SM Energy Co (SM) — Strategic Asset Allocation Index

Latest as of September 2025: 175.4%

SM Energy Co (SM) has a Strategic Asset Allocation Index of 175.4% as of September 2025. Strategic assets (PP&E of $8.26 Billion plus long-term investments of $-) total $8.26 Billion, measured against net assets of $4.71 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

175.4%
Strategic Assets / Net Assets

Strategic Assets

$8.26 Billion
PP&E + LT Investments

PP&E

$8.26 Billion
USD

Net Assets

$4.71 Billion
USD

SM Energy Co Strategic Asset Allocation Index (2000–2024)

This chart shows how SM Energy Co's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2025, the index stands at 175.4%, representing strategic assets of $8.26 Billion against net assets of $4.71 Billion USD. Explore cash efficiency ratio of SM Energy Co to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for SM Energy Co (2000–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for SM Energy Co from 2000 to 2024, covering 25 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see how much is SM Energy Co worth.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2024 191.3% $8.10 Billion $8.10 Billion $- $4.24 Billion ▲ +41.7 pp
2023 149.6% $5.41 Billion $5.41 Billion $- $3.62 Billion ▼ -8.7 pp
2022 158.3% $4.88 Billion $4.88 Billion $- $3.09 Billion ▼ -63.5 pp
2021 221.8% $4.58 Billion $4.58 Billion $- $2.06 Billion ▼ -11.4 pp
2020 233.2% $4.70 Billion $4.70 Billion $- $2.02 Billion ▲ +16.6 pp
2019 216.6% $5.95 Billion $5.95 Billion $- $2.75 Billion ▲ +16.9 pp
2018 199.7% $5.83 Billion $5.83 Billion $- $2.92 Billion ▼ -32.3 pp
2017 232.0% $5.55 Billion $5.55 Billion $- $2.39 Billion ▼ -11.6 pp
2016 243.5% $6.08 Billion $6.08 Billion $- $2.50 Billion ▼ -23.7 pp
2015 267.2% $4.95 Billion $4.95 Billion $- $1.85 Billion ▲ +26.5 pp
2014 240.7% $5.50 Billion $5.50 Billion $- $2.29 Billion ▲ +0.5 pp
2013 240.2% $3.86 Billion $3.86 Billion $- $1.61 Billion ▼ -19.8 pp
2012 260.0% $3.68 Billion $3.68 Billion $- $1.41 Billion ▲ +48.3 pp
2011 211.7% $3.10 Billion $3.10 Billion $- $1.46 Billion ▲ +10.4 pp
2010 201.3% $2.45 Billion $2.43 Billion $18.84 Million $1.22 Billion ▼ -17.2 pp
2009 218.5% $2.13 Billion $2.13 Billion $- $973.57 Million ▲ +11.3 pp
2008 207.3% $2.34 Billion $2.34 Billion $- $1.13 Billion ▼ -56.2 pp
2007 263.4% $2.27 Billion $2.27 Billion $- $863.35 Million ▲ +43.0 pp
2006 220.4% $1.64 Billion $1.64 Billion $- $743.37 Million ▲ +36.1 pp
2005 184.4% $1.05 Billion $1.05 Billion $- $569.32 Million ▲ +17.5 pp
2004 166.9% $808.52 Million $808.52 Million $- $484.45 Million ▲ +10.4 pp
2003 156.5% $611.29 Million $611.29 Million $- $390.65 Million ▼ -0.8 pp
2002 157.2% $471.94 Million $471.94 Million $- $300.16 Million ▲ +32.1 pp
2001 125.1% $358.93 Million $358.93 Million $- $286.83 Million ▲ +24.5 pp
2000 100.7% $252.41 Million $252.41 Million $- $250.74 Million
pp = percentage points