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Held by 490 of 5,944 reporting institutions (97th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Ranked against 243 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EC | $673.9B | — | — | — | — | — | — | — | — | — | 154 |
| XOM | $633.7B | 22.6× | — | 1.9× | -5.0% | — | 8.7% | 11.1% | 10.7% | — | 4,568 |
| CVX | $344.7B | 28.1× | — | 1.8× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 4,121 |
| RYDAF | $253.5B | — | — | — | — | — | — | — | — | — | 5 |
| TTE | $187.0B | — | — | — | — | — | — | — | — | — | 951 |
| COP | $144.0B | 18.1× | — | 2.4× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 2,450 |
| STOHF | $99.4B | — | — | — | — | — | — | — | — | — | 3 |
| VLO | $93.4B | 40.0× | 17.9× | 0.8× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 1.7× | 1,781 |
| CNQ | $93.2B | — | — | — | — | — | — | — | — | — | 709 |
| MPC | $90.8B | 22.5× | 7.8× | 0.7× | -4.4% | 10.0% | 3.0% | 23.4% | 20.6% | 0.2× | 1,802 |
| WMB | $87.7B | 33.6× | 17.8× | 7.3× | 13.8% | — | 21.9% | 20.4% | 6.3% | 4.4× | 1,736 |
| EIPAF | $84.0B | — | — | — | — | — | — | — | — | — | 2 |
| PSX | $82.2B | 18.8× | — | 0.6× | -7.5% | 12.3% | 3.3% | 15.1% | 8.9% | — | 2,041 |
| SU | $75.0B | — | — | — | — | — | — | — | — | — | 724 |
| SLB | $74.6B | 21.2× | — | 2.1× | -1.6% | — | 9.4% | 12.9% | 9.4% | — | 1,624 |
| EOG | $72.9B | 14.7× | 7.1× | 3.2× | -4.5% | — | 22.0% | 16.7% | 13.2% | 0.7× | 1,525 |
| BKR | $61.2B | — | — | 2.2× | -0.3% | — | 9.3% | 13.7% | 10.1% | — | 1,095 |
| IMO | $60.7B | 19.3× | — | 1.3× | -8.6% | — | 6.9% | 14.7% | 12.7% | — | 394 |
| LNG | $56.0B | 10.6× | 7.4× | 2.8× | 27.2% | — | 34.0% | 85.8% | 22.1% | 2.2× | 1,303 |
| TRGP | $55.8B | 30.6× | 15.1× | 3.3× | 3.9% | 38.3% | 11.3% | 62.7% | 9.4% | 3.6× | 979 |
| OKE | $54.9B | 16.1× | 11.9× | 1.6× | 55.0% | 30.5% | 10.1% | 15.1% | 6.3% | 4.4× | 1,622 |
| FANG | $53.0B | 32.5× | 10.7× | 3.5× | 35.8% | — | 10.3% | 4.2% | 3.0% | 2.3× | 1,141 |
| CVE | $52.2B | — | — | — | — | — | — | — | — | — | 437 |
| WOPEF | $42.7B | — | — | — | — | — | — | — | — | — | 3 |
| CCJ | $41.1B | — | — | — | — | — | — | — | — | — | 970 |
| SM | $3.3B | 5.2× | — | 1.1× | 17.2% | — | 20.5% | 13.5% | 13.5% | — | 490 |
Peers = companies sharing SM's sector (Energy) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Solve the discounted cash flow backwards, then stress-test the assumptions.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
6/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash-conversion data unavailable. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
Free-cash-flow coverage unavailable. Last year: $92M dividends + $13M buybacks = $105M returned.
4 consecutive years of dividend increases · 31%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Insufficient data. Current ROIC on all capital: 13%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable.
Cash vs short-term debt unavailable.
