SM: SM Energy Company Stock

SIC 1311 – Crude Petroleum and Natural Gas

Valuation
Market Cap ($M) 2,650.37
Enterprise Value ($M) 5,397.40
Book Value ($M) 4,403.73
Book Value / Share 38.47
Price / Book 0.60
NCAV ($M) -3,912.11
NCAV / Share -34.18
Price / NCAV -0.68

Profitability (mra)
Return on Invested Capital (ROIC) 0.11
Return on Assets (ROA) 0.13
Return on Equity (ROE) 0.22

Liquidity (mrq)
Quick Ratio 0.57
Current Ratio 0.57

Balance Sheet (mrq) ($M)
Current Assets 471.82
Assets 8,787.67
Liabilities 4,383.93
Debt n/a
Equity n/a

Income Statement (mra) ($M)
Revenue 2,690.26
Operating Income 1,075.69
Net Income 770.29
Earnings Per Share Diluted n/a
Earnings Per Share Basic n/a

Cash Flow Statement (mra) ($M)
Cash From Operations 1,782.51
Cash from Investing -3,407.17
Cash from Financing 1,008.49

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File Date Form Activist 13D/G Investors Ownership
(%)
Change
(%)
04-30 13G/A Vanguard Group Inc 13.33 6.50
11-08 13G/A BlackRock, Inc. 15.70 0.00
10-31 13G Dimensional Fund Advisors Lp 5.70 299.62

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
2025-05-02 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, 2025 ☐ TRANSITION REPORT PURSUANT TO
2025-02-20 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, 2024 ☐ Transition Report Pursuant to Secti
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

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Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2025-05-09 286,551 1,267,236 22.61
2025-05-08 666,739 2,563,255 26.01
2025-05-07 405,881 1,718,688 23.62
2025-05-06 632,833 4,195,293 15.08
2025-05-05 978,216 3,700,036 26.44

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