to volatile commodity prices
- Geographic concentration in specific regions
- Debt levels can impact financial flexibility
- Dependence on successful exploration and production
Opportunities
- Further development of existing resource plays
- Potential for strategic acquisitions to expand asset base
- Technological advancements to improve efficiency
- Increasing demand for natural gas as a transition fuel
Threats
- Decline in commodity prices
- Increased regulatory scrutiny and environmental concerns
- Competition from other energy sources
- Geopolitical instability impacting global energy markets
Competitors and Market Share
Key Competitors
- APA
- PXD
- DVN
- OXY
- EOG
Competitive Landscape
SM Energy faces competition from larger, more diversified energy companies. Its ability to compete depends on its operational efficiency, cost management, and strategic asset positioning. While smaller than some peers, its focus on specific resource plays provides a competitive advantage. The fragmented nature of the oil and gas market allows niche players to thrive.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends should be dynamically obtained from financial APIs and news sources.
Future Projections: Future growth projections should be based on analyst estimates, which should be dynamically obtained from financial APIs.
Recent Initiatives: Recent strategic initiatives should be dynamically obtained from financial news sources and company statements.
Summary
SM Energy is a focused exploration and production company with a strong asset base in the Permian and South Texas. Volatile commodity prices and geographic concentration pose challenges. Strategic acquisitions and technological advancements could drive growth. The company's success hinges on efficient operations and cost management within a competitive market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Financial News Outlets
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may not be precise. Financial data should be verified independently before making investment decisions.
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 | 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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