SM vs BMA

Comparison between SM Energy Company (SM, Company) and Banco Macro S.A. (BMA, Company).

SM is from the Energy sector, while BMA is from the Financial Services sector.

5-Year PerformanceBMA has outperformed SM, delivering a return of +53.4% compared to +7.4%

SM vs BMA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SM(COMPANY)	BMA(COMPANY)
Market Cap	$6.51B	$6.50B
Max Drawdown	98.88%	92.62%
Sharpe Ratio	0.21	0.84
5Y Beta	1.11	1.56
Industry	Oil & Gas E&p	Banks - Regional
P/E Ratio	42.71	27.63
Forward P/E	3.97	3.10
Dividend Yield	2.92%	5.50%
5Y Dividends CAGR	120.39%	N/A
5Y EPS CAGR	N/A	-58.90%
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	33.33%	-5.01%

Market Cap

Winner

$6.51B

BMA

$6.50B

Max Drawdown

98.88%

Winner

BMA

92.62%

Sharpe Ratio

0.21

Winner

BMA

0.84

5Y Beta

Winner

1.11

BMA

1.56

Industry

Oil & Gas E&p

BMA

Banks - Regional

P/E Ratio

42.71

Winner

BMA

27.63

Forward P/E

3.97

Winner

BMA

3.10

Dividend Yield

2.92%

Winner

BMA

5.50%

5Y Dividends CAGR

120.39%

BMA

N/A

5Y EPS CAGR

N/A

BMA

-58.90%

Debt to Equity

0.00%

BMA

N/A

Free Cash Flow Yield

Winner

33.33%

BMA

-5.01%

SM vs BMA - Historical Returns

Returns include dividend reinvestment.

Period	SM	BMA
1 month	-17.62%	+40.96%
3 months	+0.20%	+57.13%
6 months	+48.87%	+13.55%
1 year	+2.84%	+49.43%
5 years(CAGR)	+7.39%	+53.40%
10 years(CAGR)	+0.50%	+7.93%
Max(CAGR)	+6.40%	+11.67%

-17.62%

Winner

BMA

+40.96%

+0.20%

Winner

BMA

+57.13%

Winner

+48.87%

BMA

+13.55%

+2.84%

Winner

BMA

+49.43%

5Y(CAGR)

+7.39%

Winner

BMA

+53.40%

10Y(CAGR)

+0.50%

Winner

BMA

+7.93%

Max(CAGR)

+6.40%

Winner

BMA

+11.67%

SM vs BMA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SM	BMA
2026	+44.04%	+18.30%
2025	-51.47%	-14.47%
2024	+1.24%	+286.66%
2023	+23.24%	+98.94%
2022	+10.45%	+24.78%
2021	+363.97%	-4.10%
2020	-44.67%	-57.18%
2019	-26.03%	-13.37%
2018	-33.18%	-61.04%
2017	-35.30%	+66.78%
2016	+73.27%	+12.32%
2015	-48.64%	+39.04%
2014	-53.20%	+104.57%
2013	+52.35%	+27.40%
2012	-31.45%	-11.21%
2011	+21.34%	-59.83%
2010	+63.50%	+73.15%
2009	+56.80%	+151.68%
2008	-48.20%	-52.98%
2007	+10.56%	-21.87%
2006	-4.22%	+39.32%
2005	+82.35%	N/A
2004	+44.17%	N/A
2003	+11.53%	N/A
2002	+16.86%	N/A
2001	-30.19%	N/A
2000	+185.26%	N/A
1999	-0.33%	N/A

SM vs BMA Drawdown Comparison

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

The maximum drawdown for BMA was -91.65%, occurring on Jul 21, 2022. Recovery took 1798 trading sessions.

The current SM drawdown is -66.29%. The current BMA drawdown is -6.13%.

Rank	SM	BMA
#1	-98.85% Nov 26, 2013 - Apr 1, 2020	-91.65% Oct 23, 2017 - Dec 16, 2024
#2	-82.05% Jun 30, 2008 - Feb 15, 2011	-81.41% Feb 13, 2007 - Jul 20, 2010
#3	-57.19% Jan 16, 2001 - Apr 12, 2004	-77.47% Dec 10, 2010 - Feb 12, 2015
#4	-51.83% Oct 27, 2011 - Oct 18, 2013	-65.39% Jan 7, 2025 - Sep 19, 2025
#5	-31.07% Aug 3, 2011 - Oct 26, 2011	-43.92% Mar 17, 2015 - Nov 20, 2015
#6	-30.27% Jul 7, 2000 - Sep 6, 2000	-23.18% Nov 20, 2015 - Feb 18, 2016
#7	-29.50% Apr 21, 2006 - May 2, 2008	-22.89% Oct 19, 2016 - Feb 9, 2017
#8	-24.07% Nov 9, 1999 - Feb 1, 2000	-21.80% May 10, 2006 - Nov 8, 2006
#9	-22.46% Oct 13, 2000 - Nov 21, 2000	-19.36% Feb 25, 2016 - Apr 19, 2016
#10	-21.62% Dec 28, 2000 - Jan 16, 2001	-18.55% Apr 19, 2016 - Jun 17, 2016
#11	-19.66% Apr 5, 2011 - Jul 15, 2011	-12.09% Jun 5, 2017 - Aug 14, 2017
#12	-18.80% Mar 4, 2005 - Jun 1, 2005	-10.90% Aug 25, 2016 - Oct 19, 2016
#13	-18.52% Jan 30, 2006 - Apr 18, 2006	-10.85% Dec 16, 2024 - Jan 2, 2025
#14	-16.88% Oct 3, 2005 - Dec 5, 2005	-10.66% Jun 20, 2016 - Jul 13, 2016
#15	-16.26% Mar 10, 2000 - Apr 4, 2000	-10.56% Aug 10, 2010 - Sep 14, 2010

Correlation

Correlation between SM and BMA is -0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.20

-101

Dividend Comparison (1999 - 2026)

SM vs BMA dividend yield comparison.

Year	SM	BMA
2026	1.62%	2.60%
2025	5.35%	2.38%
2024	1.91%	6.10%
2023	1.55%	7.75%
2022	0.46%	7.28%
2021	0.07%	0.00%
2020	0.33%	0.00%
2019	0.89%	6.20%
2018	0.65%	5.05%
2017	0.45%	0.65%
2016	0.29%	1.53%
2015	0.51%	0.00%
2014	0.26%	7.15%
2013	0.12%	0.00%
2012	0.19%	0.00%
2011	0.14%	10.67%
2010	0.17%	1.77%
2009	0.29%	2.18%
2008	0.49%	7.34%
2007	0.26%	1.96%
2006	0.27%	1.99%
2005	0.27%	0.00%
2004	0.24%	0.00%
2003	0.35%	0.00%
2002	0.40%	0.00%
2001	0.47%	0.00%
2000	0.32%	0.00%
1999	0.20%	0.00%