Short-term / long-term split not separately reported.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
EOD close · as of 2026-08-05 · 15d old
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.15B 100.0% | $2.69B 100.0% | $2.37B 100.0% | $3.36B 100.0% | $2.62B 100.0% | $1.13B 100.0% | $1.59B 100.0% | $2.07B 100.0% | $1.13B 100.0% | $1.22B 100.0% |
| Cost of Revenue | — | — | — | — | — | — | $500.7M 31.5% | $487.4M 23.6% | $507.9M 45.0% | $597.6M 49.1% |
| Selling, General & Admin | $161.0M 5.1% | $138.0M 5.1% | $121.0M 5.1% | $114.6M 3.4% | $111.9M 4.3% | $99.2M 8.8% | $132.8M 8.4% | $116.5M 5.6% | $117.3M 10.4% | $124.8M 10.3% |
| Total Operating Expenses | $2.15B 68.3% | $1.61B 60.0% | $1.39B 58.4% | $1.78B 53.0% | $2.41B 92.0% | $2.20B 194.9% | $1.66B 104.4% | $1.23B 59.5% | $1.29B 114.5% | $2.27B 186.8% |
| Operating Income | $1.00B 31.7% | $1.08B 40.0% | $987.0M 41.6% | $1.58B 47.0% | $209.1M 8.0% | -$1.07B -94.9% | -$70.0M -4.4% | $836.3M 40.5% | -$163.7M -14.5% | -$1.06B -86.8% |
| Interest Expense | $173.0M 5.5% | $141.0M 5.2% | $92.0M 3.9% | $120.3M 3.6% | $160.4M 6.1% | $163.9M 14.5% | $159.1M 10.0% | $160.9M 7.8% | $179.3M 15.9% | $158.7M 13.0% |
| Other Income (Expense), net | $0 0.0% | -$1.0M -0.0% | -$1.0M -0.0% | -$1.5M -0.0% | -$2.2M -0.1% | -$3.9M -0.4% | -$2.0M -0.1% | $3.1M 0.1% | -$800K -0.1% | -$1.9M -0.2% |
| Pretax Income | $830.0M 26.3% | $966.0M 35.9% | $914.0M 38.5% | $1.40B 41.6% | $46.2M 1.8% | -$956.7M -84.9% | -$231.0M -14.5% | $651.8M 31.5% | -$343.8M -30.4% | -$1.20B -98.7% |
| Income Tax Expense | $182.0M 5.8% | $196.0M 7.3% | $96.0M 4.0% | $283.8M 8.5% | $9.9M 0.4% | -$192.1M -17.0% | -$44.0M -2.8% | $143.4M 6.9% | -$183.0M -16.2% | -$444.2M -36.5% |
| Net Income | $648.0M 20.5% | $770.0M 28.6% | $818.0M 34.5% | $1.11B 33.1% | $36.0M 1.4% | -$764.6M -67.9% | -$187.0M -11.8% | $508.4M 24.6% | -$160.8M -14.2% | -$757.7M -62.2% |
| Per Share | ||||||||||
| EPS (Basic) | $5.65 | $6.71 | $6.89 | $9.09 | $0.30 | $-6.72 | $-1.66 | $4.54 | $-1.44 | $-9.90 |
| EPS (Diluted) | $5.64 | $6.67 | $6.86 | $8.96 | $0.29 | $-6.72 | $-1.66 | $4.48 | $-1.44 | $-9.90 |
| Weighted Avg Shares (Basic) | 115.0M | 115.0M | 119.0M | 122.4M | 119.0M | 113.7M | 112.5M | 111.9M | 111.4M | 76.6M |
| Weighted Avg Shares (Diluted) | 115.0M | 116.0M | 119.0M | 124.1M | 123.7M | 113.7M | 112.5M | 113.5M | 111.4M | 76.6M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
EOD close · as of 2026-08-05
Where each multiple sits in its own 14-yr range · 43th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 23.6 | 31.5 | — | — | — | — | — | — |
| SG&A | 5.6 | 8.4 | 8.8 | 4.3 | 3.4 | 5.1 | 5.1 | 5.1 |
| Operating Income | 40.5 | -4.4 | -94.9 | 8.0 | 47.0 | 41.6 | 40.0 | 31.7 |
| Income Tax | 6.9 | -2.8 | -17.0 | 0.4 | 8.5 | 4.0 | 7.3 | 5.8 |
| Net Income | 24.6 | -11.8 | -67.9 | 1.4 | 33.1 | 34.5 | 28.6 | 20.5 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SM: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.