Oil & Gas Exploration & Production
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SM vs CRGY
Revenue, margins, valuation, and 5-year total return — side by side.
Oil & Gas Exploration & Production
SM vs CRGY — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Oil & Gas Exploration & Production | Oil & Gas Exploration & Production |
| Market Cap | $3.58B | $4.56B |
| Revenue (TTM) | $3.15B | $3.81B |
| Net Income (TTM) | $648M | $-285M |
| Gross Margin | — | 70.3% |
| Operating Margin | 0.5% | 12.8% |
| Forward P/E | 4.7x | 6.8x |
| Total Debt | $2.30B | $5.53B |
| Cash & Equiv. | $368M | $290K |
SM vs CRGY — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Dec 21 | May 26 | Return |
|---|---|---|---|
| SM Energy Company (SM) | 100 | 105.9 | +5.9% |
| Crescent Energy Com… (CRGY) | 100 | 109.8 | +9.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SM vs CRGY
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SM carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 4 yrs, beta 0.16, yield 2.6%
- 134.1% 10Y total return vs CRGY's -3.9%
- Lower volatility, beta 0.16, Low D/E 47.7%, current ratio 0.69x
CRGY is the clearest fit if your priority is growth exposure and defensive.
- Rev growth 22.1%, EPS growth 161.4%, 3Y rev CAGR 5.4%
- Beta 0.63, yield 3.4%, current ratio 1.48x
- 22.1% revenue growth vs SM's 18.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 22.1% revenue growth vs SM's 18.1% | |
| Value | Lower P/E (4.7x vs 6.8x) | |
| Quality / Margins | 20.5% margin vs CRGY's -7.5% | |
| Stability / Safety | Beta 0.16 vs CRGY's 0.63, lower leverage | |
| Dividends | 2.6% yield, 4-year raise streak, vs CRGY's 3.4% | |
| Momentum (1Y) | +75.0% vs SM's +52.5% | |
| Efficiency (ROA) | 7.0% ROA vs CRGY's -3.6%, ROIC 0.2% vs 3.9% |
SM vs CRGY — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SM vs CRGY — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
CRGY leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
CRGY and SM operate at a comparable scale, with $3.8B and $3.2B in trailing revenue. SM is the more profitable business, keeping 20.5% of every revenue dollar as net income compared to CRGY's -7.5%. On growth, CRGY holds the edge at +24.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $3.2B | $3.8B |
| EBITDAEarnings before interest/tax | $1.2B | $1.7B |
| Net IncomeAfter-tax profit | $648M | -$285M |
| Free Cash FlowCash after capex | $169M | $981M |
| Gross MarginGross profit ÷ Revenue | — | +70.3% |
| Operating MarginEBIT ÷ Revenue | +0.5% | +12.8% |
| Net MarginNet income ÷ Revenue | +20.5% | -7.5% |
| FCF MarginFCF ÷ Revenue | +5.3% | +25.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | -14.1% | +24.5% |
| EPS Growth (YoY)Latest quarter vs prior year | -42.3% | -127.0% |
Valuation Metrics
SM leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 5.5x trailing earnings, SM trades at a 79% valuation discount to CRGY's 25.8x P/E. On an enterprise value basis, SM's 4.5x EV/EBITDA is more attractive than CRGY's 6.2x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $3.6B | $4.6B |
| Enterprise ValueMkt cap + debt − cash | $5.5B | $10.1B |
| Trailing P/EPrice ÷ TTM EPS | 5.53x | 25.78x |
| Forward P/EPrice ÷ next-FY EPS est. | 4.74x | 6.77x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 4.50x | 6.15x |
| Price / SalesMarket cap ÷ Revenue | 1.13x | 1.27x |
| Price / BookPrice ÷ Book value/share | 0.75x | 0.66x |
| Price / FCFMarket cap ÷ FCF | 6.24x | 6.26x |
Profitability & Efficiency
SM leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
SM delivers a 13.5% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $-6 for CRGY. SM carries lower financial leverage with a 0.48x debt-to-equity ratio, signaling a more conservative balance sheet compared to CRGY's 1.07x. On the Piotroski fundamental quality scale (0–9), SM scores 7/9 vs CRGY's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +13.5% | -6.0% |
| ROA (TTM)Return on assets | +7.0% | -3.6% |
| ROICReturn on invested capital | +0.2% | +3.9% |
| ROCEReturn on capital employed | +0.2% | +4.9% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | 0.48x | 1.07x |
| Net DebtTotal debt minus cash | $1.9B | $5.5B |
| Cash & Equiv.Liquid assets | $368M | $290,000 |
| Total DebtShort + long-term debt | $2.3B | $5.5B |
| Interest CoverageEBIT ÷ Interest expense | — | 2.26x |
Total Returns (Dividends Reinvested)
CRGY leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SM five years ago would be worth $19,607 today (with dividends reinvested), compared to $9,608 for CRGY. Over the past 12 months, CRGY leads with a +75.0% total return vs SM's +52.5%. The 3-year compound annual growth rate (CAGR) favors CRGY at 11.5% vs SM's 7.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +64.3% | +65.0% |
| 1-Year ReturnPast 12 months | +52.5% | +75.0% |
| 3-Year ReturnCumulative with dividends | +24.3% | +38.6% |
| 5-Year ReturnCumulative with dividends | +96.1% | -3.9% |
| 10-Year ReturnCumulative with dividends | +134.1% | -3.9% |
| CAGR (3Y)Annualised 3-year return | +7.5% | +11.5% |
Risk & Volatility
Evenly matched — SM and CRGY each lead in 1 of 2 comparable metrics.
