COMP <GO>
SM vs AR // 10Y YIELD & FRED MACRO BETA
SM Energy Company (NYSE) VS. Antero Resources Corporation (NYSE) • 15-METRIC TALLY: SM 8
— AR 5
▲ 10Y YIELD & FRED MACRO BETA LEADER: AR
LAST: $37.44 (-7.28%) • MKT CAP: $9.60B
macro-sensitivity
0.94
LAST: $40.64 (-3.42%) • MKT CAP: $12.92B
macro-sensitivity
1.09
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SM VS. AR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SM | AR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 12.50% | 9.50% | +3.00 | SM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 11.5x | -1.80 | SM | /valuation <GO> |
| Free Cash Flow Yield | 19.85% | 11.01% | +8.84 | SM | /fcf-yield <GO> |
| Operating Margin | 31.70% | 16.70% | +15.00 | SM | /operating-margins <GO> |
| Net Profit Margin | 20.50% | 12.80% | +7.70 | SM | /net-margins <GO> |
| Revenue Growth (YoY) | 17.20% | 22.00% | -4.80 | AR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.98% | 0.00% | +0.98 | SM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.42 | 2.11 | +0.31 | SM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | AR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.1 | 67.3 | -5.20 | AR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.94 | 1.09 | -0.15 | AR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.2x | 15.7x | -3.50 | SM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.60B | $12.92B | -$3.32B | AR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SM REV | AR REV | SM GROSS % | AR GROSS % | SM FCF | AR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.15B | $5.28B | — | — | $1.87B | $1.39B |
| FY 2024 | $2.69B | $4.33B | — | — | $1.66B | $654.6M |
| FY 2023 | $2.37B | $4.68B | — | — | $1.47B | $784.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SM // BETA 0.94
AR // BETA 1.09