Company / Return on Assets (ROA)
SM Energy Company Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
7.0%
FY2025
5-year range
-3.6% / 19.4%
FY2021-FY2025
Trend
-22.0%
vs FY2024
Sector context
#26 of 102
Energy
What the data says
SM Energy Company's return on assets (roa) of 7.0% is higher than 75% of companies in the Energy sector (FY2025). Return on Assets (ROA) has declined for 3 consecutive years, from 19.4% in FY2022 to 7.0% in FY2025.
Based on SEC 10-K filings.
7.0% in FY2025 with a 5-year CAGR of +22.4%. Top quartile in the Energy sector.
Declined from 12.8% to 7.0% over the past 2 years.
Energy sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- -12.4pp
- 5-Year Change
- +22.4pp
- 10-Year Change
- -
Sector benchmark
Top 25% in EnergyTop 25% of 102This company 7.0% Sector average 4.0%
▼
+73.9% above sector average
Key checks
Key Insights
- SM Energy Company's return on assets (roa) has declined for 3 consecutive years.
- In FY2025, return on assets (roa) decreased 22.0% year-over-year.
- Currently 3.0pp above the Energy sector average.
- Peak return on assets (roa) was recorded in FY2022.
Company context
Key Data Points
- Strong profit margin: 22.0%
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 7.0% | -22.0% |
| FY2024 | 9.0% | -30.0% |
| FY2023 | 12.8% | -34.1% |
| FY2022 | 19.4% | +644.8% |
| FY2021 | -3.6% | +76.8% |
| FY2020 | -15.4% | -417.2% |
| FY2019 | -3.0% | -137.1% |
| FY2018 | 8.0% | +407.7% |
| FY2017 | -2.6% | +78.1% |
| FY2016 | -11.8% | -489.8% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026