SM vs FDS
Comparison between SM Energy Company (SM, Company) and Factset Research Systems Inc (FDS, Company).
SM is from the Energy sector, while FDS is from the Financial Services sector.
5-Year PerformanceSM has outperformed FDS, delivering a return of +15.1% compared to -7.6%
SM vs FDS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SM vs FDS - Historical Returns
Returns include dividend reinvestment.
SM vs FDS - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SM | FDS |
|---|---|---|
| 2026 | +71.80% | -25.08% |
| 2025 | -51.47% | -38.39% |
| 2024 | +1.24% | +4.75% |
| 2023 | +23.24% | +18.58% |
| 2022 | +10.45% | -15.01% |
| 2021 | +363.97% | +48.34% |
| 2020 | -44.67% | +24.93% |
| 2019 | -26.03% | +36.00% |
| 2018 | -33.18% | +5.64% |
| 2017 | -35.30% | +18.21% |
| 2016 | +73.27% | +5.61% |
| 2015 | -48.64% | +16.85% |
| 2014 | -53.20% | +31.43% |
| 2013 | +52.35% | +22.63% |
| 2012 | -31.45% | +1.24% |
| 2011 | +21.34% | -7.28% |
| 2010 | +63.50% | +42.32% |
| 2009 | +56.80% | +46.56% |
| 2008 | -48.20% | -18.61% |
| 2007 | +10.56% | +0.54% |
| 2006 | -4.22% | +38.99% |
| 2005 | +82.35% | +8.92% |
| 2004 | +44.17% | +55.38% |
| 2003 | +11.53% | +33.05% |
| 2002 | +16.86% | -20.85% |
| 2001 | -30.19% | -1.10% |
| 2000 | +185.26% | -5.80% |
| 1999 | -0.33% | +10.78% |
SM vs FDS 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 FDS was -61.13%, occurring on Feb 17, 2026. This drawdown has not yet recovered.
The current SM drawdown is -59.79%. The current FDS drawdown is -56.35%.
| Rank | SM | FDS |
|---|---|---|
| #1 | -98.85% Nov 26, 2013 - Apr 1, 2020 | -61.13% Nov 14, 2024 - Feb 17, 2026 |
| #2 | -82.05% Jun 30, 2008 - Feb 15, 2011 | -58.96% Jun 5, 2001 - Jul 1, 2003 |
| #3 | -57.19% Jan 16, 2001 - Apr 12, 2004 | -54.43% Oct 10, 2007 - Nov 13, 2009 |
| #4 | -51.83% Oct 27, 2011 - Oct 18, 2013 | -47.28% Dec 29, 1999 - Dec 12, 2000 |
| #5 | -31.07% Aug 3, 2011 - Oct 26, 2011 | -36.39% Dec 12, 2000 - Jun 5, 2001 |
| #6 | -30.27% Jul 7, 2000 - Sep 6, 2000 | -33.56% Feb 19, 2020 - May 29, 2020 |
| #7 | -29.50% Apr 21, 2006 - May 2, 2008 | -31.12% Sep 3, 2003 - Nov 5, 2004 |
| #8 | -24.07% Nov 9, 1999 - Feb 1, 2000 | -29.87% Dec 29, 2004 - Dec 1, 2005 |
| #9 | -22.46% Oct 13, 2000 - Nov 21, 2000 | -29.63% May 11, 2011 - Jul 19, 2013 |
| #10 | -21.62% Dec 28, 2000 - Jan 16, 2001 | -28.36% Dec 29, 2021 - Feb 1, 2024 |
| #11 | -19.66% Apr 5, 2011 - Jul 15, 2011 | -22.30% Oct 23, 2015 - Aug 18, 2016 |
| #12 | -18.80% Mar 4, 2005 - Jun 1, 2005 | -22.23% Jun 19, 2019 - Feb 18, 2020 |
| #13 | -18.52% Jan 30, 2006 - Apr 18, 2006 | -19.93% Jun 20, 2007 - Oct 5, 2007 |
| #14 | -16.88% Oct 3, 2005 - Dec 5, 2005 | -19.66% Nov 28, 2018 - Feb 27, 2019 |
| #15 | -16.26% Mar 10, 2000 - Apr 4, 2000 | -18.86% Mar 20, 2024 - Nov 13, 2024 |
Correlation
Correlation between SM and FDS is 0.04 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
SM vs FDS dividend yield comparison.
| Year | SM | FDS |
|---|---|---|
| 2026 | 0.68% | 0.52% |
| 2025 | 5.35% | 1.50% |
| 2024 | 1.91% | 0.85% |
| 2023 | 1.55% | 0.80% |
| 2022 | 0.46% | 0.87% |
| 2021 | 0.07% | 0.66% |
| 2020 | 0.33% | 0.91% |
| 2019 | 0.89% | 1.04% |
| 2018 | 0.65% | 1.24% |
| 2017 | 0.45% | 1.13% |
| 2016 | 0.29% | 1.19% |
| 2015 | 0.51% | 1.05% |
| 2014 | 0.26% | 1.08% |
| 2013 | 0.12% | 1.25% |
| 2012 | 0.19% | 1.36% |
| 2011 | 0.14% | 1.19% |
| 2010 | 0.17% | 0.95% |
| 2009 | 0.29% | 1.18% |
| 2008 | 0.49% | 1.49% |
| 2007 | 0.26% | 0.75% |
| 2006 | 0.27% | 0.41% |
| 2005 | 0.27% | 0.49% |
| 2004 | 0.24% | 0.46% |
| 2003 | 0.35% | 0.60% |
| 2002 | 0.40% | 0.67% |
| 2001 | 0.47% | 0.43% |
| 2000 | 0.32% | 0.30% |
| 1999 | 0.20% | 0.06% |
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