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IDA vs SM

Comparison between Idacorp Inc (IDA, Company) and SM Energy Company (SM, Company).

IDA is from the Utilities sector, while SM is from the Energy sector.

5-Year PerformanceSM has outperformed IDA, delivering a return of +14.8% compared to +8.8%

IDA vs SM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
IDA
$7.70B
Winner
SM
$7.70B
Max Drawdown
Winner
IDA
58.69%
SM
98.88%
Sharpe Ratio
Winner
IDA
0.77
SM
0.70
5Y Beta
Winner
IDA
0.16
SM
0.96
Industry
IDA
Utilities - Regulated Electric
SM
Oil & Gas E&p
P/E Ratio
IDA
23.77
Winner
SM
7.60
Forward P/E
IDA
21.69
Winner
SM
4.38
PEG Ratio
IDA
N/A
SM
0.38
Dividend Yield
IDA
2.51%
Winner
SM
2.58%
5Y Dividends CAGR
IDA
9.05%
Winner
SM
120.39%
5Y EPS CAGR
IDA
2.97%
SM
N/A
Debt to Equity
IDA
96.51%
Winner
SM
0.00%
Free Cash Flow Yield
IDA
-7.50%
Winner
SM
35.07%

IDA vs SM - Historical Returns

Returns include dividend reinvestment.

1M
IDA
-5.95%
Winner
SM
+8.46%
3M
IDA
-0.22%
Winner
SM
+4.72%
6M
IDA
-0.98%
Winner
SM
+53.38%
1Y
IDA
+14.08%
Winner
SM
+24.20%
5Y(CAGR)
IDA
+8.78%
Winner
SM
+14.78%
10Y(CAGR)
Winner
IDA
+9.08%
SM
+1.22%
Max(CAGR)
Winner
IDA
+9.79%
SM
+7.07%

IDA vs SM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIDASM
2026+12.94%+72.07%
2025+20.06%-51.47%
2024+13.94%+1.24%
2023-6.29%+23.24%
2022-0.80%+10.45%
2021+27.06%+363.97%
2020-6.39%-44.67%
2019+21.66%-26.03%
2018+6.33%-33.18%
2017+17.15%-35.30%
2016+23.09%+73.27%
2015+5.66%-48.64%
2014+34.37%-53.20%
2013+21.04%+52.35%
2012+7.13%-31.45%
2011+16.96%+21.34%
2010+18.99%+63.50%
2009+14.42%+56.80%
2008-10.94%-48.20%
2007-6.34%+10.56%
2006+33.86%-4.22%
2005+1.76%+82.35%
2004+6.69%+44.17%
2003+29.15%+11.53%
2002-34.84%+16.86%
2001-10.36%-30.19%
2000+96.97%+185.26%
1999-10.63%-0.33%

IDA vs SM Drawdown Comparison

The maximum drawdown for IDA was -54.05%, occurring on Oct 9, 2002. Recovery took 1424 trading sessions.

The maximum drawdown for SM was -98.85%, occurring on Apr 1, 2020. This drawdown has not yet recovered.

The current IDA drawdown is -8.13%. The current SM drawdown is -59.73%.

RankIDASM
#1-54.05%
Dec 27, 2000 - Aug 29, 2006
-98.85%
Nov 26, 2013 - Apr 1, 2020
#2-42.89%
Nov 29, 2006 - Mar 16, 2010
-82.05%
Jun 30, 2008 - Feb 15, 2011
#3-34.30%
Feb 18, 2020 - Aug 17, 2021
-57.19%
Jan 16, 2001 - Apr 12, 2004
#4-21.94%
Apr 6, 2022 - Nov 5, 2024
-51.83%
Oct 27, 2011 - Oct 18, 2013
#5-20.39%
Jan 24, 2000 - Aug 1, 2000
-31.07%
Aug 3, 2011 - Oct 26, 2011
#6-19.54%
Jan 29, 2015 - Oct 15, 2015
-30.27%
Jul 7, 2000 - Sep 6, 2000
#7-17.39%
Nov 30, 2017 - Aug 15, 2018
-29.50%
Apr 21, 2006 - May 2, 2008
#8-14.91%
Jul 21, 2011 - Oct 21, 2011
-24.07%
Nov 9, 1999 - Feb 1, 2000
#9-13.88%
Nov 5, 1999 - Jan 20, 2000
-22.46%
Oct 13, 2000 - Nov 21, 2000
#10-13.80%
May 3, 2010 - Jul 27, 2010
-21.62%
Dec 28, 2000 - Jan 16, 2001
#11-13.32%
Aug 5, 2013 - Dec 6, 2013
-19.66%
Apr 5, 2011 - Jul 15, 2011
#12-11.63%
Dec 11, 2018 - Mar 11, 2019
-18.80%
Mar 4, 2005 - Jun 1, 2005
#13-11.25%
Nov 25, 2024 - Mar 3, 2025
-18.52%
Jan 30, 2006 - Apr 18, 2006
#14-10.72%
Jan 7, 2022 - Mar 25, 2022
-16.88%
Oct 3, 2005 - Dec 5, 2005
#15-9.87%
Jul 1, 2014 - Oct 20, 2014
-16.26%
Mar 10, 2000 - Apr 4, 2000

Correlation

Correlation between IDA and SM is -0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.02
-101

Dividend Comparison (1999 - 2026)

IDA vs SM dividend yield comparison.

YearIDASM
20261.87%1.36%
20252.73%5.35%
20243.07%1.91%
20233.25%1.55%
20222.82%0.46%
20212.54%0.07%
20202.83%0.33%
20192.40%0.89%
20182.58%0.65%
20172.45%0.45%
20162.58%0.29%
20152.82%0.51%
20142.66%0.26%
20133.03%0.12%
20123.16%0.19%
20112.83%0.14%
20103.24%0.17%
20093.76%0.29%
20084.07%0.49%
20073.41%0.26%
20063.10%0.27%
20054.10%0.27%
20043.93%0.24%
20035.67%0.35%
20027.49%0.40%
20014.58%0.47%
20003.79%0.32%
19990.00%0.20%

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