COMP <GO>
SM vs CHRD // PIOTROSKI F-SCORE QUALITY
SM Energy Company (NYSE) VS. Chord Energy Corporation (NASDAQ) • 15-METRIC TALLY: SM 8
— CHRD 3
■ METRIC PARITY
LAST: $37.44 (-7.28%) • MKT CAP: $9.60B
piotroski-score
7/9
LAST: $147.39 (-6.11%) • MKT CAP: $8.59B
piotroski-score
7/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SM VS. CHRD)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SM | CHRD | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 80.00% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 12.50% | 1.70% | +10.80 | SM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 25.2x | -15.50 | SM | /valuation <GO> |
| Free Cash Flow Yield | 19.85% | 21.67% | -1.82 | CHRD | /fcf-yield <GO> |
| Operating Margin | 31.70% | 4.00% | +27.70 | SM | /operating-margins <GO> |
| Net Profit Margin | 20.50% | 0.90% | +19.60 | SM | /net-margins <GO> |
| Revenue Growth (YoY) | 17.20% | -7.10% | +24.30 | SM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.98% | 3.78% | -2.80 | CHRD | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.42 | 1.66 | +0.76 | SM | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.1 | 61.7 | +0.40 | SM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 1.15 | -0.21 | CHRD | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.2x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.60B | $8.59B | $1.02B | SM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SM REV | CHRD REV | SM GROSS % | CHRD GROSS % | SM FCF | CHRD FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.15B | $4.88B | — | 80.0% | $1.87B | $1.82B |
| FY 2024 | $2.69B | $5.25B | — | 73.1% | $1.66B | $1.86B |
| FY 2023 | $2.37B | $3.90B | — | — | $1.47B | $1.64B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SM // BETA 0.94
CHRD // BETA 1.15