Profitability
Weight: 15%
B
74
- 5yr Avg ROIC 10.6%
- Operating Margin Trend +2.91 pp/yr
SM
SM Energy Company
AlphaQuality composite grade, weighted for oil & gas e&p businesses.
Capital Efficiency
Weight: 10%
A-
80
- 5yr Avg ROE 14.1%
- 5yr Share-Count CAGR -1.8%
Growth Quality
Weight: 5%
B+
78
- 5yr Revenue CAGR 5.0%
- 5yr EPS CAGR 110.0%
- Revenue-Growth Years (5) 4/5
Cash Generation
Weight: 25%
C
56
- 5yr FCF Margin 4.0%
- 5yr FCF/NI Conversion 2.67x
Balance Sheet
Weight: 25%
C+
61
- Net Debt / EBITDA 0.87x
- Interest Coverage (EBIT/Int) 5.80x
- Altman Z-Score 0.56
Stability
Weight: 20%
C-
49
- EPS Volatility (σ/μ) 0.54
- Piotroski F-Score 5
- Negative-Revenue Years (5) 1/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.4 of 5 gurus held; 3 added; 1 trimmed; 1 full exit.
- Holders
- 4 -1
- Avg Δ position
- +2797.4%
- New buys
- 0
- Full exits
- 1
- Dalio sold -100%
- Greenblatt increased +11232%
- Cooperman decreased -88%