Crescent Energy vs SM Energy
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KIRAβs take AI analyst
I put Crescent Energy and SM Energy side by side, using each oneβs latest annual report. Here is what stands out:
- Crescent Energy is the larger business, with $3.6B of revenue in fiscal 2025 against $3.2B for SM Energy.
- Crescent Energy grew revenue faster (22.1%, against 17.3%).
- SM Energy kept more of each dollar of sales as operating profit (31.7% operating margin, against 6.4%).
- SM Energy earned a higher return on the capital invested in it (11.1%, against 2.3%).
Who comes out ahead
Of the 6 measures where higher (or lower) is clearly better, how many each company leads.
Crescent Energy
CRGY
2/6
Revenue growth5-year growth
SM Energy
SM
4/6
Operating marginNet marginReturn on capitalReturn on equity
Side by side
Best in the row
| Latest fiscal year | CRGY FY25 | SM FY25 |
|---|---|---|
| Size | ||
| Market cap | β | $9.4B |
| Revenue | $3.6B | $3.2B |
| Free cash flow | β | β |
| Net income | $133M | $648M |
| Growth | ||
| Revenue growth | 22.1% | 17.3% |
| 5-year growth | 36.5% | 22.9% |
| Share count change | β | β0.9% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | 6.4% | 31.7% |
| Net margin | 3.7% | 20.6% |
| FCF margin | β | β |
| Return on capital | 2.3% | 11.1% |
| Return on equity | 3.2% | 14.3% |
| Balance sheet | ||
| Net debt | $5.5B | $2.3B |
| Net debt / EBITDA | 4.0x | β |
| Dividends and buybacks | $149M | $105M |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | β | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.