SMNEUTRAL

SM Return on Equity (ROE) Analysis

16.1%

Updated 35h ago·SEC filings & market data

Key Takeaway

Return on Equity (ROE) measures net income as a share of shareholders’ equity, so 16.1% means the company generates $16.10 of profit for every $100 of equity invested.

Sector Performance

58th percentile

16.1%

Sector Median

13.3%

Sector Avg

17.0%

Prior Period

2.3%(Jul 2026)

↑ Improving

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Deep Analysis

Return on Equity (ROE) measures net income as a share of shareholders’ equity, so 16.1% means the company generates $16.10 of profit for every $100 of equity invested.

That return sits above the sector median of 13.5%, placing it at the 57th percentile among sector peers. The 8-quarter trend and year-over-year change are both N/A, while the quarter-over-quarter change is +600.0%, reflecting a rise from 2.3% to 16.1%. A level above the sector median is favorable, but the lack of longer-term trend data and the single quarter’s very large jump make it unclear whether the improvement will

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about SM?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

Who are SM's closest peers by Return on Equity (ROE)?

The closest peers by Return on Equity (ROE) include: EVGO (-34.6%), MAR (-69.0%), BMBL (-76.9%), WBA (-82.7%), NIO (-84.0%).

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Learn More About Return on Equity (ROE)

What Is Return on Equity (ROE) and Is Higher Always Better?

Return on equity ROE measures how efficiently a company generates profit from shareholder capital. Learn how to decompose ROE using DuPont analysis and why high leverage can make it dangerous—with Apple and JPMorgan examples.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.