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Upturn AI SWOT - About
SM 
SM Energy Co (SM)
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Upturn Advisory Summary
12/03/2025: 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 $33.5
1 Year Target Price $33.5
| 6 | Strong Buy |
| 2 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -1.92% | 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 12/03/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.32B USD | Price to earnings Ratio 3.09 | 1Y Target Price 33.5 |
Price to earnings Ratio 3.09 | 1Y Target Price 33.5 | ||
Volume (30-day avg) 14 | Beta 1.14 | 52 Weeks Range 17.58 - 43.59 | Updated Date 12/4/2025 |
52 Weeks Range 17.58 - 43.59 | Updated Date 12/4/2025 | ||
Dividends yield (FY) 4.10% | Basic EPS (TTM) 6.55 |
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 22.97% | Operating Margin (TTM) 31.67% |
Management Effectiveness
Return on Assets (TTM) 8.07% | Return on Equity (TTM) 16.58% |
Valuation
Trailing PE 3.09 | Forward PE 8.76 | Enterprise Value 4807177582 | Price to Sales(TTM) 0.73 |
Enterprise Value 4807177582 | Price to Sales(TTM) 0.73 | ||
Enterprise Value to Revenue 1.47 | Enterprise Value to EBITDA 2.13 | Shares Outstanding 114554192 | Shares Floating 112594170 |
Shares Outstanding 114554192 | Shares Floating 112594170 | ||
Percent Insiders 1.62 | Percent Institutions 104.71 |
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 management, it evolved into an independent energy company engaged in hydrocarbon exploration, development, and production. It has grown through acquisitions and strategic focus on key resource plays.
Core Business Areas
- Exploration and Production (E&P): SM Energy Co. focuses on the exploration, development, and production of oil, natural gas, and natural gas liquids (NGLs) primarily in the Permian Basin and Rocky Mountain region.
Leadership and Structure
The leadership team is headed by Herb Vogel, President and CEO. The organizational structure is typical of an E&P company, with divisions for exploration, production, land, finance, and legal.
Top Products and Market Share
Key Offerings
- Crude Oil: Crude oil is a primary product, with production concentrated in the Permian Basin. Market share data is not consistently broken out by company for specific basins, but SM Energy is a significant player in its areas of operation. Competitors include Devon Energy (DVN), Pioneer Natural Resources (PXD), and EOG Resources (EOG).
- Natural Gas: Natural gas is another key product, though less significant than crude oil in SM Energy's portfolio. Similar competitors to oil production apply.
- Natural Gas Liquids (NGLs): NGLs, including propane and butane, are produced as a byproduct of natural gas production. Competitors mirror those in oil and natural gas production.
Market Dynamics
Industry Overview
The oil and gas industry is cyclical and heavily influenced by global supply and demand, geopolitical events, and technological advancements. Currently, there's volatility due to global economic conditions, OPEC+ production decisions, and increasing focus on renewable energy.
Positioning
SM Energy Co. is a mid-sized independent E&P company focused on efficient operations and disciplined capital allocation. Its competitive advantage lies in its concentrated asset base in the Permian Basin and its operational expertise.
Total Addressable Market (TAM)
The total addressable market for crude oil and natural gas is substantial (trillions of USD globally). SM Energy is positioned to capture a portion of this market by focusing on resource plays in specific geographic regions.
Upturn SWOT Analysis
Strengths
- Strong asset base in the Permian Basin
- Disciplined capital allocation
- Operational efficiency
- Experienced management team
- Strong liquidity position
Weaknesses
- Exposure to commodity price volatility
- Concentrated asset base (geographic risk)
- Dependence on continued access to capital
- Relatively smaller market capitalization compared to major integrated oil companies
Opportunities
- Further development of Permian Basin assets
- Potential acquisitions of complementary assets
- Increased demand for natural gas as a transition fuel
- Technological advancements improving production efficiency
Threats
- Declining oil and gas prices
- Increased regulatory scrutiny and environmental concerns
- Competition from larger E&P companies
- Shifting energy landscape favoring renewable energy
Competitors and Market Share
Key Competitors
- EOG
- DVN
- PXD
- APA
- OXY
Competitive Landscape
SM Energy faces competition from larger and smaller E&P companies. Its advantages include its concentrated asset base and operational expertise. Its disadvantages include its smaller market capitalization and exposure to commodity price volatility.
Major Acquisitions
Rock Oil Holdings LLC
- Year: 2021
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded SM Energy's presence in the Midland Basin, adding high-quality acreage and production.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by increased production in the Permian Basin and strategic acquisitions.
Future Projections: Future growth is projected to be driven by continued development of existing assets and potential acquisitions. Analyst estimates would provide specific growth projections.
Recent Initiatives: Recent initiatives include focusing on cost optimization, increasing production efficiency, and deleveraging the balance sheet.
Summary
SM Energy Co. is a mid-sized E&P company with a strong presence in the Permian Basin. The company is focused on efficient operations and disciplined capital allocation, which are working well. Commodity price volatility and regulatory scrutiny pose potential challenges. SM's smaller market capitalization compared to its competitors requires vigilance.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC filings, Company reports, Analyst reports
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share data is based on industry estimates and may not be precise.
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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