SM: SM Energy Company Stock

SIC 1311 – Crude Petroleum and Natural Gas

Valuation
Market Cap ($M) 3,408.68
Enterprise Value ($M) 4,450.11
Book Value ($M) 4,237.26
Book Value / Share 37.02
Price / Book 0.80
NCAV ($M) -3,904.69
NCAV / Share -34.11
Price / NCAV -0.87

Profitability (mra)
Return on Invested Capital (ROIC) 0.11
Return on Assets (ROA) 0.12
Return on Equity (ROE) 0.21

Liquidity (mrq)
Quick Ratio 0.55
Current Ratio 0.55

Balance Sheet (mrq) ($M)
Current Assets 434.70
Assets 8,576.65
Liabilities 4,339.39
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
(%)
11-08 13G/A BlackRock, Inc. 15.70 0.00
10-31 13G Dimensional Fund Advisors Lp 5.70 299.62
2024-02-13 13G/A Vanguard Group Inc 12.33 -8.09

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
2025-02-20 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
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

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Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2025-03-13 452,892 1,718,742 26.35
2025-03-12 575,547 2,447,107 23.52
2025-03-11 814,605 2,906,926 28.02
2025-03-10 545,429 2,363,949 23.07

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