SM: SM Energy Company Stock

SIC 1311 – Crude Petroleum and Natural Gas

Valuation
Market Cap ($M) 5,266.68
Enterprise Value ($M) 6,238.07
Book Value ($M) 4,061.55
Book Value / Share 35.50
Price / Book 1.30
NCAV ($M) -1,921.80
NCAV / Share -16.80
Price / NCAV -2.74

Profitability (mra)
Return on Invested Capital (ROIC) 0.12
Return on Assets (ROA) 0.14
Return on Equity (ROE) 0.24

Liquidity (mrq)
Quick Ratio 3.52
Current Ratio 3.52

Balance Sheet (mrq) ($M)
Current Assets 2,044.43
Assets 8,027.77
Liabilities 3,966.23
Debt n/a
Equity n/a

Income Statement (mra) ($M)
Revenue 0.00
Operating Income 0.00
Net Income 0.00
Earnings Per Share Diluted n/a
Earnings Per Share Basic n/a

Cash Flow Statement (mra) ($M)
Cash From Operations 0.00
Cash from Investing 0.00
Cash from Financing 0.00

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File Date Form Activist 13D/G Investors Ownership
(%)
Change
(%)
11-08 13G/A BlackRock, Inc. 15.70 0.00
10-31 13G Dimensional Fund Advisors Lp 5.70 299.62
02-13 13G/A Vanguard Group Inc 12.33 -8.09
01-24 13G/A State Street Corp 5.74 -0.05

Top 13F Investors Shares
(1000)
Change
(%)
Value
($1000)
Change
(%)

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Date Insider Trades Code Shares Value

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File Date Form SEC Filings
2024-11-01 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 ☐ TRANSITION REPORT PURSUANT
2024-08-08 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 ☐ TRANSITION REPORT PURSUANT TO S
2024-05-03 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 ☐ TRANSITION REPORT PURSUANT TO
2024-02-22 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2023 ☐ Transition Report Pursuant to Secti

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Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2024-11-25 168,462 753,201 22.37
2024-11-22 178,652 718,804 24.85
2024-11-21 170,030 822,466 20.67
2024-11-20 118,295 1,136,888 10.41

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