SM Energy Company (SM)

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The chart shows the growth of an initial investment of $10,000 in SM Energy Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

SM Energy Company (SM) has returned 68.16% so far this year and 8.89% over the past 12 months. Over the last ten years, SM has returned 6.75% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Dec 21, 1992, SM's average daily return is +0.11%, while the average monthly return is +2.45%. At this rate, your investment would double in approximately 2.4 years.

Historically, 54% of months were positive and 46% were negative. The best month was Apr 2020 with a return of +234.0%, while the worst month was Mar 2020 at -81.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.

On a daily basis, SM closed higher 49% of trading days. The best single day was Apr 29, 2020 with a return of +74.6%, while the worst single day was Mar 9, 2020 at -61.3%.

SM Energy Company has an annualized alpha of 15.16%, beta of 1.28, and R² of 0.15 versus S&P 500 Index. Calculated based on daily prices since December 22, 1992.

• This stock captured 151.26% of S&P 500 Index gains and 141.55% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.15 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SM ranks 46 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for SM Energy Company (SM) and compare them to a chosen benchmark (S&P 500 Index).

SM Energy Company provided a 3.27% dividend yield over the last twelve months, with an annual payout of $1.02 per share. The company has been increasing its dividends for 5 consecutive years.

The table displays the monthly dividend distributions for SM Energy Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the SM Energy Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the SM Energy Company was 98.85%, occurring on Apr 1, 2020. The portfolio has not yet recovered.

The current SM Energy Company drawdown is 61.51%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of SM Energy Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how SM Energy Company is priced in the market compared to other companies in the Oil & Gas E&P industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.