SM vs CLF

Comparison between SM Energy Company (SM, Company) and Cleveland-Cliffs Inc (CLF, Company).

SM is from the Energy sector, while CLF is from the Basic Materials sector.

5-Year PerformanceSM has outperformed CLF, delivering a return of +11.0% compared to -7.6%

SM vs CLF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SM(COMPANY)	CLF(COMPANY)
Market Cap	$7.34B	$7.33B
Max Drawdown	98.88%	98.94%
Sharpe Ratio	0.81	1.26
5Y Beta	1.18	1.92
Industry	Oil & Gas E&p	Steel
P/E Ratio	48.20	-5.52
Forward P/E	4.49	29.67
Dividend Yield	2.43%	N/A
5Y Dividends CAGR	119.54%	-6.01%
5Y EPS CAGR	N/A	81.08%
Debt to Equity	0.00%	133.34%
Free Cash Flow Yield	29.53%	-13.61%

Market Cap

Winner

$7.34B

CLF

$7.33B

Max Drawdown

Winner

98.88%

CLF

98.94%

Sharpe Ratio

0.81

Winner

CLF

1.26

5Y Beta

Winner

1.18

CLF

1.92

Industry

Oil & Gas E&p

CLF

Steel

P/E Ratio

48.20

Winner

CLF

-5.52

Forward P/E

Winner

4.49

CLF

29.67

Dividend Yield

2.43%

CLF

N/A

5Y Dividends CAGR

Winner

119.54%

CLF

-6.01%

5Y EPS CAGR

N/A

CLF

81.08%

Debt to Equity

Winner

0.00%

CLF

133.34%

Free Cash Flow Yield

Winner

29.53%

CLF

-13.61%

SM vs CLF - Historical Returns

Returns include dividend reinvestment.

Period	SM	CLF
1 month	-1.67%	+32.54%
3 months	+28.03%	+19.17%
6 months	+64.33%	+4.18%
1 year	+33.79%	+130.25%
5 years(CAGR)	+11.01%	-7.55%
10 years(CAGR)	+1.26%	+16.66%
Max(CAGR)	+6.89%	+6.39%

-1.67%

Winner

CLF

+32.54%

Winner

+28.03%

CLF

+19.17%

Winner

+64.33%

CLF

+4.18%

+33.79%

Winner

CLF

+130.25%

5Y(CAGR)

Winner

+11.01%

CLF

-7.55%

10Y(CAGR)

+1.26%

Winner

CLF

+16.66%

Max(CAGR)

Winner

+6.89%

CLF

+6.39%

SM vs CLF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SM	CLF
2026	+61.89%	-0.11%
2025	-51.47%	+39.20%
2024	+1.24%	-52.45%
2023	+23.24%	+21.62%
2022	+10.45%	-25.86%
2021	+363.97%	+50.97%
2020	-44.67%	+88.69%
2019	-26.03%	+10.16%
2018	-33.18%	-2.66%
2017	-35.30%	-16.26%
2016	+73.27%	+403.59%
2015	-48.64%	-77.52%
2014	-53.20%	-71.27%
2013	+52.35%	-30.80%
2012	-31.45%	-38.56%
2011	+21.34%	-23.00%
2010	+63.50%	+63.25%
2009	+56.80%	+57.60%
2008	-48.20%	-46.54%
2007	+10.56%	+112.27%
2006	-4.22%	+5.86%
2005	+82.35%	+76.79%
2004	+44.17%	+95.85%
2003	+11.53%	+147.09%
2002	+16.86%	+7.53%
2001	-30.19%	-14.70%
2000	+185.26%	-24.00%
1999	-0.33%	+8.53%

SM vs CLF 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 CLF was -98.78%, occurring on Jan 12, 2016. This drawdown has not yet recovered.

The current SM drawdown is -62.11%. The current CLF drawdown is -86.11%.

Rank	SM	CLF
#1	-98.85% Nov 26, 2013 - Apr 1, 2020	-98.78% Jun 30, 2008 - Jan 12, 2016
#2	-82.05% Jun 30, 2008 - Feb 15, 2011	-51.61% Dec 27, 1999 - Apr 15, 2002
#3	-57.19% Jan 16, 2001 - Apr 12, 2004	-48.31% Apr 18, 2002 - Oct 13, 2003
#4	-51.83% Oct 27, 2011 - Oct 18, 2013	-41.76% Mar 4, 2004 - Sep 2, 2004
#5	-31.07% Aug 3, 2011 - Oct 26, 2011	-41.09% Feb 1, 2006 - Jan 30, 2007
#6	-30.27% Jul 7, 2000 - Sep 6, 2000	-38.96% Mar 4, 2005 - Sep 28, 2005
#7	-29.50% Apr 21, 2006 - May 2, 2008	-32.10% Jun 1, 2007 - Oct 1, 2007
#8	-24.07% Nov 9, 1999 - Feb 1, 2000	-27.95% Oct 12, 2007 - Dec 26, 2007
#9	-22.46% Oct 13, 2000 - Nov 21, 2000	-21.75% Jan 5, 2004 - Feb 17, 2004
#10	-21.62% Dec 28, 2000 - Jan 16, 2001	-20.24% Oct 6, 2004 - Nov 11, 2004
#11	-19.66% Apr 5, 2011 - Jul 15, 2011	-18.57% Dec 28, 2007 - Feb 1, 2008
#12	-18.80% Mar 4, 2005 - Jun 1, 2005	-17.14% Feb 28, 2008 - Apr 1, 2008
#13	-18.52% Jan 30, 2006 - Apr 18, 2006	-16.03% Sep 30, 2005 - Nov 9, 2005
#14	-16.88% Oct 3, 2005 - Dec 5, 2005	-12.12% Jun 5, 2008 - Jun 23, 2008
#15	-16.26% Mar 10, 2000 - Apr 4, 2000	-11.79% Feb 26, 2007 - Mar 20, 2007

Correlation

Correlation between SM and CLF is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (1999 - 2026)

SM vs CLF dividend yield comparison.

Year	SM	CLF
2026	0.72%	0.00%
2025	5.35%	0.00%
2024	1.91%	0.00%
2023	1.55%	0.00%
2022	0.46%	0.00%
2021	0.07%	0.00%
2020	0.33%	0.82%
2019	0.89%	3.10%
2018	0.65%	0.00%
2017	0.45%	0.00%
2016	0.29%	0.00%
2015	0.51%	0.00%
2014	0.26%	8.40%
2013	0.12%	2.29%
2012	0.19%	5.59%
2011	0.14%	1.35%
2010	0.17%	0.65%
2009	0.29%	0.55%
2008	0.49%	1.37%
2007	0.26%	0.50%
2006	0.27%	0.98%
2005	0.27%	0.68%
2004	0.24%	0.19%
2003	0.35%	0.00%
2002	0.40%	0.00%
2001	0.47%	2.19%
2000	0.32%	6.96%
1999	0.20%	1.21%