SM Energy Company (SM)

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SM Energy Company (SM) is up 49.7% since the beginning of the year. At $28 per share, SM is trading 23.2% below its 52-week high of $36. Investors who bought $1,000 worth of SM shares 5 years ago would now be looking at an investment worth $1,252.

SM Energy Company (SM) has returned 49.66% so far this year and 4.37% over the past 12 months. Over the last ten years, SM has returned 1.29% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Dec 21, 1992, SM's average daily return is +0.10%, while the average monthly return is +2.39%. At this rate, an 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 14.18%, beta of 1.27, and R2 of 0.15 versus S&P 500 Index. Calculated based on daily prices since December 21, 1992.

• This stock captured 147.62% of S&P 500 Index gains and 142.96% 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 44 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.

SM Energy Company provided a 3.77% dividend yield over the last twelve months, with an annual payout of $1.04 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 65.75%.

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.