SM Energy Co (SM) — Strategic Asset Allocation Index

Latest as of December 2025: 170.5%

SM Energy Co (SM) has a Strategic Asset Allocation Index of 170.5% as of December 2025. Strategic assets (PP&E of $8.20 Billion plus long-term investments of $-) total $8.20 Billion, measured against net assets of $4.81 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check SM asset liquidity ratio to evaluate the company's liquid asset resilience ratio.

SAAI

170.5%
Strategic Assets / Net Assets

Strategic Assets

$8.20 Billion
PP&E + LT Investments

PP&E

$8.20 Billion
USD

Net Assets

$4.81 Billion
USD

SM Energy Co Strategic Asset Allocation Index (2000–2025)

This chart shows how SM Energy Co's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of December 2025, the index stands at 170.5%, representing strategic assets of $8.20 Billion against net assets of $4.81 Billion USD. See SM FCF to total liabilities ratio to measure the company's free cash flow as a share of total liabilities.

Annual Strategic Asset Allocation Index for SM Energy Co (2000–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for SM Energy Co from 2000 to 2025, covering 26 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 SM Energy Co (SM) total market value.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 174.9% $8.41 Billion $8.41 Billion $- $4.81 Billion ▼ -16.4 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