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SM

SM Energy Company

SM Energy Company is classed by the SEC under Crude Petroleum & Natural Gas (industry code 1311), based in Denver, CO. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $3.2 billion and a profit of $648 million (its filed statements).

Commodity producer Crude Petroleum & Natural Gas Denver, CO filings since 1996 9 of 9 filed
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Sector peers: CNXMURRRCCRC

5.3/10headline grade
vs its business-model standard
4.0/10past 5.7/10present 6.8/10future

Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a commodity producer: prior from its industry code (SEC 1311, Crude Petroleum & Natural Gas); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.

The grade, in three tenses

Headline 5.3 out of ten, 9 of 9 metrics filed: past 4.0 out of ten, present 5.7 out of ten, future 6.8 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

  • Surviving crises (past): 2.7 out of ten. 2 warning events since 2017; the latest 2026-02-09. 27th percentile among 83 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Track record (past): 4.3 out of ten. +11.2% a year over 10 filed years; profitable in 6 of 10. 43rd percentile among 74 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Shareholder treatment (past): 6.5 out of ten. Share count shrank 2.5% a year. 11% of cash flow returned. Insiders: 3 sales, 0 purchases. 65th percentile among 61 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Financial health (present): 6.8 out of ten. ROE 13%: 13¢ of profit per shareholder dollar. Leverage 48%: owes 48¢ per asset dollar. 68th percentile among 76 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Industry position (present): 6.9 out of ten. top 31% of 76 in its family; net margin 20.5%. 69th percentile among 76 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Leadership (present): 1.8 out of ten. bottom 18% of 51 in its family for leadership; chief executive since 2026. 18th percentile among 51 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
  • Room to expand (future): 8.7 out of ten. top 13% of 74 in its family for room to expand. 87th percentile among 74 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Growth drivers (future): 6.8 out of ten. top 32% of 72 in its family for growth drivers. 68th percentile among 72 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Expectations vs reality (future): 6.0 out of ten. top 40% of 69 in its family for expectations against reality. 60th percentile among 69 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-02-26 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-06 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-05 (on EDGAR). Newest filing: Form SD, 2026-09-15. Filings on record since 1996. Read from EDGAR 2026-10-12.

Where the revenue comes from

Product and service lines in fiscal 2025: Crude Oil 82%, Natural Gas Reserves 11%, Natural Gas Liquids Reserves 7%. By geography: Midland Basin 44%, South Texas 28%, Uinta Basin 28%. As tagged in its annual report (Form 10-K, filed 2026-02-26).

Who runs it

Mcdonald, Elizabeth Anne (President & CEO); Vogel, Herbert S (President & CEO); Bennett, Alan D (Vice President - Controller); Jenkins, Richard A. (Senior Vice President - Utah); Pursell, A Wade (EVP & CFO); Mckenna, Blake Douglas (EVP and COO); Lebeck, James Barker (EVP, GC & Corp Secretary); Knott, Kenneth J. (SVP - Bus Dev & Land); Lytle, Patrick A (Senior VP - Finance); Venkatraman, Ashwin (director); and 9 more. 19 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.

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