COMP <GO>
SM vs CVX // EV/EBITDA & P/E VALUATION
SM Energy Company (NYSE) VS. Chevron Corporation (NYSE) • 15-METRIC TALLY: SM 8
— CVX 6
▲ EV/EBITDA & P/E VALUATION LEADER: SM
LAST: $40.38 (+2.02%) • MKT CAP: $9.41B
valuation
9.7x
LAST: $235.52 (+1.75%) • MKT CAP: $457.31B
valuation
21.5x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SM VS. CVX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SM | CVX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.30% | -0.30 | CVX | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 12.50% | 5.80% | +6.70 | SM | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 9.7x | 21.5x | -11.80 | SM | /valuation <GO> |
| Free Cash Flow Yield | 19.85% | 5.61% | +14.24 | SM | /fcf-yield <GO> |
| Operating Margin | 31.70% | 8.10% | +23.60 | SM | /operating-margins <GO> |
| Net Profit Margin | 20.50% | 6.70% | +13.80 | SM | /net-margins <GO> |
| Revenue Growth (YoY) | 17.20% | -4.60% | +21.80 | SM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.98% | 2.79% | -1.81 | CVX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.42 | 3.71 | -1.29 | CVX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 7.10% | -0.40 | SM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.8 | 72.8 | -9.03 | CVX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 1.07 | -0.13 | CVX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.2x | 34.6x | -22.40 | SM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.41B | $457.31B | -$447.90B | CVX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SM REV | CVX REV | SM GROSS % | CVX GROSS % | SM FCF | CVX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.15B | $184.43B | 44.0% | 41.3% | $1.87B | $25.64B |
| FY 2024 | $2.69B | $193.41B | 44.0% | 38.4% | $1.66B | $22.79B |
| FY 2023 | $2.37B | $196.91B | 44.0% | 44.0% | $1.47B | $26.75B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SM // BETA 0.94
CVX // BETA 1.07