Fundamentals Overview
SM Energy Company is in the middle of its 52-week range with premium valuation, trading relatively flat today.
Valuation premium
Intrinsic value (DCF)
-22.9% downside vs price
Profitability
Risk (Beta)
0.73 — lower vol
Earnings & growth
BullzEye Analysis
Our composite tilts Hold on technicals (e.g. RSI, ADX, trend), fundamentals, sentiment, sector and index context, and risk.
Composite Signal
Supporting (Buy):
Analyst grade: B · Sentiment improving (3 upgrades)
Pressures (Sell):
DCF 22.9% downside vs price
Not financial advice. For education and research only; do your own research and consider a financial advisor before investing.
Key Stats
About
Ratings & Grades at a Glance
Overall rating: B. Recent institutional grades: majority upgrades. Current institutional positions: Buy: 5, Equal Weight: 5, Market Perform: 1, Neutral: 5, Outperform: 7, Overweight: 4, Sector Perform: 2, Underperform: 1.
Valuation & Ratios
Valuation, liquidity, and profitability metrics are consolidated here (including ratios that previously appeared in the Financials story). Trailing (TTM) vs forward-looking (e.g. DCF) is noted on each line where it matters.
DCF vs price: DCF estimate is $23.29; current price is $30.21. That’s a -22.9% gap. When the gap is large (e.g. >20%), that’s divergence; when they’re close, that’s convergence. Differences can reflect growth expectations, sector premiums, or conservative vs. optimistic assumptions. Use DCF as one input alongside technicals and sentiment.
| Metric | Value |
|---|---|
| Valuation | |
| P/E (TTM) | 26.57 |
| DCF value (model) | $23.29 (-22.9% vs price) |
| PEG (TTM) | N/A |
| P/B (TTM) | 0.51 |
| P/S (TTM) | 1.91 |
| Liquidity & enterprise | |
| Current Ratio (TTM) | 0.39 |
| Quick Ratio (TTM) | 0.39 |
| Cash Ratio (TTM) | 0.1 |
| Profitability | |
| ROE (TTM) | N/A |
| ROA (TTM) | N/A |
| Revenue growth (YoY) | N/A |
| Net margin (TTM) | 3.45% |
| Gross margin (TTM) | 45.11% |
| Operating margin (TTM) | 6.53% |
| Debt to equity (TTM) | N/A |
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Price Target, Ratings & Grades
Analyst price targets, consensus, rating snapshot, and institutional grades for SM.
Analyst Sentiment at a Glance
Stock Grades (Institutions)
| Institution | Action | Previous Grade | New Grade | Date |
|---|---|---|---|---|
| Stephens & Co. | maintain | Overweight | Overweight | 2026-07-07 |
| Mizuho | maintain | Outperform | Outperform | 2026-07-07 |
| Truist Securities | maintain | Buy | Buy | 2026-07-07 |
| Roth Capital | upgrade | Neutral | Buy | 2026-06-22 |
| Mizuho | maintain | Outperform | Outperform | 2026-05-27 |
| Raymond James | upgrade | Underperform | Outperform | 2026-05-20 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2026-05-18 |
| Truist Securities | maintain | Buy | Buy | 2026-05-12 |
| Susquehanna | maintain | Neutral | Neutral | 2026-05-11 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2026-04-21 |
| Roth Capital | downgrade | Buy | Neutral | 2026-04-08 |
| BMO Capital | maintain | Market Perform | Market Perform | 2026-04-02 |
| Keybanc | maintain | Overweight | Overweight | 2026-04-02 |
| Truist Securities | upgrade | Hold | Buy | 2026-03-24 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2026-03-19 |
| TD Cowen | maintain | Buy | Buy | 2026-03-17 |
| Stephens & Co. | maintain | Overweight | Overweight | 2026-02-19 |
| Susquehanna | maintain | Neutral | Neutral | 2026-01-26 |
| RBC Capital | maintain | Sector Perform | Sector Perform | 2026-01-13 |
| Keybanc | maintain | Overweight | Overweight | 2025-12-10 |
| Susquehanna | maintain | Neutral | Neutral | 2025-10-20 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2025-10-17 |
| RBC Capital | maintain | Sector Perform | Sector Perform | 2025-10-09 |
| Mizuho | maintain | Outperform | Outperform | 2025-09-15 |
| Mizuho | maintain | Outperform | Outperform | 2025-08-01 |
| Susquehanna | maintain | Neutral | Neutral | 2025-07-23 |
| Raymond James | downgrade | Outperform | Underperform | 2025-06-24 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2025-06-16 |
| Raymond James | maintain | Outperform | Outperform | 2025-05-28 |
| Mizuho | maintain | Outperform | Outperform | 2025-05-13 |