Risk & Volatility
SM is the less volatile stock with a 0.16 beta — it tends to amplify market swings less than CRGY's 0.63 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CRGY currently trades 97.4% from its 52-week high vs SM's 93.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.16x | 0.63x |
| 52-Week HighHighest price in past year | $33.25 | $14.29 |
| 52-Week LowLowest price in past year | $17.45 | $7.68 |
| % of 52W HighCurrent price vs 52-week peak | +93.9% | +97.4% |
| RSI (14)Momentum oscillator 0–100 | 61.5 | 63.6 |
| Avg Volume (50D)Average daily shares traded | 5.9M | 8.6M |
Analyst Outlook
Evenly matched — SM and CRGY each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates SM as "Buy" and CRGY as "Buy". Consensus price targets imply -7.1% upside for SM (target: $29) vs -8.0% for CRGY (target: $13). For income investors, CRGY offers the higher dividend yield at 3.37% vs SM's 2.56%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $29.00 | $12.80 |
| # AnalystsCovering analysts | 54 | 12 |
| Dividend YieldAnnual dividend ÷ price | +2.6% | +3.4% |
| Dividend StreakConsecutive years of raises | 4 | 3 |
| Dividend / ShareAnnual DPS | $0.80 | $0.47 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.4% | +0.7% |
CRGY leads in 2 of 6 categories (Income & Cash Flow, Total Returns). SM leads in 2 (Valuation Metrics, Profitability & Efficiency). 2 tied.
SM vs CRGY: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SM or CRGY a better buy right now?
For growth investors, Crescent Energy Company (CRGY) is the stronger pick with 22.
1% revenue growth year-over-year, versus 18. 1% for SM Energy Company (SM). SM Energy Company (SM) offers the better valuation at 5. 5x trailing P/E (4. 7x forward), making it the more compelling value choice. Analysts rate SM Energy Company (SM) a "Buy" — based on 54 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — SM or CRGY?
On trailing P/E, SM Energy Company (SM) is the cheapest at 5.
5x versus Crescent Energy Company at 25. 8x. On forward P/E, SM Energy Company is actually cheaper at 4. 7x.
03Which is the better long-term investment — SM or CRGY?
Over the past 5 years, SM Energy Company (SM) delivered a total return of +96.
1%, compared to -3. 9% for Crescent Energy Company (CRGY). Over 10 years, the gap is even starker: SM returned +134. 1% versus CRGY's -3. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — SM or CRGY?
By beta (market sensitivity over 5 years), SM Energy Company (SM) is the lower-risk stock at 0.
16β versus Crescent Energy Company's 0. 63β — meaning CRGY is approximately 281% more volatile than SM relative to the S&P 500. On balance sheet safety, SM Energy Company (SM) carries a lower debt/equity ratio of 48% versus 107% for Crescent Energy Company — giving it more financial flexibility in a downturn.
05Which is growing faster — SM or CRGY?
By revenue growth (latest reported year), Crescent Energy Company (CRGY) is pulling ahead at 22.
1% versus 18. 1% for SM Energy Company (SM). On earnings-per-share growth, the picture is similar: Crescent Energy Company grew EPS 161. 4% year-over-year, compared to -15. 4% for SM Energy Company. Over a 3-year CAGR, CRGY leads at 5. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — SM or CRGY?
SM Energy Company (SM) is the more profitable company, earning 20.
5% net margin versus 3. 7% for Crescent Energy Company — meaning it keeps 20. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CRGY leads at 13. 2% versus 0. 5% for SM. At the gross margin level — before operating expenses — CRGY leads at 22. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is SM or CRGY more undervalued right now?
On forward earnings alone, SM Energy Company (SM) trades at 4.
7x forward P/E versus 6. 8x for Crescent Energy Company — 2. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SM: -7. 1% to $29. 00.
08Which pays a better dividend — SM or CRGY?
All stocks in this comparison pay dividends.
Crescent Energy Company (CRGY) offers the highest yield at 3. 4%, versus 2. 6% for SM Energy Company (SM).
09Is SM or CRGY better for a retirement portfolio?
For long-horizon retirement investors, SM Energy Company (SM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
16), 2. 6% yield, +134. 1% 10Y return). Both have compounded well over 10 years (SM: +134. 1%, CRGY: -3. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between SM and CRGY?
Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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